LGblog_2024_10-31

Insider’s list of investing podcasts [November 2024 update]

By Pat Allen | 10/31/24

If you’re like us, you’re always on the lookout for a new show to add some variety to the tried and true. At the same time, you hate to surrender your valuable listening time testing a new title that’s just so-so.

Fear not—we’ve got you covered. We check out everything (and it’s our job—how great is that?!) so you don’t have to.

The latest updates to the Lowe Group Insider’s List of Investing Podcasts include some new and different podcasts worth a listen. (See  our criteria for inclusion in the directory.)

They include:

  • We like Tearsheet’s idea to dedicate a show to the power of influencers in financial services (see Jody Lowe’s related finfluencers post)—we would like it even more if Compound Influence could be further focused on investment industry influencers only instead of including banking influencers as well. But we get it: the show is produced by Tearsheet, the media company covering the impact of technology on finance and banking.

    In its relatively short life and through the end of October, Editor Zack Miller and Josh Liggett, fintech investor and analyst, have delivered two entertaining investment-centric shows—one on OG influencer and CNBC personality Jim Cramer and the other on the Reddit community/Wallstreetbets and its phenomenal growth during the GameStop saga.

    Compound Influence is a good example of how podcasts are the perfect medium for deep dives into focused topics to attract a narrow but dedicated audience.
  • Good news: If you’ve missed Jeff Benjamin on the Investment News podcast, you can hear him now on ETF.com’s Advisor Insider. There’s nothing like listening to a reporter interview an analyst, as is the case when Benjamin talks to Morningstar’s Ryan Jackson, including their review of what happened to State Street’s flows this year (“a year that’s great for bond funds isn’t necessarily a year you’d expect State Street to thrive,” according to Jackson).

    On another, briefer show, communicators will be interested in the interview with J.P. Morgan Asset Management’s Chief ETF Strategist Jon Maier about the new Guide to ETFs, J.P. Morgan’s latest entry to its Guide to the Markets franchise.
  • Give yourself time to savor Runnymede Capital Management’s Inspired Money Live Stream podcast, which is among the longest running—always at least 60 minutes—on our list. But that length isn’t the only way it lives up to its billing as “like no other money podcast.”

    The show hosted by Investopedia top influential financial advisor Andy Wang is 58 installments into a planned 100-show live stream “odyssey.” The story arc covers a range of topics meant to empower investors. They go deep—there’s Balancing Watch, Wine and Car Investments as well as a Masterclass Series: Advanced Watch Collecting Techniques. Because there are prepared clips interspersed between the interviews you’ll want to watch this one on YouTube.
  • It’s new but with Michael Kitces as guest #1 and Bob Veres as guest #2, the Trust Podcast is off to a strong start. While “neck deep solving compliance problems for financial institutions by using technology in new ways,” writes compliance software startup Greenboard CEO and host Dave Feldman, “one problem we ran into (especially in the early days) was establishing rapport with decision makers as newcomers. We quickly learned that trust and relationships—surprisingly even more so than dollars in many cases—are currency in financial services.”

    Feldman’s interest in “trust dynamics” inspired the podcast, which goes in different directions depending on the guest. The Kitces interview focused on the importance of trust in technology vendors (almost every technology category sees switch rates of less than 10%/year—“which means even the software we change more frequently we still change no more than once a decade…”) while, unsurprisingly, Veres comments are mostly about advisors and client service.
  • Yahoo Finance made an interesting move in September when it announced partnerships with “eight leading financial creators and influential voices from across the world of finance.” Having used social media to build a following, these creators are being embraced by Yahoo and given an even larger platform “to introduce their unique points-of-view that make financial topics more engaging, accessible, actionable, and personalized.”

    Partnering with finfluencers has become a common thing for brands to do. But for a media property like Yahoo Finance to recognize the need to enlist civilians to continue to build its audience and be relevant seems noteworthy.

This additional explanation from the announcement underscores the degree to which social media is supplanting “traditional” news outlets (and see this post):

Half of U.S. adults are looking to social media for their news¹, which is outsized for Gen Z, who are heavily influenced by social media, particularly for investment choices², and often follow creators that speak to them more personally. With a growing interest in personal finance and investing among the next generation—73 percent of Gen Z already own and trade stocks³—these experts can help make financial information more accessible and personalized for investors of today and tomorrow.

Added to our list for a general audience is the new Yahoo Finance show Financial Freestyle featuring Shareef (Ross Mac) McDonald, a former Wall Street analyst “who shares the fundamental understanding of financial literacy for urban communities.”

Since July, McDonald has been talking to “some of the most influential voices in my universe” and asking them about their path to economic prosperity. Guests have included Kristin Myers, editor-in-chief of etf.com; Derek Ferguson, CAO of TIAA; and Vance Jones, commentator on CNN among other roles.

Previous updates:

Who are we missing? Send a note to podcasts@lowecom.com.

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