Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
36 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

June 08, 2021 UBS Advisor Adam Epstein on Unexpected ESG Investments
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results could be seen locally and also offered outsized yield.

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31 min
June 01, 2021 What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.

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51 min
May 25, 2021 Faster Pace of Consolidation
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.

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32 min
May 18, 2021 Facts Versus Emotions
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.

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38 min
May 11, 2021 Strategies for Winning, and Losing
Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams.

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44 min
May 04, 2021 Inheritance is About a Lot More Than Money
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamics and Governance.

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32 min
April 27, 2021 Bitcoin's Value as an Asset Class
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held.

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44 min
April 20, 2021 The Growing Potential of Cannabis
As industrial use grows, medicinal use expands, and laws are changed, the investment potential for cannabis merits serious attention, says Arcview Group CEO Kim Kovacs.

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34 min
April 13, 2021 Before You Make That Presentation
When you're speaking to an audience, "It's not about what you want to say. It's about what they need," says communications expert Matt Abrahams.

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48 min
April 06, 2021 Prepping Portfolios for Inflation
Chris Cordaro of RegentAtlantic identifies the choices he's recommending to clients amid growing momentum in the economy.

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37 min