Podcast

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

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Stock Traders Almanac 2021 – w/Jeffrey Hirsch, Editor and Publisher

March 15, 2021

“Sell in May and Go Away” – We’ve all heard it, but does it work?  Is it a long term strategy, or has it worked better or worse over the past 10 years?  How has it worked on the NASDAQ 100?  Has a simple Technical  Indicator enhanced or lessened the return? The STA has long…

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Tailored Portfolio Outcomes thru Options – Simplify.us – w/Paul Kim, CFA

March 2, 2021

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

“Exotic Alternative Investments” – Dr. Kevin Mirabile

March 1, 2021

Dr. MIrabile, a professor of finance @ Fordham University,  tells  us about his recent book, “Exotic Alternative Investments” and it is fascinating.  Taking the subject well beyond the usual “Liquid Alts” he delves into far less known categories of “Alternative Investments’ and discusses their strengths, weaknesses and the pros and cons of over 20 different…

Mortgage Note Investing – Bequest Funds w/Martin Saenz

January 30, 2021

Martin founded Bequest Funds in 2012 and tells us how he creates better than market cash flow returns for their investors by purchasing performing mortgages at a discount on residences t/o the country from banks and hedge funds and working w/the borrowers to work thru any past issues, keep them in their home, while creating…

Tactical Investing thru Index Funds – Blue Print Inv. Partners – w/Jon Robinson

January 7, 2021

Listen to Jon Robinson, co-founder and CEO, who reveals his unique way of landing his first job following college (w/Bear Stearns no less).  He eventually helped established Blue Print, which provides both tactical investing services w/Index Funds, plus practice management services for Advisors.  His, and Blue Print’s, approach is based on the “Behavior” of the…

Investing in Opportunity Zones – Nest Opportunity Fund – w/ Clint Edgington

December 29, 2020

Clint Edgington, CFA, Founder and Principal of Beacon Hill Advisors and creators of the NEST Opportunity Fund, investing in real estate development in Opportunity Zones in Columbus, OH and Lexington, KY, focused on Multi-Family and Single Family development projects.  Clint describes the potential capital gain tax benefits of Opportunity Zones and the compelling opportunities of…

Structured Outcome Investing – True Shares ETF’s – w/Mike Loukas

December 17, 2020

With the U.S. Equities in a significantly rising market many investors feel caught between the fear of missing out but recognizing that asset prices may well be over extended and see the probability that a major pull back or even correction could occur at any time.  It is a challenging situation.  True Shares has created…

Structured Outcome Investing – True Shares ETF’s – w/Mike Loukas

December 17, 2020

With the U.S. Equities in a significantly rising market many investors feel caught between the fear of missing out but recognizing that asset prices may well be over extended and see the probability that a major pull back or even correction could occur at any time.  It is a challenging situation.  True Shares has created…

The Current & Future Economy – w/Dr. Bob Dieli of the “No Spin Forecast”

October 14, 2020

After 7 months of lockdown there is wide disparity of opinion on the economy, stock market, expected future movement, etc.  A longtime friend and favorite of our show, Dr. Bob Dieli, PhD in Economics and former top economic advisor to several banks and institutions, provides his take on what has happened, is happening and is…

The Current & Future Economy – w/Dr. Bob Dieli of the “No Spin Forecast”

October 14, 2020

After 7 months of lockdown there is wide disparity of opinion on the economy, stock market, expected future movement, etc.  A longtime friend and favorite of our show, Dr. Bob Dieli, PhD in Economics and former top economic advisor to several banks and institutions, provides his take on what has happened, is happening and is…

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…