Sharpe Minds
Welcome to Sharpe Minds hosted by Michael Lafata. This show will frequently deliver interesting conversations and high level insights from world class guests. We are bringing together the vast world of finance, financial planning, and wealth management into one complete show.
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Podcasting since 2024 • 12 episodes
Sharpe Minds
Latest Episodes
The Three Themes For The Rest of 2025 | Sharpe Minds EP. 13
On this episode of Sharpe Minds, Michael had the opportunity to sit down with Gene Goldman, Chief Investment Officer at Cetera Investment Management. They discussed Cetera IM's three themes for the rest of 2025, the rising tensions in the Middl...
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Season 1
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Episode 13
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1:08:20
Why Be Good When Great Is Available? | Sharpe Minds EP. 12
On this episode of Sharpe Minds, Michael was joined by Tom Halloran, President and CEO of Cetera Advisors and the President of Cetera Wealth Partners. They discussed what it takes to be a great leader and build a team with strong culture, how t...
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Season 1
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Episode 12
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37:58
The Case for America | Sharpe Minds EP. 11
On this episode of Sharpe Minds, Michael had the pleasure of speaking with Meera Pandit, Global Market Strategist at J.P.Morgan Asset Management. They dove under the hood in equities and also discussed the impact of the first 100 days of the ne...
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Season 1
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Episode 11
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1:03:13
The Megaforces Cultivating Our Future | Sharpe Minds EP. 10
It's not everyday that you get to speak with the largest asset manager in the world, but on this episode we did exactly that. Michael and Brian went in-depth on the Megaforces that BlackRock thinks are cultivating our future; such as AI, demogr...
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Season 1
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Episode 10
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1:14:07
High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9
On this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-...
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Season 1
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Episode 9
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1:09:09
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