Listen to Jon Robinson, co-founder and CEO, who reveals his unique way of landing his first job following college (w/Bear Stearns no less). He eventually helped established Blueprint, which provides both tactical investing services w/Index Funds, plus practice management services for Advisors. His, and Blueprint's, approach is based on the "Behavior" of the investor and their Advisor. Advisors and investors will find their approach to be very interesting. We hope you enjoy the the interview.
Clint Edgington, CFA, Founder and Principal of Beacon Hill Advisors and creators of the NEST Opportunity Fund, investing in real estate development in Opportunity Zones in Columbus, OH and Lexington, KY, focused on Multi-Family and Single Family development projects. Clint describes the potential capital gain tax benefits of Opportunity Zones and the compelling opportunities of their projects in Columbus and Lexington. Anyone interested in Opportunity Zone or real estate investing will find this interview most interesting and enlightening. We hope you enjoy it.
With the U.S. Equities in a significantly rising market many investors feel caught between the fear of missing out but recognizing that asset prices may well be over extended and see the probability that a major pull back or even correction could occur at any time. It is a challenging situation.
True Shares has created a "Structured Outcome" strategy that protects a portion of a downside move in the market while capturing a significant portion of the upside. Listen to Charley discuss this strategy w/Mike Loukas, Principal and CEO of True Shares to explain this unique investment strategy and what it offers to mitigate risk and create upside capture.
As large Institutions have done for years, more investors are turning to Alternative Investments for their retirement investments, requiring asset valuations and regulatory compliance, often unavailable in standard trading platforms. Ted Parker discusses these opportunities and requirements. Anyone interested in using these types of investments will find this discussion enlightening and helpful.
After 7 months of lockdown there is wide disparity of opinion on the economy, stock market, expected future movement, etc. A longtime friend and favorite of our show, Dr. Bob Dieli, PhD in Economics and former top economic advisor to several banks and institutions, provides his take on what has happened, is happening and is expected to happen in these arenas. Tune in to hear a "No Spin" analysis of present readings and future expectations.
The credit markets receive far less attention than they should in the marketplace, given the amount of money that is invested there. With a strong background in Private Equity, Verdad has conducted a significant amount of research into what has made Private Equity so successful as an investment strategy, and have found much of the answer in the credit portion of Private Equity. They have coined the term "Fools Yield" to describe their findings. Greg's experience is in the area of High Yield Bonds, and he is credited w/much of the insights that have resulted from their research. Their findings have been published and presented at various conferences and received much attention. Credit investors (which is most investors) should be aware of what they have found in their analysis. We hope you enjoy this conversation.
Ever effervescent and lively, Dr. Mira is an Economist raised behind the Iron Curtain in a Communist country, now a Columbia University trained PhD in Economics and accomplished speaker and presenter t/o So. Calif on the economy, and Co-Director of the Woods Center for Economic Analysis and Forecasting @ Cal State Fullerton, Dr. Mira shares her insights on the U.S. Economy. You won't want to miss this interview - It covers lots of ground, w/worthy insights about the economy throughout.
Gary, a PhD in Aeronautical Engineering, spent decades in this field, including time w/NASA. In 1994 he started Harloff Capital to create investment strategies and manage assets. His focus is on market selection and rotation, not individual stocks. Listen to his views of how to select those markets he believes are the most likely to rise in the near future. Any equity investor should find this interview to be very interesting.
Listen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country. Michael discusses his "3 Surprises" forecasts for 2020 and their Sector Rotation strategy. Michael is in demand by the media and his ideas/views are sought after repeatedly. You'll find this to be interesting.
Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client. Listen to Rahul tell how they do it.
Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects. Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity. Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones. Investors should be aware of this new opportunity.
Always to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy. It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time. Sit back and listen, and be prepared to take notes.
APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country. Ken discusses the importance of having a portion of one's portfolio in precious metals as a diversifier, primarily gold. Listen to Ken discuss this important aspect of most every investor.
Mike is the Senior Analyst @ Weiss Ratings and Editor of the "Safe Money Report," the flagship publication of Weiss Ratings. He's been making market and stock recommendations w/Weiss since 2003- In other words, he's a brave man. Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively based data on stocks, ETF's, etc. He discusses the importance of safety/conservative/defensive approaches, plus growing dividends, to include non-traditional stock analysis - REIT's, Closed End funds, MLP's, etc. Anyone interested in investing will find this to be very interesting.
Dave is the founder and owner of TimerTrac.com. They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record. TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac. This is a distinct advantage for the asset manager, who can now show a confirmed and verified track record of performance to show to prospective investors. These asset managers are typically professionals in or from the industry. With 500 plus strategies from 100 - 200 asset managers, this can be very interesting stuff. Hope you enjoy it.
Guy is the Portfolio Manager of Shelton's Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging. Guy discusses Shelton's strategy, resulting from his thirty plus years of experience in the credit marketplace, and how they seek to generate profits today. With many investors' asset allocation to fixed income being 20% plus of their total allocation, this is an important aspect of their investment strategy. We hope it is helpful.
Ali, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a productive surrogate for fixed income investments in today's low yield environment. To understand Long/Short strategies this interview can provide significant insight into this important approach to investing.
The Fall Conference of RITA is coming soon, and those interested can receive info on it thru this promotional podcast. Trust companies, Investment Advisors and investors comprise the majority of the attendees are encouraged to attend.
Self-Directed IRA's have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA's possible (private investments, private equity, metals, real estate, private enterprises, et al). Listen to Mary Mohr, founder of RITA, the association for the trustees who do the record keeping and reporting (it's more exciting than it sounds) for these transactions, who promote and make possible these investment opportunities, as she discusses this important but less known niche of the IRA investment world.
Listen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in So. California will find Jason, BCC's strategy of partnering w/current land owners, pre-lease arrangements and Opportunity Zone focus to be very interesting. Learn what "Co-Living" is in these types of facilities. We hope you enjoy it.
With the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth, founder and CEO of Triad, discuss their business model of purchasing land that is already pre-approved for residential development, reducing the gestation period to under a year. This unique approach to selective purchasing offers many advantages to investors, and anyone interested in investing in real estate will find this interview to be very interesting. We hope you enjoy it.
Ever the raconteur, previous guest Ted discusses the investment strategy of Incline - a systematic manager, combining futures and equity investing, agnostically, both long and short. Focused on diversification, they seek to reduce risk thru non-correlated investments. This is a very interesting conversation re: the commodities and their role in creating risk averse portfolios.
Former bankers, Freedom Financial makes first position loans to Real Estate professionals who bring value added commercial projects to the community and returns to investors. Bringing their expertise to the western U.S., he discusses the opportunities and value that exist in this geography and why clients come to finance companies such as theirs as opposed to banks.
Millennium Trust is the Custodian of over $26 Billion in Alternative Investments, held in trust and valued as required by the IRS. Listen to this 5 minute interview w/Ted as he tells us stories of their clients and services.
Listen to this 5 minute interview w/George, out of Switzerland, discusses opportunities to invest in Venture Capital thru Blockchain and cryptocurrency tokens, allowing investors to invest small amounts into these funds and projects in a liquid investments. They offer a very interesting business model that does not follow any traditional path.