Podcast appearances and mentions of shana sissel

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested duel between international dividend stock ETFs from Franklin Templeton (DIVI) vs. Vanguard (VYMI). Who wins the battle?Program judges Shana Sissel and David Dierking examine this dividend ETF showdown with funds that use dividend income strategies.   Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com *********Get in touch with our judgesDavid Dierking at TheStreethttps://x.com/David_Dierking/highlightsShana Sissel at Banrion Capital Managementhttps://www.banrioncapital.com/

Expectations are high heading into Palantir's (PLTR) earnings, and Rob Luna has concerns about its outlook as valuations swell to massive levels. He says the company needs an excellent outlook to sustain its stock growth. Shana Sissel still expects Palantir to "surprise to the upside" based on earnings seen in the company's competition. Government contract revenue in the A.I. space is something Shana believes can lead Palantir forward, as long as it proves sustainable long-term growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple-header between dividend equity ETFs from Amplify (DIVO), Capital Group (CGDV), and Fidelity Investments (FDVV). Who wins the battle?Program judges David Dierking and Shana Sissel examine this dividend ETF showdown with funds that use income strategies.   Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com *********Get in touch with our judgesDavid Dierking at TheStreethttps://x.com/David_Dierking/highlightsShana Sissel at Banrion Capital Managementhttps://www.banrioncapital.com/

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees another audience requested quadruple-header  ETF contest, this time between ALT or alternative strategy ETFs from AFG (BTAL), Simplify (CTA), KraneShares (KMLM), and Toews (MRSK). Who wins the battle?Program judges David Dierking and Shana Sissel examine this trend following ETF showdown with funds that use alternatives (ALTS) and strategic asset allocation.  Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Larry Tentarelli and Shana Sissel take a 360 look at Occidental Petroleum (OXY). They note that OXY is reducing debt, with Shana adding that there's been insider buying. However, there are some bearish technical signals in its chart. Larry likes EQT, MPLX, and others in the energy space but “you have to be very selective.” Shana owns FANG, calling it a “good opportunity” in the energy sector.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Shana Sissel labels Marvell (MRVL), Leidos (LDOS) and Vertiv Holdings (VRT) as names that she believes don't have the traction they should. She discusses their ties to the tech trade and potential to outperform in 2025. With Donald Trump now in office, Shana also shares ways investors can position themselves against potential policy changes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital Management.See omnystudio.com/listener for privacy information.

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees another audience requested triple-header  ETF contest, this time between international stock ETFs from Charles Schwab (SCHF), Franklin Templeton (LVHI), and Vanguard (VYMI). Who wins the battle?Program judges David Dierking and Shana Sissel examine this international stock ETF showdown with their timely analysis. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Shana Sissel doesn't think a Santa Claus rally was necessary this year, noting dip-buying opportunities traders took advantage of into 2025. She believes tech will continue to lead with names like Broadcom (AVGO) and Marvell (MRVL) poised to be new leaders in the A.I. space. Shana expects the A.I. market to broaden under a second Trump administration. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What happens when your life changes in the blink of an eye? In this powerful finale of our 12 Days of Giving series, successful business owner Shana Sissel shares her raw, unfiltered journey through an unimaginable year. After suddenly losing her partner, Shana faced a devastating stage 4 cancer diagnosis while running her company and raising her young son as a single mother. But what started as a story of loss transformed into an inspiring testament to human resilience, the power of community, and finding unexpected joy in life's darkest moments.This episode goes beyond the typical cancer survival story - it's a masterclass in vulnerability, leadership, and the profound impact of letting others in when everything feels like it's falling apart. Shana's candid account of maintaining her business through personal crisis while learning to accept help offers valuable insights for entrepreneurs, leaders, and anyone facing life's overwhelming challenges.From learning to walk again to achieving cancer-free status within months, Shana's story reminds us that even in our lowest moments, we're never truly alone. Her message of hope, resilience, and the unexpected gifts that can emerge from life's greatest challenges will leave you inspired and ready to face whatever comes your way.Visit https://www.banrioncapital.com/ to learn more about Shana's work and connect with her team.Shoot us a message, we are here for you and we listen!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, Linkedin

In this episode, Dr. Preston Cherry and Shana Sissel discuss the importance of alternative investments in portfolio construction and risk management. They explore the vast universe of alternatives, how they can align with personal values, and the evolving landscape of investment strategies.Key Points:• Alternative investments offer diverse opportunities outside of traditional stocks and bonds.• A balanced portfolio should mix core and alternative investments to manage risk.• Knowing how different assets interact helps in creating a strong investment strategy.• Investors should choose alternatives that align with their values and interests.• Discussing risk, liquidity, and goals with clients is key for building successful investment plans.Want to learn more? Connect with us below!Pre-Order Dr. Cherry's book 'Wealth In The Key of Life'Sign up for 'Make Your Finances Flourish' Live Workshop!Get a Free Finances Guide and Check Out Financial Planning Services Receive Our Free Personal Finance NewsletterDr. Preston D. CherryWhat we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/

In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ speaks with Shana Sissel at Banríon Capital Management about her breast cancer journey and inspiring recovery. October is breast cancer awareness month and a reminder of the importance of screening. Also, it's a reminder to support all who have been diagnosed.  The PINK ETF from Simplify invests in breakthrough healthcare therapies and net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis.

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested matchup between high yield income and dividend ETFs from NEOS. It's QQQI vs. SPYI. Who wins the battle?Program judges Mike Akins and Shana Sissel examine this audience requested ETF contest to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, discussing the challenges and triumphs along the way. Our conversation gets into key trends and opportunities in the alternative space, including private equity, venture capital, and interval funds. Shana emphasizes the importance of differentiating and engaging clients through unique and personalized investment opportunities, from sports rights to fine art and beyond. With practical advice for advisors on how to integrate alternatives into client portfolios and the added benefits of working with experts, this episode offers a comprehensive look at making alternative investments accessible and appealing.00:00 Welcome and Introduction00:24 Guest Introduction: Shana Orczyk Sissel02:01 Shana's Career Journey04:31 The Role of Alternatives in Portfolios11:41 Trends in Alternative Investments21:26 Challenges and Opportunities in Alternatives33:16 Exploring Market Neutral Strategies33:45 Discussing BTAL: A Market Neutral ETF35:23 The Complexity of Managed Futures37:18 Return Stacking and Portfolio Diversification39:00 Building Alternative Investment Portfolios40:46 Banrion's Alternative Models43:50 Understanding Diversifying and Non-Diversifying Alts46:12 The Importance of Liquidity in Alternative Investments51:52 Engaging Clients with Passion Investments01:01:31 The Opportunity in Alternative Investments01:05:24 Advice for Advisors Exploring Alternatives01:10:18 Final Thoughts and Encouragement=========================================Where to find Shana Sissel, Banrion Capital Management:=========================================Banrion Capital Management Shana Sissel on LinkedinShana Sissel on XShana Sissel on Instagram===========================================Where to find us:===========================================ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on Linkedin=========================================

How do you truly stand out in a crowded and competitive industry? 

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple header matchup between three ALT or alternative strategy ETFs from AFG (BTAL), Alpha Architect (CAOS) and WisdomTree (GCC). Who wins the battle?With stock market volatility spiking higher, some investors are looking to "ALTS" or "alternatives" to diffuse risk and diversify away from stocks. Program judges Tony Dong and Shana Sissel examine this alternatives or ALTS ETF bout to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this Season 5 episode of ETF Battles, Ron DeLegge ‪@etfguide‬  referee an audience requested triple-header ETF contest between funds linked to bonds. It's Avantis (AVIG) vs. Dimensional (DFCF) and BlackRock (USBF). Who wins the battle?As of early 2024, the total assets invested in bond ETFs have reached approximately $1.4 trillion. This market has seen significant growth and continues to expand as investor demand for bond ETFs increases. Program judges Shana Sissel and David Dierking examine this fixed income ETF bout to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify and strengthen your investment portfolio.Discover more about Shana and her work at Banrion Capital by visiting Banrion Capital. Shana is also active on LinkedIn; connect with her to follow her latest updates at Shana's LinkedIn.In this episode, Shana also discusses the misconceptions and opportunities within the alternative investment space. Whether you're an investor looking to broaden your horizons or an advisor eager to expand your offerings, this episode is packed with valuable information. Check out Shana's personal insights and additional resources on her website at Shana Sissel.For more insightful episodes on alternative investments, don't forget to subscribe to our podcast on What's The Alternative? and The Alternative Mason.Engage with us on social media and share your thoughts on this episode. Follow Shana on Instagram at Finance Queen 2020 and on Twitter at Shana's Twitter.Follow our Host, Stoy Hall:Twitter, FaceBook, Instagram, TiktokResearch our companies or partners:blackmammoth.com

Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy. While she thinks the Fed might not cut interest rates at all in 2024 – a major swing from the six cuts that rate futures markets were once pricing in – she believes stronger earnings, stronger growth, and a strong job market should keep stocks on the right track.Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone output in India. Frances Donald, Global Chief Economist and Strategist for Manulife Investment Management, discusses U.S CPI data. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Sally Bakewell, Bloomberg US Finance Team Leader, discusses why U.S banks may redo key profit guidance.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees a cryptocurrency showdown between the Grayscale Ethereum Trust (ETHE),  Grayscale Digital Large Cap Fund (GDLC) and iShares Bitcoin ETF (IBIT). Which crypto ETP wins this triple header?Program judges David Kreinces and Shana Sissel examine this cryptocurrency ETF triple header contest to see which is the better choice. Each product is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an technology and semiconductor equity ETF showdown between Invesco (QQQ), State Street Global Advisors (XLK) and Van Eck (SMH). Which ETF wins this tech heavy triple header?Program judges David Kreinces and Shana Sissel examine this global equity ETF contest to see which is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!**********ETF Battles is sponsored by Direxion* Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President & CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins the program to discuss markets  Gene Seroka, Executive Director of the Port of Los Angeles, gives his supply chain outlook moving forward. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Moderna earnings.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Welcome back to the more we know! Because the more we know, the more we grow. Today your mentor is Finance industry veteran, also known as "Queen of Alternatives", Shana Sissel.Shana Sissel is a highly sought-after speaker and frequently contributes to various media outlets. She is deeply committed to promoting financial literacy among women and underserved minority communities. She is renowned for her charismatic keynote presentations, where she generously imparts her extensive expertise in alternative investments, portfolio construction, and manager due diligence.Beyond her professional pursuits, Shana leads by example, sharing her personal journey of overcoming adversity and triumphing over PTSD. Her inspirational story resonates with audiences, showcasing her resilience and determination.She also appeared on CNBC, Fox Business News, TD Ameritrade Network, Bloomberg, Yahoo! Finance, Cheddar, NECN, WCVB-TV Channel 5.Listen To The More We Know ⇨ https://www.buzzsprout.com/1134704​Subscribe ⇨https://www.youtube.com/channel/UCxvfd5ddf72Btbck8SdeyBwFollow my Instagram ⇨ https://www.instagram.com/sameer.sawaqed/?hl=enFollow my Twitter ⇨ https://twitter.com/commitwithmeer

On today's episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us. Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab Asset Management. She leads the portfolio management teams for Schwab Money Funds and has overall responsibility for all aspects of the management of the funds. Linda earned a Bachelor of Business Administration from Stephen F. Austin State University. Linda lives in the San Francisco Bay Area and is an avid gardener, growing many types of fruits and vegetables to share with family and friends throughout the year.  When she's not managing money funds or in the garden, she is traveling to places far and wide or spending time in Key West, Florida.   As CEO of Banríon Capital Management Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing. Shana earned her nickname as “Queen of Alternatives” from her industry peers and wears the “crown” with great pride. Shana earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her MBA from Bentley University's McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation. In her spare time, Shana enjoys horseback riding, traveling, and spending time at the beach, regardless of the season.  Kristine Delano guides the conversation about the importance of making connections with clients, managing goals, and having mentors. 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. In partnership with the New York Stock Exchange and  https://www.etfcentral.com/ Book recommendations:  - Risk: The Science and Politics of Fear by Daniel Gardner - Who Moved My Cheese by Spencer Johnson, M.D.

In this episode, Informa Wealth Management's Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with … Read More Read More

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header contest between dividend growth ETFs from First Trust and Siren ETFs. The dividend ETFs facing off in this contest are: the First Trust Rising Dividend Achievers ETF (RDVY), First Trust NASDAQ Technology Dividend Index Fund (TDIV), and the Siren DIVCON Leaders Dividend ETF (LEAD). Program judges Shana Sissel with Banríon Capital Management and Tony Dong, an independent ETF analyst examine this high income ETF duel to see which ETF is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield , and a mystery category. Find out who wins the battle!**********ETF Battles is sponsored by Direxion* Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple header contest between high income ETFs from JPMorgan Asset Management and Global X. The ETFs facing off in this quadruple header are: the JPMorgan Equity Premium Income ETF (JEPI), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) and the Global X S&P 500 Covered Call & Growth ETF (XYLG). Program judges Shana Sissel with Banríon Capital Management and Tony Dong, an independent ETF analyst examine this high income ETF duel to see which ETF is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield , and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple header between disruptive technology ETFs from Goldman Sachs, SS&P ALPS Advisors and State Street Global Advisors. Program judges Shana Sissel at Banríon Capital Management and Cinthia Murphy at the ETF Think Tank examine this tussle between equity funds investing in AI, cloud computing, robotics, blockchain and other disruptive technologies. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header between three large cap stock ETFs from BNY Mellon, Vanguard and Van Eck. Program judges Shana Sissel at Banríon Capital Management and Cinthia Murphy at the ETF Think Tank examine this stock market duel between large cap funds, including an S&P 500 and Moat investing strategy fund. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Investing is highly personal, especially when it comes to one's own money. And within the world of alternative investments, an investor's personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at Banríon Capital Management, joins WealthChannel's Andy Hagans to discuss how investors can align their allocation to alternative investments with their personal passions. Show notes: https://wealthchannel.com/2023/06/shana-sissel-148/

On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more!Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: https://kraneshares.com/klip/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header between digital infrastructure ETFs from Global X (VPN), Pacer (SRVR) and Roundhill (BYTE).Program judges Cinthia Murphy at the ETF Think Tank and Shana Sissel at Banrion Capital Management examine this digital infrastructure showdown to see which ETF is the better choice. Which ETF is the better choice? Find out.Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Shana Sissel, Kelly Winget, and Nelson Chu join moderator Andy Hagans for a panel at Alts Expo discussing the myriad of income investing strategies available to HNW investors in the current environment.  Show notes: https://wealthchannel.com/2023/05/income-investing/

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header between gold bullion ETFs from Blackrock (IAU), State Street Global Investors (GLD) and Van Eck (OUNZ).  Program judges Cinthia Murphy at the ETF Think Tank and Shana Sissel at Banrion Capital Management examine this precious metals showdown to see which ETF is the better choice. Which gold ETF is the better choice?Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

It's Day Two of Money Life at Morningstar, featuring interviews from the Morningstar Investment Conference in Chicago. One of the themes of this year's event has been the rise and fall and rebirth of 60-40 portfolios and Catherine LeGraw, partner at GMO, takes the side that the default allocation is too blunt to work for everyone, leaving them with too much risk which ultimately short-circuits their ability to reach their goals. Also on this show, Steve Romick of the FPA Crescent fund, Morningstar's John Rekenthaler, John Hoffman of Invesco, Hunter Hayes of Intrepid Capital Management, Brian Portnoy of Shaping Wealth and Shana Sissel of Banrion Capital. Plus Tom Lydon of VettaFi with the ETF of the Week!

Independent RIAs are in many ways the "nexus" of the alternative investment industry. But advisors have many demands on their time, and face significant challenges in navigating the world of alternative investments. Shana Sissel, founder and CEO at Banrion Capital Management, joins WealthChannel's Andy Hagans to discuss how advisors can make alts accessible for all investors. Show notes: https://wealthchannel.com/2023/03/shana-sissel-115/

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested contest between blockchain technology ETFs from Fidelity Investments (FDIG) and iShares from Blackrock (IBLC). Program judges Mike Akins at ETFAction.com and Shana Sissel at Banríon Capital Management analyze the digital payments, blockchain, cryptocurrency trend to see which ETFs are best capturing this major investment trend. Which ETF is the best choice? Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple header between AI Machine Learning Robotics ETFs. Program judges Mike Akins at ETFAction.com and Shana Sissel at Banríon Capital Management analyze four AI Machine Learning ETFs from First Trust (ROBT), Global X (BOTZ), Blackrock (IRBO) and Robo Global (ROBO). Which is the best choice?Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Enough beta.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                             Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                             Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                             The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Markets in negative territory to start the week. Shana Sissel discusses this and previews the FOMC announcement which will take place Wednesday at 2pm ET. She talks about what to look for in upcoming Fed policy statements. She then goes over her tech picks include Marvell (MRVL), Nvidia (NVDA), and Apple (AAPL). Some of here other stocks to watch are Leidos (LDOS) and JetBlue (JBLU). Finally, she goes over her alternative picks which include BTAL, FMF, MRSK, LMAOX, and QGMNX. Tune in to find out more about the stock market today.

Shana Sissel, Founder and President of Banríon Capital Management, discusses the latest on the markets. She spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested growth stock investing showdown between ARK Invest (ARKK) and Fidelity Investments (FBCG).  Which growth stock ETF is the top choice for investors?Program judges Shana Sissel at Banríon Capital Management and Cinthia Murphy at the ETF Think Tank analyze this value investing ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple-header value equity ETFs from Avantis (AVLV), State Street Global (SPYV) and Vanguard (VTV). Which value leaning stock ETF is the top choice for investors?Program judges Shana Sissel at Banríon Capital Management and Cinthia Murphy at the ETF Think Tank analyze this value investing ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

Making her 2nd appearance on the podcast. Founder, President & Chief Executive officer of Banrion Capital; A sought after speaker & media contributor, appearing frequently at industry events and on major financial news outlets; Cohost of the Black Swan podcast and 2020 Mrs. Illinois international; Aka the Queen of alternatives. Confessions of a Market Maker presents Shana Sissel---------------------------------------------------------------------------------------------Shana on Twitter: https://twitter.com/shanas621?s=20&t=89HxYok0SswyZy13mFxzJQPersonal Website: https://www.shanasissel.com/---------------------------------------------------------------------------------------------If you'd like to join a supportive community of traders, you can join JJ & Ray at microefutures.com

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested showdown between Nasdaq income funds from Nuveen (QQQX), JPMorgan (JEPQ) and Global X (QYLG). Which high income fund is the better choice for stock market investors? Program judges Shana Sissel from Banríon Capital Management and John Davi at Astoria Portfolio Advisors analyze this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*******ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

(Corrects Anchor Names)Shana Orczyk Sissel, Founder and President, at Banríon Capital Management, discusses her outlook for the markets. She spoke with hosts Doug Krizner and Paul Allen on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

There comes a season in life where you've planned everything out and your course seems to be going in a straight line and suddenly, everything goes wayward. Challenges begin to pile up and you don't know which one to deal with first. When all the doors are being shut, it might be a sign for you to take an alternate course.  Today we are joined by Shana Sissel, Founder, President, & CEO of Banríon Capital Management, the Queen of Alternatives, Mrs. Illinois Intl 2020, and Co-Host of The Black Swans Podcast. Shana joined us in https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Episode 89) where she showed us why women should be in the field of finance. A lot has changed since the last time she was here on the show! In this episode, she gets candid and shares the challenges she overcame in the past months leading her to start Banríon Capital Management.  Shana talks about the challenge of overcoming problems, and beginning an alternate path to achieve the goals she has for herself, her son, and for the industry. With her company, she wants to help both advisors and clients navigate through the world of alternative investments by providing advisors all the tools and databases they need to build alternative portfolios.  The path you take whether it be in life or in your investments doesn't need to be the same as everyone else, or what other people expect of you, you just have to focus on the alternate path and investments that best works for you!    Highlights: >> Founding Banríon Capital Management >> The challenges Shana faced over the past 14 months >> What are alternatives >> Making diversification happen through alternatives >> Alternatives as a way to diversify portfolios >> Working with companies with the same vision  >> Shana's liquid alternative models  >> Providing turn-key solutions that advisors can use  >> Giving the average retail investor and the average advisor access to analytical tools  >> Bouncing back from rock bottom  >> Shana on making an effort to improve her mental health and overall well-being >> The importance and impact of sharing the vulnerable stories  Connect with Shana: >> LinkedIn: https://www.linkedin.com/in/shsissel (www.linkedin.com/in/shsissel)  >> Website: https://www.banrioncapital.com/ (www.banrioncapital.com)  >> Instagram: https://www.instagram.com/finance_queen2020/?hl=en (@finance_queen2020)  >> Twitter: https://twitter.com/shanas621?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (@shanas621)  Shana's Projects: >> https://www.theblackswanspodcast.com/ (The Black Swans Podcast) >>https://caia.org/blog/2021/01/10/the-often-forgotten-art-and-science-of-manager-due-diligence (The Often-Forgotten Art and Science of Manager Due Diligence)   If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://player.captivate.fm/episode/120f490a-cecc-4897-adf8-966c6d9041c1 (Compass vs. Map: How to Navigate When Life Gets Off-Course)  >> https://minority-money.captivate.fm/episode/the-secret-to-being-a-successful-investor-with-daniel-crosby (The Secret to Being a Successful Investor with Daniel Crosby)  I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

In this episode of ETF Battles, Ron DeLegge @ETFguide  referees an audience requested showdown between alternative weighted stock market ETFs from Alpha Architects (QMOM), Blackrock (MTUM) and Invesco (SPMO). Which momentum ETF is the better choice for stock market investors? Program judges Cinthia Murphy from ETF Think Tank and Shana Sissel from Banríon Capital Management analyze this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!

To be able to build wealth, you need to begin with a holistic approach to financial planning that is simple enough so you'll stick with it through up and down times. In this episode, Andre Albritton of The Millennials Next Door will share the Bucket Days Approach to building wealth. People, especially millennials, are intimidated by financial planning and budgeting. Andre makes this less intimidating by breaking down the process of financial planning and budgeting into 3 Buckets. This method will help you focus on what you can do in each season to build wealth - setting financial goals, developing a plan, retiring rich, and building generational wealth. Andre is a nationally recognized personal finance expert dedicated to helping millennials reach financial freedom. He is redefining wealth and is inspiring others to reach financial freedom on their terms. His work has been featured on Blavity, HBCU Wall Street, His & Her Money and much more. Learn these simple principles to help you reach your financial goals! Tune in now!   Highlights: >> Millennials Next Door >> Bucket Days Approach >> Emotional cycle in spending money >> Yesterday is expenditures mistake >> Today is establishing a spending plan >> Tomorrow is retirement planning >> Why real estate is important for tomorrow's plan >>  Andre's fact: Mindset has more impact in wealth building Connect with Andre: >> LinkedIn: http://www.linkedin.com/in/andrealbritton (www.linkedin.com/in/andrealbritton) >> Website: http://tmndfinance.com/ (tmndfinance.com) >> Instagram: https://www.instagram.com/themillennialsnextdoor/?hl=en (@themillennialsnextdoor) >> Instagram:https://www.instagram.com/andre3000n1/?hl=en ( @andre3000n1) >> Twitter: https://twitter.com/millennials_n_d (@Millennials_N_D) >> Tiktok: https://www.tiktok.com/@andre3000n1 (@andre3000n1) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/people-of-color-disrupting-the-financial-industry-with-dana-wilson (People of Color Disrupting the Financial Industry with Dana Wilson) >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Creating Change Through Representation with Ana Trujillo Limón) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

In this episode of ETF Battles, Ron DeLegge @ETFguide referees an audience requested showdown between alternative weighted stock market ETFs from Invesco (RSP) vs. Invesco (RWL). Which alternative weighted ETF is the better choice for stock market investors? Program judges Cinthia Murphy from ETF Think Tank and Shana Sissel from Banríon Capital Management analyze this audience requested ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance and a mystery category. Find out who wins the battle!*******ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

It doesn't matter how old you are, if you want to make a change and uplevel your skills, you can do it! Tamara White Hutchinson was a public relations and communications practitioner for 20 years and recently made a transition into the financial industry. Tamara and I talk about how anyone can successfully change careers in their 40's. She also shares the change she went through when she started suddenly making six figures at 25 year old from making only $35,000 a year. We also talk about the time when she had money anxiety and how she got out of it. Learn how Tamara shifted her career and overcame money anxiety. Tune in now!   Highlights: >> Planted seeds of grit and resilience >> Tamara's money anxiety >> Learning more and figuring out what causes her anxiety >> From PR to CFP at 40 >> Importance of advisors in running the numbers >> More room for women, people of color, and LGBT community in the financial industry Connect with Tamara: >> Website: http://thecashclass.com/ (thecashclass.com) >> Facebook: http://www.facebook.com/thecashclass/ (www.facebook.com/thecashclass) >> Instagram: https://www.instagram.com/thecashclass/?hl=en (@thecashclass) >> linktr.ee:https://linktr.ee/thecashclass ( linktr.ee/thecashclass) >> Twitter: https://mobile.twitter.com/thecashclass (@thecashclass) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/people-of-color-disrupting-the-financial-industry-with-dana-wilson (People of Color Disrupting the Financial Industry with Dana Wilson) >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Creating Change Through Representation with Ana Trujillo Limón) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

For the first time ever, we have a global pandemic that shut the world down. This fueled the annual economic inflation rate in the US to slow down more than expected. Being on the receiving end of all these circumstances, how will you cope?  In this episode, I'll be joined by my wife Maricela Miles-Mattingly, as we celebrate our fifth wedding anniversary. Aside from economic inflation, we'll also talk about student loans, the economy, and banking updates. People want to be more secure at any given market and at any given time. Invest in working with a financial advisor so you can make the right decision to improve your finances.  Come out financially stronger after this inflation! Tune in now!   Highlights: >> Impacts of inflation in the economy, market, and for the consumers. >> Type of people that are coming into the bank. >> Inflation reduces the purchasing power of consumers. >> Take advantage of inflation, invest now. >> Student Loans Forgiveness. >> Going back to how the Minority Money Podcast started. If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/people-of-color-disrupting-the-financial-industry-with-dana-wilson (People of Color Disrupting the Financial Industry with Dana Wilson) >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Creating Change Through Representation with Ana Trujillo Limón) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

So much has been said about equality of representation and its influence, not just within the financial technology industry, but the society as a whole. However, looking at statistics,  reality clearly does not complement expectation. In this episode, journalist Nicole Casperson, discusses her role as the founder of WTFintech in calling out clear inequities in the finance industry and the media. As a woman who had been faced with a representational dilemma, Nicole continuously voices out her story and every story created by diverse leaders, no matter the gender, no matter the complexion. Let us continue to advance our financial prowess by expanding our representation. Tune in now. Highlights: >> Nicole, the dynamic content creator behind WTFintech >> What WTFintech offers to the financial technology industry >> The importance of diversity to serve the underserved communities >> Impact of representation in the media and business to people >> Nicole's source of motivation to grow and lead >> How working in the media requires a strong support network Connect with Nicole: >> Instagram: https://www.instagram.com/nicolecasperson/?hl=en (@nicolecasperson) >> LinkedIn: https://www.linkedin.com/in/nicole-casperson-0820a5133/ (www.linkedin.com/in/nicole-casperson) >> Twitter: https://twitter.com/nicolecasperson (@nicolecasperson)  >> Facebook: https://www.facebook.com/profile.php?id=100076269488508 (www.facebook.com/WTfintech)  >> Website: https://workweek.com/ (www.workweek.com/)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/people-of-color-disrupting-the-financial-industry-with-dana-wilson (People of Color Disrupting the Financial Industry with Dana Wilson) >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Creating Change Through Representation with Ana Trujillo Limón) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

LDOS, MRVL, and CPT are Shana Sissel's stock picks. She discusses these names, as well as how investors should position themselves in the current market environment. She also goes over the market's reaction to Jerome Powell's speech. Tune in to find out more.

The stock market today rallied higher following the Retail Sales and Consumer Sentiment data. "We had positive economic data that was released. We will continue to see volatile markets. Market sentiment has become too negative and I remain cautiously optimistic. I see a recession in the first half of 2023, but I don't think it will be a particularly difficult one. The S&P 500 will end the year around 4,150,"says Shana Sissel. Sissel then provides her stock picks which include Leidos Holdings (LDOS), Nvidia (NVDA), Marvell Technology (MRVL), and Occidental Petroleum (OXY).

Shana Sissel joins us to share her expertise on alternative investments and to share her experience on the 64th Floor of Tower 2 on September 11th Hosted on Acast. See acast.com/privacy for more information.

We should remain bearish and defensive on both equities and fixed income, says Shana Sissel. She discusses how she expects the markets to remain quite volatile through at least the mid-term elections. She goes over her stock picks which include GXO Logistics (GXO), Marvell Technology (MRVL), Nov Inc. (NOV), and Home Appreciation US REIT ETF (HAUS). She then talks about how we could expect a recession in 2023, but it doesn't have to be a very scary thing because the job market is so tight. She also mentions her ETF picks FTGC and BTAL. Tune in to find out more.

Welcome to the first Minority Money episode for Women's History Month! While the fight for equality has made bounds and milestones in our society, women; especially women of color, are still fighting for their space in many aspects of said society. In this episode, I'm joined by Sonya Dreizler and Liv Gagnon, some of the most driven people I've met in my life. Striving to empower women and people of color, these two are co-founders of Choir, a new firm that aims to certify and verify that conferences are truly diverse beyond the surface level.               To kick-off this month of March, they'll be sharing with us their journey leading up to launching Choir, and their firsthand experience with the deeper issues of diversity in corporations and the under-representation in conferences. Join us in this episode as we dive into how you can get involved and be part of the solution for women all over the world! Highlights >> How Sonya and Liv met >> The Creation of Choir >> What Sonya and Liv see coming up for Choir >> How you can get involved >> What inspire and motivate Sonya and Liv >> Advice from Sonya and Liv Connect with Sonya & Liv >> http://www.hellochoir.com (Choir Website | www.hellochoir.com) >> https://twitter.com/SonyaDreizler?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (Twitter | Sonya | @SonyaDreizler) >> https://twitter.com/LIVgagnon (Twitter | Liv | @LIVgagnon) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Episode 131: Creating Change Through Representation with Ana Trujillo Limón) >> https://minority-money.captivate.fm/episode/investing-in-women-with-patience-marime (Episode 94: Investing in Women with Patience Marime) >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Episode 89: Empowering Women to be in Finance with Shana Sissel)  I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS

AMZN, BURL, TJX, NVDA, and UBER are some of Shana Sissel's, Chief Market Strategist at Strategic Wealth Partners, defensive stock picks. She discusses how the markets are selling-off amid fears of the new Covid-19 strain identified in South Africa, and how multiple countries are banning flights from six African countries due to the new Covid-19 variant. She also goes over how investors should handle this market sell-off. Tune in to find out more.

Here at the minority money podcast, I really wanted to highlight that we minorities have a place in the financial planning landscape, and Rita Cheng, my guest for today, believes deeply in this as well. No matter your ethnicity or gender, she believes that we are all capable of achieving financial wellness and resilience. Join me and Rita, certified financial planner and founder of Blue Ocean Global Wealth, as we discuss diversity in the financial planning industry, and what we can do to encourage it. Being that of mixed-race background, Rita knows firsthand what it's like to stand out in this industry as both a woman, a mother, and a minority. Her goal is to grow the financial planning industry into an inclusive one that welcomes new and diverse people. I hope you enjoyed this last installment of my Financial Planning series! If you're a person interested in inspiring these kinds of changes to our society, please make sure to check out this week's episode and gain some new insights about how we can inspire change. Highlights >> Rita's background  >> Why Rita is passionate about diversity and financial planning  >> Changes that in the financial industry that excites Rita >> Profession versus industry  >> Rita's opinion on financial advisors starting their own firms  >> Rita's motivation    >> How Rita's family supports her on her journey  >> Rita's advice for you  Connect with Rita >> Website (https://bit.ly/2Y3cTRR) >> Twitter (https://bit.ly/3zKFU1q) >> LinkedIn (https://bit.ly/3EVzmRx) If you loved this episode, you have to listen to these episodes as well:  >> Investing in Women with Patience Marime (https://apple.co/39GF3o8) >> Empowering Women to be in Finance with Shana Sissel (https://apple.co/3zEtR65) >> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)  I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS

ETF strategists are professional investors who create model portfolios that financial advisers can bring to their retail clients. You can think of them almost like chefs — experts who know how to combine the right ingredients into recipes that, if everything goes as planned, can achieve a desired outcome.On this episode — a special episode that coincides with the debut of their new Bloomberg Quicktake show, “Trillions Presents: ETF Master Chefs” — Eric and Joel host ETF strategists Shana Sissel, CIO of Spotlight Asset Group, John Davi, founder of Astoria Portfolio Advisors, Tushar Yadava, Investment Strategist at BlackRock and Ben Lavine, CIO of 3D Asset Management Group. The group discusses the investing process, portfolio construction, and, of course, everybody's favorite tickers.See omnystudio.com/listener for privacy information.

ETF strategists are professional investors who create model portfolios that financial advisers can bring to their retail clients. You can think of them almost like chefs — experts who know how to combine the right ingredients into recipes that, if everything goes as planned, can achieve a desired outcome. On this episode — a special episode that coincides with the debut of their new Bloomberg Quicktake show, “Trillions Presents: ETF Master Chefs” — Eric and Joel host ETF strategists Shana Sissel, CIO of Spotlight Asset Group, John Davi, founder of Astoria Portfolio Advisors, Tushar Yadava, Investment Strategist at BlackRock and Ben Lavine, CIO of 3D Asset Management Group. The group discusses the investing process, portfolio construction, and, of course, everybody's favorite tickers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

"We had some short-term economic dislocation, but as we get past that and get into the latter half of the year, we'll start to see this rotation really pick up speed,” says Shana Sissel. Then, she provides her stock picks: Marvell Technology (MRVL) and M/I Homes (MHO). Tune in for the full interview.

"Inflation and taxes are a big concern. Despite investor angst from May, the market has been relatively tame," says Shana Sissel. She believes that investors' appetite for risk remains high. Her stock picks are Walt Disney (DIS), Marvell Technology (MRVL), and Nvidia (NVDA). She is also watching the Homebuilder ETF (XHB).

Simply having a mission statement is not enough to create a purposeful and profitable business. What exactly does it take to build a business that is mission-driven? Learn how to create a profitable business with impact as Brian Thompson, a CFP, Tax Attorney, and the owner of BT Financial, a firm that specializes in comprehensive financial and business planning for LGBTQ entrepreneurs, shares his knowledge and expertise with us! Listen in as Brian will talk about how he started his business, what inspired him, how he found his niche, and how his business is helping minorities and the LGBTQ community thrive! Highlights:  >> How Brian started his business? How did he find his niche and purpose? >> What does it mean to be called a “Mission-Driven” business? >> Why Brian shifted from doing the attorney to doing financial planning >> Why follow your passion? >> How Brian helps entrepreneurs get to that spot, where their business is both impactful and profitable >> Brian shares the challenges he experienced as a minority and part of the LGBTQ community >> The importance of knowing yourself Connect with Brian: >> https://www.linkedin.com/in/brianthompsonfinancial (LinkedIn) >> https://btfinancial.com/ (BT Financial)   If you loved this episode, you have to listen to these episodes as well: >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/building-a-successful-business-with-sheneya-wilson-black-history-month-special (Building A Successful Business with Sheneya Wilson [Black History Month Special]) >> https://minority-money.captivate.fm/episode/0 (Equality and Representation in the Finance Industry)     ---   I'm sure you're getting tons of value from the podcast! Don't forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend.   **********   Let's Continue the Conversation! Head on over to the Facebook Group and let's discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))    Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

For this episode of the Planet MicroCap Podcast, I spoke with Shana Sissel. She is the CIO at Spotlight Asset Group, and Co-host of "The Black Swans" podcast. I had been following Shana on Twitter for a while now, caught her various TV appearances, and I wanted to chat with her further about her background, where her instincts came from for investing, her strategy and much more. In particular, I found her take on how she actively tries to debunk her theses quite intriguing.  For more information about Spotlight Asset Group and Shana Sissel, please visit: https://spotlightassetgroup.com/ You can Follow Shana Sissel on Twitter @shanas621: https://twitter.com/shanas621 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Mother's day was yesterday but I still wanted to dedicate today's episode to all the loving and hardworking mothers out there! You guys are queen! I know mother's day is a happy holiday but for me, this day is a very emotional time for me. In this episode, I'll share a little about what happened with my mom on Mother's day and why this day brings a lot of tough memories and pain for me. I hope my mom's story will help you cherish your relationships and appreciate every moment with your loved ones. To all the rockstar moms out there, I wish you all the best mother's day! If you loved this episode, you have to listen to these episodes as well: >> https://www.minoritymoneypodcast.com//podcast/episode/e4f9426d/building-a-successful-business-with-sheneya-wilson-black-history-month-special (Building A Successful Business with Sheneya Wilson [Black History Month]) >> https://www.minoritymoneypodcast.com/podcast/episode/27ae2e04/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://www.minoritymoneypodcast.com/podcast/episode/cc86d4c4/the-road-to-financial-wellness-through-financial-literacy-with-jason-wenk ( )https://www.minoritymoneypodcast.com/podcast/episode/306ecf20/womens-month-celebration-2021 (Women's Month Celebration 2021)     ---   I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend.   **********   Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))    Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

To build a brighter future, we need to also invest in women. Investing in women and other underrepresented groups, helps our society, allows a wider knowledge base, and spurs innovation. In this episode, Patience, the Founder, and CEO at Women of the World Endowment, a global endowment focused on gender lens investing, joins the show to talk about why we should invest in women! Patience has greatly contributed to the development of the gender lens investing industry. Learn how Patience and WoWE is disrupting the gender landscape as Patience talks about the realization of gender parity through the power of capital  Highlights: >> What inspired Patience’s passion for investing in women >> Being more intentional about directing capital towards these changemakers (women and underrepresented groups) >> Different ways companies and organizations are helping women >> Why do people need to stop thinking of investing in women and underrepresented groups as something separate? >> How you can advocate for women   Connect with Patience: >> https://www.linkedin.com/in/patience-marime-ball-esq-05053549/ (LinkedIn) >> https://wowendowment.org/ (Women of the World Endowment)   If you loved this episode, you have to listen to these episodes as well: >> https://www.minoritymoneypodcast.com/podcast/episode/27ae2e04/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://www.minoritymoneypodcast.com/podcast/episode/cc86d4c4/the-road-to-financial-wellness-through-financial-literacy-with-jason-wenk ( )https://www.minoritymoneypodcast.com/podcast/episode/306ecf20/womens-month-celebration-2021 (Women's Month Celebration 2021) >> https://www.minoritymoneypodcast.com/podcast/episode/cc27abcc/making-the-financial-industry-more-inclusive-with-lazetta-braxton (Making the Financial Industry More Inclusive with Lazetta Braxton)     ---   I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend.   **********   Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))    Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

Shana Sissel discusses shifting portfolios to be more active, particularly in the fixed income space. She notes inflation is not necessarily negative, and remains bullish long-term in tech, specifically when looking at semis.

Born and raised in Worcester, Massachusetts, Shana Sissel currently resides in Chicago as the Chief Investment Officer at Spotlight Asset Group, Inc. Growing up, Shana found herself involved with gangs at a young age. Desperate to turn her around, her cop-father enrolled her in finishing school, which opened Shana's eyes to pageant life. At 23, Shana serendipitously landed a job in finance, where she finally felt like she found her passion. But her life didn't get easier; shortly after she took that job, she was attending a work seminar in NYC on the 64th floor of 2 World Trade Center on 9/11. Listen to how Shana survived two of the most famous terrorist attacks on the US of not only 9/11 but the Boston Marathon Bombings. This is a story of grit and determination and how reinvesting in yourself will bring you opportunities you never thought you could have. 

This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a.m. eastern time. Shana Sissel, chief investment officer of Spotlight Asset Group, joins the podcast to discuss her bullish outlook on technology stocks and other views on the markets. Just because tech stocks might not be overbought (yet) doesn't mean there aren't sections of the markets that are frothy. Take SPACs for example. That is sure to end badly. Sissel also has some views on working from home, why there aren't more women in professional investing, GameStop, and which cities in the U.S. have the best pizza, among other things. Content Highlights (Spotify users can click on the timestamp to link to the segment directly) The bullish case for tech stocks remains intact. They may be expensive, but you need to pay for growth at this stage of the cycle (3:11); There's even upside for Zoom Video Communications (NASDAQ:ZM), though not as much as other stocks (7:09); These other stocks include NVIDIA (NASDAQ:NVDA), Marvell Technology Group NASDAQ:MRVL), and Activision Blizzard (NASDQ:ATVI) (9:32); GameStop (NYSE:GME) discussion. Yes, really. Though AMC (NYSE:AMC) is a better example of what we're talking about (14:50); The guest's views on the economic picture and why higher rates are not really a concern (19:07); Her views on SPACs. Spoiler alert: this won't end well (24:19); Background on the guest (39:39); Her podcast, The Black Swans, and how it came to be (51:10); Women in finance and why they're still under-represented (55:54); A discussion of pizza: Worcester, Mass. versus New Haven, Conn. versus New York versus Chicago versus Detroit (1:08:18). More Information on the Guest Spotlight Asset Group: Who We Are; Twitter: @ShanaS621; Podcast: The Black Swans; Instagram: @finance_queen2020. Not intended as investment advice.

Shana Sissel weighs in on growth versus value stocks and how to manage risks in your portfolio. Her active managers and tactical products to watch are CCAPX, CPITX, MRSK, and THLGX.

Topics: Alternative Investments. Gold & Bitcoin. GameStop GME. Women In Finance. Why Shana favors the Russell 2000 right now. Guest: Shana SisselChief Investment Officer at Spotlight Asset Group. Download my Trading Instincts e-book!  Rapid Fire ? Q. What Investor has influenced your career the most and why?A. My mentor Tom Allen has been the most […]

Recent gains in the markets and employment numbers may be attributed to optimism that there will be a vaccine by early next year. A disconnect still remains between rising stocks and a struggling economy with high unemployment. FOX's Trey Yingst speaks with Shana Sissel, the CIO of the Spotlight Asset Group, about the current state of the economy and the disconnect. Learn more about your ad choices. Visit megaphone.fm/adchoices

OVERVIEW In this episode of The Intelligent Investing Podcast, Shana Sissel sits down with Eric Schleien to discuss the world of Alternative Investments. Shana is a seasoned investment professional with almost two decades of industry experience. She currently serves as the Chief Investment Officer at Spotlight Asset Group. She also serves as one of the most prominent public faces of the firm. Shana is a frequent contributor on Bloomberg, Fox Business Network, the TD Ameritrade Network, Yahoo Finance and CNBC and travels the globe as a sought-after investment conference speaker.   Mrs. Illinois International 2020 In November 2019 Shana was crowned Mrs. Illinois International 2020 at the North Shore Center for Performing Arts in Skokie, Illinois.   Financial Literacy For Girls As Mrs. Illinois International she is a prominent advocate for improving financial literacy rates for women and for gender diversity within the finance industry through her platform Investing in Girls. Through her work with organizations like Invest in Girls and Rock the Street Wall Street, Shana seeks to introduce financial concepts to high school girls and serves as a mentor for young women entering the field of finance. Shana also serves as a spokesperson for Women in ETFs (WE), an organization dedicated to improving gender diversity in the investment industry, where she is a member of the WE Speakers Bureau and Press Corp.   Women In Finance In 2019, Shana was recognized for her talent as an investor and contributions as an advocate for women in finance when she was named a finalist for Index Portfolio Manager of the Year at the Women in Asset Management Awards. In March of 2020 she was named the winner of Citywire USA's Women Driving Change in Manager Research & Investment Due Diligence award.   SHOW LINKS Rocking Wall Street Invest In Girls All About Alpha Blog   SUPPORT THE PODCAST If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!       You can subscribe to the podcast on the following platforms: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube   CONTACT SHANA LinkedIn Twitter   CONTACT ERIC SCHLEIEN Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com

Direct indexing is challenging the model portfolio business. Active nontransparent ETFs are challenging the idea that transparency is key. Advisors are constantly faced with disruptive new products and ideas, but what to adopt? And how to use it? Shana Sissel, chief investment officer at Spotlight Asset Group, shares the implementation case for some of these latest trends given her experience.

Last week's positive jobs report was a much-needed confidence boost for American investors. The coronavirus pandemic has led to a very volatile stock market, causing many people to be too fearful to invest their money. FOX's Trey Yingst speaks with Shana Sissel, the CIO of Spotlight Asset Group, on what kind of recovery will take place in the wake of coronavirus and how to take advantage of potential investing opportunities.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week's positive jobs report was a much-needed confidence boost for American investors. The coronavirus pandemic has led to a very volatile stock market, causing many people to be too fearful to invest their money. FOX's Trey Yingst speaks with Shana Sissel, the CIO of Spotlight Asset Group, on what kind of recovery will take place in the wake of coronavirus and how to take advantage of potential investing opportunities.