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Showing episodes and shows of
Robert Stein, CFA | Deputy Chief Economist
Shows
IglesiaCFA
Lord Robert Edmiston | El poder de una semilla | 06-07-2025
🌱 Una semilla puede cambiarlo todo. En esta enseñanza, Lord Robert nos recuerda cómo una pequeña decisión de obediencia puede tener un impacto eterno. A través de historias reales, reflexiones bíblicas y su propio testimonio de fe, nos desafía a sembrar con propósito… incluso cuando no vemos resultados inmediatos. 🔑 Puntos clave del mensaje: Dios no necesita tus recursos, Él quiere tu corazón. Cada semilla sembrada con fe tiene poder multiplicador. No esperes condiciones ideales: sembrá en obediencia. El valor de un alma supera todos los tesoros del mundo. Lo que hacés hoy puede bendecir g...
2025-07-07
57 min
IglesiaCFA
Lord Robert Edmiston | Una semilla puede cambiarlo todo | 06-07-2025
📍 Lord Robert Edmiston, empresario británico y fundador de Christian Vision, nos habló sobre la importancia de sembrar la Palabra de Dios con fe y constancia, sin importar las circunstancias. 🌱 Puntos clave del mensaje: La semilla (la Palabra) siempre tiene poder. El desafío es el suelo: nuestro corazón. Como sembradores, no debemos esperar condiciones ideales para obedecer. A veces, una pequeña acción en obediencia puede transformar generaciones. La Palabra de Dios nunca vuelve vacía. Siempre produce fruto. Nuestro llamado es a sembrar… el crecimiento lo da Dios. 🎧 Escuchá este mensaje que mezcla enseñanza bíblica, testimonio per...
2025-07-07
47 min
BTC Sessions
Economist Reveals IF Bitcoin COULD BREAK the Dollar! (DEEP DIVE) | Robert Murphy
Mentor Sessions Ep.007: Unravel the Mysteries of Money and Economics with Dr. Robert P. Murphy!Dive into the fascinating world of money creation, central banks, and the shifting global economy in this must-watch episode! Dr. Robert P. Murphy, a PhD economist from NYU and Senior Fellow at the Mises Institute, explains how US dollars are created, why the US dollar’s reign as the global reserve currency is declining, and what Bitcoin means for the future of money. From the role of commercial banks in expanding the money supply to the flaws in Modern Monetary Theory (MMT), the Chicago Sc...
2025-04-15
57 min
WatchMojo's Unveiled Podcast
Searching For Alien Life with Harvard Professor Avi Loeb
Join us for an enlightening conversation with Harvard professor Avi Loeb as he discusses his groundbreaking research on Unidentified Aerial Phenomena. From scientific methodology to potential extraterrestrial technology, discover how modern astronomy is approaching one of humanity's most intriguing questions: are we alone in the universe? Dr. Loeb shares insights from his research, discusses the Galileo Project, and explains why the scientific community should take UAP investigations seriously. Learn about the latest developments in the search for extraterrestrial intelligence and the importance of maintaining scientific rigor in this fascinating field. Avi Loeb: https://lweb.cfa...
2025-04-11
1h 17
The Millionaire Next Door
How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)
Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst market uncertainty. Other key discussions include: Broad asset allocation outlook and capital market assumptions [00:01:52] The r...
2025-04-01
42 min
The Millionaire Next Door
The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)
What if you could tap into the infrastructure of tomorrow, today? As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio? Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone Group as they unpack the robust world of private infrastructure. From bustling airports to critical utilities and the intricacies of renewable energies, this episode uncovers why private capital is taking the reins from government efforts in evolving our global in...
2025-03-18
36 min
Zoom Financiero
75 - Comité de Eventos y Sponsorship con Gianfranco Mantelli
"The richest people in the world look for and build networks, everyone else looks for work." Robert KiyosakiSi ya tienes la certificación CFA y te gusta armar eventos o buscar sponsors este episodio es para ti. Vero y PPP conversan con Gianfranco Mantelli para conocer más a fondo lo que hacen en el comité de eventos y sponsorship de la CFA Society Chile. Te invitamos a participar!!!
2025-02-19
25 min
Lead-Lag Live
Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends
Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora and Dan Ives who bring a wealth of knowledge from technical analysis to energy and economic strategies.Looking ahead to 2025, we examine the...
2025-01-29
40 min
Diego Faßnacht, CFA - Vermögensaufbau, -schutz & -management für Selbstständige
Folge 307 - Es geht an die Vermögen! Die Katze ist aus dem Sack! Schütze jetzt Dein Vermögen!
Send us a textRobert Habeck hat am Sonntag die Katze aus dem Sack gelassen. Es geht an Dein Vermögen - mit seinen neuen Besteuerungsvorschlägen für Kapitalerträge. Dies steht im Einklang mit einer bereits länger laufenden Entwicklung. Schütze Dein Vermögen jetzt.Melde Dich für ein kostenloses Strategiegespräch unter: https://www.drfassnacht.com/strategiegespraechWillst Du als Selbstständiger Dein Vermögen strategisch aufbauen, managen und schützen? Dann bist Du bei mir richtig. Folgt mir auch auf Instagram: @fassnachtfundamentalhttps://www.instagram.com...
2025-01-18
06 min
Stock Talk
The Trouble with Harry Dent, Robert Kiyosaki, Jeremy Grantham: Part 2, 3, 4, 5...
Are the Doomsday predictions you keep hearing worth paying attention to? The financial world has this persistent cycle of fearmongering and I'm sure you've heard of many of the personalities that profit from it, like Harry Dent, Robert Kiyosaki, and Nassim Taleb. By revisiting past forecasts and outcomes, I highlight the glaring inaccuracies of these so-called "experts" and their sensationalized, doomsday market predictions. You’ll walk away understanding how fear is monetized in the financial industry, why these figures dominate media despite their track records, and how to critically evaluate the advice you consume. Plus, I’ll share insights into what...
2025-01-13
12 min
Le Crayon
Nos dirigeants sont corrompus ? Les révélations de Robert Bourgi sur la Françafrique.
La France doit-elle abandonner ses enjeux stratégiques en Afrique ? Dis-nous en commentaire ! Aujourd'hui, nous recevons Robert Bourgi, avocat et conseiller politique franco-libanais. Spécialiste des questions africaines, il est considéré comme un représentant de la « Françafrique ». Robert Bourgi publie ses mémoires sous le titre "Ils savent que je sais tout, ma vie en Françafrique" aux éditions Max Milo, dans lesquelles il témoigne de 40 ans de politique française. Son livre : https://maxmilo.com/products/ils-savent-que-je-sais-tout?srsltid=AfmBOoq5alM0zX0j1hj8nVwAvgcDUsY9TOiFoZHpnkWvFZkNX6o80ZxW On compte sur votre bienveillance dans les commentaires...
2025-01-02
1h 09
Wealth Management Invest
Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins
WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group. Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public to private markets and its significance for investors, highlighting evergreen funds’ tax benefits and compounding advantages. He also discusses the company’s partnership with BlackRock and the private markets model portfolios the firm is bringing to the market in 2025. David and Rob discuss: The...
2024-12-18
29 min
The Cello Sherpa Podcast
"Tales of Scales, Scales and More Scales" - An Interview with Cello Professors Robert Jesselson and Theodore Buchholz
The Cello Sherpa Podcast Host, Joel Dallow, interviews Cellists Robert Jesselson, Professor Emeritus at the University of South Carolina, and Theodore Buchholz, Associate Professor at The University of Arizona. They share their teaching philosophies, and the details of their new book The Cellist's Guide to Scale and Arpeggios. For more information and to purchase The Cellist's Guide to Scale and Arpeggios, visit www.thecellistsguide.com. For more information on Robert Jesselson https://sites.google.com/view/robertjesselsoncello/For more information on Theodore Buchholz https://cfa.arizona.edu/profile/buchholz/You can a...
2024-09-27
34 min
MSUWMA Podcast
Building a Wealth Advisory Career with Robert Bilkie - S9 Ep.1
Robert Bilkie, CFA, is the CEO and wealth advisor at Sigma Investments Councilors. Since joining Sigma in 1984, Bob has not only contributed his deep financial knowledge but has also played a pivotal role in nurturing the next generation of investment professionals through active recruitment and mentorship. A University of Michigan graduate and a Chartered Financial Analyst (CFA®), Bob has served as Regional Director for the CFA® Institute, contributed to the Charles Schwab & Co Institutional Advisory Board, and led the CFA® Society of Detroit as its past President. His financial and economic insights have been featured in numerous publications over the...
2024-09-02
36 min
The Millionaire Next Door
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
Private equity might sound complex, but it simply means investing in companies that aren’t listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative investments? This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity … Read More Read More
2024-08-13
38 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
[REPLAY] S4, Episode 28: Another Perspective on Land Flipping with Seth Williams, The RE Tipster
More than a few times, you may have heard about my latest adventures inland flipping, but don't take my word for it... In this podcast, I welcome the one and only RE Tipster aka Seth Williams. This ruggedly handsome fella has been in the biz of real estate and land flipping over the last decade and his approach is in some ways very similar to mine, but also has some very stark contrasts. What I love about his content is that it is raw and real. He provides TONS of content...
2024-08-09
52 min
Stock Talk
Why Boomers Love Doomers like Harry Dent, Robert Kiyosaki, and Robert Prechter
Throughout my career, I've observed financial figures like Harry Dent, Robert Kiyosaki, and Robert Prechter, known for dramatic yet often inaccurate market crash predictions. Despite their visibility, their long-term forecasts rarely materialize. I also touch on Jeremy Grantham and Nassim Taleb, who have had some success in investment management but still lean towards pessimism. We'll explore why many Baby Boomers, shaped by past market downturns, find these doomsday predictions appealing despite the market's historical resilience. Join me to learn why staying rational and making informed, long-term investment decisions is crucial—don't miss it! Mentioned article: https://www.thinkadvisor.com/2021/12/22/harry-dents-stock-market-economic-predictions-1999-20...
2024-07-26
16 min
How To Be Happier For Entrepreneurs
Ep99: Redefining Wealth: A Holistic Approach to True Prosperity with Robert Souza, CFA
Join us for a thought-provoking conversation with Robert Souza, CFA, who challenges traditional notions of wealth and encourages a holistic reimagining of what it means to be truly wealthy. In this episode, Robert discusses the common misconceptions about wealth, such as the idea that having $10 million but working incessantly and maintaining poor relationships constitutes success. He explores the deeper questions around wealth, like how it should be defined and what it truly means to live a wealthy life beyond the financial figures. Listeners will gain insights into mindful money management, the importance of living intentionally, and how to cultivate...
2024-07-16
28 min
Enterprising Investor
Feifei Li: AI in Investment Research
Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then pivots to her current role at Kavout Algo Financial, where she is spearheading the development of an AI tool aimed at revolutionizing the investment research process. Feifei provides a fascinating look at the intersection of AI and fintech, and what it means for the future of investment research...
2024-07-15
25 min
Invirtiendo y Entendiendo - Rankia México
Finanzas cuantitativas con Robert Zabludowsky, CFA 🎤 Invirtiendo y entendiendo #50
En este episodio converso con Robert Zabludowski CFA, gerente de investigación de Franklin Templeton México, quien nos sumerge en un viaje desde su natal Polonia, los cambios del comunismo hacia un capitalismo altamente competitivo, nos lleva por su infancia invirtiendo en en la bolsa de valores de Varsovia, nos comparte su pasión por las finanzas cuantitativas, reflexiona sobre la inteligencia artificial y más. Bienvenidos, entender para invertir. La Rankia Markets Experience CDMX 2024 se aproxima. En la siguiente liga pueden registrarse sin costo alguno: https://www.rankia.mx/eventos/6481-rankia-markets-experience-cdmx-2024?ref=edgar-arenas
2024-07-08
1h 03
Typical Skeptic Podcast
Kona Blue, Black Ops UFO & Geopolitics - Through a Looking Glass Darkly's, Sean Hazelett, TSP 1345
Through A Glass Darkly is where the paranormal meets military science fiction and fact. I interview national security professionals, historians, writers, and other content creators on everything within the current cultural zeitgeist and beyond... My four key areas of interest are: 👽 Paranormal☢️ Geopolitics📖 Writing🏦 My Journey Using This Channel & Other Revenue Streams to Become Financially Independent by the End of 2026 Sean's LinksAboutseanpatrickhazlett.com/about-2Patreonpatreon.com/ThroughAGlassDarklyBuy Me A Coffeebuymeacoffee.com/TAGDTwittertwitter.com/TAGlassDarklyLinkedInlinkedin.com/in/sean-hazlett-cfa-6a4987b7Instagraminstagram.com/seanpatrickhazlettSpreadshirtthrough-a-glass-darkly-merch.myspreadshop.comTYPICAL...
2024-07-02
51 min
Leading the Way: Entrepreneurship Unveiled
Unlock Financial Freedom: Secrets from Robert Kiyosaki & Expert Tips for Beating Inflation!
Summary: In this episode of Ash Allen Talks, the premier podcast from Dubai, we delve into personal finance and investment strategies with Karl, a former electrical engineer turned entrepreneur and financial educator. Karl shares his journey from a successful career in the semiconductor industry to grappling with financial struggles and finding inspiration through life-changing books. He emphasizes the importance of distinguishing between good and bad debt, advising against using loans for non-essential expenses and highlighting the benefits of leveraging debt for investments with a solid plan. Karl also discusses the prudent use of credit cards, stressing the importance of...
2024-06-11
36 min
Enterprising Investor
Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach
In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often dubbed the "Woodstock of capitalism," which kicks off days before the main event with various conferences and events. Tune in to gain valuable perspectives on the Oracle of Omaha and his enduring investment principles.
2024-05-15
28 min
The Millionaire Next Door
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
In a time when economic textbooks preach the inevitability of risk in pursuit of reward, the current state of the financial markets tells a different story. Follow along as Rob Curtiss sits down with returning guest Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, for an insightful conversation on the … Read More Read More
2024-05-03
30 min
Market Insights
Speaker Series - Dan Magnusson & Robert Minter
Robert Minter, CFA, CMT, CAIA, Director of ETF Investment Strategy. Robert has written on commodities and has been quoted in press articles. Bob joined abrdn in 2006 and has extensive experience managing US multi asset portfolios. Before joining abrdn, he worked at Vanguard, Fidelity and then Emerald Capital Group, where he managed fixed income portfolios and monetized workout securities for insurance company portfolios. A member of the CFA Institute, CMT Association and the CAIA Association, Bob earned his B.A. in Economics from Rutgers University. Featured in the Middle: Dan Magnusson, Sr. Director, is the firm’s ETF specialist working wi...
2024-04-25
29 min
The Millionaire Next Door
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
Have you ever thought about how financial history can impact your investment decisions? This week on The Millionaire Next Door, Robert Curtiss speaks with Mark Higgins, CFA, CFP®, and author of “Investing in U.S. Financial History: Understanding the Past to Forecast the Future.” Mark delves into his journey of researching and writing about US financial … Read More Read More
2024-04-16
32 min
The Millionaire Next Door
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
Do you need help to make sense of all the financial noise in the market? Cut through the noise and learn tips and tricks to make informed investment decisions with clarity and confidence by playing this week’s episode of The Millionaire Next Door. Listen as Will Gibson, chartered financial analyst (CFA) and research analyst at … Read More Read More
2024-04-02
35 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer
This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research anal...
2024-03-26
1h 19
The Millionaire Next Door
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
Alternative investments are investments that only some people hear about often. But we can change that… With a commitment to assist clients throughout their investment journey, in this episode of The Millionaire Next Door, Robert Curtiss sits down with Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC. Rob and Joe explore … Read More Read More
2024-02-13
40 min
Dakota Live! Podcast
Dakota Live! Podcast: Powering Advisors with Brinker Capital Investments
Mili Rosen, CFA, a Senior Investment Analyst at Brinker Capital Investments joins us for the latest episode of Dakota Live! In this insightful episode, join us as we delve into a comprehensive discussion with Mili about her career journey, her role at Brinker Capital Investments, and the nuances of investment management and manager research.Mili shares her insights on various topics, including the challenges of manager research in both public and private markets, the importance of technology in investment analysis, and the approach to early-stage, emerging managers.Throughout the conversation, Mili emphasizes the importance of...
2024-01-31
40 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
[REPLAY] S3, Episode 48-7 Ways to Create Ongoing Multiple Streams of Income
Multiple streams of income? You must think I’m a bit nuts! I know how compressed your time is already. You barely have enough time to breathe- let alone manage another financial asset. You may have heard the concept of multiple streams of income through Robert Allen or Robert Kiyosaki. You may even like the idea. However, you may be feeling confused and unsure. You may wonder where to start. Here are some of the best ways that I’ve personally observed and experienced multiple streams of income. In...
2024-01-19
25 min
The Real Retirement Podcast
How to Read Financial News
Today, I share how we currently absorb financial news is detrimental to our long-term strategies. And I offer a better way! Resources: JP Morgan: Guide to the Markets JP Morgan: Long-term Capital Market Assumptions How to read financial news - Robert Martorana, CFA
2024-01-15
09 min
Dakota Live! Podcast
Dakota Live! Podcast: Aligning for Clients with Bel Air Investment Advisors
Join us as Alex Tung, CFA, Associate from the Investment Strategy Group with Bel Air Investment Advisors discusses the firm’s approach to manager research and selection in this rare glimpse into the inner workings of one of the premier wealth advisors in the United States. Celebrating their 25th anniversary this year, Bel Air Investment Advisors is a prominent wealth management advisory firm, providing financial advisory, asset and investment management services to exclusively high net worth individuals, families, trusts, and foundation. Headquartered in Los Angeles, Calif., Bel Air services over 300 families across the United States and oversees more than $10 bi...
2023-12-06
38 min
The Millionaire Next Door
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth. Join Robert Curtiss with guest Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax … Read More Read More
2023-11-21
43 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 34: John Kolovos, CMT, CFA
The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. While understanding "the health of the market" allows portfolio managers to responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career r...
2023-11-18
1h 15
First Trust ROI Podcast
Ep 4 - Bob Stein - Will an economic recession decide the next US president? - ROI Podcast
Bob Stein, Deputy Chief Economist at First Trust, spent several years working in Washington D.C. before coming to First Trust in 2006, including as chief economist for the Senate Budget Committee and as Assistant Secretary of Economic Policy at the US Treasury Department. In this episode of the First Trust ROI Podcast, Ryan and Bob discuss:Why many are underestimating the likelihood of a US recessionHow the Federal government will “eventually” address irresponsible budget deficits (just not yet)Why the economy may play an outsized role in determining the next US president📚 Bob Stein's Recommend Reading: Optimall...
2023-09-26
42 min
Lead-Lag Live
Decoding the Resilience of the Housing Market Amidst the Pandemic with Lance Lambert
Are you prepared to navigate the turbulent waters of the current housing market? We think you might not be, but don't fret! Join us in this riveting discussion with Lance Lambert, Real Estate Editor at Fortune Magazine, who dissects the unexpected resilience of the housing market amidst the pandemic and high unemployment. With his keen insight, Lance helps us unpack some critical trends, from the shocking deterioration of housing affordability equivalent to the 2006 peak, to the strategies and adaptability of home builders like DR Horton amidst material cost increases. We also delve into the precarious situation that s...
2023-08-08
44 min
Dakota Live! Podcast
Dakota Live! Podcast: Riding the TIDES with Melvin Lindsey of Nile Capital Group
Melvin Lindsey, CFA, Founder and Managing Partner of the Nile Capital Group joins us on the Dakota Live! Podcast to share his more than thirty years of experience in business development and manager selection. Mel shares advice and the attributes he and his team look to identify when investing in asset management businesses. Throughout this informative conversation, Mel shares the approach he developed from his success at Julius Baer Investment Management through the formation and launch of Nile Capital nearly a decade ago. By relying on the pillars of talent, innovation, diversity, economies of scale, and speed, which Mel...
2023-07-26
56 min
Indulge In The Transformative Full Audiobook Now, Busy Professionals!
First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy by Adrian Cronje Ph.D. Cfa, Robert Balentine
Please visithttps://thebookvoice.com/podcasts/1/audiobook/693163to listen full audiobooks. Title: First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy Author: Adrian Cronje Ph.D. Cfa, Robert Balentine Narrator: Adrian Cronje Ph.D. Cfa, Robert Balentine Format: Unabridged Audiobook Length: 3 hours 19 minutes Release date: June 2, 2023 Genres: Accounting & Finance Publisher's Summary: First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of...
2023-06-02
3h 19
Listen to Trending Full Audiobooks in Business & Economics, Accounting & Finance
First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy by Adrian Cronje Ph.D. Cfa, Robert Balentine
Please visithttps://thebookvoice.com/podcasts/1/audiobook/693163to listen full audiobooks. Title: First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy Author: Adrian Cronje Ph.D. Cfa, Robert Balentine Narrator: Adrian Cronje Ph.D. Cfa, Robert Balentine Format: Unabridged Audiobook Length: 3 hours 19 minutes Release date: June 2, 2023 Genres: Accounting & Finance Publisher's Summary: First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of...
2023-06-02
3h 19
The Millionaire Next Door
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)
With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios. But as an advisor, how can alternative investments protect our client’s portfolios? Do you know? In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature … Read More Read More
2023-05-23
32 min
Business Insights
Web3+ #4| How DeFi lending is disrupting traditional financial services | Robert Alcorn-CoFounder/CEO Clearpool
Robert Alcorn is the Co-Founder & CEO of Clearpool, a decentralized capital markets ecosystem. He is also a CFA (Chartered Financial Analyst) holder and has obtained the Fintech Certificate in Future Commerce from the Massachusetts Institute of Technology. In this episode, we delve into the intersection of finance and technology as Robert shares his insights and experiences in leading Clearpool, a digital bank that is reshaping the industry. Join us as we explore how this cutting-edge fintech firm leverages technology to revolutionize the traditional banking model, challenging established norms, and providing unparalleled services to its customers....
2023-05-10
41 min
Business Insights
Web3+ #4| How DeFi lending is disrupting traditional financial services | Robert Alcorn-CoFounder/CEO Clearpool
Robert Alcorn is the Co-Founder & CEO of Clearpool, a decentralized capital markets ecosystem. He is also a CFA (Chartered Financial Analyst) holder and has obtained the Fintech Certificate in Future Commerce from the Massachusetts Institute of Technology. In this episode, we delve into the intersection of finance and technology as Robert shares his insights and experiences in leading Clearpool, a digital bank that is reshaping the industry. Join us as we explore how this cutting-edge fintech firm leverages technology to revolutionize the traditional banking model, challenging established norms, and providing unparalleled services to its customers....
2023-05-10
41 min
The Nick Stenger Show
Ep. 108 - The Future of the U.S. Dollar feat. Robert Collins
Robert Collins is Co-Head of Private Wealth, Head of Partners Group's New York Office and a member of the Global Executive Board. He leads Partners Group's US private wealth and defined contribution practice and is President, Portfolio Manager and Member of the Board of Managers of Partners Group Private Equity (Master Fund), LLC. He also chairs Partners Group (USA) Inc.'s Investment Committee. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience. Prior to joining Partners Group, he worked at UBS Warburg and Salomon Smith Barney. Robert holds...
2023-04-12
1h 00
The Millionaire Next Door
Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)
Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits? Let us introduce you to direct indexing! In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for … Read More Read More
2023-04-11
24 min
The Millionaire Next Door
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)
The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the … Read More Read More
2023-02-28
26 min
The Millionaire Next Door
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)
Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment … Read More Read More
2022-12-27
25 min
Off The Wall
Robert Stein Part 2 | Midterm Results, 2023 Economic Predictions, and the 2024 Presidential Election
Bob is back! Robert Stein, Deputy Chief Economist at First Trust Advisors, joins us again for our final episode of the year. With the midterms in the rear view and 2023 just around the corner, many people are wondering: What is the 2023 economy going to look like? What can we expect for the 2024 presidential election? Why are gas prices coming down? What can we expect with inflation and the housing market over the next two years? In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs get Bob’s take on the 2022 midterm re...
2022-12-13
44 min
Legacy Roadmap Podcast
Karl Yaacoub
Karl Yaacoub and RObert talk about value creation at multiple levels, what does it mean for a company to truly ADD VALUE, not just for their clients but primarily for their employees, their team. If you add value to your team, they will naturally add value for your clients. Check out more of Karl Website: ky-vc.com LinkedIn: /in/karl-yaacoub-cfa Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can...
2022-12-12
53 min