Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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What happens when revolutionary trading vehicles like ETFs meet transformative technologies like artificial intelligence and machine learning? Join Yasmin Dahya and Joe Staines, of J.P. Morgan Asset Management, and Tom Lydon, of ETF Trends, for a conversation about how ETFs are evolving to take advantage of new tools.
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Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Socially Responsible, ESG, Impact, Sustainable & Responsible investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy to SRI—to in ...
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Brent Huisman took his talents and received his first opportunity in the business and finance world in 1998. Brent obtained his first position at GE Capital Auto Financial Services. During his 22 year career in the auto finance industry, Brent Huisman has utilized his marketing background to work for some of the largest names in the auto finance industry including GE Capital Auto Financial Services, JP Morgan Chase, ADESA, HSBC among others. Today, Brent Huisman has become an authority on va ...
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Our Global FX Strategists Patrick Locke, Ladislav Jankovic and James Nelligan take a final look at the tactical setup for FX heading into next week’s election, including potential targets across election outcomes for key dollar pairs. They also evaluate what’s priced into spot and options markets. Our strategists conclude with implications for GBP …
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We cut through the noise to explore the policies that will be prioritized by any new administration, regardless of the election outcome, and asses their implications for commodities markets. The top priority for both administrations is to ensure the security of supply in energy and minerals and to lower energy prices to curb inflation. Debasement t…
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2229 FBF: CapEx Repairs, Home Inspections & Market, Screen, Lease, Collect, Maintain & Accounting Self-Management Tool UpTop by Frank Barletta
32:01
This Flashback Friday is from episode 1205, published last May 30, 2019. Jason Hartman and Adam kick off today's episode answering some listener questions from Brenda and Roger. They want to know about how Jason's family was able to make real estate investing work in California, as well as planning for CapEx repairs as a landlord. Then Jason talks …
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Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS
22:16
In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss th…
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Watch the video version on YouTube. On previous episodes, we’ve discussed the muted return outlook for a traditional 60/40 portfolio, and the return enhancing potential of Private Equity and Venture Capital. As companies wait longer to IPO, investors are turning to private markets for access to the fastest growing part of a business’s lifecycle. In…
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Rates strategists Jay Barry and Afonso Borges recap Treasury’s November refunding announcement and the expectations for issuance over the medium term. Speakers: Jay Barry, Fixed Income Strategy Afonso Borges, Fixed Income Strategy This podcast was recorded on 31 October 2024. This communication is provided for information purposes only. Institution…
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Jonny Goulden & Saad Siddiqui discuss how EM asset markets are looking ahead of the US election and takeaways from the recent Washington conferences. This podcast was recorded on 31 October 2024. This communication is provided for information purposes only. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not…
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2228: Leveraging Inflation for Real Estate Wealth, Jason Hartman Speaking at Family Mastermind
38:02
Jason expressed his dissatisfaction with the tipping culture in Miami and emphasized the importance of rewarding good behavior and correcting bad behavior. He also discusses the challenges faced by home builders due to higher mortgage rates and the importance of patience in the real estate market. Lastly, he shared his concerns about the upcoming U…
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Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will goتوسط CFA Society New York
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Betting Big on Energy at the Edge: SDCL Finds Double-Digit Returns Off the Grid | Jonathan Maxwell (#060)
1:54:11
1:54:11
در پخش در آینده
در پخش در آینده
لیست ها
پسندیدن
دوست داشته شد
1:54:11
Here's something I learned in this interview: We're wasting three-quarters of the world’s energy, half of its food, and a third of its water. That’s a crazy amount of lost resources! But what if, instead of just seeing this as an environmental problem, we saw it as a huge economic opportunity? The truth is, we don’t need to wait for new technology,…
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2227: Client Case Study | How to Turn Rental Properties into Cash Cows with Rent-to-Own with Robert Pellegrini
28:51
Home equity in the US is at a record high of $35 trillion, making it an opportune time for direct real estate investment. By self-managing properties, investors can gain more control, avoid potential pitfalls of syndication deals, and maximize their returns. The "Fire Your Managers" course provides valuable insights and strategies for effective sel…
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The last few weeks have seen spectacular weather in New England, with warm temperatures and blue skies almost every day. By now, we would normally have stored the back-yard furniture inside to prevent it getting ruined over the winter. But instead, on weekend afternoons, Sari and I drowsily read our books in the sunshine with the still-loud chirpin…
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Srini Ramaswamy and Ipek Ozil discuss the impact of the upcoming election on Rates markets, as well as Fed’s balance sheet policy and monetary policy expectations. Speakers: Srini Ramaswamy, Global Head of Rates Derivatives Strategy Ipek Ozil, Senior Derivative Strategist This podcast was recorded on 25 October 2025. This communication is provided …
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In this podcast, we discuss our recently launched default outlook for 2025. Our 2025 EM Corporate HY default forecast is 2.7%. If achieved, it will be another below average default year, extending the improvement trend from 7-14% default rates between 2021-2023. Such default rates would also be modestly below DM credit. Regionally, we expect 3.0% f…
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Global FX and European Economics: Gauging the EUR growth, policy and FX impact from potential tariffs
23:58
A lot of ink has been spilled on the impact of US elections on the euro. But a less discussed question is what the Euro area response to mitigate any such trade conflict will be. Greg Fuzesi and Meera Chandan discuss the economic, policy and FX impact, if tariff risks are realized. Speakers: Meera Chandan, Global FX Strategy Greg Fuzesi, Economic a…
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2226 FBF: Investing Opportunities in Residential and Commercial Real Estate Sectors with Author Steve Bergsman
27:29
This Flashback Friday is from episode 146, published on January 14, 2010. The mortgage meltdown altered the landscape of real estate investing. While some of yesterday’s most favored strategies will not work going forward, today’s savvy investor can still find great opportunities for growth and profits-if they understand how recent events could sha…
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The BCOM Precious Metals Index has continued its year-to-date rally in October, gaining nearly 4% so far this month despite higher US yields and a stronger US dollar. The continued outperformance in gold and silver comes as markets price in greater odds of a Trump presidency and possible Republican sweep, fueling precious metals length as a hedge a…
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Watch the video version on YouTube. On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P.…
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Watch the video version on YouTube. The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues…
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2225: The Great Housing Shortage and the Rent vs. Buy Dilemma | Is Owning a Home Still a Good Investment in Today's Market? Richard Ross Part 2
27:35
Today, Jason talks about why the biggest cost for investors in real estate isn't necessarily from outright scams, but rather from the bad advice given by doomers and clickbaiters. Their misleading information leads to missed opportunities, as investors may become hesitant to take action. This inaction can be even more costly than falling victim to …
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Spreadbites ‒ All-in Yields, the Election, Private Credit and Alternative Strategies for Sourcing Carry in the ‘Just Enough World’
20:14
Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets. Stephen Dulake, Global Head of Spreads Product Research, and Samantha Azzarello, Head of Content Strategy, are joined by Saul Doctor, Head of Credit Derivatives and Index Research and Eric Beinstein, Head of US High Grade Credit Research to unpack t…
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2224: The Rise of Build-to-Rent: The Growing Influence of Institutional Investors with Richard Ross of Quinn Residences Part 1
26:39
In this intro portion, Jason talks with real estate investor Robert Helms. They discuss the current state of the market, opportunities, and the importance of pricing real estate in other assets. Jason also introduces an institutional real estate investor who shares insights on their strategies and the benefits they bring to individual investors. Ja…
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Hear why the outlook is stable, with a few bumpsتوسط CFA Society New York
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US Short Duration strategists Teresa Ho and PJ Vohra discuss the Fed’s new tool, Reserve Demand Elasticity, and its use of the fed funds rate and aggregate reserves to measure in real-time the ampleness of reserves in the banking system. They also discuss some interesting findings from MMFs’ September holdings. Speakers: Teresa Ho, Head, U.S. Short…
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Global Commodities: London Sugar Week Takeaways – weather and policy driving an uncertain outlook
10:55
During this Commodities edition of the At Any Rate Podcast, Tracey Allen, head of agricultural research will discuss takeaways from London Sugar Week and share an update on the state of agri markets and risks to watch out for following World Food Day on 16 October. Speaker: Tracey Allen, Head of Global Agricultural Research This podcast was recorde…
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We run through takeaways from the week thinking about the ECB, UK data, Asia FX and Antipodean FX, as well as dollar outperformance. Speakers: Arindam Sandilya, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 18 October 2024. This communication is provided for information purposes only. Institutional clients can v…
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