WealthManagement Invest
Hosted by David Bodamer · WealthManagment Invest
3.9from 14 ratings
- 124
- Episodes
- 36
- Transcribed
- 14
- Ratings
- Monthly
- Cadence
- 2019
- First episode
About WealthManagement Invest
Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.
- Publisher
- WealthManagment Invest
- Category
- business · business · news
- Language
- en
- Explicit
- No
- First episode
- 1 Jun 2019
- Latest episode
- 12 Oct 2026
Latest episodes
36 of 124 episodes have a transcript.
12 Oct 2026TRANSCRIPT
Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine
14 Sept 2026TRANSCRIPT
Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson
3 Aug 2026TRANSCRIPT
Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond
Inside a recent episode
Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine
Published 12 Oct 2026 · Transcript excerpt
[…] I know that international has been a pretty good story for like the last, you know, since at least the. Beginning in 2025, international equities have performed pretty well. So what you're saying is that the story, the earning story extends to those classes. And so the opportunities and equities are not just in this one part of the market that maybe people got used to. Right, because that's what led you to the dance for the last 15 years, large cap slash tech. But actually, as you pointed out, other areas of the market have done quite well. Sometimes it's hard to tell U.S. investors that they should be broadly diversified globally. […]
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See plansWho has been a guest on WealthManagement Invest
Names identified in recent episode analyses. Showing up to five guests.
- Alicia Levine
- Milissa Hutchinson
- Karl Desmond
- Brian Moriarty
- Matt Kaufman
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 3.9 / 5
- 14 ratings
Podcast Authority Score: 61 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 70
- Social presence
- 94
- YouTube
- 0
- Engagement
- 84
Contact WealthManagement Invest
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about WealthManagement Invest
Who hosts WealthManagement Invest?
David Bodamer host the show. Published by WealthManagment Invest.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does WealthManagement Invest take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
36 of 124 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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