Podcasts about avalon advisors

David is joined today by Samuel Rines, long-time Chief Economist at Avalon Advisors who has recently joined Corbu as a senior market intelligence expert in the energy sector. David and Samuel explore the U.S. energy sector and evaluate what the future holds in an ESG landscape that has done its very best to bring economic incoherence to its pharisaical agenda.

Camp Kotok Special from 8/13/21In this Behind the Markets special, we'll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.Guest:Sam Rines – Chief Economist at Avalon Advisors, LLCFollow Sam on Twitter: @SamuelRinesFor more on Avalon Advisors visit their website: https://avalonadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 4/10/20Hosts Jeremy Schwartz, Liqian Ren, and Professor Jeremy Siegel kick off the show discussing the current state of market during the COVID19 pandemic. According to Professor Siegel we are plateauing in places where social distancing is taking place and things seem positive right now. They discuss the Fed increasing lending with bond ETFs and high yield bonds as well as the government increasing liquidity. Then the Chief Economist at Avalon Advisors joins the show to discuss the aggressive fed stimulus and monetary theory. Plus he gives advice on talking to clients during this trying time.Guest:Sam Rines - Chief Economist at Avalon AdvisorsFor more on Avalon Advisors visit their website: https://avalonadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Bloomberg Economics Chief Economist Tom Orlik and Bloomberg News Health Reporter Michelle Cortez break down the economic and medical impact of the coronavirus. Bloomberg News Investing Reporter Annie Massa discusses index funds facing antitrust concerns. Bloomberg Businessweek Editor Joel Weber and Businessweek Economics Editor Peter Coy talk about why free trade is dead and managed trade is the future. We hear sound from Goldman Sachs CEO David Solomon on expectations of the Fed from Davos. And we Drive to the Close with Bill Stone, Chief Investment Officer at Avalon Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Economics Chief Economist Tom Orlik and Bloomberg News Health Reporter Michelle Cortez break down the economic and medical impact of the coronavirus. Bloomberg News Investing Reporter Annie Massa discusses index funds facing antitrust concerns. Bloomberg Businessweek Editor Joel Weber and Businessweek Economics Editor Peter Coy talk about why free trade is dead and managed trade is the future. We hear sound from Goldman Sachs CEO David Solomon on expectations of the Fed from Davos. And we Drive to the Close with Bill Stone, Chief Investment Officer at Avalon Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Bloomberg News Deals Reporter Matthew Monks and Bloomberg Intelligence Payments and Specialty Finance Analyst David Ritter discuss Schwab buying TD Ameritrade. Martin Bloem, Director of Johns Hopkins Center for a Livable Future, explains why healthier diets are bad for some economies. Tiffany CEO Alessandro Bogliolo talks about a potential deal for LVMH. Bloomberg News Technology Reporter Mark Bergen breaks down the Businessweek Magazine cover story about Google employees rebelling over the company's military contracts. And we Drive to the Close with Bill Stone, Chief Investment Officer at Avalon Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News Deals Reporter Matthew Monks and Bloomberg Intelligence Payments and Specialty Finance Analyst David Ritter discuss Schwab buying TD Ameritrade. Martin Bloem, Director of Johns Hopkins Center for a Livable Future, explains why healthier diets are bad for some economies. Tiffany CEO Alessandro Bogliolo talks about a potential deal for LVMH. Bloomberg News Technology Reporter Mark Bergen breaks down the Businessweek Magazine cover story about Google employees rebelling over the company's military contracts. And we Drive to the Close with Bill Stone, Chief Investment Officer at Avalon Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Kirsten Corio, USTA Managing Director of Ticketing and Digital Strategy, discuses providing content for U.S. Open streaming channel. Uber CEO Dara Khosrowshahi explains what the company has accomplished in the last two years since he took over, and the path to profitability. Bloomberg News Editor-in-Chief Emeritus Matt Winkler and Tennis Pro Jose Alberto Lara share their thoughts on the U.S. Open. And we Drive to the Close with Bill Stone, Co-Chief Investment Officer at Avalon Advisors.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan. 

Kirsten Corio, USTA Managing Director of Ticketing and Digital Strategy, discuses providing content for U.S. Open streaming channel. Uber CEO Dara Khosrowshahi explains what the company has accomplished in the last two years since he took over, and the path to profitability. Bloomberg News Editor-in-Chief Emeritus Matt Winkler and Tennis Pro Jose Alberto Lara share their thoughts on the U.S. Open. And we Drive to the Close with Bill Stone, Co-Chief Investment Officer at Avalon Advisors.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Recently, CMG's Steve Blumenthal talked with Sam Rines, Chief Economist at Avalon Advisors. Prior to joining Avalon, Sam was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. Sam is a member of The Houston Economics Club and a World Economic Forum Global Shaper.

Show from 8/16/19In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession.Guest:Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com.Follow him on Twitter: @SamuelRinesCheck out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198Guest:Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. Follow him on Twitter: @DiMartinoBoothCheck out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/ See acast.com/privacy for privacy and opt-out information.

Bill Stone, chiefinvestment officer at Avalon Advisors in Houston, said that the frothy sentiment visible on the market now makes a decline seem likely in the near term, but noted that there is plenty of reason for longer-term optimism, including that earnings globally will begin to pick up. Also on the show, author Hugo Munier discusses his months spent as a WalMart employee, Amanda Dixon of Bankrate.com discusses how finances are changing the dating world, and Chuck answers a question on paying down credit-card debt

Show from 2/22/19In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing. Guests:Bill Stone, Chief Investment Officer at Avalon AdvisorsFollow him on Twitter @ewstoneFor more info visit: http://avalonadvisors.com/ Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson AdvisorsFollow him on Twitter @MartinFridsonFor more information on Martin visit: http://www.martinfridson.com/ For more info on his firm visit: https://www.llfadvisors.com/ See acast.com/privacy for privacy and opt-out information.

In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including: The history and background of Avalon Advisors and LourdMurray Their professional experiences and how they influence their approach to their current roles How Gary and Mike cope with the natural growing pains of firms their size What they feel is the main focus of their role at their respective firms The two tackle the age-old debate: profit vs. growth The networking groups they turn to for practice management insights And finally, what makes for a successful day We hope you enjoy, share, and subscribe! Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion. To read the executive summary of Episode 1, please click here.

In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including: The history and background of Avalon Advisors and LourdMurray Their professional experiences and how they influence their approach to their current roles How Gary and Mike cope with the natural growing pains of firms their size What they feel is the main focus of their role at their respective firms The two tackle the age-old debate: profit vs. growth The networking groups they turn to for practice management insights And finally, what makes for a successful day We hope you enjoy, share, and subscribe! Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion. To read the executive summary of Episode 1, please click here.

In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including: The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors How their personal experiences affect their current roles in their respective firms How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms And finally, what makes for a successful day in their roles? We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.

In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including: The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors How their personal experiences affect their current roles in their respective firms How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms And finally, what makes for a successful day in their roles? We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.

I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms. We plan to highlight operational best practices and the benefits that professional management can bring to an RIA. Our inaugural guests will be the COOs most recently highlighted in PFI Advisors’ white paper, “Exploring the Benefits of Professional Management for RIAs – A Deeper Look into Chief Operating Officers:” Gary T. Bonner of Avalon Advisors, Jeff Fuhrman of Coastal Bridge Advisors, Michael Lee of LourdMurray, and Anthony Craun of Sand Hill Global Advisors. We view this podcast as a natural extension of our core mission here at PFI Advisors: To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients. With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a bit of a passion project of mine, as I have seen throughout my 20-year career in financial services that operations professionals are widely viewed as “cost centers” and not “revenue generators” within sales organizations. Industry luminaries such as Mark Tibergien, David Canter, and Philip Palaveev have been advocating for the professionalization of our industry for some time, and we intend to demonstrate that without leveraging a Chief Operating Officer, RIAs cannot achieve the organic or inorganic growth initiatives they set for themselves. We strongly believe that COOs are needed to free the owners of these organizations from the daily minutiae of running a business. As Jeff Fuhrman said during his interview for our recent white paper, “It’s the Chief Operating Officer’s duty to be in the wings, supporting the role of the advisor. Leave the management of the firm to the COO, and they will make sure advisors get what they need so they can do the most effective job for their clients.” We at PFI Advisors are declaring 2019 as the “Year of the COO” in the RIA Industry and aim to spend the year illuminating the hard work successful Chief Operating Officers bring to their respective firms through The COO Roundtable. Our featured COOs will discuss how they overcome challenges pertaining to the day-to-day administration of their firms; how they maintain a holistic view of their organization’s culture; how they drive workflow improvements; and how they navigate the human resources element of being a COO, all at once.

I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms. We plan to highlight operational best practices and the benefits that professional management can bring to an RIA. Our inaugural guests will be the COOs most recently highlighted in PFI Advisors’ white paper, “Exploring the Benefits of Professional Management for RIAs – A Deeper Look into Chief Operating Officers:” Gary T. Bonner of Avalon Advisors, Jeff Fuhrman of Coastal Bridge Advisors, Michael Lee of LourdMurray, and Anthony Craun of Sand Hill Global Advisors. We view this podcast as a natural extension of our core mission here at PFI Advisors: To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients. With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a bit of a passion project of mine, as I have seen throughout my 20-year career in financial services that operations professionals are widely viewed as “cost centers” and not “revenue generators” within sales organizations. Industry luminaries such as Mark Tibergien, David Canter, and Philip Palaveev have been advocating for the professionalization of our industry for some time, and we intend to demonstrate that without leveraging a Chief Operating Officer, RIAs cannot achieve the organic or inorganic growth initiatives they set for themselves. We strongly believe that COOs are needed to free the owners of these organizations from the daily minutiae of running a business. As Jeff Fuhrman said during his interview for our recent white paper, “It’s the Chief Operating Officer’s duty to be in the wings, supporting the role of the advisor. Leave the management of the firm to the COO, and they will make sure advisors get what they need so they can do the most effective job for their clients.” We at PFI Advisors are declaring 2019 as the “Year of the COO” in the RIA Industry and aim to spend the year illuminating the hard work successful Chief Operating Officers bring to their respective firms through The COO Roundtable. Our featured COOs will discuss how they overcome challenges pertaining to the day-to-day administration of their firms; how they maintain a holistic view of their organization’s culture; how they drive workflow improvements; and how they navigate the human resources element of being a COO, all at once.

Chris Lu, Former U.S. Deputy Secretary of Labor, and Julia Coronado, President of MacroPolicy Perspectives, discuss the October jobs report showing that payrolls rose by 250,000 and hourly earnings for private workers advanced 3.1. Fernado Valle, Bloomberg Intelligence Oil Analyst, talks about Exxon Mobil and Chevron delivering their strongest third-quarter results in four years, capping a week in which Big Oil enjoyed profits not seen since the days of $100 crude. Matthew Mills, President and COO at Med-X, explains why he is investing in green technology startups. Bloomberg Stocks Editor Dave Wilson has his Chart of The Day on why extremes for the S&P 500 and Russell 2000 seen pointing to rally. Tiffany Kary, Bloomberg News Reporter, discusses her story on 3M's cancer linked water crisis. And we Drive to the Close of the market with Bill Stone, Co-Chief Investment Officer at Avalon Advisors.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Chris Lu, Former U.S. Deputy Secretary of Labor, and Julia Coronado, President of MacroPolicy Perspectives, discuss the October jobs report showing that payrolls rose by 250,000 and hourly earnings for private workers advanced 3.1. Fernado Valle, Bloomberg Intelligence Oil Analyst, talks about Exxon Mobil and Chevron delivering their strongest third-quarter results in four years, capping a week in which Big Oil enjoyed profits not seen since the days of $100 crude. Matthew Mills, President and COO at Med-X, explains why he is investing in green technology startups. Bloomberg Stocks Editor Dave Wilson has his Chart of The Day on why extremes for the S&P 500 and Russell 2000 seen pointing to rally. Tiffany Kary, Bloomberg News Reporter, discusses her story on 3M's cancer linked water crisis. And we Drive to the Close of the market with Bill Stone, Co-Chief Investment Officer at Avalon Advisors.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com