Podcasts about as chief investment officer

Topics:2025 US Economic OutlookTransparency in Managing Investor MoneyWhen Hesitation Costs More Than Failure...and so much more.Top Takeaways“First loss, best loss”—why smart investors (and leaders) know when to cut bait. Know when to cut your losses and move on fast. One of Sal's main investing principles: first loss, best loss. He never doubles down on or gets emotionally attached to a losing investment. If the market signals he's wrong, he exits. The same goes for leadership—holding on to bad hires, failing strategies, or misaligned partnerships can cost you more in the long run. The best investors think like elite athletes. Always think multiple steps ahead. Sal compares investing to sports—the best players anticipate, not just respond. Like a second baseman reading the game before the ball is hit, great investors and leaders plan for every possible outcome, including the worst. AI and tech help, but in the end, success comes from decisiveness, adaptability, and trusting your process.Trust is built in tough moments. Be upfront, especially when things go wrong. Managing other people's money is a big responsibility—families and futures are on the line. Sal and Jordan agree that communicating openly and quickly earns trust that lasts far beyond a single deal. Because people may forget what you said, but they'll always remember how you made them feel.About Sal NaroSal Naro is a seasoned leader with 4+ decades of experience. As Chief Investment Officer and Senior Managing Director of Coherence Credit Strategies at Tiptree Advisors, a division of Tiptree Inc., he has led high-performing investment teams and strategies. Most recently, he oversaw a top-performing liquid long/short credit hedge fund that has earned multiple accolades for its success.

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day to day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm's investment approach as well as its application through portfolio management and trading.Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University, and a Diploma de Honor in Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. He is the recipient of the William F. Ballhaus Prize from the California Institute of Technology for outstanding Doctoral Dissertation in Aeronautics and the Ernest E. Sechler Memorial Award for his teaching and research efforts.Key Takeaways[02:52] - Learn more about Eduardo's diverse professional background and how his engineering background informs his work in finance today.[04:48] - What is unique about the Avantis investment philosophy and what does that mean for their advisors and investors?[06:48] - Avantis' Investment Solutions are designed to capture the benefits of indexing while simultaneously focusing on segments of the market that are likely to outperform. How does this work exactly?[10:32] - Avantis recently published an article entitled “What is Value?” What are some of the big takeaways and how does their firm define value?[12:20] - What are some of the key drivers in the ETF industry's continued growth?[15:50] - What are some of the latest trends and developments shaping the ETF market and which areas of the ETF market are experiencing the highest growth?[18:37] - Which strategies in the Avantis product line are showing the best growth and why is that?[20:54] - What strategies at Avantis may help advisors build more resilient portfolios?[22:16] - What are some best practices for constructing resilient ETF portfolios?[26:55] - How does Avantis set themselves apart in their client services and communication?[29:00] - What is currently Eduardo's favorite investment idea?Quotes[05:45] - “[Avantis formed]...in order to bring science, data and technology to analyze securities in a very very efficient way with low labor costs…We can provide portfolios that are very well diversified [with a] very low expense ratio and where the securities are analyzed on a daily basis." ~ Eduardo Repetto[111:23] - “For us, value is companies that are traded with a very very big discount embedded in their price. In otherwards, companies that have a good balance sheet, good cash flows, but the price is low." ~ Eduardo RepettoLinksEduardo Repetto on LinkedInAvantis Investors“Can't Hold Us (feat. Ray Dalton)” by Macklemore & Ryan LewisConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Compliance Code: 0726-OPS-3/25/2024

Luke shares his experiences, strategies, and ethical considerations, providing a comprehensive look at the challenges and opportunities in today's real estate market. This video is a must-watch for anyone interested in real estate investment, affordable housing solutions, and innovative business strategies.Key Moments:00:02 - Luke DeGrossi's introduction to real estate and focus on mobile home parks.01:25 - DeGrossi's transition from a debt and equity shop in NYC to real estate entrepreneurship.02:35 - The foundation of Pioneer Communities and its mission.05:30 - Business direction shift due to new rent regulations.07:07 - First significant investment in Savannah, Georgia.10:23 - Business approach to park-owned versus tenant-owned homes.13:18 - Insights into the management of mobile home parks.16:04 - Effective management and division of responsibilities within the partnership.20:28 - Goals and plans for internal operational growth.21:06 - Ten-year vision for Pioneer Communities.22:58 - Ethical management of affordable housing and rent.28:38 - Methodology behind selecting potential mobile home park sites.34:30 - The development of a pledge for commitment in real estate deals.36:19 - Building and maintaining industry relationships and reputation.38:52 - Future aspirations for developing new housing communities.44:02 - Inspiration from innovative and impactful companies.45:12 - Goals to address the affordable housing crisis in America.Luke DeGrossi is a Co-Founder and Principal of @PioneerCommunities. As Chief Investment Officer, he is responsible for monitoring, maintaining, and reviewing Pioneer's pipeline, as well as underwriting and modeling cash flows for potential acquisitions.Prior to co-founding Pioneer, Luke worked at HKS Capital Partners, New York City's premiere commercial finance brokerage. As an associate in their capital markets group, Luke was responsible for structuring debt and equity capital across a variety of commercial transactions spanning permanent financing, ground-up construction, bridge, mezzanine, and acquisition financing. Prior to HKS, Luke worked at RPM Development, New Jersey's leading developer and operator of multifamily affordable housing.About Us:Webster Real Estate, established in 2018, is dedicated to providing investment opportunities that deliver long-term value and high returns for our investors. Learn more about our approach to real estate investment at https://websterrealestate.comAdditional Content to Consider:Sign up for the Webster Real Estate Newsletter! https://go.websterrealestate.com/connectExplore real estate development best practices on the Webster Real Estate Insights blog: https://websterrealestate.com/insights/Subscribe to our YouTube channel for more videos about real estate and development:    / @websterrealestateExplore real estate development best practices on the Webster Real Estate Insights blog: https://websterrealestate.com/insights/Subscribe to our YouTube channel for more videos about real estate and development:    / @websterrealestateExplore real estate development best practices on the Webster Real Estate Insights blog: https://websterrealestate.com/insights/Subscribe to our YouTube channel for more videos about real estate and development:    / @websterrealestate

Today we're celebrating a big milestone for the show: It's our 100th episode of Welcome to the Arena and we're marking that huge achievement with a 2-part interview with an influential player in the investment world. Our guest today has had an incredible career and our conversation was packed with inspiring stories and insightful advice.We're sitting down for part one of our interview with Ed Garden, Founder and CEO of Garden Investments. Prior to starting Garden Investments, Ed founded Trian Fund Management in 2005 with Nelson Peltz and Peter May. He was Chief Investment Officer at Trian until May of 2023, and presently serves as a senior advisor.As Chief Investment Officer, Ed oversaw Trian's portfolio management, idea generation, and due diligence activities. He has extensive experience engaging with public company management teams and boards and currently serves on the board of General Electric. He previously served on the boards of Bank of New York Mellon, Family Dollar Stores, Invesco Janice Henderson Group, Pentair, The Wendy's Company and Triarc Companies earlier in his career. Ed worked at Credit Suisse First Boston as an investment banker and BT Alex Brown, where he was co-head of Equity Capital Markets. Ed has a BA in Economics from Harvard. Highlights: Ed's upbringing and the role of academia and education (3:17) Getting into the job market, and Ed's first position in investment banking (6:18) How Ed's work in banking influenced his path to starting an activist firm (10:20) Early challenges Ed and his team faced when founding Trian (12:30) The investment approach and strategy taken at Trian (16:05) What made Trian's investment approach unique (17:28) The relationship between capital allocation and capital governance in investing (22:36) What CEOs don't understand about their company's value in the stock market (23:53) How Ed "de-conglomerated" some companies (25:24) What makes investment partnerships difficult in activist investing (28:44) Links:Trian Fund Management on LinkedInTrian Fund Management WebsiteTSG on LinkedInTSG WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Harold Bradley, a long-time investment manager and chief investment officer, joins Julia La Roche on episode 77 to discuss why Exchange Traded Funds (ETFs) have distorted the role of equities markets in capital formation while posing systemic risks. Bradley has broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds. His experience also encompasses investments in farmland, metals and mining, futures and options, and a track record of successful engagement with venture-backed technology and FinTech companies, including W.R. Hambrecht's OpenIPO, Euronet Worldwide, StarMine Corp (sold to Reuters) and Archipelago, LLC (IPO). In 1982, Bradley introduced first of a kind cash-settled stock index futures contract in the Value Line Composite Index while at the Kansas City Board Trade before purchasing a membership and trading for five years on the floor. In 1988, he was hired at Twentieth Century, now American Century, as the first equity trader, and built a globally recognized trading operation over the next ten years. He was the lead portfolio manager of small-cap growth funds from 2003 to 2007. He was later appointed Chief Investment Officer of aggressive growth strategies before being named President of American Century Ventures in 1999, which invested $63 million in businesses likely to disrupt the mutual fund industry. From 2003 to 2007, he managed American Century Tomorrow and a team of software engineers and developers who used artificial intelligence, fuzzy logic, inference engines, and pattern recognition to develop manager compliance systems and quantitative investment strategies for American Century growth mutual funds managing $10B. The American Century trading desk received global recognition as an innovator of electronic trading techniques and protocols, including the Financial Information Exchange (FIX) Protocol steering committee that created open source standards for order, trade and settlement instructions between investment firms, brokers and exchanges in global equities and foreign exchange trading. Throughout his career, Bradley delivered Congressional testimony on stock market regulation, electronic trading, soft dollars, decimalization of stock prices, and ETFs. As Chief Investment Officer of the Kauffman Foundation from 2007 to 2012, he co-authored a vital research paper with Robert Litan highlighting risks to market stability from lax regulation of ETFs. He also co-authored widely-cited papers on subpar venture capital fund returns, with recommended best practices. He's been interviewed by CNBC, Wall Street Journal, New York Times, and others. Read Harold Bradley's October 2011 testimony on ETFs here: https://www.etf.com/docs/Bradley_Testimony_10-19-11_SII.pdf 0:00 Open 1:21 Harold Bradley 2:15 Accidental investor 3:00 Agricultural commodities reporter 5:43 A major structural shift 6:45 Pace of change 7:50 Wheat pit to stocks 10:29 1987 crash 13:04 Black Monday blamed on portfolio insurance. ETFs 'a form of portfolio insurance' 13:45 20 Building trading operation 16:30 Electronic trading 21:15 Fees 22:40 Flawed system was a bug, not a feature 23:01 Soft dollars 28:59 Testified before Congress six times 30:10 Risk in ETFs 32:00 Drawback to mutual funds 35:12 Why did ETFs start 38:22 Decimalization 40:30 How D.C. works 43:00 ETFs are presented as a passive investment, but they're not 48:30 KRE 53:29 ETFs have instant liquidity, but the component securities within an ETF aren't immediately liquid 57:00 Gold/silver ETFs 1:00:45 Margin lending 1:03:18 How are ETFs distorting markets and the systemic risk they pose 1:06:00 Undermining price discovery 1:10:38 Bubbles 1:11:50 AI next ETF craze 1:13:00 Punishing good management 1:17:00 Investing today 1:20:00 Investing challenges 1:22:54 Why market won't go down? 1:27:00 Fragile markets 1:28:00 ETF risk likely won't go away 1:34:00 Markets today

Searching for that golden ticket - the real MacGuffen with our guest, Ben Hunt. Markets sway with every breath that Powell makes. So ridiculous. StockTober then followed by a November to Remember! Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation's principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company's investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. Follow @EpsilonTheory He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient's own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (APPL), (GOOG), (MSFT), (DXY), (EEM), (META), (KODK), (FTX.BS)

Should you walk away? But your impact is you stayed. How do we assure when we look back on our careers that swallowed so much of our time, our energy, and our life that we had a positive impact? As Chief Investment Officer of Kestra Investment Management, Kara Murphy provides investment expertise and support for financial professionals. Prior to joining Kestra, Kara served as Chief Investment Officer at Goldman Sachs Personal Financial Management and she was also CIO at AIG Funds. Kara earned a bachelor's degree from Georgetown University's School of Foreign Service and a master's degree from the University of Chicago. Kristine Delano and Kara discuss how to be a force for good that inspires others in an industry of tough choices. From the devastation of 9/11, Kara shares with us how she found Career Impact. Follow on Instagram kristine.delano.writer . Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. Book recommendation: The Sentence by Louise Erdrich

On todays episode of the WTFinance Podcast I had the pleasure of speaking with Ben Hunt, the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018.On the podcast we talked about the philosophy behind Epsilon Theory, why investors ignore error, advice Ben received throughout his investment career and greatest investment you can make. I hope you enjoy!0:00 - Introduction0:23 - “Burn it the F*ck Down”2:00 - Why?4:20 - What is the philosophy behind Epsilon Theory?8:10 - Why do investors ignore the error/epsilon ?13:14 - The influence of narratives on markets20:05 - Do most people see through the narratives?25:20 - Issues predicting the collapse of the system26:57 - Systems evolve or adapt30:45 - Advice Ben received early in his investing career33:50 - It is not about being right, it is about making money34:56 - Growth in wealth vs growth in economy38:25 - Did Paul Volcker take too much credit for drop in inflation?39:45 - Why demographic explanations are wanting?41:55 - What does the increase fiscal and monetary support mean for the economy and markets?46:20 - How has Ben positioned his portfolio?50:13 - Message to take away from the interview?Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018.Epsilon Theory, Second Foundation's principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company's investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory.Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient's own portfolio managers and its financial advisor clients to improve client outcomes.Ben Hunt - Epsilon Theory - https://www.epsilontheory.com/Twitter - https://twitter.com/EpsilonTheoryLinkedIn - https://www.linkedin.com/in/bhunt/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Kris Benson is the CIO of Reliant Investments, a fund that purchases self storage and multifamily assets in the southeast united states.Kris Benson recognized that “just because all the dogs are barking at the same tree doesn't mean it is the right tree.” As Chief Investment Officer at Reliant Investments, he is confident in the risks he has taken, the career changes he's navigated and the “tree” he has established his investment platform on.After accepting his first job in sales “because I had diapers to buy,” Kris learned both the value and difficulty of cold calling while developing a “hunter” mentality at ADP. He joined the medical device industry with Covidien and later transitioned to Intuitive Surgical, famous for its DaVinci robot. Kris quit his corporate job and elected  to find a way to stop trading my time for money and to let my money make money. He launched his commercial real estate journey, appreciating the value of investing in tangible assets. Kris started investing in small residential units over 10 years ago and expanded to commercial multifamily properties before making the jump to self-storage.Partnering with Todd Allen, managing principal at Reliant Investments, Kris focuses his leadership and management skills on the commercial real estate company's investment committee, which determines what self-storage properties to purchase while growing equity and creating passive income streams for investors.Learn how to leave corporate america, hit financial freedom, and design your dream life through our FREE Action Academy EBOOK:  "From W2 to World Travel"https://w2toworldtravel.comNewsletter Link That Sends 10 AM TODAY: https://brianluebben.com/newsletterConnect with Us!Podcast Instagram: @actionacademypodcastPersonal Instagram:@brianluebben https://brianluebben.comhttps://www.krisbenson.comResources:GoBundanceAre you an accredited investor and want to learn more about GoBundance?www.gobundance.comBook a call to learn more: https://calendly.com/brianluebben/gobundance

Tom Liston (BBA'96) is one of the most sought-after minds in Canada's tech investment sector. Tom currently serves on several Board of Directors for public and private technology companies, and he has a strong track record of shareholder value creation in that capacity. As Chief Investment Officer of a leading technology-focused venture capital firm, he made investments in SaaS, FinTech, and Healthcare IT fields – two of which were among the top exits in Canadian technology in the past decade. Tom is consistently ranked among the top technology analysts in industry surveys and has received more StarMine stock-picking awards than any other technology analyst. He also volunteers his time as a mentor at the Future of Sport Lab in Toronto, has raised over $100,000 for the MLSE Foundation to support kids' sport, and just recently was a lead investor and advocate for refurbishing Canada's oldest basketball court in St. Stephen, NB.  In this episode:  How Tom broke into the big leagues on Bay Street  Why he strategically chose technology companies as his focus  Tom's secrets to investment success  Tom's thoughts on cryptocurrency as part of a portfolio   Blockchain tech used in everyday practices  The need for more homegrown large Canadian tech companies and the investment needed to do it  The lessons in life that come from team sports  Why Tom values giving back to the community      Links and resources:  Canadian ICT Sector Performance  Well Health, a Canadian Telehealth company  CubicFarm Systems, a Canadian AgTech company  World's oldest basketball court   Tom's LinkedIn  Tom's Twitter       Thanks to:  Our alumni hosts, the AAA Team: Arsham, Arash and Armin Ahmadi https://www.unb.ca/alumni/alumni-news/unb-alumni-podcast.html  Music by alumni artist, Beats of Burden: https://music.apple.com/ca/artist/beats-of-burden/1451387846  Our alumni Affinity Partners, TD Insurance, Manulife, and MBNA Mastercard: https://www.unb.ca/alumni/benefitsandservices/index.html 

Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation's principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company's investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient's own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via: Paypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter. And check out my new near-daily column, FRINGE FINANCE, at http://quoththeraven.substack.com THANK YOU TO ALL OF MY KIND PATRONS.    Please show love to those who support the QTR Podcast:  JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Doomberg Terminal - Subscribe 100% free - Twitter: @DoomburgT George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus Camila Sol Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. QTR is long gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.

We speak with Alex Langan, an attorney, financial advisor, and professor. Alex helps us better understand the impact cryptocurrency can have as an asset and ways family law attorneys can approach obtaining discovery, valuing, and generally what to look for if cryptocurrency is an issue – or a suspected issue – in a case. Alex Langan is the Chief Investment Officer at Langan Financial Group. As Chief Investment Officer, Alex oversees the management of investment portfolios, acts as a fiduciary over group retirement plans, and interacts with clients regarding their risk tolerance, asset allocation, financial goals and planning. *audio editing, voice over & music by Nick DeMatteo

On this episode of Doomer Optimism, repeat host Anarcho-Contrarian (@AnarContrarian) is joined by Julie Fredrickson (@AlmostMedia) and Ben Hunt (@EpsilonTheory). The cover a wide range of economic and political topics, deflation versus inflation, and how the heck someone can navigate the coming insanity. About Ben Hunt Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation's principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company's investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient's own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". About Anarcho-Contrarian They're anonymous so honestly not that much to share here. But here's their Twitter bio: Scale-Reductionism, Localism, Agrarianism, New Village-ism, Distributism... i.e. Redundant, Nostalgic & Politically Homeless. About Julie Fredrickson Julie is a serial entrepreneur and investor.

Benjamin F. Edwards Chief Investment Officer, Bill Hornbarger, comes on CoveredCalls with Kevin Simpson. Bill and Kevin discuss today's elevated equity valuations, the Fed's tough spot, large-cap growth bias, inflation and allocating to fixed income today.Connect With Bill on Social:TwitterLinkedInBill Hornbarger Background (From his firm's website)Bill is the Senior Vice-President, Chief Investment Officer and Chairman of the firm's Investment Strategy Committee.As Chief Investment Officer, Bill's expertise, distinguished investment experience, and strategic vision allows the firm to further enhance and expand its investment strategy and offerings.  Bill works closely with the team responsible for developing the firm's market outlook, investment strategy, aligning its asset allocation guidelines, and overseeing strategic investment programs.  In this role, he coordinates internal research and perspectives along with input and insight from key external investment partners and serves as the firm's spokesperson on economic and market activity.  This work complements and supports the firm's advisors and the work they do to meet their client's investment needs, both for today and for years to come.Prior to joining Benjamin F. Edwards, Bill served as Chief Investment Officer at the Moneta Group since 2009 where he led the investment team and was responsible for oversight of the investment process.  Bill also spent 20 years as Chief Fixed Income Strategist and Investment Strategy Committee member at A.G. Edwards and its successor companies. There, he worked on strategic, cyclical, and tactical asset allocation, formulated capital market assumptions, and served as portfolio manager for multi-asset and multi-strategic ETF programs. Bill received his bachelor's degree in business and MBA from Saint Louis University.Follow Kevin Simpson & Capital Wealth:TwitterKevin Simpson LinkedInCWP LinkedInLearn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​Disclosures: https://capitalwealthplanning.com/social-media-disclosures/Episode 5

In this episode, you will learn: • Kris Benson's story • Kris' journey to his real estate investing career • About Kris' authentic relationships • Kris' different streams of horizontal income • What Kris does to stay healthy and functional • Kris' life happiness index score • What Kris is excited about today • Kris answers a random question from the GoBundance card game • How to learn more about Kris Benson • Plus, so much more! Before launching his successful commercial real estate investment career, Kris Benson recognized that “just because all the dogs are barking at the same tree doesn't mean it is the right tree.” As Chief Investment Officer at Reliant Investments, he works with institutional investors in the self-storage industry – confident in the risks he has taken, the career changes he's navigated and the tree he has established his investment platform on. After accepting his first job in sales “because I had diapers to buy,” Kris learned both the value and difficulty of cold calling while developing a “hunter” mentality. He joined the medical device industry with Covidien and later transitioned to Intuitive Surgical, famous for its DaVinci robot. After 12 years in the industry, Kris decided quality of life was more important to him than hitting sales targets. Before turning 30, Kris elected “to find a way to stop trading my time for money and to let my money make money.” He launched his commercial real estate journey, appreciating the value of investing in tangible assets. Kris started investing in small residential units, expanding to commercial multifamily properties before exploring self-storage as an “interesting asset class.” At Reliant Investments, Kris focuses his leadership and management skills on the commercial real estate company's investment committee, which determines what self-storage properties to purchase while growing equity and creating passive income streams for investors. Kris is recognized as a self-starter and team player who always wants the ball when time is running out. He loves to discover the “why” behind investments, challenges, and opportunities. His ultimate goal is to help people understand that there is no one route to success: In his words, “School = Job = Security = Retirement = Happiness doesn't have to be the path.” Investors and entrepreneurs, in particular, are afforded multiple opportunities to chart their own course, enjoying flexibility when it comes to work, travel, personal time and creating new goals. Focused on making the most of his own quality time, Kris loves to play – spending time outdoors mountain biking, skiing, boating, and hiking as well as coaching his son's lacrosse team. While listening to a podcast, he was struck by the words: Risk is the tariff paid to leave the shores of predictable misery. Kris' risks have paid off as he has charted his own course while building Reliant into an institutional quality investment platform.

Myanmar's military coup beginning February 1, 2021 made front-page news around the globe and remains there six months later. In Yangon, As Chief Investment Officer of one of the nation's largest conglomerates, Nevcan witnessed firsthand and lived through the events.She shares what happened, how citizens and foreigners responded, the issues from an insider view, and the scant hope of near-term resolution. Hearing how hours before the coup began, nobody outside the military knew it would happen, combined with the resulting deadlock and violence, one can't help but wonder how close any society is to slipping into chaos without a way out.I've known Nevcan since meeting her in business school a decade ago, so we speak openly. We also talk about her starting her branch of the This Sustainable Life podcast family, which will focus on global economic and finance leaders. I can't wait to hear her episodes. See acast.com/privacy for privacy and opt-out information.

In this episode, David speaks with Peter Cooper of Cooper Investors. Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and implemented the firm's VoF investment philosophy which is applied across the international, domestic and Asian equities strategies. He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams. Peter has over 30 years of investment management experience. In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.

Ben Hunt Bio from his siteBen Hunt is the creator of Epsilon Theory. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company's investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory.Ben taught political science for 10 years. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991.Times0:25 - Who is your Twitter avatar & why?6:45 - Zooming out with everything that's going on9:40 - What's going on with the Fed right now?21:15 - BITFD & the managerial class26:00 - Saving capitalism & the role of government30:15 - Financialization 32:00 - Public company board pay & composition39:00 - What comes after BITFD?43:25 - What about middle America?51:00 - Narratives & finding your pack LinksEpsilontheory.comEpsilon Theory ManifestoPost on AirlinesGell Mann AmnesiaBen's TwitterJeff's TwitterNarrativemonopoly.com

Before launching his successful commercial real estate investment career, Kris Benson recognized that “just because all the dogs are barking at the same tree doesn't mean it is the right tree.” As Chief Investment Officer at Reliant Investments, he works with institutional investors in the self-storage industry – confident in the risks he has taken, the career changes he's navigated and the tree he has established his investment platform on.

Peter founded Cooper Investors in 2001.As Chief Investment Officer, Peter created and implemented Cooper Investor's VoF investment philosophy which is applied across the international, domestic and Asian equities strategies.He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.Peter has over 30 years of investment management experience.In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.