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10 Minutes / 10 Answers

21 Episodes

16 minutes | Apr 23, 2020
Ep. 021 - Jonathan Treussard - Research Affiliates
Jonathan Treussard - Research Affiliates
16 minutes | Mar 6, 2020
Ep. 020 - Sam Huszczo - March (Market) Madness - SGH Wealth Management
Sam Huszczo -- SGH Wealth ManagementTopics: Investment Research, Market Outlook, Low Volatility Factor, China Trade War, ETF Industry, Media Visibility, Free Business Tool
15 minutes | Feb 24, 2020
Ep. 019 - Kris Maksimovich - Global Wealth Advising & Investing - Global Wealth Advisors
 Kris Maksimovich -- Global Wealth AdvisorsTopics: Investment, Research, Global Wealth Advising, Global Investing, business owner, financial planning, value proposition, independent financial advisor, market analysis, tactical investing, risk-reward, free business tool
17 minutes | Feb 20, 2020
018 - Jay Pelosky - Investing in a Tri-Polar World - TPW Investment Management
Topics: Investment, Research, Market Risks, ESG, Inside ETFs, Value vs Growth, Stocks, Investment Philosophy, Investment Process, Tri-Polar World framework, Policy vs Politics, 2020 Outlook
16 minutes | Dec 24, 2019
017 - Andrew Smith - Turning Macro Into Micro Investing - Delos Capital Advisors
Andrew Smith - Delos Capital Advisors Topics: Macro Model, Investment Philosophy, 2020 Investment Themes, Risk Management, Dynamic Asset Allocation, Education, Factors 
17 minutes | Nov 27, 2019
016 - Chris Puplava - A Scientist Turned Macro Investor - Financial Sense Wealth Management
Chris Puplava - Financial Sense Wealth Management Topics: Biochemistry, Investment Approach & Philosophy, Fixed Income, China Trade, Key Market Indicators, Tactical Portfolio Changes, Wealth Management
16 minutes | Oct 30, 2019
015 - Aaron Gilman - FinTech & Behavioral Finance - IFP
Aaron Gilman - Independent Financial Partners Topics: Independent Advisors, Innovative Investment Strategies, Skepticism, Wealth Management Industry, Asset Classes, Portfolio Snapshots
19 minutes | Oct 7, 2019
014 - Lance Roberts - Common Sense Investing - Real Investment Advice
Lance Roberts - Real Investment Advice Topics: Investment Industry, Venture Capital, Radio Show, Investment Philosophy, Bull Markets, Market Lessons, Asset Classes
12 minutes | Sep 21, 2019
013 - Tom Orecchio - Building a Multi-Billion Dollar RIA - Modera Wealth Management
Tom Orecchio - Modera Wealth Management Topics: Wealth Management Industry Challenges, Human Behavior and Biases, Fee-only Planning, Holding Cash, Protecting Assets, Market Views, Financial Experts
16 minutes | Sep 21, 2019
012 - Kelly Fraser - Family Wealth Planning - Wambolt Wealth
Kelly Fraser - Wambolt Wealth Topics: Business Valuation, Wealth Management Services, Financial Planning, Opportunity Zones, Fly Fishing
13 minutes | Sep 21, 2019
011 - Marc Zabicki - Outsourced CIOs and Markets - Bower Hill
Marc Zabicki - Bower Hill Capital Management. Topics: Ourtsourced CIOs, OCIO Industry, Investment Strategies, Fundamentals, Technicals, Portfolio Changes, Investment Industry Trends
15 minutes | Sep 4, 2019
010 - Raoul Pal - Media & Macro with Real Vision
Raoul Pal - CEO & Co-Founder at Real Vision. Topics: Financial Media, On-demand Video, Real Vision, Macro Investing, Hedge Fund Investors, Financial Experts
14 minutes | Sep 4, 2019
009 - Ed Mills - Policy Over Politics with Raymond James
Ed Mills - Washington Policy Analyst, Managing Director at Raymond James. Topics: Washington D.C., Recency Bias, Political Noise, Policy Trends, Medicare, Financial Regulation, Data Regulation, Federal Reserve
14 minutes | Jul 27, 2019
008 - Clint Sorenson - Virtual CIOs & Markets
Clint Sorenson - Co-Founder of WealthShield. Topics: Virtual CIOs, Factors, ETF Flash Crash, Market Lessons, Systematic Investing, Dividend Growth
13 minutes | Jul 27, 2019
007 - Dr. Carolyn McClanahan - Health & Aging Planning
Dr. Carolyn McClanahan - Founder Life Planning Partners. Topics: Healthcare planning, investment advice, financial planning
13 minutes | Jul 27, 2019
006 - Rick Cross - How Independent Advisors Serve Clients
Rick Cross - Co-Founder of Right Financial Advisors. Topics: Independence, Virtual Assistants, Wealth Tech, Fee Compression, American Portfolios, Precious Metals
18 minutes | Jun 25, 2019
005 - Tony Manory - Index Arbing, Bull Case for China, & Macro vs Micro
Tony Manory - CIO at Empire Asset Management. Topics: Cash Flow, Foreign Stocks, Capturing Alpha, China, Arb Trading Indexes, China, Macro vs Micro
13 minutes | Jun 25, 2019
004 - Perth Tolle - The Relationship Between Freedom & Markets
Perth Tolle - Founder of Life + Liberty Indexes. Topics: Freedom Index, China, Twitter, Women in ETFs, Economic Growth, Emerging Markets, Turkey
13 minutes | Jun 23, 2019
003 - Jared Dillian - Ex-Lehman Trader's Thoughts on Investor Sentiment & Constraints
Jared Dillian - Investment Strategist at Mauldin Economics & Editor at Daily Dirtnap. Topics: Personal Finance, Investor Constraints, Sentiment, ESG, Bonds, Mental Health, Mean Reversion
13 minutes | Jun 23, 2019
002 - Rusty Vanneman - 10 Minutes with a $10 Billion ETF Strategist
Rusty Vanneman - CIO of CLS Investments. Topics: Factors, Active Management, ETFs, Risk Budgeting, Smart Beta, Client Education
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