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
Monday Aug 14, 2017
The Power of Podcasting - with Paul Roberts, Owner of OC Talk Radio
Monday Aug 14, 2017
Monday Aug 14, 2017
In this short episode, Paul discusses the Power to do many things thru a single Podcast, all designed for the SMARTPHONE. He focuses specifically on the Financial Industry and its working as though it were the 1980's. Listen to Paul's insights resulting from having produced literally thousands of shows, and their success in now distributing their Podcasts. If you are looking to promote your strategy/service, you will like this.
Monday Aug 14, 2017
Story Telling Tips with Charley Wright
Monday Aug 14, 2017
Monday Aug 14, 2017
In this short episode, Charley provides some great insights into "Story Telling," partly taken from a TED Talk, showing its power in persuading a listener. If you ever want/need to exercise some influence, listen to this. Even works with Teenagers.
Wednesday Aug 02, 2017
Cyr Financial - Relative Strength/Momentum Investing - with Christian Cyr
Wednesday Aug 02, 2017
Wednesday Aug 02, 2017
Chris, a CPA, founder and President of Cyr Financial, believes in quantitative, systematic, dynamic investment strategies. Based on Global Macro, Relative Strength, Momentum metrics and indictaors, Cyr Financial has developed strategies designed to move with the trend in the near future. Having done significant research on the subject, he discusses research he has found that provides compelling evidence of the potential productivity of the Relative Strength strategy. Anyone looking to compare "Active" investing vs. "Passive/Index" investing will find this interview to be very interesting.
Wednesday Aug 02, 2017
Reaves Asset Mgt - Utilities and Energy Investing - with Jay Rhame
Wednesday Aug 02, 2017
Wednesday Aug 02, 2017
Jay, Portfolio Manager for Reaves, focusing on Energy Infrastructure (Utilities and Nat Gas sectors), discusses this popular and typically consistently performing sector. Changes are occurring rapidly in this industry - Technology (fracking), lower oil and Nat Gas prices, social issues arising from these lower prices, and Jay discusses the potential impact of these changes moving forward. Investors looking for cash flow will find this information very interesting and applicable.
Friday Jul 28, 2017
Friday Jul 28, 2017
Nate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets - silicon, tin, zinc, nickel, frac sand, et al. A former trader at Goldman Sachs, AQR and Bridgewater (some of the largest and storied investment firms or Hedge Funds), Nate explains his response to some of the misconceptions of many investors to commodity investing. Their unique focus, using fundamental analysis, gives their investments very low correlation with the equities marketplace. This is designed to be true diversification. For a discussion of an investment and strategy that is unique, designed to have low correlation with other investments, on markets that have a very limited following, listen to his interview. This is definitely not investing with the herd.
Friday Jul 28, 2017
Investing in the Energy Sector with Elliott Gue
Friday Jul 28, 2017
Friday Jul 28, 2017
Elliott is the co-founder and publisher of "Capitalist Times," a research firm and newsletter publisher on several subjects, with the flagship newsletter and focus being "The Energy & Income Investing" newsletter. He focuses on all things energy, with particular focus on income investing in this industry. He discusses how the energy sector has changed and is changing, due primarily to technology (i.e. fracking). The rising power of short cycle oil producers has driven down the price of oil with efficiency gains and other technological improvements. Going from a culture of scarcity to a culture of excess for oil and natural gas, the changes in the industry, and by consequence investing in that sector, is creating paradigm shifts for producers, service companies and investors. He discusses the opportunities for investors in this sector moving forward and opportunities in the MLP space. Investors won't want to miss this interview.
Monday Jul 24, 2017
Stillwater Capital - Hedged Strategies - with Bryan Goligoski
Monday Jul 24, 2017
Monday Jul 24, 2017
The founder of Stillwater Capital, Bryan discusses the hedged strategies that he has implemented with Stillwater. He focuses on his "Short Selling" aspect of his strategies and discusses his Long/Short Strategy and how it is unique in the marketplace. He uses primarily fundamental analysis but enhances it with technical analysis. Anyone interested in Hedged Equity style investing will find this to be very interesting.
Friday Jul 21, 2017
Blind Squirrel Entertainment - Video Game Venture Fund - with Drew Bradford
Friday Jul 21, 2017
Friday Jul 21, 2017
Blind Squirrel Entertainment, a video game developer, has formed a Venture Fund for the developement and bringing to market of video games. With core competencies of "shipping games" and managing multipe projects, BSE is raising funds to make equity investments into other game developers, to provide their expertise to develop, deliver and market these companies' games. Investors, Advisors, "Gamers" and their friends/family will find this to be very interesting.
Friday Jul 21, 2017
HedgeConnection.com - Connecting Hedge Funds with Allocators with Lisa Vioni
Friday Jul 21, 2017
Friday Jul 21, 2017
Lisa, an investment world veteran at Lehman and elsewhere, created in 2005 HedgeConnection.com to create and build relationships between Hedge Funds and investors/allocators. With over 6500 funds and over 5000 investors/allocators, Lisa explains their services and networking events. As a bonus - You will not want to miss Lisa's story of how she became a Broadway Show Producer for a short time, and won a Tony Award for one of her productions, then left it all to form HedgeConnection.com.
Thursday Jul 13, 2017
Premise Capital - Frontier Based Tactical Investing - With Jason Rolence
Thursday Jul 13, 2017
Thursday Jul 13, 2017
Jason, Co-Founder and Sr. Portfolio Manager, discusses their unique tactical strategy, combining Efficient Frontier analysis together with longer term tactical strategies to provide a tactical approach that is designed to be less reliant on manager accuracy than typical tactical strategies. Dissatisfied with the typical tactical strategies, they developed their "Frontier Based Tactical" strategy. He explains their strategy and how and why it is unique in the world of tactical investing. Listen to this very interesting interview for a unique way to use a tactical strategy to protect a portfolio.
Thursday Jul 13, 2017
TrimTabs - Supply, Demand, Free Cash Flow - With Charles Biderman
Thursday Jul 13, 2017
Thursday Jul 13, 2017
A returning visit of Charles, who is always interesting and never lacks for opinions. He discusses his view of stock price evaluation. He sees supply and demand as being the critical elements in determining stock prices, and focues on 3 elements: Free Cash Flow - Number of Outstanding Shares - Asset to Debt Ratio. Their ETF, TTAC, invests in the 100 companies that score the best in these areas. You won't want to miss this interview.
Thursday Jul 06, 2017
NAAIM Conference - Venk Reddy
Thursday Jul 06, 2017
Thursday Jul 06, 2017
With Zeo Capital Advisors in San Fransisco, Venk discusses his experiences that keep him returning to NAAIM. Zeo is a low volatility fixed income Bond Fund, a short duration Corporate Bond strategy, and buys bonds in the open marketplace. This is a Mutual Fund, about six years old.
Thursday Jul 06, 2017
NAAIM Conference - Steve Landis
Thursday Jul 06, 2017
Thursday Jul 06, 2017
With Sojourn Financial Strategies in Ohio, Steve discusses the opportunities of NAAIM and Sojourn Financial Strategies, which provides trading signals for investors and Advisors, using Mutual Funds, with about ten strategies, lasting three to twelve months. They provide daily signals of either Long, Short or in Cash, based on pure technical analysis.
Thursday Jul 06, 2017
NAAIM Conference - Rob Bernstein
Thursday Jul 06, 2017
Thursday Jul 06, 2017
With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm. Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management. They like High Yield Bonds and invest in Mutual Funds and ETF's, with "Go Anywhere" strategies. Rob works directly with the clients as a relationship manager.
Thursday Jul 06, 2017
NAAIM Conference - Patrick Beaudan
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago, serving retail clients, and has created a FinTech company, Emotomy. A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing. The platform automatically executes the trades, with unique features in the Client Portal. It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.
Thursday Jul 06, 2017
NAAIM Conference - Ken Graves, out-going President of NAAIM
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Ken, owner of Capital Research Advisors in Georgia, discusses his passion and devotion for NAAIM, also discusses Capital Research, who manages money for retail clients and other Advisors. With two fixed income portfolios, plus five equity strategies, they use tactical strategies.
Thursday Jul 06, 2017
NAAIM Conference - Jason Erickson
Thursday Jul 06, 2017
Thursday Jul 06, 2017
As the founder and owner of Alternative Strategies Group, Inc, in Sioux Falls, SD, discusses the benefits of NAAIM and their conferences, and his firm. He uses Long/Short, Sector Rotation, Volatility strategy, and other strategies for his clients.
Thursday Jul 06, 2017
NAAIM Conference - Jane Fox
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Jane Fox, founder and owner of Quantitrader, former corporate employer, left Bechtel Corp. to become a full time trader. She has a strategy qualifiying as a Finalist at the conference's NAAIM Shark Tank, and discusses this strategy. Technical Analysis based, she created algorythms to trade in the stocks in the S&P 500. In addition, she now provides signals for subscribers. It is a Rules Based Investment System.
Thursday Jul 06, 2017
NAAIM Conference - Gary Harloff, PhD
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Dr. Harloff, with a PhD in Engineering and former employee of NASA, is a finalist at the NAAIM Shark Tank. He discusses his strategy, a combination of the S&P 500 long and inverse and government bonds long and inverse designed to outperform a standard 60/40 portfolio. Generating long term signals on these positions, he provides them for his clients and other Advisors. He has 13 strategies. His motto - "Believe in Active Management."
Thursday Jul 06, 2017
NAAIM Conference - Emily Frazier, Current President of NAAIM
Thursday Jul 06, 2017
Thursday Jul 06, 2017
The Business Development Officer of Spectrum Financial in Virginia Beach, Virgina, Emily is the President of NAAIM. She discusses her company's membership in NAAIM since 1990 and her committment to NAAIM's learning and collaboration. Spectrum Financial is a money manager and RIA, with retail clients, investment services to Advisors, and institutions, managing Fixed Income as their specialty.
Thursday Jul 06, 2017
NAAIM Conference - Carl Sera
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Practicing in Annapolis, Maryland, Carl, a CMT, is the owner of Sera Capital and is a NAAIM Shark Tank Finalist for this conference. He discusses his alternative to cash, thru Volativity and 10 year Bond. It is an inverse investment on the VIX. He uses this for his clients and makes it available to other Advisors. He also discusses their new book.
Thursday Jul 06, 2017
NAAIM Conference - Brad Hartman
Thursday Jul 06, 2017
Thursday Jul 06, 2017
A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets. He uses dividend stocks, Closed End Funds, Preferred Stock, ETF's and Mutual Funds, but no Short Selling. He imploys options and options spreads to create hedges for his portfolios.
Tuesday Jul 04, 2017
Video Game Venture Fund - Blind Squirrel Entertainment, with Drew Bradford
Tuesday Jul 04, 2017
Tuesday Jul 04, 2017
Blind Squirrel Entertainment is a video game developer for Disney and others that has developed and successfully brought to market many successful video games. Drew Bradford discusses their new venture fund, which raises funds from investors to be invested in several video game developments and marketing projects. This opportunity is for Accredited Investors, and is expected to be involved in ten to twenty different companies/projects. Blind Squirrel feels that their core competencies of bringing products to market can benefit other projects who may have certain skill sets but lack the experience or breadth of knowledge to bring all the resources together for a project to be successul. Anyone interested is this consistently growing industry will find this to be very interesting.
Monday Jul 03, 2017
Monday Jul 03, 2017
Lisa, CEO and Founding Partner, tells us how Hedge Connect brings together Hedge Funds and institutional investment Allocators thru a platform and thru premier networking events. This is a unique service and platform for institutional investors. From a background in mortgage derivatives with Lehman and others, Lisa took a hiatus from the investment world and went to Broadway (yes, as in Broadway shows) and became a Producer, winning an Emmy. Then returned to the investment world, saw an opportunity to serve the Hedge Fund industry, and formed Hedge Connect. In addition to the website, they now offer the Global Fund Forum, held in Bermuda, to gather managers and investors, connecting in a variety of ways, including pre-scheduled one on one meetings. It includes "Deal Ring" which is their own "Shark Tank." Toward the end she discusses her Broadway experience, which you will not want to miss. You will definitely find this interview to be interesting, in many ways.
Friday Jun 30, 2017
Friday Jun 30, 2017
A long time Professor at the Univ. of Denver and the holder of several patents in investment management methodology, Dr. Howard is the Founder, CEO and Director of Research at AthenaInvest. Here he explains "Behavioral Investment Management" and how it is applied in the investment management systems of AthenaInvest, an Asset Manager that sub-advises to Advisors in portfolio management. Rejecting "Modern Portfolio Theory," AthenaInvest focuses on Behavioral Finance in their portfolio management, looking for measurable behavioral price distortions and invest accordingly. It is hard to argue with Dr. Tom, and you'll find this to be very interesting.