Sharpe Minds

Michael Lafata
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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/

Episodes

  1. 07/16/2025

    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 Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michael_Lafata1  Follow Michael on LinkedIn: www.linkedin.com/in/michael-lafata-474255180

    1h 8m

  2. 06/27/2025

    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 the top 1% of financial advisors separate themselves from the rest, acquisitions and industry consolidation, technology and innovation within the wealth industry, and the future of financial advice.  Stay tuned for frequent uploads and don’t forget to like and subscribe! Learn more about Archstone Financial: https://archstonefinancial.net Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn:  https://www.linkedin.com/in/michael-lafata-474255180/

    38 min

  3. 06/13/2025

    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 new presidency, what we learned from companies during their Q1 earnings releases, the outlook for fed policy this year, recession risks, and American Exceptionalism. Stay tuned for frequent uploads! Learn more about Archstone Financial: https://archstonefinancial.net/ Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

    1h 3m

  4. 06/03/2025

    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, demographics, geopolitics, and digital assets. Stay tuned for more content! Stay tuned for frequent uploads, and don't forget to like and subscribe! Learn more about Archstone Financial: https://archstonefinancial.net/ Follow Michael on X: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

    1h 14m
  5. High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9

    05/09/2025

    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: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

    1h 9m

  6. 04/24/2025

    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: @Michael_Lafata1 Follow Michael on LinkedIn: https://www.linkedin.com/in/michael-lafata-474255180/

    55 min
  7. PIMCO & The State of Fixed Income | Sharpe Minds EP. 7

    03/28/2025

    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 more about Archstone Financial: https://archstonefinancial.net/

    1h 17m
  8. Why It's Hard Being a Bond Investor - Sharpe Minds EP. 6

    03/10/2025

    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://archstonefinancial.net/

    1h 11m
  9. Change Is Inevitable, You Are Not | Sharpe Minds Ep. 5

    02/19/2025

    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 X: https://x.com/Michael_Lafata1 More from John and his team: https://www.hartfordfunds.com/practic... John's Podcast: Human-Centric Investing Podcast

    59 min

  10. 02/06/2025

    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/

    55 min

  11. 12/23/2024

    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. Learn more about Archstone Financial: https://archstonefinancial.net/

    58 min

  12. 12/13/2024

    Sharpe Minds 1 | The Smart Money

    On this episode of Sharpe Minds, Michael Lafata had the pleasure of speaking with Kevin Flanagan, WisdomTree’s Head of Fixed Income Strategy and a part of their Investment Strategy Group.  Learn more about Archstone Financial: https://archstonefinancial.net/

    1h 11m
  • 12 Episodes

About

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/

Information

  • Creator
    Michael Lafata
  • Years Active
    2024 - 2025
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2025 Sharpe Minds
  • Show Website
    Sharpe Minds