The Finimize Podcast

35 Episodes

1. Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'

   Published: 5/9/2024
2. Generation: Dan Hegarty, On Making Your Brand “Unignorable”

   Published: 4/24/2024
3. Introducing...The Generation Podcast

   Published: 4/10/2024
4. Stock Pickers Academy’s Founder Demystifies Investing, Using His Advanced Playbook

   Published: 4/2/2024
5. Morgan Stanley, On How To Find Emerging Market Wins (And Sidestep Everything Else)

   Published: 3/26/2024
6. Cathie Wood’s Investing Record Is Legendary: Here’s What She’s Watching For 2024

   Published: 1/9/2024
7. Your 2024 Big-Picture Outlook, With Liz Ann Sonders, Karen Ward, And Michelle Meyer

   Published: 1/1/2024
8. Four Finimize Analysts, On The Investing Year Ahead

   Published: 12/26/2023
9. Ray Dalio’s A Hedge Fund Legend And A History Buff: Here’s What He Has To Say

   Published: 12/25/2023
10. Helena Morrissey, on empowering women and narrowing the gender wealth gap

    Published: 11/7/2023
11. Magnifi, On Why AI Should Be Your Favorite Investing Tool

    Published: 9/20/2023
12. AI, Japan, And The Thing Almost Everyone Gets Wrong About Asset Allocation

    Published: 8/14/2023
13. Investing In The Middle East, With Sarwa Cofounder And CEO Mark Chahwan

    Published: 7/31/2023
14. How To Use Options To Power Your Portfolio With OptionsDesk

    Published: 7/17/2023
15. How To Find Resilient Companies With Strong Economic Moats With Morgan Stanley’s Laura Bottega

    Published: 7/10/2023
16. Co-Trading: A New Way To Beat The Market, With Covey Founder Brooker Belcourt

    Published: 6/22/2023
17. The Future Of ESG Investing For Retail Investors With Fennel CEO, Daniel Naim

    Published: 5/26/2023
18. Artificial Intelligence & Electric Vehicles With BlackRock's Head of Active & Thematic ETFs Jay Jacobs (Mega Trends)

    Published: 5/18/2023
19. Market Talk With Head of Investments, Victoria Scholar 🚀

    Published: 5/16/2023
20. The Regional Banking Crisis, Markets & Passive Investing With Chief Investment Strategist Mike Green 🚨

    Published: 5/5/2023