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Alex Shahidi: Top 10 Insights of 2024 (Part 2)
Episode 51
As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two …
1 year, 9 months ago
#50 - Top 10 Insights from 2024 (Part 1)
Episode 50
As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two…
1 year, 9 months ago
#49 - Mike Odrich: PE, Operational Value Add, A&M
Episode 49
Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24…
1 year, 9 months ago
#48 - Ben Inker: Value Investing, Market Outlook
Episode 48
Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as o…
1 year, 9 months ago
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make
Episode 47
In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's …
1 year, 10 months ago
#46 - David Hou: Industry Insights
Episode 46
David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. …
1 year, 10 months ago
#45 - David Dredge: Risk Management (Part 2)
Episode 45
This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is…
1 year, 10 months ago
#44 - Jeff deGraaf: Technical Analysis
Episode 44
Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutiona…
1 year, 10 months ago
#43 - David Dredge: Risk Management
Episode 43
Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previou…
1 year, 11 months ago
#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy
Episode 42
Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles …
1 year, 11 months ago