117 Episodes

  1. Fidelity’s Jurrien Timmer, On Inflation And Why 3% Is The New 2%

    Published: 5/28/2024
  2. SEI’s Jim Smigiel On The Market’s Three (And Only Three) Magnificent Stocks

    Published: 5/21/2024
  3. Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 5/18/2023

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Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.