Strategic Investor Radio

Listen to Todd, founder and owner of Zinc Income Fund, a specialty lender in the residential rehab and resale business.  These securitized loans are  of less than 2 years duration, and pay Zinc's investors monthly payouts. In a day of record low interest rates this strategy has a strong track record of above market payouts to investors.  We hope you enjoy it.

Until now, investors could invest into publicly traded companies that are listed on the exchanges (NY Stock Exchange, NASDAQ, etc.), with all information re: these companies being made available to the public via quarterly earnings announcements and audited financial reports.  But, the vast majority of companies are private, so investing in them was much more difficult, as was digging thru financial information of them.  The jobs Act of 2012 made many of these companies eligible for public investing but gathering and analyzing the financial info on the companies remained a daunting task.  This allows the small investor to participate in these Venture Capital and Private Equity opportunities.  KingsCrowd provides the information and analytics to evaluate these companies.  We hope  you enjoy this interview.

Having spent his entire career in commodities trading, holdng a variety of high level positions w/various major trading firms, Tim started Auspice in 2005.  Focusing on their COM ETF, which is marketed and made available to the public thru Direxion family of mutual funds, It is a tactical, diversified basket of commodities that can be "Long" or in cash, based on rules, trend following, and contango/backwardation.  A very timely and important discussion for today that every investor should hear.

Following a distinguished career as a Naval Officer, Chris started the firm in 2016, investing in various farming and  agriculture diversified portfolios.  They match investors w/farming and agribusiness players, in Private Placement projects, typically w/equity positions.  Focused on the smaller, retail investors, this approach is fairly new and they are very active in the "Indoor Farming" space.  Chris discusses the opportunities and risks of ag investing, which should be interesting to anyone interested in ag investing.

A three plus decade Commodities and Futures trader and prolific writer and contributor for Seeking Alpha, Andrew offers great insight into the world of commodities and futures trading.  Never without an opinion, and always ready to defend his positions, Andrew is a delight to interview, as you will see.  If you are at all interested in learning how this market works, this is the place to listen.  His Brooklyn accent adds to the charm of it all.  Hope you enjoy.

Co-Founder of New Age Alpha, Julian explains the unique methodology of the firm's investment strategy.  Seeking to differentiate the losers from winners, NAA focuses on the "Human Risk Factors" that have been factored into the expected company performance in the future,  NAA's strategy seeks to rely only on the hard data in the company's financial statement in determining the expected future stock price.  They seek to eliminate the vague and ambiguous opinions that impact the expected stock value.  Certainly unique and interesting, investors will find this interview very interesting and certain to provide a perspective and approach that is not found elsewhere.  Hope you enjoy it.

Thematic ETF's have been developed to focus on particular themes of the investment marketplace.  Two of those themes are E-Sports and Gaming/Media Entertainment.  Listen to Mario discuss and explain two of Roundhill's ETF's focusing on these themes.  No question, these are avant-garde investment pursuits, now available to all investors thru a liquid investment vehicle, focused on a very new and evolving portion of the marketplace.  There is nothing ordinary about these ETF's and investors will find it very interesting.  

Dr. Dogan specializes in and researches the trading of company "Insiders" and the active trades of the 10% highest performing Hedge Funds, and publishes that information for his clients. In this interview he tells us what his research uncovers and how that information can be used productively by investors and advisors.  Knowing what companies have "Insiders" who are buying or selling their company's stocks can be a very valuable tool in evaluating the expected performance of a company and their stock,.  In addition, the ability to identify those stocks that are most owned by the higher performing Hedge Funds can be very helpful to investors.  This is one interesting interview.  We hope you enjoy it.   

A 30 plus year veteran in the futures commodities trading arena, and Co-Founder of CTG, Nell tells us about the industry and opportunities of trading commodities in the futures markets.  With retail and institutional traders/investors, typically thru Commodity Trading Advisors (CTA's), this is a less well known portion of the trading industry, and focuses on Gold, Silver and other Metals, Agriculture (corn, sugar, wheat, etc.), Pork Bellies, etc., typically for diversification purposes from U.S. Equites, Bonds, Real Estate, etc.  A very interesting take on this market niche that traders and investors can find to be opportunistic.  We hope you enjoy it.

Listen to Ed Coyne,, Senior Managing Director, for Sprott., who started his career as an Architect, educated at the Univ of Missouri, and switched to asset management over 30 years ago.  Sprott manages over $17 Billion, and focuses on Precious Metals and Real Assets, in variety of formats.  He discusses the reasons to own Precious Metals as well as the various ways and methods to own them.  Anyone interested in this marketplace, which is most every investor, should find this interview very interesting, and we hope that you catch some of the insights he offers.

"Sell in May and Go Away" - We've all heard it, but does it work?  Is it a long term strategy, or has it worked better or worse over the past 10 years?  How has it worked on the NASDAQ 100? Has the market history shown a way to enhance the return of this strategy? What did the "January Barometer" indicate about the returns for 2021? What is "December Low Indicator" and has it been consistent?  What are the top performing  NASDAQ months? The STA has long been a standard of statistics and in-depth analysis (an understatement) of data galore on the patterns of the U.S. Stock Market, and a sure way to get lost in the sea of data for a compelling dive into applicable historical patterns.  And for the past few years STA has partnered with the Probabilities Fund to apply much of this data to real live trading.  This is an episode you don't want to miss.  Jeff is the son of the founding publisher of what is now the 54th Edition, and they just keep getting better.  Hope you enjoy it

After a distinguished career @ PIMCO and the Principal, establishing ETF's, Paul co-founded Simplify to create for Advisors Options based strategies that defined the potential outcomes upfront thru Options.  Listen to how Simplify.us creates these strategies and how they can be used by Advisors.  We hope you enjoy it.

Dr. MIrabile, a professor of finance @ Fordham University,  tells  us about his recent book, "Exotic Alternative Investments" and it is fascinating.  Taking the subject well beyond the usual "Liquid Alts" he delves into far less known categories of "Alternative Investments' and discusses their strengths, weaknesses and the pros and cons of over 20 different categories of exotics.  He touches on the categories of Intellectual Property, Tax Credits, Aircraft Leases, Trade Claims, eSports, Gaming Franchises, Water Rights, Timber, Air Rights, Litigation Finance and many others.  A first of its kind, his book is fascinating, as is the interview.  We hope you enjoy it.

Martin founded Bequest Funds in 2012 and tells us how he creates better than market cash flow returns for their investors by purchasing performing mortgages at a discount on residences t/o the country from banks and hedge funds and working w/the borrowers to work thru any past issues, keep them in their home, while creating a profit.  The majority of the capital in these funds is BQF's management.  Given today's low interest rate environment and the equity market's gyrations, the steady income to investors from this strategy is very appealing to many.  We hope  you enjoy the interview.

Listen to Jon Robinson, co-founder and CEO, who reveals his unique way of landing his first job following college (w/Bear Stearns no less).  He eventually helped established Blue Print, which provides both tactical investing services w/Index Funds, plus practice management services for Advisors.  His, and Blue Print's, approach is based on the "Behavior" of the investor and their Advisor.  Advisors and investors will find their approach to be very interesting.  We hope you enjoy the the interview.

Clint Edgington, CFA, Founder and Principal of Beacon Hill Advisors and creators of the NEST Opportunity Fund, investing in real estate development in Opportunity Zones in Columbus, OH and Lexington, KY, focused on Multi-Family and Single Family development projects.  Clint describes the potential capital gain tax benefits of Opportunity Zones and the compelling opportunities of their projects in Columbus and Lexington.  Anyone interested in Opportunity Zone or real estate investing will find this interview most interesting and enlightening.  We hope you enjoy it. 

With the U.S. Equities in a significantly rising market many investors feel caught between the fear of missing out but recognizing that asset prices may well be over extended and see the probability that a major pull back or even correction could occur at any time.  It is a challenging situation.  True Shares has created a "Structured Outcome" strategy that protects a portion of a downside move in the market while capturing a significant portion of the upside.  Listen to Charley discuss this strategy w/Mike Loukas, Principal and CEO of True Shares to explain this  unique investment strategy and what it offers to mitigate risk and create upside capture.

After 7 months of lockdown there is wide disparity of opinion on the economy, stock market, expected future movement, etc.  A longtime friend and favorite of our show, Dr. Bob Dieli, PhD in Economics and former top economic advisor to several banks and institutions, provides his take on what has happened, is happening and is expected to happen in these arenas.  Tune in to hear a "No Spin" analysis of present readings and future expectations.                                                    

The credit markets receive far less attention than they should in the marketplace, given the amount of money that is invested there. With a strong background in Private Equity, Verdad has conducted a significant amount of research into what has made Private Equity so successful as an investment strategy, and have found much of the answer in the credit portion of Private Equity.  They have coined the term "Fools Yield" to describe their findings.  Greg's experience is in the area of High Yield Bonds, and he is credited w/much of the insights that have resulted from their research. Their findings have been published and presented at various conferences and received much attention.  Credit investors (which is most investors)  should be aware of what they have found in their analysis. We hope you enjoy this conversation.

Ever effervescent and lively, Dr. Mira is an Economist raised behind the Iron Curtain in a Communist country, now a Columbia University trained PhD in Economics and accomplished speaker and presenter t/o So. Calif on the economy, and Co-Director of the Woods Center for Economic Analysis and Forecasting @ Cal State Fullerton, Dr. Mira shares her insights on the U.S. Economy.  You won't want to miss this interview - It covers lots of ground, w/worthy insights about the economy throughout.

Gary, a PhD in Aeronautical Engineering, spent decades in this field, including time w/NASA.  In 1994 he started Harloff Capital to create investment strategies and manage assets. His focus is on market selection and rotation, not individual stocks.  Listen to his views of how to select those markets he believes are the most likely to rise in the near future.  Any equity investor should find this interview to be very interesting.

Listen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country.  Michael discusses his "3 Surprises" forecasts for 2020 and their Sector Rotation strategy.  Michael is in demand by the media and his ideas/views are sought after repeatedly.  You'll find this to be interesting.

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.

Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects.  Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity.  Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones.  Investors should be aware of this new opportunity.

Always to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy.  It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time.  Sit back and listen, and be prepared to take notes.

APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country.  Ken discusses the importance of having a portion of one's portfolio in precious metals as a diversifier, primarily gold.  Listen to Ken discuss this important aspect of most every investor.

Mike is the Senior Analyst @ Weiss Ratings and Editor of the "Safe Money Report," the flagship publication of Weiss Ratings.  He's been making market and stock recommendations w/Weiss since 2003- In other words, he's a brave man.  Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively based data on stocks, ETF's, etc.  He discusses the importance of safety/conservative/defensive approaches, plus growing dividends, to include non-traditional stock analysis - REIT's, Closed End funds, MLP's, etc.  Anyone interested in investing will find this to be very interesting.

Dave is the founder and owner of TimerTrac.com.  They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record.  TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac.  This is a distinct advantage for the asset manager, who can now show a confirmed and verified track record of performance to show to prospective investors.  These asset managers are typically professionals in or from the industry.  With 500 plus strategies from 100 - 200 asset managers, this can be very interesting stuff.  Hope you enjoy it.

Guy is the Portfolio Manager of Shelton's Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging.  Guy discusses Shelton's strategy, resulting from his thirty plus years of experience in the credit marketplace, and how they seek to generate profits today.  With many investors' asset allocation to fixed income being 20% plus of their total allocation, this is an important aspect of their investment strategy.  We hope it is helpful.

Ali, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a productive surrogate for fixed income investments in today's low yield environment.  To understand Long/Short strategies this interview can provide significant insight into this important approach to investing.

The Fall Conference of RITA is coming soon, and those interested can receive info on it thru this promotional podcast.  Trust companies, Investment Advisors and investors comprise the majority of the attendees are encouraged to attend.

Self-Directed IRA's have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA's possible (private investments, private equity, metals, real estate, private enterprises, et al).  Listen to Mary Mohr, founder of RITA, the association for the trustees who do the record keeping and reporting (it's more exciting than it sounds) for these transactions, who promote and make possible these investment opportunities, as she discusses this important but less known niche of the IRA investment world.

Listen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in So. California will find Jason, BCC's strategy of partnering w/current land owners, pre-lease arrangements and Opportunity Zone focus to be very interesting.  Learn what "Co-Living" is in these types of facilities.  We hope you enjoy it.

With the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth, founder and CEO of Triad, discuss their business model of purchasing land that is already pre-approved for residential development, reducing the gestation period to under a year.  This unique approach to selective purchasing offers many advantages to investors, and anyone interested in investing in real estate will find this interview to be very interesting.  We hope you enjoy it.

Ever the raconteur, previous guest Ted discusses the investment strategy of Incline - a systematic manager, combining futures and equity investing, agnostically, both long and short. Focused on diversification, they seek to reduce risk thru non-correlated investments.  This is a very interesting conversation re: the commodities and their role in creating risk averse portfolios.  

Former bankers, Freedom Financial makes first position loans to Real Estate professionals who bring value added commercial projects to the community and returns to investors.  Bringing their expertise to the western U.S., he discusses the opportunities and value that exist in this geography and why clients come to finance companies such as theirs as opposed to banks.

Millennium Trust is the Custodian of over $26 Billion in Alternative Investments, held in trust and valued as required by the IRS. Listen to this 5 minute interview w/Ted as he tells us stories of their clients and services.

Listen to this 5 minute interview w/George, out of Switzerland, discusses opportunities to invest in Venture Capital thru Blockchain and cryptocurrency tokens, allowing investors to invest small amounts into these funds and projects in a liquid investments.  They offer a very interesting business model that does not follow any traditional path.

Listen to this 5 minute interview with Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association, discusses Alternative Investments, CAIA and the opportunities they bring to the investment world.  Bill is always interesting and a delight to listen to. 

Listen to Rob, CEO, and previous CEO multiple times plus corporate board member for several companies in the industry, discuss this niche in the pharma world.  A publicly traded company, focusing on the delivery system of medications, w/systems offering less toxicology and fewer side effects. W/a proprietary system they offer a delivery system that is unique and is not processed thru the stomach.  Many investors should find this interview and company to be very interesting.

Trained as an architect, Ed transitioned into the world of investments over 25 years ago, w/some major and high profile asset management firms. Focusing primarily on Gold, Ed discusses the place for this precious metal in investors' asset allocation. W/over $10 Billion in assets, Sprott offers some tax advantaged opportunities in certain situations.  There are several ways to own Gold and Sprott does most of them.  Any investor should find this to be very interesting.

An Engineer and mathematician by background, Francisco has spent the past 20 plus years applying the skills and experience to investing that he learned from the technical and analytical background for which he had been trained.  Focusing on the process of evaluating stock selection thru Fundamentals and Momentum, they analyze the earnings and revenues acceleration and momentum of various stocks, and seek to go Long on those w/strong scores and Short those w/Low scores, ranking each one according to over 70 data points. This is an original creation by Francisco and Cognios and listeners will find it to be very interesting.

Karlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities.  They look to improve not only properties for residences, but also communities and neighborhoods.  Looking to grow over time, rather than the more immediate fix and flip strategy, IMG focuses on Multi-Family because they see continued opportunity there, like the risk reward ratios, and are experienced in this segment of the real estate world.  They focus on six to seven metropolitan areas, with facilities that are 150 - 350 units, w/equities of $12 - 18 million.  Listen to Karlin tell their story, discuss their challenges and work to temper investors' expectations.

Ted discusses the benefits of using Alternative Assets in IRA acct's - Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired.  Examples of such investments are stock in private companies, trust deeds, commercial real estate, private credit, etc.  Any investor with funds in IRA's of any type will find this to be enlightening and interesting.  

Sanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County.  With a narrow niche focus of 5-50 unit multi-family apartment buildings.  Buying units priced below market, upgrading, raising rents, managing for some months then selling is their Modus Operandi.  Anyone interested in real estate investing will find Sanford's insights and comments to be very interesting.  

BP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al.  Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing their unique approach to energy investing. With the energy sector playing such an important role in the U.S. economy and the investment community, and the opportunity to hear how Boon does things, you won't want to miss this. 

Tony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets.  Large Cap U.S. Equities are the components of the index, and includes about 50 companies, with a strategy that is long only, no leverage, and equal weight among the components.  This is a unique strategy that many investors who focus on mutual funds and ETF's will find to be very interesting.

Graham tells about Innovator ETF's unique Defined Outcome ETF's, designed to protect the assets from downside exposure while seeking to capture a significant portion of any upside.  This "Buffer" strategy follows the strategy used in Structured Notes and Equity Index Annuities, but with some significant differences.  Any investor concerned about losing principal value following a 10 year Bull Market should find this interview to be very interesting.

Listen to Dr. Paul Glance, a PhD in Engineering, following a career in automotive engineering, found a second career in creating investment strategies. For a couple of decades he provided Long & Short market timing signals for mutual funds and now he offers his portfolios and timing signals directly to advisors and investors. With performance of his trades confirmed and verified thru TimerTrac.com., he offers four different strategies, all using ETF's. For a deep dive into some very interesting strategies using Quantitative Analysis, Buckingham Pi Theorem and other complex signals, listen to this interview.

Dr. Anderson, with a Ph.D in Finance, and President of Griffin Capital Asset Management,  is focused on real estate investing, has a combination of real estate industry and academic experience, using research driven strategies, applying modeling, quantitative testing, and back testing in developing projects and investment vehicles, typically using REIT structures.  In addition, they invest in real estate securities, looking always to diversify investors' portfolios in the real estate area.  Listening to Randy is always a treat,  educational and enlightening. To learn about real estate investing, listen to Randy.

Listen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF's, with lots of personality and fun.  Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, and authored three books, he is able to lead his students to follow charting patterns and analysis.  A trend following/momentum, discretionary trader, he trades primarily stocks, with some ETF's, and known for his "Bow Tie" pattern.  Listen to Dave discuss market trading in a very interesting way, and receive a copy of one of his books.