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Mark Lamonica – The Problem With Thematic ETFs
Mark Lamonica – The Problem With Thematic ETFs

Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what inv…

4 years, 8 months ago

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Andrea Unger - Finding Rules to Invest With.
Andrea Unger - Finding Rules to Invest With.

Season 1 Episode 42

Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and…

4 years, 8 months ago

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Joe Koster – Sorfis Investments
Joe Koster – Sorfis Investments

Season 1 Episode 41

Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning …

4 years, 8 months ago

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Gil Baumgarten - Don't be FOOLI$H
Gil Baumgarten - Don't be FOOLI$H

Season 1 Episode 40

Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Fina…

4 years, 8 months ago

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Ian Hunter – Hunter Value Capital
Ian Hunter – Hunter Value Capital

Season 1 Episode 39

If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets w…

4 years, 9 months ago

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Steven Kiel – The Art of Investing
Steven Kiel – The Art of Investing

Season 1 Episode 38

Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and und…

4 years, 9 months ago

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Stocks for Beginners Quick Tip - Understanding Asset Classes
Stocks for Beginners Quick Tip - Understanding Asset Classes

Season 1 Episode 37

Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why…

4 years, 9 months ago

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Daniel B Kline – Time is on Your Side
Daniel B Kline – Time is on Your Side

Season 1 Episode 36

7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve your…

4 years, 9 months ago

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Beer in Front of Investing
Beer in Front of Investing

Season 1 Episode 35

Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zal…

4 years, 10 months ago

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Quick Tip - What's an ETF?
Quick Tip - What's an ETF?

Season 1 Episode 34

Doug Morris is the CEO of Sharesight, a portfolio tracking tool for managing your investments and making tax reporting simpler and easier. In this Qu…

4 years, 10 months ago

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