Episode #79: Jason Goepfert, Sundial Capital Research, “I Would Not Be Surprised At All To See A Multi-Day 5%-15% Decline”
Episode #79: Jason Goepfert, Sundial Capital Research, “I Would Not Be Surprised At All To See A Multi-Day 5%-15% Decline”
Guest: Jason Goepfert has been trading stocks, options, futures, currencies and commodities for 20 years. After attending the University of Minnesota with a concentration in Finance and Economics, Jason helped build the online brokerage operations of...
Episode #78: Alex Rubalcava, Stage Venture Partners, “If You’re Going To Be An Angel Investor… You Have To Be Devoting Significant Time To It”
Episode #78: Alex Rubalcava, Stage Venture Partners, “If You’re Going To Be An Angel Investor… You Have To Be Devoting Significant Time To It”
Guest: Alex Rubalcava is a co-founder of Stage Venture Partners. Before Stage, he managed a small hedge fund, later turned family office, for high net worth investors, employing a long-biased value strategy....
Episode #77: Tobias Carlisle, Carbon Beach Asset Management, “In Order To Find Something Genuinely Undervalued…There’s Always Something That You Don’t Like”
Episode #77: Tobias Carlisle, Carbon Beach Asset Management, “In Order To Find Something Genuinely Undervalued…There’s Always Something That You Don’t Like”
Guest: Tobias Carlisle is the founder and portfolio manager of Carbon Beach Asset Management. Carbon Beach pursues a deep value, contrarian, Grahamite investment strategy. Toby has extensive experience in activist investment, company valuation, public company...
Episode #76: Phil DeMuth, Conservative Wealth Management, “Nothing In My Global Outlook Is Telling Me It’s Time To Pull Up The Anchor And Set Sail”
Episode #76: Phil DeMuth, Conservative Wealth Management, “Nothing In My Global Outlook Is Telling Me It’s Time To Pull Up The Anchor And Set Sail”
Guest: Phil DeMuth is Managing Director at Conservative Wealth Management. A psychologist and investment advisor, Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior and Psychology...
Episode #75: Michael McDaniel, Riskalyze, “One Of The Biggest Conditions That Will Lead To Success Is Simply Being Invested”
Episode #75: Michael McDaniel, Riskalyze, “One Of The Biggest Conditions That Will Lead To Success Is Simply Being Invested”
Guest: Michael McDaniel is the CIO and co-founder of Riskalyze. In 2005, he founded McDaniel Wealth Management, an investment advisory firm with a unique perspective on risk management. More recently, the firm has completed a transition...
Episode #74: Jeff Sherman, DoubleLine, “There’s This ‘Buy-The-Dip’ Mentality… Do You Play In It, Or Just Shake Your Head?”
Episode #74: Jeff Sherman, DoubleLine, “There’s This ‘Buy-The-Dip’ Mentality… Do You Play In It, Or Just Shake Your Head?”
Guest: Jeffrey Sherman is the Deputy Chief Investment Officer at DoubleLine and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He additionally, serves as a portfolio manager for derivative-based and multi-asset strategies.
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