أفضل بودكاسات Liquidity (2024)

1
Donor Advised Funds (The Good, The Bad, & The Ugly) 25:25

3d ago25:25

25:25

In this episode of The Liquidity Event, hosts AJ and Shane talk donor advised funds & charitable giving. They discuss: Why Donor Advised Funds were created How they can be used a strategy to give more thoughtfully, particularly if you are not sure how exactly you want to give at year's end The dark side of DAFs - how the ultra wealthy have misused …

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15: How Shadow Banking impacts Liquidity Management 34:14

4d ago34:14

34:14

With the increasing focus on systemic risk and rapid changes in the financial world, it’s crucial for banks to understand the impact of shadow banking on liquidity and risk management. The competitive pressure from these institutions can lead traditional banks to adopt riskier practices, complicating their liquidity management. By understanding the…

1
Open Enrollment: Because Your Future Self Will Thank You 30:21

18d ago30:21

30:21

In this episode of The Liquidity Event, hosts AJ and Ed dive into the annual workplace tradition we all love to hate: Open Enrollment Season. While logging into the HR portal and clicking through endless benefit options might feel like watching paint dry, making the wrong choices could leave your future self holding a much lighter wallet.Join them …

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14: Financial Fortification: Enhancing Collateral and Liquidity Resilience 30:03

27d ago30:03

30:03

In today’s rapidly evolving financial landscape, a tough combination of increasing regulatory burden, volatile market dynamics, interest rate changes, and cost pressures all drive the importance of managing collateral within a robust framework that covers both liquidity and operational resilience. To navigate these resilience challenges, firms must…

1
OpenAI News: Funding, Valuation & Tender Offer for Employees 37:27

1M ago37:27

37:27

In Episode 122 of The Liquidity Event, Shane and AJ discuss the latest news surrounding OpenAI’s funding and valuation, including a potential tender offer for employees. If you’re an OpenAI employee, you’ll want to pay close attention—serious tax planning could be on the horizon! Shane and AJ also break down what a tender offer means, why timing is…

1
A Beige Flag Economy? 2024 Q3 Market & Investment Commentary 34:35

1M ago34:35

34:35

In this episode, AJ and John take a deep dive into Q3 of 2024. From major global events like the Olympics and the resolution of the Hollywood strike to big shifts in the economy—including interest rate cuts and Biden’s departure—there’s a lot to cover. They break down the winners and losers of the quarter, discuss the “Beige Flag” economy, and expl…

1
Turistas Go Home: Should I Buy a Vacation Home Abroad? 39:29

2M ago39:29

39:29

In this episode of The Liquidity Event, hosts Shane and AJ explore the complexities of owning a vacation home in a foreign country. While the idea of sipping cocktails on the beach at your own property sounds enticing, the reality can be quite different. Join them as they discuss: The hidden costs of vacation home ownership, from dual mortgages to …

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13: Beyond T+1: The future of real-time liquidity 32:53

2M ago32:53

32:53

Market dynamics continue to transform due to the shift to T+1 or T+0 settlement cycles, Instant Payments, tokenized assets and DLT. One thing is clear: the window for decision-making is narrowing. Looking ahead to changes in market settlement cycles, both business and technology innovation will play a vital role. As we continue the move towards rea…

1
Trust Me: Kids, Money & Savings Lessons from our Youth 33:14

2M ago33:14

33:14

Welcome to Episode 119 of The Liquidity Event! Shane and John discuss some of the big questions parents ask when it comes to finances and their children. They look at different strategies available to parents as well as their pros and cons. Trust Funds and Financial Gifts: Shane and John talk through various strategies for setting up trusts, acknow…

1
Cash Stash: How much should you keep liquid? 38:06

2M ago38:06

38:06

In Episode 118 of our podcast, AJ and Shane address three financial questions that could impact your cash flow and family dynamics: How Much Liquid Cash is Enough? We answer a popular Reddit question about the optimal amount of liquid assets to keep on hand. Wealthfront’s Cash Management—What’s the Catch? We evaluate the pros and cons of Wealthfron…

1
IPO Roadshow Caught in the Burning Man Desert Storm 36:59

2M ago36:59

36:59

IPOs, a desert storm, and the surprising intersection between Burning Man and Wall Street. This week, AJ and John break down all things IPO. Learn what to do when you hear rumblings of a potential IPO, how to minimize tax liability during the process, and what the current state of the markets could mean for future listings. Listen now for a deep di…

1
Millennial Wealth: Lost and Found! 39:32

2M ago39:32

39:32

Millennials are now wealthier than previous generations were at their age—and yes, we’re just as surprised as you are. In Episode 116 of The Liquidity Event, AJ and Shane discuss a new report, which seems to flip the script on what we thought about the state of millennials a few years ago. Has this generation really caught up & even surpassed the B…

1
Having the Talk with Your Parents (No, not THAT Talk) 41:40

3M ago41:40

41:40

In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Pl…

1
Lifestyle Creep & What It Can Cost You 38:41

3M ago38:41

38:41

In this episode of The Liquidity Event, AJ and Shane tackle the realities of lifestyle creep and what it can cost you. They chat about how skyrocketing post-pandemic rent rates are squeezing wallets, dive into the story of a Japanese saver who played it safe only to face a weakening yen, and explore the phenomenon of Instagram-worthy homes.…

1
Monday's Market Madness and Why Everyone is Getting Scammed 37:57

3M ago37:57

37:57

Welcome to Episode #113 of the Liquidity Event Podcast! This week, AJ and Shane are diving into the wild world of market volatility. Is the market dipping or is something more sinister at play? Join us as we break down the latest financial news and uncover the scams that are catching everyone off guard. Leave us a voicemail and we'll answer it on t…

1
How to Pick a Business Partner 44:16

4M ago44:16

44:16

Ever wondered what makes a perfect business partnership? In this episode of the Liquidity Event Podcast, AJ and Shane dive into the nitty-gritty of choosing the right business partner. From deciding ownership percentages to real-life stories that will have you both laughing and taking notes. Listen in and discover the secrets to a thriving partners…

1
Annuities Dummies 36:17

4M ago36:17

36:17

In this episode of the Liquidity Event Podcast, AJ and Shane tackle the story of a couple who won the Powerball but faced tragic consequences when investing their winnings with an insurance salesman. They also answer a listener's question about the financial reality of marrying your long-term partner. Don't miss this! Got questions? Leave us a voic…

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12: Mastering Liquidity Risk in Banking 30:49

4M ago30:49

30:49

In recent decades, the financial markets have undergone transformative changes, reshaping the landscape of banking and liquidity risk management. Bank collapses, the implementation of quantitative easing, rising funding costs, and increased regulatory focus have profoundly impacted market dynamics. Meanwhile, societal changes, the emergence of inno…

1
Summer Wedding Budget Nightmare 39:05

4M ago39:05

39:05

Join hosts AJ and Shane on this episode of the Liquidity Event Podcast as they tackle the financial stress of summer weddings. Discover how to manage wedding expenses without falling into debt, featuring real-life stories and expert advice. Plus, they answer a listener's question about the collapse of Synapse Bank, discussing the safety of online b…

1
Gallivanting 4% Closer to Retirement 29:57

5M ago29:57

29:57

Join Shane and guest co-host John on the Liquidity Event Podcast as they explore the enduring 4% rule in retirement planning. They delve into its history, effectiveness, and relevance for those aiming for early retirement - along with some its pitfalls. Is it merely useful guideline or should it be part of your journey to financial independence? We…

1
You Are Not the Beneficiary 33:09

5M ago33:09

33:09

This week on the Liquidity Event Podcast, Shane and John chat about a real-life story that shows why updating your beneficiary info is so important. Back in the '80s, Jeff added his then-girlfriend Peggy to his 401(k). Fast forward 30 years, multiple relationships, and Peggy's now set to get $1.2M after Jeff's passing—all because he never updated t…

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11: How to enhance liquidity and risk management through payment control 32:18

5M ago32:18

32:18

Real-time data is essential for banks to maintain a robust control framework across both risk and liquidity management. Payment control serves as a powerful tool, enabling banks to effectively manage risks, regulate liquidity usage and payment outflows, optimise funding, and enhance both profitability and operational resilience. In this episode of …

1
How to Solve The Housing Crisis 38:22

5M ago38:22

38:22

This week on the Liquidity Event Podcast, AJ & Shane dive into the heart of the housing crisis. In this episode, they discuss the surprising ways climate change is impacting home insurance, making it harder for people to protect their properties. Whether you're a homeowner, renter, or just curious about the future of housing, this podcast is for yo…

1
A Personal Finance Columnist on Destination Weddings, Financial Scams, and Loaning Your Boyfriend Money 52:17

5M ago52:17

52:17

This week on the podcast we're joined by the incredible Charlotte Cowles, financial advice columnist for The Cut. Charlotte is known for her valuable insights on investing, saving and spending. She joins AJ on the pod to discuss the skyrocketing cost of weddings, what it's like being a financial advice columnist, why people can't follow basic finan…

1
Looking for a Man in Finance 34:22

5M ago34:22

34:22

Tune in to Episode 105, "Looking For A Man In Finance," where AJ & Shane dive into weight-loss drugs like Ozempic and tackle a listener's rent hike dilemma. Should you tough it out or find a new place when rent keeps climbing? And ladies, look no further, we found your 6 foot 5 man in finance! Blue eyes too! Get ready for a lively chat filled with …

1
Unlimited Shrimp FIRE 34:36

6M ago34:36

34:36

AJ & Shane chat about the dream of early retirement and what it takes to get there. Plus, we're diving into the juicy news about Red Lobster's bankruptcy—what happened to everyone's favorite cheddar bay biscuit spot? And don't miss our listener question segment, where we help out with a dilemma on early exercising non-qualified stock options (NSOs)…

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10: How to create products using data to enhance liquidity management 32:31

6M ago32:31

32:31

Events over the past year for banks have vividly demonstrated a marked acceleration in the velocity of payments, particularly those conducted in USD. Therefore, there is an increased need to leverage real-time data to enhance liquidity management solutions. Join us in the latest episode of Liquidity Talks with Thomas Meiman, a seasoned professional…

1
Was the 401(k) a Mistake? 31:30

6M ago31:30

31:30

In Episode 103, we dive deep into the complexities of retirement planning, pondering the question: Was the 401(k) a misstep? Join us as we dissect the recent insights from a New York Times article and navigate the landscape of retirement savings - has this great, post-pension experiment really worked out? Plus, we tackle a listener's pressing quest…

1
We're Back Witches! 35:58

6M ago35:58

35:58

Shane and AJ are back! Did you miss them? We did! This time, things are different. We've still got luke warm takes on the financial markets, don't worry. But now our hosts will answer YOUR audience questions. Less news, more actionable advice. In our inaugural episode in this format, our hosts take on some questions about freelancing, getting paid …

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9: Redefining Stress Resilience in Banking 29:51

6M ago29:51

29:51

Banks can no longer rely solely on capital requirements as an indicator of the firm’s health. Credit Suisse and SVB both failed despite meeting or exceeding the minimum thresholds (CSFB’s LCR was 154%, SVB’s would have been 150%).With ongoing discussions about increasing capital requirements in the aftermath of recent events, it's crucial to assess…

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8: Evolving the Treasury Tech Mindset: Leaving Legacy Systems Behind 33:18

7M ago33:18

33:18

Technology modernization in treasury should not just be seen as a response to regulatory changes. It should be embraced as a strategic imperative, leveraging data to enhance operational efficiencies, mitigate risks, and unlock avenues for growth. In this latest episode of Liquidity Talks we talk with LPA’s Director, Peter Woeste Christensen, about …

1
7: Leveraging Intraday FX Swaps and Repos for Enhanced Liquidity Management 30:43

8M ago30:43

30:43

In today's fast-paced financial landscape, characterized by accelerated money flows, shrinking settlement times, and heightened intraday data collection, the imperative for firms to wield a diverse array of tools for liquidity control has never been more pronounced. Not long ago, the ability to agree and settle an intraday trade appeared as a dista…

1
6: PvP’s role in enhancing Liquidity Management 28:58

9M ago28:58

28:58

On average over $7.5 Trillion of global FX transactions take place daily. A high proportion of this does not settle with Payment vs. Payment protection and rarely in real-time. This creates friction, inefficiency, drives costs, and a lack of transparency which hinders effective liquidity management. In this episode of Liquidity Talks, Neville Rober…

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5: Real time liquidity's impact on non-bank financial institutions 28:40

10M ago28:40

28:40

In this episode of Liquidity Talks, host Neville Roberts and guest Chris Hess, Heisman Partners, explore the transformative power of real-time liquidity for non-bank financial institutions (NFBI). Their discussion highlights the need for NBFI decision-makers to adapt to evolving markets through changes and systems advancements. Uncovering the limit…

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4: Where can AI help in the world of liquidity? 30:49

10M ago30:49

30:49

This episode of Liquidity Talks delves into the world of AI and its implications for treasury, liquidity, and risk. Host Neville Roberts is joined by Nick Jepson, Chief Risk Officer at Planixs, to explore the history, current trends, and future potential of AI in financial services, particularly focusing on liquidity management. Nick emphasises the…

1
3: What will it take for banks to take liquidity seriously? 32:18

10M ago32:18

32:18

In this episode of Liquidity Talks, Olaf Ransome and host Neville Roberts discuss the importance of banks taking liquidity seriously. They delve into the topic of metrics and the need for more up-to-date measures of liquidity health. Using the analogy of monitoring blood pressure, they highlight the limitations of current industry metrics and explo…

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2: Liquidity: The lifeblood of your organisation 26:19

11M ago26:19

26:19

This episode of Liquidity Talks, hosted by Neville Roberts, Planixs’ CEO, welcomes Olaf Ransome, Planixs’ Liquidity Futurologist, otherwise known as The Bankers Plumber. During their conversation, they shed light on the significance of liquidity as the lifeblood of any organisation. Olaf offers insights into the unique nature of financial services,…

1
1: Will you sink or swim with the next Black Swan? 25:23

12M ago25:23

25:23

In our first episode of Liquidity Talks, host Neville Roberts, CEO at Planixs, is joined by guest Pete McIntyre, Planixs' Financial Services Director, to discuss how banks can navigate the next black swan event. With insights from Pete's experience in real-time cash liquidity management, they explore the lessons learned from past crises, why a comm…

1
Teaser: Welcome to Liquidity Talks 0:28

1y ago0:28

0:28

Find out what you can expect from this channel as we power up the liquidity conversation in Financial Markets.بقلم Liquidity Talks

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White Lines and White Lies 30:58

1+ y ago30:58

30:58

Welcome to the Liquidity Event! In this episode, we'll take you on a rollercoaster ride through bizarre headlines. We've got kids partying too hard at the White House, the CEOs who make hundreds of millions, and of course AI! In other news, we're excited about Honey Homes, a handyperson subscription service that is priced fairly. Oh, and did you kn…

1
Bob Zangrillo | Investing in Facebook, Uber and Twitter #70 1:12:53

1+ y ago1:12:53

1:12:53

► More Episodes https://linktr.ee/liquidityandliquor ► About The Guest Robert (“Bob”) Zangrillo is the Founder, Chairman and CEO of Dragon Global. Zangrillo is a veteran investor and executive in eCommerce, Data-Driven Businesses, Entertainment Media, Mobility, and Social Networking Sectors. His talents for providing significant financial returns f…

1
The 100 Things We’ve Done to Level Up Our Business (And Our Lives) 48:00

1+ y ago48:00

48:00

Hey losers! It's our 100th episode! Dang, I can't believe we made it this far during a liquidity event drought. Thanks for tuning in each week to hear our blatherings. On this very special 100th episode, we skip the headlines and head right to the heart of the matter. AJ and Shane are bringing you 100 things they have done to level up their busines…

1
My Big Fat Greek IPO 32:40

1+ y ago32:40

32:40

Shane and AJ are extra silly today. Shane's in Mexico and AJ's in London! We've got lots of good stuff for you on today's show. Including but not limited to the office mandate people are getting desperate about, the founders of Bitwise misleading investors, salary transparency, and finally an IPO we're actually excited about. Founded by three frien…

1
Manic Pixie Dream IPO 30:16

1+ y ago30:16

30:16

Hold onto your seats for another thrilling episode of the Liquidity Event Podcast! We’ve got a pandemic move update: founders and being clawed back to SF due to the AI boom. Then we’ve got fallen crypto industry titans in Bali and how optimizers are using Notion to plan their entire lives. Some CEOs claim employees are less productive at home but w…

1
How Not To Get Scammed 31:03

1+ y ago31:03

31:03

Get ready for a special episode of "The Liquidity Event" podcast with AJ and Brett! Join them as they share their own scam stories and explain how to protect yourself and your loved ones. From music streaming fraud to cloning voices in fake kidnappings, we've got all the scams. Discover why Googling certain words is risky, how seniors are targeted,…

1
Golden Visas for The Golden Years 30:48

1+ y ago30:48

30:48

Get ready to laugh, learn, and ponder the mysteries of life on the Liquidity Event Podcast! We've got a FAFSA makeover, a new Attentive CEO, the dangers of youth social media use, and AIs doing paralegal work. On a lighter note, Shane and AJ have a lot to say about Portugal's golden visa program. Shane looks forward to welcoming you to his Algarve …

1
Big Tech, Big Sharks, and Big Boomer Billionaires 30:56

1+ y ago30:56

30:56

It's another episode of The Liquidity Event and AJ is back in the saddle and has a lot of catching up to do. Is trading stocks 24 hours a day a good thing? We think Robinhood's new 24/7 trading promise is bad news. We've got breaking news from the tax world too. Brace yourselves for a new IRS free e-filing system. Oh, and we have a meaty New York T…

1
Summer John Rented a Boat 30:36

1+ y ago30:36

30:36

Get ready for an entertaining journey through the world of finance with The Liquidity Event! Join us as we sail through absurd jobs, boat rental success stories, recalled exercise bikes, VC firm squabbles, coastal city exodus, Amazon's epic MMO adventure, even a surprising Windows 11 and iOS collaboration and credit-card debt! -Don’t forget to Join…

1
Episode 93: The Debt Ceiling vs. The Glass Ceiling 31:02

1+ y ago31:02

31:02

Join us on the Liquidity Event Podcast for the latest business news that will make you laugh and cry and want to smack a banker. From TSMC's €10 billion chip fab plans in Germany to better IRS service and earlier debt deadlines, we cover it all. Find out why Shopify is cutting its workforce but its shares are surging, and how some TurboTax users mi…

1
Episode 92: We have an IPO people! 30:39

1+ y ago30:39

30:39

Get ready for the juiciest news in tech and finance on this week's episode of The Liquidity Event! We're talking about everything from JPMorgan's Silicon Valley takeover to a shocking report that companies are cheating the H-1B visa lottery. Plus, we'll dish on the gender earnings gap, inflation, and why a 37-year-old making over $200K is ready to …

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