Episode #266: Best Idea Show – Kiyan Zandiyeh, Sturgeon Capital, “We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over...

Episode #266: Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital, “We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years”             Guest: Kiyan Zandiyeh is the Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique focused on technology-enabled businesses that offer a product or service...

Sidewalk Money

People are lazy. With the holidays coming up how many of us will opt for the second serving of turkey and stuffing instead of going on a jog? How many of us will put off efforts that will result in long term benefit, to binge watch a season of The Queen's Gambit? (To be fair, it was great.) This applies to...

The Best Investment Writing Volume 4: Martin Tarlie, GMO – Is the U.S. Stock Market Bubble Bursting?

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?           Author:  Dr. Tarlie is a member of GMO’s Asset Allocation team. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater...

Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”

Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward”             Guest: Rusty Vanneman serves as Chief Investment Officer for Orion Advisor Solutions. In his role, he is responsible for leading CLS’s Portfolio Management Team and overseeing all investment operations at CLS, including investment philosophy, process, positioning, and performance. In 2018, Mr....

Episode #264: Sammy Courtright, Ten Spot, “How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?”

Episode #264: Sammy Courtright, Ten Spot, “How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?”               Guest: Sammy Courtright is the co-founder of Ten Spot, a startup uniting teams around common interests or collaborative projects, combining virtual experiences with sophisticated engagement tools to create perfect space for building...

Episode #263: Best Idea Show – Julian Klymochko, Accelerate Financial Technologies, “The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth...

Episode #263: Best Idea Show - Julian Klymochko, Accelerate Financial Technologies, “The Purpose, And What We’re Really Seeing The SPAC Emerge This Year For, Is To Truly Raise Growth Capital For Growth Businesses”             Guest: Julian Klymochko is founder and CEO of Accelerate Financial Technologies, a firm delivering institutional-caliber hedge fund and private equity ETFs ranging from absolute return strategies to...

Episode #262: Ihor Dusaniwsky, S3 Partners, “When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity”

Episode #262: Ihor Dusaniwsky, S3 Partners, “When People Say ‘Shorts Only Kill The Stock Price’…No…There’s A Two Way Street In Their Activity”           Guest: Ihor Dusaniwsky is the Managing Director of Predictive Analytics for S3 Partners, a financial analytics firm focused on delivering real-time, unbiased stock loan data to investors. He was previously a Vice President with Commerzbank AG and the...

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification

The Best Investment Writing Volume 4: Alec Lucas, Morningstar – A New Perspective on Geographical Diversification           Author: Alec Lucas is a strategist within manager research for Morningstar. Alec began working at Morningstar in 2013 after completing his Doctor of Philosophy and serving as an Adjunct Professor of Theology at Loyola University of Chicago. Sponsor: MUDWTR           Run-Time: 21:37 What is this Episode? Last year we brought listeners the entire volume of The...

Episode #261: Best Idea Show – Mike Lecours, fpPathfinder, “We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business”

Episode #261: Best Idea Show - Mike Lecours, fpPathfinder, “We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business” Guest: Mike Lecours is the co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes. Date Recorded: 10/7/2020 Run-Time: 35:52 To listen to...

Episode #260: Joel Greenblatt, Gotham Asset Management, “Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom...

Episode #260: Joel Greenblatt, Gotham Asset Management, “Nine Out Of Ten Families In The Top Fifth Of The Income Chain Have Retirement Savings, Nine In Ten In The Bottom Fifth Have None”               Guest: Joel Greenblatt is the Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, a successor to Gotham Capital, focused on a long/short valuation-based investment philosophy. Since...