About this episode
Sep 2023
Audio: California’s not waiting for the SEC’s climate disclosure rules
On October 7, 2023, California Governor Gavin Newsom signed into law two landmark climate-disclosure bills that are poised to change the landscape of climate reporting in the United States. Over 10,000 US companies - including both public and private companies as well as subsidia ... Show More
28m 1s
Sep 2023
Getting ahead of the FASB project on expense disaggregation, DISE
Text us your thoughts on this episodeTom Barbieri, PwC’s Chief Accountant, is accelerating the first episode in our October all-star series to share insights on critical accounting and reporting topics.To kick off the series, Tom is joined by Gary Sardo, Financial Accounting Stan ... Show More
42m 35s
Nov 25
SEC now: Non-GAAP 2025 comment letter trends
<p>We continue our SEC-focused series with an episode on non-GAAP financial measures, commonly used by companies to supplement their financial statements and provide investors with a deeper understanding of their performance or financial condition. Given their importance, it’s be ... Show More
36m 50s
Jul 2024
880. News: Stripe is worth $70 Billion, Monzo launches kids' accounts, and Meet OCN: The fintech for gig workers
Join hosts Laura Watkins, Nadine Timmer-Bodenstein and some great guests as we discuss the biggest fintech and financial services news this week.
Topics covered include: Stripe is now worth $70 billion, gig worker fintech OCN raises $86 million Series A, BNP Paribas partners wit ... Show More
1h 7m
May 2024
Talk Your Book: Growth Stage Debt Investing
On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ... Show More
32m 49s
Oct 2024
102. The Skinny On...Apollo's Quest to Double AUM, Sharpe Ratios, and the CAIS Summit!
34m 18s
Sep 2024
100. The Fed, Interest Rate Sales, and Asset Management
1h 18m
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 2025
Spanning the Gamut of Financial Services with Dwight Collins.
In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm. They delve into the nuances of institutional sales, comparing the differences between bulge bracket ... Show More
1h 11m
Sep 22
Ask an Adviser: 3 enduring principles to build long-term wealth - Charlie Viola | Viola Private Wealth
Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the clien ... Show More
44m 39s
Oct 2024
108. SPECIAL EDITION: US Election w/Mo News
1h 31m
Oct 19
Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.That’s not all: Is luxury powerhouse LVMH at the beginni ... Show More
36 m
Mar 2025
Talk Your Book: A Better 60/40 Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions a ... Show More
36m 30s
We wrap up our miniseries on loans and investments with a discussion of the accounting for equity interests, a topic that can impact companies across all industries. In this episode, we discuss: 2:02 – Equity interests in scope of ASC 321, Investments—Equity Securities13:19 – Determining whether an equity interest has a readily determinable fair value15:10 ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>We are BACK, baby! We've missed you guys, and we're so sorry we've been MIA while we've been getting ready to launch our flagship self-paced ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>You've seen all over the financial press that the <b>Federal Reserve</b> cut its key interest rate 50 basis points at its meeting last week. And you've ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>With less than two weeks to go until the <b>US</b> <b>Election</b>, we are bringing you this special edition crossover podcast episode with our trusted friend an ... Show More
