Morningstar’s Post

For CEOs considering going public or dual-listing, the importance of aligning long-term investors with a company's long-term mission can’t be overstated. In this episode of Turpentine Finance, podcast host and CEO of Puzzle, Sasha Orloff, and Founder and Chair of LTSE, Eric Ries, discuss how companies can better balance short-term pressures and long-term vision. 🎙 Listen now: https://lnkd.in/gUUb-8sj

More and more investors are turning to alternative investments to ensure that their portfolios can meet their long-term goals. Learn why on #AlternativeRealities, a new podcast that aims to shed light on this rapidly growing and increasingly important range of nontraditional assets. Join Chief Global Strategist Dr. David Kelly and Shawn Khazzam, Head of Private Wealth Alternatives, for our first episode: https://bit.ly/4dKKq59

Podcasts can help explain complexities. That's what we did when producing the 'The Alpha Female' podcast from AllianceBernstein, which sets out the challenges and opportunties of multi-asset investment. The first episode with Honor Solomon highlighted the importance of keeping things simple! Do listen and subscribe. #podcasting

[Compounders Podcast Clip] When I asked Whit Huguley, CFA, the PM at River Oaks Capital, about how he approaches valuation, he talked about starting from the perspective of trying to protect his downside. In this clip, he also talks about the discounts he looks for versus intrinsic value. Please find the full the interview here: https://lnkd.in/g7CF5EAk

This Thursday, take a look at financial services from a different perspective—from somebody who writes about it. Here's a sneak peek of our latest Human-centric Investing Podcast episode with ThinkAdvisor's John Manganaro. https://lnkd.in/eWzxKfpw

More and more investors are turning to alternative investments to ensure that their portfolios can meet their long-term goals. Learn why on #AlternativeRealities, a new podcast that aims to shed light on this rapidly growing and increasingly important range of nontraditional assets. Join Chief Global Strategist Dr. David Kelly and Shawn Khazzam, Head of Private Wealth Alternatives, for our first episode: https://bit.ly/4e4RZmT

More and more investors are turning to alternative investments to ensure that their portfolios can meet their long-term goals. Learn why on #AlternativeRealities, a new podcast that aims to shed light on this rapidly growing and increasingly important range of nontraditional assets. Join Chief Global Strategist Dr. David Kelly and Shawn Khazzam, Head of Private Wealth Alternatives, for our first episode: https://bit.ly/3ACnR3X

What a Tease! 😉 With the ever-changing financial landscape, what does the future hold for financial advisors? 💡 In the latest episode of The Advisor Mentorship Podcast, I had a great conversation with the COO of Simplicity Group Kenneth McGee II about the changing landscape of our industry and the exciting opportunities ahead Ken shared his thoughts on why it's important to align with organizations that are investing in the future, leading into a discussion about the recently announced recapitalization at Simplicity This prompted a very important question at the end about ownership 😲 If you're curious for Ken’s answer, click the links below to tune into the full conversation! 🎧

This month, our Managing Partner and President, Ron Thacker, was featured on the @WhatMattersPod episode titled "Navigating Decades of Market Turbulence." In this episode, Ron shares his 40-year journey in the financial industry, discussing how he has navigated various market crises and emphasizing the importance of personal relationships in wealth management. The conversation also delves into Americana's strategies for preparing the next generation of clients and outlines future growth and expansion plans amidst an evolving economic landscape. Click on the link to watch the podcast: https://bit.ly/3RS21ir

In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Technical Strategist, Adam Turnquist, discuss the Nasdaq’s seven-week win streak, what scares them about the markets and economy, and highlight some charts that point to potential volatility in the short term. Here is the latest financial update from #LPLMarketSignals podcast: https://lnkd.in/ein-qgmN