# cfa (podcasts) — RSS Amplifier Recent posts from the 7 feeds in the RSS Amplifier directory that cover cfa. Page: Feed: --- ## Market All-Time Highs Don’t Put Your Financial Plan on Hold _2026-08-18 · Henssler Money Talks_ With the stock market continuing to reach record territory, the “Henssler Money Talks” hosts tackle a familiar question: What do you do with fresh cash when stocks are already at all-time highs? From rebalancing and paying down high-interest debt to fixed income, diversification, and putting money into the market gradually, we explore ways to put your next dollar to work without trying to predict… [Listen](https://www.buzzsprout.com/1753343/episodes/19658795-market-all-time-highs-don-t-put-your-financial-plan-on-hold.mp3) ## August 15, 2026: Student Loan Decisions, a Healthcare Revival & Record Highs _2026-08-15 · Henssler Money Talks_ Some financial decisions can’t be made by looking at just one number. This week, we start with major changes coming to federal student loan repayment and why married borrowers may need to consider not only their monthly payment, but how their tax-filing status affects both their cash flow and bigger financial picture. Then, a listener asks whether it’s time to rethink a healthcare fund he’s owned… [Listen](https://www.buzzsprout.com/1753343/episodes/19644109-august-15-2026-student-loan-decisions-a-healthcare-revival-record-highs.mp3) ## [Genevieve Hayman and Ryan Munson: What makes young investors different, and what do wealth managers need to know?](https://take15audio.libsyn.com/genevieve-hayman-and-ryan-munson-what-makes-young-investors-differentand-whatdowealth-managers-need-to-know) _2026-08-15 · Enterprising Investor_ Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences, AI-powered personalization, values-based investing, and more collaborative adviser relationships. We learn what wealth management professionals must… [Listen](https://traffic.libsyn.com/secure/take15audio/2902-EI568-Hayman_and_Munson-v1.mp3?dest-id=212842) ## [Emerging Markets at a Pivotal Moment: A Value Investor's Perspective](https://brandesbriefing.libsyn.com/emerging-markets-at-a-pivotal-moment-a-value-investors-perspective) _2026-08-14 · Brandes Briefing_ Join Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, as they discuss how Brandes is navigating today's emerging markets landscape by looking beyond AI-driven market concentration and focusing on the search for fundamentally sound businesses where volatility, uncertainty, and dislocation may create compelling long-term value opportunities. [Listen](https://traffic.libsyn.com/secure/brandesbriefing/Emerging_Markets_at_a_Pivotal_Moment_A_Value_Investors_Perspective.mp3?dest-id=2033708) ## Securities-Backed Lines of Credit: Convenient, but Not Without Risk _2026-08-11 · Henssler Money Talks_ The “Henssler Money Talks” host take a closer look at securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Original Air Date: August 8, 2026 Read the Article: https://www.henssler.com/securities-backed-lines-of-credit-convenient-but-not-without-risk [Listen](https://www.buzzsprout.com/1753343/episodes/19627355-securities-backed-lines-of-credit-convenient-but-not-without-risk.mp3) ## August 8, 2026: Borrow Against It, Save for It, Count on It? _2026-08-08 · Henssler Money Talks_ Accessing cash, building savings, and planning for retirement all involve choices between what we need today and what we may need tomorrow. We begin with securities-backed lines of credit and the heightened risks of borrowing against a concentrated stock position, including maintenance calls and forced sales when the share price falls. Next, we examine Radish, a proposed employer-funded savings… [Listen](https://www.buzzsprout.com/1753343/episodes/19611041-august-8-2026-borrow-against-it-save-for-it-count-on-it.mp3) ## Portfolio Tradeoffs: There is No Unicorn Investment _2026-08-04 · Henssler Money Talks_ The “Henssler Money Talks” hosts discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and liquidity. We look at the tradeoffs behind every investment decision, why you can’t compare your portfolio to the benchmark, and your asset allocation really needs to start with your financial plan. Original Air Date: August 1, 2026… [Listen](https://www.buzzsprout.com/1753343/episodes/19593132-portfolio-tradeoffs-there-is-no-unicorn-investment.mp3) ## [Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?](https://take15audio.libsyn.com/mustafa-dah-why-dont-markets-consistently-price-heat-as-a-tangible-risk) _2026-08-03 · Enterprising Investor_ If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the Department of Finance and Accounting at the Lebanese American University, about extreme heat as a distinct financial risk. While climate-related… [Listen](https://traffic.libsyn.com/secure/take15audio/2862-EI567-Mustafa_Dah-v1.mp3?dest-id=212842) ## August 1, 2026: Sell-offs, Tradeoffs & Tip-offs _2026-08-01 · Henssler Money Talks_ Technology continues to shape both the markets and the investment landscape. We begin with a look at the week’s biggest headlines—from Apple’s new leasing strategy and a strong earnings season to renewed pressure on global semiconductor stocks. After the break, we discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and… [Listen](https://www.buzzsprout.com/1753343/episodes/19576736-august-1-2026-sell-offs-tradeoffs-tip-offs.mp3) ## One Economy, Two Credit Realities _2026-07-28 · Henssler Money Talks_ Why are some Americans building exceptional credit while others are falling further behind? Our latest “Henssler Money Talks” podcast explores the growing credit divide and what it reveals about today’s K-shaped economy. In this companion article, we go a step further—explaining what builds a strong credit score, why it matters, and how it can affect everything from borrowing costs to future… [Listen](https://www.buzzsprout.com/1753343/episodes/19557482-one-economy-two-credit-realities.mp3) ## [AI QA That Opens Fix PRs (Sponsored)](https://crawlproof.com/a/fq7cW8kQEZNx) _2026-07-28 · **Sponsored**_ Runs browser QA, files issues with repro evidence, and opens fix PRs. ## July 25, 2026: Navigating Mortgages, The Credit Divide, and Upsizing Retirement _2026-07-25 · Henssler Money Talks_ Buying a home, building good credit, preparing for retirement, and navigating the markets all require looking beyond today’s headlines. Shanna Squires of Henssler Mortgage Advisors joins us to explain what actually happens during the mortgage process — from pre-approval to closing — including why pre-approval may not always be what you can afford, why lenders ask for so much documentation, and how… [Listen](https://www.buzzsprout.com/1753343/episodes/19540393-july-25-2026-navigating-mortgages-the-credit-divide-and-upsizing-retirement.mp3) ## Should You Still Follow Yesterday’s Financial Advice? _2026-07-21 · Henssler Money Talks_ Financial advice often gets passed from one generation to the next, but not every rule is built for today's economy. The “Henssler Money Talks” hosts take a fresh look at some of the most common rules of thumb and discuss how they fit into modern financial planning. Original Air Date: July 18, 2026 Read the Article: https://www.henssler.com/should-you-still-follow-yesterdays-financial-advice [Listen](https://www.buzzsprout.com/1753343/episodes/19521029-should-you-still-follow-yesterday-s-financial-advice.mp3) ## July 18, 2026: Markets, Mortgages and Money Myths _2026-07-18 · Henssler Money Talks_ This week on Henssler Money Talks, we're cutting through the noise to focus on the financial issues that could have the biggest impact on your decisions. We begin with a look at the latest market headlines—from CPI data and the start of earnings season to Federal Reserve testimony on inflation and uncertain progress in the U.S.–Iran ceasefire. Then we answer a listener’s question many homeowners… [Listen](https://www.buzzsprout.com/1753343/episodes/19504548-july-18-2026-markets-mortgages-and-money-myths.mp3) ## [Tailwinds Forming for Health Care](https://soundcloud.com/clearbridge/tailwinds-forming-for-health) _2026-07-13 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Analysts Marshall Gordon, Brittany Henderson and Nick Wu share their top picks in the biopharmaceutical, contract research organization and life science tools markets as biopharma funding shows improvement. [Listen](https://feeds.soundcloud.com/stream/2359689977-clearbridge-tailwinds-forming-for-health.mp3) ## [Kwame Christian: Finding Confidence in Conflict Through Better Negotiation](https://take15audio.libsyn.com/kwame-christian-finding-confidence-in-conflict-through-better-negotiation) _2026-07-01 · Enterprising Investor_ Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confidence in Conflict , about the psychology of negotiation, building confidence, and handling disagreement with empathy. They discuss compassionate curiosity, self-advocacy, salary… [Listen](https://traffic.libsyn.com/secure/take15audio/2775-EI566-Kwame_Christian-v1.mp3?dest-id=212842) ## [Emerging Markets, AI and the Future of Sustainable Investing](https://soundcloud.com/clearbridge/emerging-markets-ai-and-the) _2026-06-29 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ What do emerging markets and AI reveal about the future of sustainable investing? In this episode, Robin Freeman speaks with Tom Mao and Aimee Truesdale about how investors are navigating uneven ESG disclosure, data center power and water demands, AI’s impact on labor, and the growing role of emerging market companies in sustainability solutions — from digital inclusion and grid resilience to… [Listen](https://feeds.soundcloud.com/stream/2349989660-clearbridge-emerging-markets-ai-and-the.mp3) ## [Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks](https://take15audio.libsyn.com/neeraj-khemlani-and-matt-ankrum-cfa-the-hunt-for-100-bagger-stocks) _2026-06-15 · Enterprising Investor_ What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor , and Matt Ankrum, CFA, managing partner of Ankrum Capital, join host Mike Wallberg, CFA, to explore the research behind "100-bagger" stocks and the investing principles that can help build generational wealth. From recurring revenue and competitive… [Listen](https://traffic.libsyn.com/secure/take15audio/2652-EI565-Neeraj_Khemlani_and_Matt_Ankrum_CFA-v3.mp3?dest-id=212842) ## [Midyear Outlook: What Wall of Worry?](https://soundcloud.com/clearbridge/midyear-outlook-what-wall-of) _2026-06-11 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed. [Listen](https://feeds.soundcloud.com/stream/2337363536-clearbridge-midyear-outlook-what-wall-of.mp3) ## [Rising Yields, Tight Spreads and Resilient Credit](https://diamondhill.podbean.com/e/rising-yields-tight-spreads-and-resilient-credit/) _2026-06-05 · Understanding Edge_ Despite heightened geopolitical tensions, Treasury yields have moved higher and credit markets have remained remarkably resilient. Douglas Gimple explores what's driving this unusual market dynamic, the outlook for consumers and where he sees opportunities across mortgages and asset-backed securities. DISCLOSURE ABS — Asset-Backed Securities, GSE — Government-Sponsored Enterprise. Fannie Mae —… [Listen](https://mcdn.podbean.com/mf/web/33weynxdv4kp9hva/Fixed-Income-Monthly-Podcast-May-2026.mp3) ## [Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing](https://take15audio.libsyn.com/ben-carlson-cfa-risk-reward-and-the-real-price-of-long-term-investing) _2026-06-01 · Enterprising Investor_ In this episode of Enterprising Investor , Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and author of Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth , joins Mike Wallberg, CFA, to discuss why volatility is the unavoidable price of higher returns. Drawing on market history, behavioral… [Listen](https://traffic.libsyn.com/secure/take15audio/EI564-BenCarlsonCFA-27May26-v2.mp3?dest-id=212842) ## [Crush Every Threat in Real Time (Sponsored)](https://crawlproof.com/a/03Fbj9MwSHhd) _2026-06-01 · **Sponsored**_ One agent for real-time detection, exposure tracking, and active defense. ## [Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack](https://soundcloud.com/clearbridge/michael-clarfeld_podcast_v4_wealthtrack_20260409-1) _2026-05-15 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2321319587-clearbridge-michael-clarfeld_podcast_v4_wealthtrack_20260409-1.mp3) ## [Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy](https://take15audio.libsyn.com/joachim-klement-geopolitics-inflation-and-portfolio-strategy) _2026-05-01 · Enterprising Investor_ Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting trade dynamics, Klement explains how global events feed through to inflation, interest rates, and asset valuations. The conversation also explores how investors can separate noise from signal, rethink international diversification, and… [Listen](https://traffic.libsyn.com/secure/take15audio/EI563-Joachim_Klement-v2.mp3?dest-id=212842) ## [Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds](https://take15audio.libsyn.com/mark-higgins-cfa-and-leyla-kunimoto-cracks-in-private-markets-and-the-risks-of-semi-liquid-funds) _2026-04-10 · Enterprising Investor_ What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Mark Higgins, CFA, author of Investing in US Financial History, and Leyla Kunimoto, founder of Accredited Investor Insights, about emerging stress in private credit and private equity. They explore investor outflows from semi-liquid… [Listen](https://traffic.libsyn.com/secure/take15audio/EI562-Leyla_Kunimoto__Mark_Higgins-v1.mp3?dest-id=212842) ## [Navigating a War Torn Global Energy Market](https://soundcloud.com/clearbridge/navigating-a-war-torn-global) _2026-03-20 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward. [Listen](https://feeds.soundcloud.com/stream/2287653050-clearbridge-navigating-a-war-torn-global.mp3) ## [Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts](https://take15audio.libsyn.com/raluca-filip-cfa-helping-investors-navigate-risk-volatility-and-second-thoughts) _2026-03-15 · Enterprising Investor_ Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore why clients hesitate, reverse decisions, or suddenly reassess their appetite for risk — and how advisors can respond in those pivotal moments. Drawing on her work with financial professionals, Filip explains the psychology… [Listen](https://traffic.libsyn.com/secure/take15audio/2307-EI561-Raluca_Filip_CFA-v1.mp3?dest-id=212842) ## [Professional Industry Insight, Episode 30 - Gareth Mok (Client Coverage Analyst at DWS Group)](https://podcasters.spotify.com/pod/show/financefocused/episodes/Professional-Industry-Insight--Episode-30---Gareth-Mok-Client-Coverage-Analyst-at-DWS-Group-e3fptvf) _2026-03-01 · Finance Focused · Finance Focused_ In today’s episode, we interview former Finance Focused President Gareth Mok. He shares an overview of his professional journey at firms such as JP Morgan and Nomura, and explains how he ultimately transitioned into his current role as a Client Coverage Analyst at DWS Group. This episode is filled with valuable insights for students looking to pursue a career in financial services who are unsure… [Listen](https://anchor.fm/s/1e731694/podcast/play/116241839/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-1%2Fc8b60686-a80e-cff5-da06-e47040ae93d4.mp3) ## [Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need](https://take15audio.libsyn.com/stefan-sharkansky-the-only-other-spending-rule-article-you-will-ever-need) _2026-03-01 · Enterprising Investor_ Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rule Article You Will Ever Need," and why retirement income planning may require a more flexible approach. Sharkansky outlines a framework that separates secure, predictable income from market-driven spending—aiming to provide both… [Listen](https://traffic.libsyn.com/secure/take15audio/2237-EI560-Stefan_Sharkansky-v1.mp3?dest-id=212842) ## [Inside Today’s Bond Market: Policy Proposals and Credit Crosscurrents](https://diamondhill.podbean.com/e/inside-today-s-bond-market-policy-proposals-and-credit-crosscurrents/) _2026-02-26 · Understanding Edge_ From proposed housing and credit card reforms to expanding securitized issuance, Fixed Income Portfolio Specialist Douglas Gimple breaks down what’s new in bond markets — and what it means for investors. (22 min podcast) [Listen](https://mcdn.podbean.com/mf/web/aqptq6z8uhiv7wca/260224_FI_Podcast_Audio_v16gbkw.mp3) ## [Embracing the Semiconductor Super Cycle](https://soundcloud.com/clearbridge/embracing-the-semiconductor) _2026-02-26 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities. [Listen](https://feeds.soundcloud.com/stream/2273903792-clearbridge-embracing-the-semiconductor.mp3) ## [Roger Urwin: What a Total Portfolio Approach Looks Like in Practice](https://take15audio.libsyn.com/roger-urwin-what-a-total-portfolio-approach-looks-like-in-practice) _2026-02-15 · Enterprising Investor_ What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA functions in practice, from new roles like the Chief Total Portfolio Officer to the governance structures, data, and decision frameworks that shape portfolio-wide thinking. Speaking with Mona Naqvi, Managing Director of… [Listen](https://traffic.libsyn.com/secure/take15audio/EI558-RogerUrwin-S2.mp3?dest-id=212842) ## [Browse ThreatCrush Modules (Sponsored)](https://crawlproof.com/a/fQ6YoOabwNos) _2026-02-15 · **Sponsored**_ Install community-built security modules to extend real-time threat intelligence and monitoring ## [A Conversation with Brandes Leadership](https://brandesbriefing.libsyn.com/a-conversation-with-brandes-leadership) _2026-01-09 · Brandes Briefing_ Director of Private Client Services Matt Johnson speaks with CEO Oliver Murray and Managing Director of Investments Ken Little, CFA, about Brandes' 2025 achievements, value investing's resurgence, and key market trends shaping the firm's outlook for 2026. [Listen](https://traffic.libsyn.com/secure/brandesbriefing/Brandes_2025-December-Podcast_Disclosures.mp3?dest-id=2033708) ## [We're Back: The Return of The Finance Focused Podcast](https://podcasters.spotify.com/pod/show/financefocused/episodes/Were-Back-The-Return-of-The-Finance-Focused-Podcast-e3d5mdi) _2026-01-04 · Finance Focused · Finance Focused_ In today's podcast episode, we dig deep into the purpose of Finance Focused, the importance of this podcast, and introduce you to our Central Leadership Team. This podcast's purpose is to educate students and professionals about the different career paths within finance and the journeys professionals took to get there. To hear about our success stories at Finance Focused, stay tuned until the end… [Listen](https://anchor.fm/s/1e731694/podcast/play/113481586/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-4%2F415465359-44100-2-c50faabc3e43c.m4a) ## [080 GOOGL & AI Bubble Fears](https://soundcloud.com/user-650296856/080-googl-ai-bubble-fears) _2025-12-05 · How Not to Suck at the Stocks_ Dan shares his thoughts on GOOGL, Mark Zuckerberg, the supposed AI bubble, the 2008 housing market collapse, and then, for some reason, agriculture. Come for the Um's, but stay for the Uh's! [Listen](https://feeds.soundcloud.com/stream/2224338779-user-650296856-080-googl-ai-bubble-fears.mp3) ## [079 Is it Ever Irresponsible to Pay Off Debt?](https://soundcloud.com/user-650296856/079-is-it-ever-irresponsible-to-pay-off-debt) _2025-11-30 · How Not to Suck at the Stocks_ How can it be bad for my heart, if I'm in love with it? [Listen](https://feeds.soundcloud.com/stream/2221294970-user-650296856-079-is-it-ever-irresponsible-to-pay-off-debt.mp3) ## [Inside the Securitized Market: Consumer Strength, Credit Risk and Hidden Opportunities](https://diamondhill.podbean.com/e/inside-the-securitized-market-consumer-strength-credit-risk-and-hidden-opportunities/) _2025-11-24 · Understanding Edge_ From auto loans to home equity lines, Douglas Gimple explains why the securitized market remains a fertile ground for active managers — and how consumer trends, credit enhancements and benchmark gaps are shaping today’s fixed income landscape. (47 min podcast) DISCLOSURES Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes… [Listen](https://mcdn.podbean.com/mf/web/m24jszvf9u2g4fxs/251119_FI-Podcast_Final.mp3) ## [ClearBridge Outlook 2026: Is Bull Market Just Hitting its Stride](https://soundcloud.com/clearbridge/clearbridge-outlook-2026-is-bull-market-just-hitting-its-stride) _2025-11-18 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through. [Listen](https://feeds.soundcloud.com/stream/2214780452-clearbridge-clearbridge-outlook-2026-is-bull-market-just-hitting-its-stride.mp3) ## [078 Chicago Bears 2025](https://soundcloud.com/user-650296856/078-chicago-bears-2025) _2025-11-14 · How Not to Suck at the Stocks_ This is a description of a podcast episode. Look at how descriptive it is. [Listen](https://feeds.soundcloud.com/stream/2212306403-user-650296856-078-chicago-bears-2025.mp3) ## [How Collaborative Research Drives Active Alpha](https://soundcloud.com/clearbridge/how-collaborative-research-drives-active-alpha) _2025-10-07 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Matthew Lilling and Deepon Nag, Co-Directors of Research at ClearBridge Investments, discuss their active research philosophy, technological integration and the value of collaborative fundamental research in navigating global market dynamics and technological disruptions. [Listen](https://feeds.soundcloud.com/stream/2184550991-clearbridge-how-collaborative-research-drives-active-alpha.mp3) ## [Reflections on Core Plus at One Year](https://diamondhill.podbean.com/e/reflections-on-core-plus-at-one-year/) _2025-09-26 · Understanding Edge_ Portfolio Manager Arthur Cheng joins the Understanding Edge podcast to share his career journey, discuss dynamics in the high-yield market and reflect on the first year of Diamond Hill’s Core Plus Strategy. (21 min podcast) Disclosure S&P 500 Index measures the performance of 500 large companies in the US. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate… [Listen](https://mcdn.podbean.com/mf/web/r5djr9y6qvvgvbw7/09_Sep_FI_monthly_podcast_v3bv529.mp3) ## [Stablecoins: Genius or Reinventing the Wheel?](https://soundcloud.com/clearbridge/stablecoins-genius-or-reinventing-the-wheel) _2025-09-24 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Stablecoins: Genius or Reinventing the Wheel? by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2175899481-clearbridge-stablecoins-genius-or-reinventing-the-wheel.mp3) ## [Bonds, Yields and Shifting Tides: Mid-Year Market Update](https://diamondhill.podbean.com/e/bonds-yields-and-shifting-tides-mid-year-market-update/) _2025-08-18 · Understanding Edge_ Join us for a timely mid-year webinar where we examine the evolving landscape of interest rates, credit spreads and macroeconomic indicators shaping the bond markets in 2025. With central banks adjusting their course, inflation dynamics shifting and investor sentiment evolving, we’ll explore what these developments mean for fixed income investors. Key topics will include: Federal Reserve policy… [Listen](https://mcdn.podbean.com/mf/web/f9fd52cd57ku4zv3/07_Jul_FI_Mid_Year_Call99lgi.mp3) ## [Calming the Investor Brain – Managing Volatility and Uncertainty (audio version of the 5/15/25 webcast)](https://brandesbriefing.libsyn.com/calming-the-investor-brain-managing-volatility-and-uncertainty-audio-version-of-webcast) _2025-08-05 · Brandes Briefing_ Executive Director of The Brandes Center at the Rady School of Management, UCSD, Bob Schmidt and Director, Private Client Sales, Matt Johnson discuss stock market volatility, uncertainty and how financial professionals can help manage client emotions during periods of stress. [Listen](https://traffic.libsyn.com/secure/brandesbriefing/Brandes_CIB_Webcast_2025.05.15_Disclosure.mp3?dest-id=2033708) ## [Midyear Outlook: Getting in Sequence](https://soundcloud.com/clearbridge/cb_2025-midyear-outlook_v1-1) _2025-06-25 · digimkt@ClearBridge.com (ClearBridge Investments, LLC) · Authentically Active: The ClearBridge Podcast_ Midyear Outlook: Getting in Sequence by ClearBridge Investments [Listen](https://feeds.soundcloud.com/stream/2119302735-clearbridge-cb_2025-midyear-outlook_v1-1.mp3) ## [Fiscal Headwinds and Fed Signals: Decoding the Bond Market](https://diamondhill.podbean.com/e/fiscal-headwinds-and-fed-signals-decoding-the-bond-market/) _2025-06-24 · Understanding Edge_ Tariffs, Fed shifts and a newly normalized yield curve — Doug Gimple breaks down what fixed income investors need to know heading into the second half of 2025. [Listen](https://mcdn.podbean.com/mf/web/xtsrbk93ey3jkntb/250624_FI_Podcast_w_Doug6aonp.mp3) ## [Understanding the Impact of Tariffs and Inflation on Fixed Income Markets](https://diamondhill.podbean.com/e/understanding-the-impact-of-tariffs-and-inflation-on-fixed-income-markets/) _2025-05-22 · Understanding Edge_ Dive into the recent events impacting fixed income markets with Douglas Gimple. Explore topics including the Fed, tariffs and inflation. (24 min podcast) [Listen](https://mcdn.podbean.com/mf/web/9b9hjcucrb85eyas/05_May_Podcast_w_Doug_FINALageul.mp3) ## [Unlocking Value in High-Yield Markets: Live Insights with Arthur Cheng](https://diamondhill.podbean.com/e/unlocking-value-in-high-yield-markets-live-insights-with-arthur-cheng/) _2025-05-12 · Understanding Edge_ Explore insights from portfolio manager Arthur Cheng, CFA, on high-yield markets and their role in the Core Plus strategy. He also discusses what risks investors should be watching for and where opportunities might arise in today’s dynamic environment. DISCLOSURES The performance data quoted represents past performance and is not indicative of future results. The discussion of specific portfolio… [Listen](https://mcdn.podbean.com/mf/web/hvr63uur946yaqk2/04-Apr_Live-Podcast-w-Doug-and-Arthur_FINAL.mp3) ## [Inflation and Tariffs: How Market Volatility Impacts Fixed Income Investors](https://diamondhill.podbean.com/e/inflation-and-tariffs-how-market-volatility-impacts-fixed-income-investors/) _2025-03-31 · Understanding Edge_ Explore how tariffs and inflation are shaping 2025's market volatility. Hear from Douglas Gimple as he discusses fixed income strategies to manage risks and seize opportunities in an evolving market landscape. (23 min podcast) The views expressed are those of the speakers as of March 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a… [Listen](https://mcdn.podbean.com/mf/web/bcyvugr48hsfcz3j/03_Mar_Podcast_w_Doug_FINALahv60.mp3) ## [Diving into the Fed’s Balancing Act](https://diamondhill.podbean.com/e/diving-into-the-fed-s-balancing-act/) _2025-02-28 · Understanding Edge_ The Federal Reserve is navigating inflation, political pressures and shifting market expectations. Dive into how they are making data-driven decisions and what this means for fixed income investors. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and… [Listen](https://mcdn.podbean.com/mf/web/wj4ejhnza288spyv/02_Feb_FI_Podcast7md3p.mp3) ## [077 Simulation Theory](https://soundcloud.com/user-650296856/077-simulation-theory) _2025-01-07 · How Not to Suck at the Stocks_ Whoa [Listen](https://feeds.soundcloud.com/stream/2003573443-user-650296856-077-simulation-theory.mp3)