Mentioned On
Episode Mentions
Bloomberg Intelligence · Jul 10, 2026
Bloomberg Money: SK hynix, Federal Reserve Trust, Prenups
“Selected as default ETF provider for Trump 529 accounts with SPYAM S&P 500 ETF at 2 basis points annual fee”
The Daily Stoic · Jun 13, 2026
A Stoic Masterclass for Ambitious People | Codie Sanchez
“Codie Sanchez's former employer in financial services”
Acquired · May 18, 2026
Vanguard
“Major index fund provider that launched the first ETF (SPDR) in 1993 after Bogle rejected the idea”
Digital Social Hour · May 15, 2026
Charlie Kirked Turned Down $1 Billion, Now He's Dead & TPUSA Has the Money | DSH #1966
“Major institutional investor in media and financial control infrastructure”
Thinking Crypto News & Interviews · May 6, 2026
Morgan Stanley's Bitcoin ETF & Will BlackRock Launch XRP & Solana ETFs? with James Seyffart
“Expected potential entrant into crypto ETF market; has not yet launched significant crypto products”
Marketplace All-in-One · Apr 8, 2026
U.S. Treasurys aren't selling like they used to
“Financial services firm analyzing foreign investment diversification away from U.S. Treasuries”
Marketplace · Apr 8, 2026
U.S. Treasurys aren't selling like they used to
“Financial services firm providing analysis on foreign investment diversification from U.S. debt”
Networth and Chill with Your Rich BFF · Apr 8, 2026
The Small Business Buying Blueprint with Codie Sanchez
“Asset management firm where Codie started a podcast side hustle before being forced to choose between job and passion project”
Bannon`s War Room · Mar 9, 2026
Episode 5201: The Lies Of John Cornyn
“Sued by Ken Paxton as Texas AG for conspiring to manipulate energy markets”
Office Hours with Arthur Brooks · Feb 16, 2026
How to Live Your Life Like a Start-up with Codie Sanchez
“Financial services company where Codie worked in her finance career progression”
BigDeal · Feb 12, 2026
#120 The Best Investment Advice No One Listens To
“One of three major financial institutions where Cody Sanchez worked and gained investment expertise”
Joe Lonsdale: American Optimist · Jan 26, 2026
Ep 140: SEC Chairman Paul Atkins on Making IPOs Great Again, Crypto's Comeback & New Rules for Retail Investors
“Major institutional fund manager exemplifying how retail investors now hold shares indirectly through large financial intermediaries”
What Bitcoin Did · Jan 5, 2026
How The Financial System Controls Governments | Simon Dixon
“Asset manager alongside BlackRock and Vanguard controlling global capital and corporate governance”
The $100M Entrepreneur Podcast · Sep 24, 2025
Building a Business That Can Work Without You in It w/ Simon Squibb
“One of three major investment firms making money from social media platforms and ownership stakes”