Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Wednesday Mar 27, 2019
Stock Market Trading - Education & Training - with Dave Landry
Wednesday Mar 27, 2019
Wednesday Mar 27, 2019
Listen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF's, with lots of personality and fun. Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, and authored three books, he is able to lead his students to follow charting patterns and analysis. A trend following/momentum, discretionary trader, he trades primarily stocks, with some ETF's, and known for his "Bow Tie" pattern. Listen to Dave discuss market trading in a very interesting way, and receive a copy of one of his books.
Thursday Feb 21, 2019
Precious Metals Investing - Kitco - with Peter Hug
Thursday Feb 21, 2019
Thursday Feb 21, 2019
Peter's been in the precious metals industry forever, and discusses the opportunities and challenges of this industry. Gold has been in demand as an investment for thousands of years and many advisors have touted its productivity and place in investment portfolios for the typical investor for decades. Peter knows the industry, the players and the products of precious metals and offers us his insights into this very important segment of the investment world.
Friday Feb 01, 2019
Friday Feb 01, 2019
Jan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators. With over 800 transactions totaling over $700 million, Arixa focuses on coastal California's major urban markets, with loans of less than two year duration and a margin of safety of about 40%. He also discusses the new "Opportunity Zones" program recently established by the U.S. Congress. Anyone interested in credit/fixed income investing should find this interview to be of significant interest.
Monday Jan 14, 2019
The 90/10 Portfolio - Measured Risk Portfolios - with Bernard Surovsky
Monday Jan 14, 2019
Monday Jan 14, 2019
Bernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short maturity fixed income for maximum safety and applies 10% to higher risk positions. Hence, only 10% is at risk, using Call Options to maximize potential return. This is a very interesting approach to investing that is quite unique in the marketplace that most investors will find to be very interesting.
Thursday Nov 29, 2018
U.S. Stock Market Direction - BullMarkets.co - w/ Troy Bombardia
Thursday Nov 29, 2018
Thursday Nov 29, 2018
Listen to Troy, who analyzes the expected future movement of the U.S. Stock Market. Using Fundamental and Technical Analysis plus leveraged ETF's, Troy seeks to exceed returns of a "Buy and Hold" approach to investing by identifying when to use leveraged ETF's and when to exit to Cash. He divides the market into Long Term, Intermediate Term and Short term, and recommends accordingly. In addition, he quantifies the historical price changes during various time periods following breakouts and breakdowns of various sectors, etc. The results are very specific and can be very helpful and often defy conventional thinking. A very interesting conversation re: a subject of interest of most every investor.
Wednesday Nov 28, 2018
Tactical Credit Strategy - Shelton Capital Management - with John Harnisch, CFA
Wednesday Nov 28, 2018
Wednesday Nov 28, 2018
Listen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008. Using four asset buckets - High Yield - Bank Debt - Convertible Bonds - Investment Grade Bonds, they tactically invest into each according to the opportunities that they see in each, including Long/Short opportunities, with varying time frames. Focused on higher than usual volatility and yield, they repeatedly apply their "Rotational Trade" seeking to achieve higher than market yields and returns. In this day of rising interest rates and low yields this type of strategy should be very interesting to investors and advisors.
Monday Oct 29, 2018
Tactical Investing - Synergy Financial Management - w/ Joseph Maas
Monday Oct 29, 2018
Monday Oct 29, 2018
Joe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.
Wednesday Oct 17, 2018
Wednesday Oct 17, 2018
Listen to Joe, Director of Education & Business Development @ the OIC, w/over 24 years in the Options industry as a market maker, w/Options Express, Schwab, et al, educating institutions on risk mitigation and enhanced performance using Options. Since 1992 the OIC has provided increased awareness, education and promotion of exchange listed Options for investors, Advisors and institutions. Joe discusses strategy diversification thru Options vs. product diversification. Retail investors, Investment Advisors and institutions are using Options at a rapid rate of increase year over year. Using Options, one can: 1) Decrease Risk w/o increasing capital; 2) Leverage assets, define and balance the risk; 3) Apply tools to solve problems that could not be solved in other ways. This is a very interesting conversation that investors/Advisors should find to be well worth the listen.
Friday Sep 21, 2018
Equities & Commodities - The Equinox Funds - with Robert Enck
Friday Sep 21, 2018
Friday Sep 21, 2018
Listen to Bob, CEO of Equinox Funds, a family of Mutual Funds using Commodity Trading Advisors and their strategies, expanding into equity strategies. Their initial fund, the Frontier Fund, was the original Managed Futures category offered thru the format of a liquid, low minimum Mutual Fund, and later launching the first portfolio of multi-strategy CTA's in a Mutual Fund. We discuss the opportunity to diversify into Commodities, and their approach to invest into them without having to liquidate fixed income and equities. We also discuss their unique fee arrangement for their Ampersand Fund. Anyone looking for diversification and possible enhanced returns thru Commodities should find this interview to be very interesting.
Thursday Sep 20, 2018
Private Equity Alternative - Rex Revenue Royalties - with Arthur Lipper
Thursday Sep 20, 2018
Thursday Sep 20, 2018
Arthur Lipper, entrepreuner, author, lecturer at many universities, investor, consultant, discusses a new way to provide working capital to private, early stage businesses, called Revenue Royalties. He discusses his e-book - "Revenue Royalties" - www.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling an equity portion of the busines. A fascinating idea of Arthur's that is a unique way to provide this needed resource and funding opportunity. Certainly cutting edge, we are sure our listeners will find it to be very interesting and thought provoking.
Thursday Aug 30, 2018
Thursday Aug 30, 2018
With a couple of decades experience behind him in trading and investment management, Brian discusses trading in today's markets. As the author of the book, "Technical Analysis Thru Multiple Time Frames," Brian looks at the importance of several pricnicples in trading:
1-"Risk/Reward or Perceived Edge;"
2 - The importance of Magnitude over Frequency of profitable trading;
3- The importance of Support & Resistance and the time frames he uses;
4 - The price ranges of stocks that he likes to trade, and why;
5 - How to deal with Earnings Report periods as a trader;
This is a very interesting conversation that anyone interested in trading would find to be interesting and insightful.
You can catch Brian on Youtube, under the title of "Thermal1" - Hope you enjoy it.
Wednesday Aug 22, 2018
Dividend/Cash Flow Investing - with Researcher Brett Owens
Wednesday Aug 22, 2018
Wednesday Aug 22, 2018
As a researcher, Brett evaluates investment opportunities to invest for a steady income stream. His published "The Contrarian Income Report" and "Hidden Yields" reports identify Closed End Funds, REIT's, and other investments that offer outsized yields. Cherry picking opportunities among stocks in these and similar areas, Brett offers yields that are not often seen today. Looking to generate income thru yields while seeking to increase the equity value as well, he discusses their methods of identifying those stocks who are likely to have an increasing stock price in addition to the outsized dividends. Anyone interested in cash flow investing should listen to this interview.
Monday Aug 20, 2018
Monday Aug 20, 2018
As part of the Arbor family of companies, including the 30 year old publicly traded mortgage REIT, Arbor Realty Trust (ABR), ArborCrowd offers real estate investing opportunites to Accrdited Investors online. Adam is Co-Founder and Managing Director of ArborCrowd, and they are able to leverage their connections and experience in the mortgage real estate industry to offer investment opportunities to investors. In a unique position to build upon the relationships, network and opportunities that they find thru their mortgage business, they seek to select among the best opportunities in these real estate investing projects and offer them to investors thru ArborCrowd. Due to the Jobs Act of 2012, this opportunity is now available. Focusing on secondary and tertiary markets, they seek to offer value add work force/multi-family properties to investors. For the fixed income portion of one's portfolio, listeners will find this interview to be most interesting.
Monday Aug 20, 2018
Private Credit - Pacific Private Money - with Edward Brown
Monday Aug 20, 2018
Monday Aug 20, 2018
Listen to Edward, responsible for investor relations, discuss their unique strategy to create profits for investors thru short term bridge loans on real estate. For Accredited Investors, they receive referrals from banks on cases where the banks cannot lend, they make loans on properties (often owner occupied), secured by the real estate thru a first trust deed, with a typical shorter term duration of 1-3 years. Compared to the risk/reward ratio of traditional fixed income investments, most investors needing income investments should be very interested in this conversation.
Wednesday Aug 08, 2018
Book Review of "The FED and Lehman Brothers" - Author Dr. Laurence Ball
Wednesday Aug 08, 2018
Wednesday Aug 08, 2018
Dr. Ball, with a PhD in Economics from MIT and the current Dept. of Economics Chair @ Johns Hopkins University, wrote his book to address the Lehman Brothers failure, which was the pivotal event in triggering the financial crisis of 2008. Addressing a continuing controversy of whether Lehman should have been rescued or allowed to fail, he spent four years researching a plethora of public records to determine if the legal and political climates would/should have allowed for the rescue of Lehman. His insights are very interesting re: this critical and pivotal event, the genesis of a market development that contributed to a major financial crisis. We thoroughly enjoyed doing the interview and are confident that our listeners will find it to be enlightening, balanced, and insightful on this historic and impactful event.
Wednesday Aug 08, 2018
Wednesday Aug 08, 2018
Welcome back Dave - Dave was the very first guest that we had on Strategic Investor Radio, back in October, 2014. His patience with us in those early days was greatly appreciated and we are always glad to be the beneficiaries of his insights into the world of investing. He has an MBA from U. of Chicago and is the Portfolio Manager for Cedar Capital, specializing in portfolio construction, typically within a quantitative framework and the ways in which Alternative Investments work within a portfolio. Using a recently created index by Thomson Reuters, focused on Venture Capital and Private Equity investments, with about 6000 Private Equity firms and 28,000 Venture Capital firms, this index offers diversification into these markets typically not available to the private investor. Any investor will find this conversation to be not only interesting but focused on a subject that is very helpful and important to them.
Monday Jul 23, 2018
Market Neutral Investing - Cognios Capital - with Jonathan Angrist
Monday Jul 23, 2018
Monday Jul 23, 2018
As President and Chief Investment Officer. Using their proprietary investment strategy they call ROTAROME. Focused on investing vs. speculating, he much prefers investing over speculating. He is fcused on the business, vs. the stock price, which he considers to be investing, as opposed to speculation, which would be a focus on the stock price. He uses the ROTAROME method of stock analysis as a metric to determine which businesses to focus on and purchase. ROTA measures the business itself and ROME seeks to evaluate and measure the relative "Cheap or Expensive" current price of the stock. They seek a high number in each over a period of time. This is a very interesting method of analysis and interview. We hope you enjoy it.
Monday Jul 23, 2018
Infrastructure Investing - Miller Howard Investments - with Bryan Spratt
Monday Jul 23, 2018
Monday Jul 23, 2018
Listen to Bryan, Portfolio Manager for the Infrastrucure Fund, focusing on utilities, telecom, energy, transportation/Logistics, which are all part of this fund. These highly regulated sectors represent about 25% of the U.S. economy, and are becoming more key to the economy and political landscapes. Expecting these assets to become more valuable in the near and longer term future, Bryan makes compelling points re: the future opportunities of this space. Loaded with misperceptions by investors, Bryan addresses the need to be focused on this strategy.
Friday Jul 06, 2018
ESG Investing thru Indexes - S-Network Global Indexes - with Gregg Sgambati
Friday Jul 06, 2018
Friday Jul 06, 2018
Publishing over 200 indexes, S-Network Global uses these indexes to provide the underlying investments for focused and specialty ETF's. Gregg is responsible for developing those indexes that are used to create these custom ETF's with ESG focus and purpose. This is certainly a timely topic, with Blackrock and now Walmart making policy decisions focused on ESG factors. The world is changing, and those not at least following these changes can be left behind. S-Network is, together with Reuters, in the forefront in creating opportunity in this specialty arena. We hope you enjoy the interview.
FYI for our listeners - S-Network is sponsoring the 6th Annual "Summer in the City CSR Investing Summit" in NYC on Wed, July 18. Our listeners receive $100 off the Registration price by applying the Code “OCTalkRadio” - The Conference website is www.csrinvstingsummit.org.
Friday Jul 06, 2018
Friday Jul 06, 2018
The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders. Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face. Using GE and Netflix as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies. Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it. This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.
Thursday Jul 05, 2018
ETF Commodity Investing - Teucrium Trading - with Sal Gilbertie
Thursday Jul 05, 2018
Thursday Jul 05, 2018
A brainchild of Sal's, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities. With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter market. He shows how farmers are the eternal optimists, and will plant until prices reach their cost of production. Ag commodities have ever increasing uses, creating constant demand for a variety of uses, and the prices are seasonal, making it very consistent in price fluctuation. This is fascinating stuff and recommend it to all listeners. Sal tells a compelling story in a very intersting style.
Thursday Jul 05, 2018
Risk Mitigation Thru Options Strategies - Spider Rock Advisors - with Eric Metz
Thursday Jul 05, 2018
Thursday Jul 05, 2018
Listen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction. Plain vanilla equities and fixed income strategies cannot do what Options can do. Working with institutions, family offices and Advisors, they construct portfolios around risk mitigation and yield augmentation, and even much more sophisticated strategies. He discusses how to get paid while waiting for a market pullback and how to derisk a portfolio without being exposed to capital gains. Not knowing Options today is a definite handicap to any investor and this interview deserves a listen by all investors.
Tuesday Jun 19, 2018
Changes to the MSCI Emerging Markets Index - Krane Shares - with Brendan Ahern
Tuesday Jun 19, 2018
Tuesday Jun 19, 2018
KraneShares is a family of ETF's, all focused on China. Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities. Index based ETF's, as passive investments, invest in those companies that are included in these indexes. This means that those who invest in this index will now include those securities from Chinese exchanges, resulting in additional shares to be purchased of these companies. This is somewhat historic, and could generate some significant changes in the value of these securities that will now be included in the index. Very interesting interview for any investor.
Thursday Jun 07, 2018
Global Capital Network Conference - Josh Bois, CEO and Conference Producer
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Josh discusses this conference and its opportunities for investors and entrepreneurs.
Thursday Jun 07, 2018
Global Capital Network - Nextwave Safety Solutions - Timothy Loughlin
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Providing safety training, oversight and management to the construction and heavy machinery industries. Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the COO, and discusses the opportunities of Nextwave.