En iyi Freedom Investment Management Inc podcastleri (2024)

In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…

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Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management 27:51

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3M ago27:51

27:51

In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …

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An Intelligible Perspective On Past Performance

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Steven Briggs tarafından oluşturuldu

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A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors 23:18

4M ago23:18

23:18

In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…

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That Sinking (Fund) Feeling

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Steven Briggs tarafından oluşturuldu

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Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 29:01

4M ago29:01

29:01

In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …

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Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors 30:03

5M ago30:03

30:03

In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…

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Marriage and Money for Dummies

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Steven Briggs tarafından oluşturuldu

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The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research 27:09

7M ago27:09

27:09

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…

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Don’t Say ‘I Do’ Until You Listen To This

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Steven Briggs tarafından oluşturuldu

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Healthy Money Habits for Partners

8M ago

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Steven Briggs tarafından oluşturuldu

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Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management 31:01

8M ago31:01

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As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…

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Tangled Up In Cord-Cutting

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Steven Briggs tarafından oluşturuldu

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Foundational Attitude

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Steven Briggs tarafından oluşturuldu

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Stressed Spending

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Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds 36:24

10M ago36:24

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In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavio…

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Addressing Factor Investing Research With Wes Crill of Dimensional Funds 31:31

11M ago31:31

31:31

In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as …

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Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco 37:40

1y ago37:40

37:40

In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed incom…

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Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers 36:46

1y ago36:46

36:46

The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead …

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The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital 36:58

1y ago36:58

36:58

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strat…

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Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs 47:15

1+ y ago47:15

47:15

In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. …

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So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine 51:56

1+ y ago51:56

51:56

In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity …

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What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management 48:54

1+ y ago48:54

48:54

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of hous…

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Kicking off our 2023 season discussing investment industry trends with VettaFi 44:35

1+ y ago44:35

44:35

We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an…

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Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust 54:52

2y ago54:52

54:52

In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset al…

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How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani 35:35

2y ago35:35

35:35

In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landsc…

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Finding Solutions That Stick: On Talent Shortage, Culture, And Attracting Clients With Amanda HarNess 26:48

2y ago26:48

26:48

There is a shortage of talent right now. Business owners struggle to find workers, leaving them in various difficult positions. They are either offering too much to attract (only to rescind them because they could not afford it) or tolerating their existing ones with bad work behavior to avoid losing them. Either way, the business is hanging on a t…

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Cultivating Leaders: Building High Performance Teams And Enforcing High Level Of Quality In Products And Services With Cristy O’Connor 24:38

2y ago24:38

24:38

Creating a leadership culture and knowing your numbers are the key to any successful business. But how do you cultivate leaders? Cristy O’Connor, a senior business advisor in Cultivating Advisors, shares her insights on how cultivating leaders affects the business in driving it forward. She explains that giving your team a high level of leadership …

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Public Relations For High Growth B2B And B2C Tech Companies With Lizzy Harris 28:02

2y ago28:02

28:02

Having an excellent public image helps a company establishes its brand as it appears in the public. This is true for both B2B and B2C companies. Public relations plays a critical role in maintaining a company’s visibility and reputation. We learn more about PR today with Lizzy Harris, the president and founder of Pipit Communications, an online pub…

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Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O’Connor 43:28

2y ago43:28

43:28

In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors. We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm the importance of the indepen…

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How To Manage Your Finances For A Smooth Retirement Planning with John Stoj 27:09

2y ago27:09

27:09

Planning for retirement is crucial! When you don't plan, all sorts of problems and false assumptions arise. Financial advisor John Stoj joins Marla DiCarlo and Susan Frew to discuss why planning for your retirement must be done as early as you can if you want it to be as smooth as possible. He discusses managing a profitable business exit once you …

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Business Valuation: Getting The Most Value Out Of Your Business With Kate McMahon 33:36

2y ago33:36

33:36

Selling a business is not easy for a business owner to make. After all, they have likely put a lot of time, energy, and money into building the business. However, there are times when selling the company is the best option for the owner. But how can you get the best value for your business? Business valuation is Kate McMahon's line of expertise. Ka…

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Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds 29:53

2y ago29:53

29:53

In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022. We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in equities and fixed income. We cauti…

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Raising Women’s Voices, Visibility, And Business With Kami Guildner 34:38

2+ y ago34:38

34:38

Go out there and breathe the breath of your horse. Do what you’re meant to do. Listen to this episode as your hosts Susan and Marla DiCarlo sit down for a conversation with Kami Guildner about raising women’s voices, visibility, and business. Kami’s entrepreneurial journey was sparked by the breath of a horse over a decade ago. This magical epiphan…

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Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO 52:52

2+ y ago52:52

52:52

In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Company (PIMCO). In addition to providing an updated outlook on the fixed income market, Mr. Crescenzi helps our listeners get a more intuitive understanding of Quantitative Tightening (“QT”), or the Fe…

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Navigating the Financial and Emotional Obstacles of Selling Your Business with Denise Logan 53:11

2+ y ago53:11

53:11

When talking about selling your business, the ending goal shouldn’t just be the highest price. There are personal and emotional obstacles that we need to also focus on apart from just the financial. Joining Marla DiCarlo in this episode is speaker and author Denise Logan. With a background as a lawyer and a mental health professional, and as a busi…

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Brutally Honest Business Advice For Entrepreneurs With Carrie Stein 29:22

2+ y ago29:22

29:22

Being an entrepreneur can feel lonely and at there are time when you just don’t know where to ask for help. Here to offer honest business advice you need is Carrie Stein of Raincatcher. She is small business specialist, growth expert and serial entrepreneur. With her experience and background, she offers straightforward and practical advice for asp…

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Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill 28:08

2+ y ago28:08

28:08

In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors …

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The Impact of Authenticity In Your Business With Amber Swenor 34:27

2+ y ago34:27

34:27

It’s very important to incorporate authenticity into your business growth and success. In this episode, our guest Amber Swenor discusses her principle in teaching and coaching leaders and business owners to expand their businesses through the Soul Seed strategy. This strategy helps businesses with strategic brand strategy, marketing services, and b…

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How To Find The Right Franchise Business For You With Greg Macchia 26:28

2+ y ago26:28

26:28

How do you find the right franchise business for you? Marla DiCarlo interviews Greg Macchia, a Certified Franchise Executive (CFE) and Host of Franchise Hounds. Greg talks about how you’re paying for the system when you buy a franchise. It’s crucial to follow the process because it already works. But to succeed, you need to put in the work. Continu…

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Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement 35:35

2+ y ago35:35

35:35

In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement is a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers. Her background and experience give her a unique and informed perspective on the retirement plan …

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The Power Of Learning with Jason Baer 22:30

2+ y ago22:30

22:30

Growing up, Jason Baer saw the financial struggles of his parents trying to make ends meet. He saw how, at the root of it, it was meeting the wrong people that kept them from their goals. They needed a financial quarterback. Learning from this, Jason became that person to others. He specializes in holistic wealth management planning and comprehensi…

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Selling Your Business From Day One With Paul Reiser 32:05

2+ y ago32:05

32:05

It's never too early to start thinking about selling your business. Paul Reiser is here to join Susan Frew and Marla DiCarlo to share why. For the past 20 years, Paul was President of Reiser Group Sonic Management Company, owned by his family for 45 years, and operated 38 stores across four states. In 2021, he and his partners sold the entire busin…

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Navigating the Risks in Emerging Market Debt – A Conversation with American Century’s Joyce Huang 40:16

2+ y ago40:16

40:16

In this episode, we have the opportunity to hear from American Century’s Joyce Huang, Portfolio Specialist on the Emerging Market Fixed Income Management team. We discuss the current investment landscape for the emerging markets following the Russian invasion of Ukraine and the resulting spillover into other regions. Joyce Huang shares with our lis…

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Managing Your Wealth In A World Full Of Uncertainties With Aaron Leatherwood 23:46

2+ y ago23:46

23:46

Knowing whether you'll be fine in the next five years financially is a scary thought. This is why wealth management is key to your peace of mind. Times are unpredictable, and you should always take into account the worst-case scenario. Join Marla DiCarlo as she talks to Aaron Leatherwood about wealth management. Aaron is a Wealth Advisor at Centerp…

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Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs 41:20

2+ y ago41:20

41:20

We are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Federal Reserve to raise interest rates for the first time following the March 2022 meeting. We dig into the rationales for the course of action the Fed has committed itself to as it seeks to help restore price stability through tighter monetary policy ac…

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Franchising For Small Business Owners: Chasing Opportunities With Gary Wofford 38:39

2+ y ago38:39

38:39

Small business owners have the unenviable task of finding the right business model. Franchising remains a popular model, promising great success. So how can franchising for small business owners pay off? Susan Frew and Marla DiCarlo dig deep with the help of Gary Wofford, Senior Broker from Raincatcher. Gary shares his experiences running small bus…

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Why Growing Together Is The Goal, Not The Revenue With Debra Sunderland 32:57

2+ y ago32:57

32:57

Focusing on the revenue kills the culture. What companies need is to make “growing together” the primary goal. Marla DiCarlo introduces Debra Sunderland, the CEO and founder of Sunderland Coaching. When a company raises revenue as the highest value, it creates a toxic fear and shame culture. We fail to realize that income naturally increases with t…

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