All episodes
Brian Ferguson of Newton Investment Management Group - Investing in Value
Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)
Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks
Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks
Charles Goldman of Orion - The Future of Holistic Wealth Management
Chris Ryan of BlackRock - Exploring Fixed Income SMAs
Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success
Bruce Bond of Innovator ETFs - Defined Outcome ETFs
Doug Lennick of think2perform - Why Behavioral Finance Is Important
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing
Sean O'Hara of Pacer ETFs - Rethinking Value Investing
Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing
Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics
Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models
Alex Oxenham of Hilton Capital Management - Tactical Income Strategies
Philipp Hecker of Bento Engine - Advice Beyond Investing
Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors
Bryan Keller of Dakota Wealth Management - The Future of RIAs
Phil Voelker of AAMA - Understanding the State of the Economy and Markets
Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor
Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients
Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments
Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt
Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success
Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat
Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan
Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments
Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)
Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts
Paula Wieck of Commerce Trust Company - What Investors Need to Know About Today's Economy
Stanley Sattler of Belle Haven Investments - The Beauty of Investing in Municipal Bonds
David Lundgren of MOTR Capital Management and Research - Technical Analysis Strategies and Market Outlook for 2023
Venk Reddy of Osterweis Capital Management - Sustainable Credit Strategies
Kim Arthur of Main Management - The Economic Outlook for 2023
Kurt Brown of TownSquare Capital - Outsourced Chief Investment Officer (OCIO) Services for Institutions and Advisory Firms
Shawn Reynolds of VanEck - The Unique Benefits of Investing in Natural Resources and Commodities
Jeff DeMaso of The Independent Vanguard Investor and Adviser Investments- An Independent Voice on Vanguard
Paul Ma of Fidelity Institutional Asset Management - Helping Advisors Build a Better Portfolio
Bryce Skaff of Dimensional Fund Advisors - Bringing Systematic Investment Strategies to Advisors
Colleen Ambrose of Capital Group - The Possibility of a Global Recession
James St. Aubin and Kenneth Sleeper of Sierra Mutual Funds and Ocean Park Asset Management - Tactical Investment Strategies
Samuel Lau of DoubleLine - Fixed Income Asset Allocation
Andrew Beer of Dynamic Beta Investments - Bringing Hedge Fund Portfolio Solutions to Investors
Brett Van Bortel of Invesco Consulting - Enhancing Top Client Retention
Glenn Dorsey of Clark Capital Management - The Current State of Inflation, Bond Markets, and Growth Stocks
Paul Curley of ISS Market Intelligence - A Tax-Advantaged Way to Save for Education
John Crawford and David Gilmore of Equity Investments and Crawford Investment Council - Dividend-Focused Investment Strategies
Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management
Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios
Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks
Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy
Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM
Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
Matt Werner of Chilton Capital Management - Investing in REITs
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
Scott Ladner of Horizon Investments - Goals-Based Financial Strategies
Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return
Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management
David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services
William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets
Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last
Robert Baker of Advanced Asset Management Advisors - The Competitive Advantage of Working with Boutique Strategist Firms
Michael Ashton of Enduring Investments - Everything You Need To Know About Inflation with "The Inflation Guy"
Yoav Sharon of Driehaus Capital Management - Event-Driven Investing Strategies
Christopher King of Eaglebrook Advisors - Why Investors Should Consider Digital Assets
Courtney Rosenberger of Strategas Asset Management - Why Lobbying Is A Great Investment Strategy
David Sherman of CrossingBridge Advisors - Investment Strategies That Work In Highly Volatile Markets
Manish Khatta of Potomac Fund Management - Marketing and Branding Strategies That Work
Jeff Spiegel of BlackRock - Megatrends: The Biggest Trends Shaping Our Future
Kenneth Sleeper of Ocean Park Asset Management - Balancing Risk In Uncertain Times
Eben Burr of Toews Asset Management - Hedging Against Inflation, and Preparing for a Potential Bear Market
Justin Christofel of BlackRock - How to Build Global Multi-Asset Income Portfolios
John Davi of Astoria Portfolio Advisors - Managing Investment Risks through ETFs
Geremy van Arkel of Frontier Asset Management - Managing Downside Risk, and Protecting Your Investments
Noreen Beaman of Orion - The Importance of Behavioral Finance, and the Future of the Investment Industry
Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes
Jamie Susanin of Brinker Capital - Effective Mentoring and Proactive Tax Management
Kim Arthur of Main Management - Thematic Investing and 2022 Investing Strategies
Brian Dobbis of Lord Abbett - Smart Ways to Save for Retirement
Jay Jacobs of Global X ETFs - Thematic Investing: Capitalizing on Trends
Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development
Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today
Brian Selmo of First Pacific Advisors - An Unconventional Approach to Building Your Portfolio
Scott Henderson of Calamos Investments - Maximizing Your Investment Returns
Dirk Hofschire of Fidelity Investments - Investing in the Face of a Global Economic Downturn
Frank Nickel of Brinker Capital - Decoding the Hype Behind Direct Indexing
Simeon Hyman of ProShares - Diversifying with BITO and Bitcoin ETFs
Mike Van Wyk of Capital Group - Pathways to Business Growth
Maria Quinn of Vanguard - Understanding the Behavior Gap and Reducing Client Churn
Carl Kaufman of Osterwise Management - Rising Inflation and Changing Markets
Jeremy Siegel of WisdomTree Asset Management - Market Outlook and Concerns about Inflation
Suzanne Daly of Fidelity Investments - Holistic Wealth Planning and Outsourcing Money Management
Glenn Dorsey of Clark Capital - The Importance of Client Portfolio Management
Larry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and Sustainability
Manish Khatta of Potomac Fund Management - How to Conquer Risk Through Quantitative Investing