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DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially. Past performance is not indicative of future results. Nothing contained herein shou ...
 
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The Rate Debate

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The Rate Debate

Darren Langer and Chris Rands

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月ごとの
 
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Darren Langer and Chris Rands are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye. Tune-in each month to hear their take on the Reserve Bank of Australia’s interest rate decision and other macro matters that are ...
 
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PenderFund

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PenderFund

PenderFund Capital Management Ltd

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PenderFund’s Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.
 
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Macro Horizons

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Macro Horizons

BMO Capital Markets

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BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Dan Belton, Ben Jeffery, Greg Anderson, Stephen Gallo, Ben Reitzes and other special guests provide weekly and monthly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on topics ranging from U.S. Interest Rates to macro focused subjects like the progress toward replacing LIBOR and the p ...
 
Dorsey, Wright research is conducted along technical lines, adhering to the relationship between supply and demand. We believe this simple but accurate economic theory is manifested as a constant battle between these two forces for control of the equity vehicle. It is this objective, logical approach which helps reduce uncertainty in the market. We believe our Research, coupled with your own fundamental research, will greatly increase your probability of success whether your investment busin ...
 
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The Due Dilly Podcast

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The Due Dilly Podcast

Helios Quantitative Research

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The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen ...
 
Welcome to the Old Dawg's REI Network where cash flow is king, real estate investing the means, so you can enjoy your retirement dreams! Your host is Bill Manassero who started investing in real estate at the youthful age of 58 years. In this show, he will share his real-life successes and blunders as he seeks his quest to acquire 1,000 doors/units in 6 years. This podcast is a fun, information-packed program that features knowledgeable, engaging guests who will provide practical and easy-to ...
 
Dakota Live! is a show about the institutional investment industry. Each week the show profiles and interviews leading investment allocators at private banks, institutional consultants, family offices, public pension funds, foundations and endowments, and leading broker dealers. The show is built for salespeople who raise money for investment firms with strategies in the following asset classes: equities and fixed income, private equity, private real estate, private credit and hedge funds. D ...
 
On Moody’s Talks - Outlook Connections, analysts from around the globe will outline our views on the business conditions for credit markets in the year ahead. We’ll aim to analyze the interplay and correlations between major sectors and asset classes as well as the potential impacts of both short and long term economic trends. From oil, automotive and energy to retail and CMBS, and from airlines and the hospitality sectors to panoramic perspectives on the US and China, join us on a journey i ...
 
Passive Income, Active Wealth Podcast starring Wendy Sweet, Jonathan Davis and Bill Fairman. Founders of Carolina Capital Management., LLC in Rock Hill SC. Wendy & Bill have a passion for educating and sharing their 25+ years of investing and lending experience! Both are regularly asked to speak at National Real Estate events and always come away as a crowd favorite. 100% Content!! The Most Trusted Voice in Hard MOney
 
How do we fix the problems of our world? The U.S. is in decline, and China is ascending. The U.S., which should be providing leadership, is paralyzed by partisan division. Most of the big problems are global, beyond the scope of what any one country can fix - climate change, overpopulation, and income equality. We'll explore the world's biggest problems and the steps we can take to fix them.
 
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This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixed income portfolios in the current low interest rate climate, his expectations for inflation, the property market and investing in warehouses. We also learn more about the types of funds available at …
 
In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Manager of the Pender Bond Universe Fund (PBUF). They look back at the last quarter’s performance, the rising rate environment and inv…
 
Join the Carolina Capital team every Thursday at 12 pm Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors! This week Bill Fairman, Wendy Sweet & Jonathan Davis give an answer to the following Ugly Questions: 1. Buy and hold with interest rates being low or fix and flips for the profits, which is better in maximizing yo…
 
95% of the people who try to invest in real estate quit within 5 years - Why? Because they keep repeating the same mistakes! In today's podcast , real estate investor and CEO of RealEstateInvestor.com shares how you you can become successful in real estate without another J.O.B. (just over broke). For complete show notes go to http://olddawgsreinet…
 
Investing in apartment buildings is a sure way to multiply your capital, earn passive income and secure your retirement. While it’s a lucrative investment, it’s not always easy. In today's podcast, Bill examines the advantages of small apartment investing as well as some of the challenges. For complete show notes go to http://olddawgsreinetwork.com…
 
With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand? In Episode 47 of Magic Markets, hosts The Finance Ghost and Moha…
 
Join the Carolina Capital team every Thursday at 1 pm Eastern for the Passive Accredited Investor Show! This week Bill Fairman, Wendy Sweet & Jonathan Davis give you an overview of investing in Private Placements. Different types of private placements and what numbers are important to you. To be successful in your real estate investment you have to…
 
Dan Krieter and Dan Belton discuss four factors likely to bring a new, wider range in credit spreads in 2022 including inflation/growth concerns, monetary policy, fiscal policy, and technicals. Other topics include recent norms for credit spread ranges.BMO Capital Markets による
 
Every multifamily investor has their analysis spreadsheet, whether they bought it, borrowed it or created one from scratch. But how do you know if it is truly effective in separating the best deals from the disasters? In today's podcast, multifamily investor, author and underwriting expert Rob Beardsley shares his multifamily analysis insider techn…
 
Join the Carolina Capital team every Thursday at 12 pm Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors! For the whole month of October Bill Fairman, Wendy Sweet & Jonathan Davis will talk about the importance of numbers when investing in real estate. Looking at the numbers behind the deals. What makes the good, the …
 
For this week’s episode of Passive Accredited Investor Show, the Carolina Capital Management team’s guest last week, Jeffery Watson is back to give an update about the IRA mess that is happening in Congress. Jeffery S. Watson is an Ohio attorney who has had an active trial and hearing practice since 1991. Jeff has also been a real estate investor s…
 
Welcome to the October edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van…
 
As we say in every podcast episode of the Old Dawg’s REI Network, “Cash flow is King!” But we don't just buy for cash flow. We buy in emerging markets where prices are going up. In today's podcast, Bill looks at the benefits of of buying for both cash flow and equity on all your rental properties. For complete show notes go to http://olddawgsreinet…
 
In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part of the financial markets ecosystem: mergers and acquisitions. The recent Zoom - Five9 transaction is a great case study, mainly because it fell over in the end. Zoom tried to do an all-share deal and Fi…
 
Portfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing--and creating--the most value, and how ESG considerations are continuing to change the investment landscape. Episode Segments: 02:55 — Barings Real Estate's investment and ESG philosophies 07:23 — Ass…
 
While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential introduction of macroprudential measures. With APRA set to tighten lending standards, will we see heat come out of the red-hot domestic housing market? Darren and Chri…
 
Margaret Kerins along with with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy discuss the new range for US rates and what to expect in 2022, potential implications of Fed taper on TIPS pricing and what this means for nominal yields, oil prices and the FX market, G10 monet…
 
Join the Carolina Capital team every Thursday at 12 pm Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors! This week Bill Fairman, Wendy Sweet & Jonathan Davis give an answer to the following Ugly Questions: 1. I’ve heard some seasoned lenders say they always require a personal guarantee from their private borrowers an…
 
Can one property make you a millionaire? It can if it's a multifamily property. Brian Murray, real estate mogul and author of the best selling book Crushing It in Apartments and Commercial Real Estate and now, co-author with BiggerPockets' Brandon Turner, of a new two-volume book set entitled The Multifamily Millionaire, returns to our podcast to s…
 
A REIT, or real estate investment trust, is an entity that holds a portfolio of commercial real estate or real estate loans. It is said to be a truly passive real estate investment. In today's podcast, Bill takes a look at what exactly a REIT is, the various types, pros and cons and how you go about investing in one. For complete show notes go to h…
 
IRA Crisis in Congress! Today's guest, Jeffery S. Watson, is an Ohio attorney who has had an active trial and hearing practice since 1991. Jeff has also been a real estate investor since 1994, investing in both residential and commercial properties. He currently represents established real estate investors in commercial and residential matters when…
 
In the final episode of #HerenyaSeptember, Petri Redelinghuys invites fellow Herenya trader Jonathan onto the show to answer questions about the mystical art of day trading. Does he go to the bathroom? Does he make money? Can anyone do it? We unpack this and more in Episode 45 of Magic Markets. This podcast is brought to you by Herenya Capital Advi…
 
Wendy Sweet talks at Jim Ingersol's Dealmaker 2021 conference. How hard money loans work. Private money lenders are worried about who they can trust with their money. She covers: 1) Types of properties, lenders prefer to loan to 2) Financing options 3) How to qualify 4) Short term rentals (AirBNBs) Timestamps: 0:01 - Let’s talk about Lending! - Wha…
 
This week we talk to Warren Hogan, Managing Director of EQ Economics, to get his take on monetary policy and inflation. We also discuss interest rates, reopening the economy and which states have the best prospects for recovery in the near future.
 
Join the Carolina Capital team every Thursday at 12 pm Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors! Today, in celebration of National Dogs in Politics Day, Bill Fairman, Wendy Sweet & Jonathan Davis talk about real estate “Dog Deals”. When investing in real estate keep in mind that even experienced investors mak…
 
Relationships are the truest form of currency -- and banking is no exception! In today's podcast, attorney, broker, contractor, real estate investor and Chief Credit Officer of First Foundation Bank Chris Naghibi shares the strategic advantage of working with community banks for your real estate investing. For complete show notes go to http://oldda…
 
While investing in real estate is a great idea for all people, investing in commercial real estate could be an even better way to earn money. In today's podcast, Bill shares some reasons why investing in commercial real estate is a great idea and a great investment opportunity. For complete show notes go to http://olddawgsreinetwork.com/top-advanta…
 
In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund. Together they will introduce the Fund and dive into the investing strategies behind the Fund, the opportunities that Amar sees on the horizon and the overall Fund positioning. They also explore the ris…
 
This is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys of Herenya Capital Advisors joins us once more to respond to questions posed by listeners over the course of the past few weeks. We deal with questions like: What does he consider to be…
 
Dan Krieter and Dan Belton discuss their main takeaways from the September FOMC meeting, including guidance from the Fed that a taper announcement is likely due in November. Other topics include the hawkish Fed dots, discussion around the next Vice Chair for Supervision, and implications for credit spreads.…
 
Join the Carolina Capital team LIVE every Thursday at 1:00 PM Eastern for the Passive Accredited Investor Show! This week, Heather Dreves, Director of Funding at Secured Investment Corp joins Bill Fairman, Wendy Sweet & Jonathan Davis to discuss Reg-A+ Funds. Heather is a tenured employee that has worked in the Private Money Industry for over 15 ye…
 
Mark Wilton, a portfolio manager in Barings’ Global Private Finance Group, describes the competitive backdrop in European private credit, including what's driving manager outperformance and access to deal flow, as well the ever-increasing focus on ESG. Episode Segments: 02:43 — How the asset class has performed through COVID 05:42 — What's driving …
 
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