logo
episode-header-image
Aug 2024
38m 51s

Revisiting: Keeping a Level Head with Be...

SOFI
About this episode
How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four ... Show More
Up next
Jun 18
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
May 14
Communicating Finance and Strategy with Confidence with Liz Thomas
How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian and L ... Show More
54 m
Apr 16
Ambitious Leadership with Anthony Noto
Anthony Noto’s path to becoming CEO at SoFi was anything but linear. But along the way, he learned the lessons and wisdom that helped him lead SoFi to where it is today. In this special episode, host Liz Thomas sits down with SoFi CEO Anthony Noto to talk about his ambitious goal ... Show More
51m 16s
Recommended Episodes
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode.  Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More
32m 56s
May 5
116: How to Retire Early (Seriously)
In this week's episode of the Rich Habits Podcast, Robert and Austin share the step by step blueprint on how anyone can retire early.---🔥 Every financial journey starts with one smart step and the right investing mindset.If you're ready to start your FIRE journey, the FIRE ETFs ... Show More
50m 12s
Apr 2024
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and ... Show More
57m 16s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
May 2024
Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel
On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00).  La ... Show More
1h 5m
Mar 2025
TIP709: The Art of Long-Term Investing w/ François Rochon
On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool’s err ... Show More
1h 8m
Nov 2024
TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton
On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an avera ... Show More
1h 11m
Aug 2024
RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro
In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard weal ... Show More
2h 3m
Jan 2025
Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: ... Show More
48m 46s
Nov 2024
90: Demystifying Private Wealth Management
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco. Private wealth management is no longer something only provided to the ultra-wealthy, thanks to ⁠Titan⁠. This "wealth management firm in your pocke ... Show More
47m 6s