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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Episodes
11 episodes
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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Current State of Social Security w/ MFS
On this episode of Sharpe Minds, Michael had the pleasure of speaking with Graham Kimmerer of MFS Investment Management. Graham is a Senior Strategist specializing in Social Security and Medicare who spoke about the recent developments with WEP...
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Season 1
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Episode 9
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55:08
PIMCO & The State of Fixed Income | Sharpe Minds EP. 7
In times of uncertainty, its really important to hear the insights from some of the best thought leaders in the industry. On this episode, I had the fortune to do exactly that. As an Executive VP whose been with PIMCO for 25 years, Paul was abl...
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Season 1
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Episode 7
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1:16:53
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Why It's Hard Being a Bond Investor - Sharpe Minds EP. 6
On this episode of Sharpe Minds, Michael had the opportunity to speak with Amar Reganti, Managing Director & Fixed Income Strategist at Wellington Management. They discussed what's keeping Amar and his team up at night, 5 reasons to be acti...
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Season 1
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Episode 6
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1:10:41
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Change Is Inevitable, You Are Not | Sharpe Minds Ep. 5
On this episode of Sharpe Minds, Michael had the opportunity to speak with John Diehl, Senior Vice President of the Applied Insights Team at Hartford Funds. They discussed much of the research that John and his team conduct with the MIT Age Lab...
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Season 1
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Episode 5
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59:02
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Sharpe Minds Ep. 4 | Insights from an ETF leader
On this episode of Sharpe Minds, Michael had the opportunity to speak with Andrew Hull, a Vice President and ETF Strategist at First Trust. They discussed the evolution of the ETF universe, the adoption of thematic and target outcome ETF's, and...
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Season 1
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Episode 4
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55:14
Sharpe Minds Ep. 3 | The New Age of Marketing
On this episode of Sharpe Minds, Michael had the opportunity to speak with Tatyana Lafata, a social media content creator. Michael and Tatyana discussed the rise (and stay) of influencers, the importance of marketing your business, and how this...
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Season 1
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Episode 3
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50:27
Sharpe Minds Ep. 2 | Pessimists Sound Smart, Optimists Make Money
On this episode of Sharpe Minds, Michael Lafata had the pleasure of speaking with Brian Levitt, a Global Market Strategist for Invesco and author of Invesco’s Compelling Wealth Management Conversations and their Financial Literacy Program. ...
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Episode 2
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57:46