Episode #491: JD Gardner – Bridging the Behavior Gap
Episode #491: JD Gardner - Bridging the Behavior Gap
Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles.
Date Recorded: 7/5/2023 | Run-Time: 1:14:56
Summary: Today’s episode has an overarching theme that can be summarized by a quote from JD himself: "A strategy's return is much less...
Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing
Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing
Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management firm Efficient Frontier Advisors. He recently...
Episode #489: Steve Klinsky, New Mountain Capital – Private Equity Titan
Episode #489: Steve Klinsky, New Mountain Capital - Private Equity Titan
Guest: Steven Klinsky is the founder and CEO of New Mountain Capital. Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), where he helped execute over $3 billion of pioneering transactions for Goldman and its clients.
Date Recorded: 6/28/2023 | Run-Time: 52:58
Summary: In today’s...
Episode #488: Blake Street – Financial Advisor to Content Creators: From Tik Tok to E-Sports & OnlyFans
Episode #488: Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans
Guest: Blake Street is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance, and he is a certified financial planner (CFP) and a Chartered...
Episode #487: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen
Episode #487: Dr. Gio Valiante on Peak Performance: From Tiger Woods to Steve Cohen
Guest: Dr. Gio Valiante is regarded as one of the most successful performance coaches in the world. He’s currently the Head Performance Coach for the Buffalo Bills and works with some of the top golfers on the PGA Tour. He was previously the Head Performance Coach for Point72...
Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity
Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity
Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.
Tom Hancock is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies.
Date Recorded: 6/11/2023 | Run-Time: 58:59
Summary: In...
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution
Guest: Dan Niles is the Founder and Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund.
Date Recorded: 5/31/2023 | Run-Time: 1:10:00
Summary: In today’s episode, Dan shares how his macro outlook is impacting his valuation of the big tech names. And of...
Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking
Episode #484: Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking
Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.
Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.
Date Recorded: 5/10/2023 | Run-Time: 1:12:22
Summary: In today’s episode,...
Episode #483: Burton Malkiel – Applying ‘A Random Walk’ to the World Today
Episode #483: Burton Malkiel - Applying 'A Random Walk' to the World Today
Guest: Dr. Burton G. Malkiel, the Chemical Bank Chairman’s Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront's Chief Investment Officer. Dr. Malkiel is the author of the widely read investment book, A Random Walk Down Wall Street, which helped launch the low-cost investing...
Episode #482: Meketa’s Steve McCourt & Primark’s Michael Bell – Democratizing Private Equity
Episode #482: Meketa's Steve McCourt & Primark's Michael Bell - Democratizing Private Equity
Guest: Steve McCourt is the co-CEO of Meketa Investment Group, an investment consulting and advisory firm serving institutional investors.
Michael Bell is the Founder and Managing Director of Primark Capital, an investment management firm providing retail investors with access to private equity investment opportunities.
Date Recorded: 4/26/2023 | ...