Podcast

Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

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Global Capital Network Conference – Blu Tango – Mike Manahan

August 6, 2020

In the “Spirits” business (Alcoholic Beverages), specializing in independent premium producers and their own proprietary brews.  This market has changed substantially over the past years, and Blu Tango is looking to capitalize on this trend. 

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Credit Investing – Verdad Capital – w/Greg Obenshain

March 20, 2020

The credit markets receive far less attention than they should in the marketplace, given the amount of money that is invested there. With a strong background in Private Equity, Verdad has conducted a significant amount of research into what has made Private Equity so successful as an investment strategy, and have found much of the…

An Economist’s View of the Markets – w/Dr. Mira Farka

February 25, 2020

Ever effervescent and lively, Dr. Mira is an Economist raised behind the Iron Curtain in a Communist country, now a Columbia University trained PhD in Economics and accomplished speaker and presenter t/o So. Calif on the economy, and Co-Director of the Woods Center for Economic Analysis and Forecasting @ Cal State Fullerton, Dr. Mira shares…

Private Asset Management – Harloff Capital Management – w/Gary Harloff

February 21, 2020

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

Sector Rotation Strategy – State Street Global Advs’rs – w/ Michael Arone

February 6, 2020

Listen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country.  Michael discusses his…

Tax Efficient & Socially Responsible Investing – Advisor Partners – w/Rahul Agrawal

February 3, 2020

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

Qualified Opportunity Zones – The Galena Fund – w/Dan Fullmer

January 30, 2020

Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects.  Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity.  Focusing on the Intermountain West’s…

2020 Economic Forecast – No Spin Forecast – w/Dr. Bob Dieli

January 6, 2020

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

Investing in Gold & Precious Metals – APMEX & OneGold- w/Ken Lewis

December 17, 2019

APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country.  Ken discusses the importance of having a portion of one’s portfolio in precious metals as…

Market and Stock Selection – Weiss Ratings – w/Mike Larson

December 5, 2019

Mike is the Senior Analyst @ Weiss Ratings and Editor of the “Safe Money Report,” the flagship publication of Weiss Ratings.  He’s been making market and stock recommendations w/Weiss since 2003- In other words, he’s a brave man.  Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively…

Web-Based Subscriber & Investment Mgr Service – TimerTrac.com – w/Dave Garrett

October 29, 2019

Dave is the founder and owner of TimerTrac.com.  They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record.  TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac.  This is a distinct advantage for…

Tactical Credit Strategy – Shelton Capital Management – w/Guy Benstead

October 28, 2019

Guy is the Portfolio Manager of Shelton’s Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging.  Guy discusses Shelton’s strategy, resulting from his thirty plus years…

Long/Short Strategy Investing – Invenomic Capital Management – w/Ali Motamed, CFA

October 15, 2019

Ali, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a productive surrogate for fixed income investments in today’s low yield environment.  To understand Long/Short strategies…

RITA Conference- 29 & 30 Oct, San Antonio, TX

October 4, 2019

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

Self-Directed IRA’s – The Retirement Industry Trust Assoc – w/Mary Mohr

October 3, 2019

Self-Directed IRA’s have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA’s possible (private investments, private equity, metals, real estate, private enterprises, et al).  Listen to Mary Mohr, founder of RITA, the association for the trustees who do the record…

Multi-Family Real Estate Investing In So. Calif Coastal Region – Beach City Capital – w/Jason Muller

September 27, 2019

Listen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in So. California will find Jason, BCC’s strategy of partnering w/current land owners, pre-lease arrangements and Opportunity…

Residential Real Estate Development w/Pre-Approved Lots – Triad Development Corp- w/Mike Cutbirth

July 1, 2019

With the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth, founder and CEO of Triad, discuss their business model of purchasing land that…

AltsLA Conference 2019 – Incline Investment Management- w/Ted Parkhill

June 11, 2019

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

AltsLA Conference 2019 – Commercial Real Estate Lending – Freedom Financial – w/Michael Klein

June 11, 2019

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

AltsLA 2019 Conference – Millennium Trust for Tax Qualified Asset Custody – w/Ted Parker

June 11, 2019

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

AltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit – w/George Salapa

June 11, 2019

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

AltsLA 2019 Conference – CAIA – w/Bill Kelly

June 11, 2019

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

Drug Delivery Technology Investing – Cure Pharmaceutical- w/Rob Davidson

June 4, 2019

Listen to Rob, CEO, and previous CEO multiple times plus corporate board member for several companies in the industry, discuss this niche in the pharma world.  A publicly traded company, focusing on the delivery system of medications, w/systems offering less toxicology and fewer side effects. W/a proprietary system they offer a delivery system that is…

Gold & Precious Metals Investing – Sprott Asset Management – w/Ed Coyne

June 4, 2019

Trained as an architect, Ed transitioned into the world of investments over 25 years ago, w/some major and high profile asset management firms. Focusing primarily on Gold, Ed discusses the place for this precious metal in investors’ asset allocation. W/over $10 Billion in assets, Sprott offers some tax advantaged opportunities in certain situations.  There are…

Long/Short Growth Strategy – Cognios Capital – w/Francisco Bido

May 21, 2019

An Engineer and mathematician by background, Francisco has spent the past 20 plus years applying the skills and experience to investing that he learned from the technical and analytical background for which he had been trained.  Focusing on the process of evaluating stock selection thru Fundamentals and Momentum, they analyze the earnings and revenues acceleration…