Crunch the Numbers Podcast

Crunch the Numbers

Lisbon Investment Society
Let’s talk finance
Entrepreneurship with Keith Bortoluzzi
Welcome to the 13th episode of Crunch the Numbers! Today with us is Keith Bortoluzzi, Founder and CEO of Chez Thread, a company that supports hundreds of investment decisions each day. From venturing into e-commerce as a teenager to creating his own company, our guest will share his experience in the entrepreneurship world, as well as giving some tips. “If I would single out one thing that a lot of entrepreneurs that I met share in common is self-confidence.” Dive into the world of finance today, with Lisbon Investment Society. Host: Pedro Mendes Editor: Eva Martins and Francisco Araújo - Follow us -  Website: https://www.iseglis.com LinkedIn: https://www.linkedin.com/company/lisb... Instagram: https://www.instagram.com/iseg.lis Facebook: https://www.facebook.com/iseglis
Jan 3, 2022
34 min
Finance in Education - Crunch the Numbers with Clara Raposo
Welcome, to our very first episode recorded in person! And of course, for a special episode, an even more special guest! This time, it’s our pleasure to have with us Clara Raposo, Dean of ISEG and Professor of Finance. In this episode we covered topics such as Education in Finance, Opportunities for recent graduates, goals for ISEG, and Investment Banking and Asset Management in Portugal. Dive into the world of finance today, with Lisbon Investment Society. MOSTRAR MENOS Host: David Tita Editor: Eva Martins and Francisco Araújo - Follow us - Website: https://www.iseglis.com LinkedIn: https://www.linkedin.com/company/lisb... Instagram: https://www.instagram.com/iseg.lis Facebook: https://www.facebook.com/iseglis
Dec 1, 2021
34 min
The New World of Collectibles - Crunch the Numbers with Dustin Cooley
At Lisbon Investment Society, we want to bring value to everyone interested in finance, no matter the skill level, no matter the particular interests.   That's why, for this month's episode, we bring something new: a conversation about Collectibles. Maybe you even collected some valuable cards as a kid...   We brought on Dustin Cooley, an exciting guest who knows a lot about this topic. He is the creator of "The Personal Finance Dad" -- a YouTube channel with +11k subscribers in over a year.    Dive into the world of finance today, with Lisbon Investment Society. - Follow Dustin Cooley - https://www.youtube.com/channel/UCmDo-abIkL9ZtgqyqF68mBA - Follow us - www.iseglis.com
Jul 2, 2021
33 min
Delving into M&A at EDP - Crunch the Numbers with Diogo Bon de Sousa
For our 10th Crunch the Numbers episode, our member João Motrena joins Diogo Bon de Sousa as they delve deeper into the various aspects of the M&A sector. Diogo Bon de Sousa is currently working in M&A and Corporate Development at EDP, a company he has been part of since 2017, when he joined as an intern. Dive into the world of finance today, with Lisbon Investment Society. www.iseglis.com
May 30, 2021
37 min
Deal Advisory at Big 4 - Crunch the Numbers with Filipa Barreto
April coming to a close means a new Crunch the Numbers episode! This time, we invited Filipa Barreto to chat with us about Deal Advisory and M&A in Portugal. Filipa Barreto is a Partner at KPMG, working in the Deal Advisory team. Filipa has previous experience in the client side, having worked at Vodafone and becoming Finance Director of a major Portuguese group, before heading back to consulting. Dive into the world of finance today, with Lisbon Investment Society.
Apr 29, 2021
26 min
Commodities of the Future - Crunch the Numbers with Rick Rule
Today we have a very special guest: Rick Rule! He is the former CEO & President of Sprott US Holdings, an asset manager with over 200k clients and $17b in assets under management! He's also one of the biggest Natural Resources investors in the world. We discussed commodities, their role in the transition to a "Green Economy" and got to listen to amazing advice for young students and investors. Dive into the world of finance today, with Lisbon Investment Society.
Mar 30, 2021
47 min
Building Real Estate - Crunch the Numbers with Artur Mariano
Welcome to the 7th episode of Crunch the Numbers! Today with us is Artur Mariano, Co-Founder of ArrowPlus, real estate analyst and investor.   We'll discuss topics such as Stocks vs. Real Estate, if it is an attractive market for new investors with less capital, how does the real estate of Lisbon fit in the context of the national market, what's the short-term and medium-term future for real estate with the current low interest rates and much more.   Dive into the world of finance today, with Lisbon Investment Society. - Follow Artur Mariano's work -     - Follow us -   Website: www.iseglis.com LinkedIn: www.linkedin.com/company/lisbon-investment-society Instagram: www.instagram.com/iseg.lis Facebook: www.facebook.com/iseglis
Feb 26, 2021
49 min
Trading: The clash between millennials and boomers (with Tiago da Costa Cardoso)
Today with us is Tiago da Costa Cardoso Regional Manager at INFINOX Capital and specialist in trading and the financial markets. We'll discuss Convervatives vs progressionists, trading, cryptocurrencies, Gamestop’s short squeeze. Big topics come with big opinions. Come learn with experienced trader Tiago Cardoso what a trader does, what influences the price of a cryptocurrency, how risk averseness affects portfolio management and if the market should be more regulated to avoid cases like Gamestop.  Come, dive into the world of finance.
Jan 29, 2021
39 min
Finanças pessoais e poupanças (com Pedro Barata)
Hoje como convidado vamos ter o Senior Portfolio Manager, do grupo Novo Banco, Gestor de ativos, Pedro Barata. Vamos falar um pouco sobre finanças pessoais, bem como sobre o seu livro "Como fazer crescer o seu dinheiro ao longo da vida".
Nov 27, 2020
24 min
Let's get technical (with Steven Santos)
Today with us is technical analyst Steven Santos. We'll discuss value vs growth investments, the Tesla example, and how should we use technical and fundamental analysis, so come along as we dive into the world of finance.
Oct 29, 2020
29 min
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