Episode #274: Mitch Baruchowitz, Merida Capital Holdings, “Is The Trade Over? No…It’s Just Getting Going In Some Ways”

Episode #274: Mitch Baruchowitz, Merida Capital Holdings, “Is The Trade Over? No…It’s Just Getting Going In Some Ways”             Guest: Mitch Baruchowitz is a Managing Partner at Merida Capital Holdings, a private equity firm targeting fundamental growth drivers underpinning the rapid development of the cannabis industry. Mr. Baruchowitz has nine years of experience in the state-legal cannabis industry and is considered...

Episode #273: Adam Moelis, Yotta Savings, “Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck”

Episode #273: Adam Moelis, Yotta Savings, “Almost Half Of American’s Can’t Come Up With $400 In An Emergency And 78% Of People Live Paycheck To Paycheck”             Guest: Adam Moelis is the Co-Founder and CEO of Yotta Savings, which allows users to save money, get over 2x the national average in interest and get weekly chances to win additional prizes up...

Episode #272: Best Idea Show – Tobias Carlisle, Acquirers Fund, “There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological...

Episode #272: Best Idea Show - Tobias Carlisle, Acquirers Fund, “There Are Basically Three Big Periods Of Value Underperformance And They Seem To Congregate Around These Periods Of Technological Advancement”             Guest: Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm’s deep value strategy. Tobias is the creator of The Acquirer’s Multiple....

Episode #271: Gary Zimmerman, Max My Interest, “Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform”

Episode #271: Gary Zimmerman, Max My Interest, “Several Of The Banks On Our Platform Offer Preferential Rates That Are Only Visible On The Max Platform”             Guest: Gary Zimmerman is the Managing Partner of Six Trees Capital LLC and Founder of MaxMyInterest, a software platform that allocates individuals’ cash among their own bank accounts so that they earn the most interest possible...

Episode #270: Terri Spath, Sierra Investment Management, “We Use A Quantitative Rules Based Process To Go Risk On, Risk Off”

Episode #270: Terri Spath, Sierra Investment Management, “We Use A Quantitative Rules Based Process To Go Risk On, Risk Off”               Guest: Terri Spath is Chief Investment Officer and Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management. She joined Sierra in 2015 and is responsible for market and economic analysis,...

How to Narrow the Wealth and Income Gap

How to Narrow the Wealth and Income Gap As a preface to this article, let me say that this piece tackles complex and nuanced ideas about capitalism, its benefits and its drawbacks. I recognize that there are no simple answers, and that many of the challenges touch on deeper questions about class, race, and historical injustice. That being said, if we...

Episode #269: Scott Lynn, Masterworks, “I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized”

Episode #269: Scott Lynn, Masterworks, “I Think Art As An Asset Class Has To Be The Largest Asset Class That Has Never Been Securitized”               Guest: Scott Lynn is the Founder & CEO of Masterworks, the first company to allow investors to buy shares representing ownership of great masterpieces by artists like Warhol, Monet, and more. Date Recorded: 10/14/2020 Run-Time: 1:04:42 To listen to...

Episode #268: Best Idea Show – Doug Ludlow, MainStreet, “We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year”

Episode #268: Best Idea Show - Doug Ludlow, MainStreet, “We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year”         Guest: Doug Ludlow is the co-founder and CEO of MainStreet, a startup making it easy for businesses to access government incentive programs. Date Recorded: 10/28/2020 Run-Time: 18:07 To listen to Episode #268 on iTunes, click here To listen to Episode #268 on...

The Best Investment Writing Volume 4: Tyler, Portfolio Charts – The Benefits of Bond Convexity

The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity             Author:  Tyler, Portfolio Charts Run-Time: 19:28 What is this Episode? Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 4. You’ll hear from some of the most...

Episode #267: Edward Altman, NYU, “We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever”

Episode #267: Edward Altman, NYU, “We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever”             Guest: Edward I. Altman is the Max L. Heine Professor of Finance, Emeritus at the Stern School of Business, New York University. He is the Director of Research in Credit and Debt Markets at the NYU Salomon Center for the Study...