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.
Learn more a out Archstone Financial at: https://archstonefinancial.net/
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 Middle East, what is driving the stock market today, Artificial Intelligence, and many facets of the economy. Stay tuned for frequent uploads and don’t forget to like and subscribe! Follow Gene on X: @GeneGoldman Follow Gene's team on X: @ceteraIM L...
27 Jun 2025
Why Be Good When Great Is Available? | Sharpe Minds EP. 12
Tom Halloran, President and CEO, explores exceptional leadership, team building, and the qualities differentiating top financial advisors in an interview with Michael.
13 Jun 2025
The Case for America | Sharpe Minds EP. 11
Meera Pandit, Global Market Strategist at J.P.Morgan Asset Management, speaks with Michael about equities, the new presidency's first 100 days, Q1 earnings, Fed policy, recession risks, and American Exceptionalism in this interview.
3 Jun 2025
The Megaforces Cultivating Our Future | Sharpe Minds EP. 10
Michael Lafata and Brian Nelson explore BlackRock's perspective on the megaforces shaping the future, including AI, demographics, geopolitics, and digital assets, in this interview episode.
9 May 2025
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-net-worth individuals, the future of estate planning, and many others. Stay tuned for frequent uploads, and don't forget to check us out on other platforms! Learn more about Archstone Financial: https://archstonefinancial.net/ Follow Michael on X: @M...
24 Apr 2025
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 and GPO, Social Security for wealthy individuals, how benefits are calculated, and the future of the SS Administration. Stay tuned for more content! Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michae...
4 Apr 2025
The Megaforces Cultivating Our Future | Sharpe Minds EP. 8
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, demographics, geopolitics, and digital assets. Stay tuned for more content! Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michael_Lafata1
28 Mar 2025
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 able to walk us through the detailed investment process that PIMCO implements, the impact of the wildfires on the municipal bond market in Southern California, money market funds, battling inflation, and many others. Stay tuned for weekly uploads! Learn mo...
10 Mar 2025
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 active in fixed income right now, how financial advisors should view fixed income, and multiple facets of private credit. Stay tuned for weekly uploads, and don't forget to like and subscribe! Learn more about Archstone Financial: https://archstonef...
19 Feb 2025
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; such as 8,000 Days of Retirement, the Social Portfolio, and the concept of being Phygital. Stay tuned for weekly uploads, and don't forget to like and subscribe! Learn more about Archstone Financial: https://archstonefinancial.net/ Follow Michael on...
6 Feb 2025
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 many of the long-term drivers of this space. Stay tuned for weekly uploads, and don't forget to like and subscribe on Youtube Learn more about Archstone Financial: https://archstonefinancial.net/
29 Jan 2025
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 field continues to evolve. Learn more about Archstone Financial: https://archstonefinancial.net/More of Tatyana: @tatlafata on Instagram, TikTok, & YouTube
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. Learn more about Archstone Financial: https://archstonefinancial.net/
13 Dec 2024
Sharpe Minds 1 | The Smart Money
Michael Lafata talks to Kevin Flanagan, WisdomTree's Head of Fixed Income Strategy, about smart money investing strategies to achieve financial clarity and confidence.
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2 ratings
Podcast Authority Score: 12 / 100
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11
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0
YouTube
0
Engagement
32
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