Podcast

Listen to this interview with Kevin Gannon, President of RAS, and most importantly, a staunch Irishman.  Stanger and Co. is an Investment Banking Firm focused on the Non-Traded REIT and Business Deveopment Company marketplaces.  This interview was done at the ADISA Conference in San Diego.

Listen to Michael Roman tell about MCI Megatel’s home building business in the Texas marketplace.  This market is red hot, with loads of opportunity.  This short interview occured at the ADISA Conference in San Diego.

In this episode of Strategic Investor Radio, host Charley Wright interviews Joe Childrey. Mr. Childrey is the CEO and founder of Probabilities Fund, and a three-time guest of the show. Conventional wisdom teaches that investors can’t reliably time the market, but Mr. Childrey has a strategy that’s unconventionally wise. The Probabilities Fund enters and exits the…

In this episode of Strategic Investor Radio, host Charley Wright interviews Fran Seegull, chief investment officer for ImpactAssets. Impact is a nonprofit dedicated to increasing the flow of capital and democratizing access to impact investments, which are investments that seek to maximize social, environmental, and financial impact. [read more]

In this episode of Strategic Investor Radio, host Charley Wright interviews Ryan Wright (no relation), the founder and CEO of Fig Tree Capital Ventures. Dallas-based Fig Tree is focused on direct investments in oil, gas, and real estate. Ryan says oil and gas investors tend to be emotional, and this partially accounts for the commodities’ volatility….

In this episode of Strategic Investor Radio, host Charley Wright interviews Randy Swan of the eponymous Swan Global Investments. Randy is the founder and president of the Durango, Colorado-based firm, as well as a portfolio manager. He started the company in 1997 after beginning his career as a CPA, but his interest in investing runs much…

In this episode of Strategic Investor Radio, host Charley Wright interviews Chris Lakumb of RiverNorth Capital. The Chicago-based firm, founded in 2002, specializes in closed-end fund (“CEF”) strategies bundled in mutual funds, closed-end funds, and private funds. Beginning in 2004, RiverNorth set its focus on research, development, and analysis of CEFs. This is a comparatively inefficient market, which…

Don Deans is a CPA tax strategist from Charlotte, North Carolina. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Deans as he explains four unique opportunities for accredited investors: Oil and gas drilling partnerships, passive activity, micro-captive insurance companies; and conservation easements.

In this episode of Strategic Investor Radio, host Charley Wright talks with Andrew Gogerty of Boston-based Newfound Research. The firm was founded in 2008 and is known for its tactical investment models and the mutual funds that are based on them. Prior to joining Newfound, Mr. Gogerty spent a decade analyzing alternative investment strategies for Morningstar….

In this episode of Strategic Investor Radio, host Charley Wright interviews James Hanson, the president and CEO of Morristown, NJ-based Hampshire Real Estate Company. Mr. Hanson is co-chair of the Rutgers University Center of Real Estate Studies and an advisor to multiple endowment funds and pension plans throughout the company. Hampshire is a third-generation family…

In this episode of Strategic Investor Radio, host Charley Wright interviews Cognios Capital CEO Gary DiCenzo. The two gentlemen discuss Cognios’s “ROTA ROME” investment methodology, which seeks the best companies in terms of Return On Tangible Assets (“ROTA”) and Return on Market-value Equity (“ROME”). Why does Cognios think tangible assets are so important? DiCenzo explains that “good will” accounts…

Matthew Rossi is the founder, managing partner, and chief of research for MarketDNA Investment Research. In this episode of Strategic Investor Radio, Mr. Rossi explains his firm’s eponymous MarketDNA product, which takes intraday data and runs it through an algorithm to “spit out” equity trades with 80-90% accuracy. Host Charlie Wright calls MarketDNA a “fascinating approach…

In this episode of Strategic Investor Radio, host Charlie Wright interviews Guy Benstead of Cedar Ridge Partners, a Registered Investment Advisor (“RIA”) based in Greenwich, Connecticut. “We’re bond guys,” says Mr. Benstead, in reference to his firm. Cedar Ridge specializes in unconstrained credit strategies. It operates private funds, separately managed accounts (“SMAs”), and one alternative mutual…

In this episode of Strategic Investor Radio, host Charlie Wright interviews Mark Melin, managed futures consultant, columnist and staff writer for ValueWalk.com, and author of three books on managed futures. Growing up in Chicago, Mr. Melin says that most of his friends’ fathers were derivatives traders. Derivatives were the center of the financial universe from his…

In this episode of Strategic Investor Radio, host Charlie Wright interviews Ryan Ballantyne of Reality Shares, a San Diego-based asset management firm focused on dividends. Reality Shares issued its first ETF in December 2014 and won ETF.com’s Best New ETF Issuer award the following year. The firm also provides free ratings for 1,200 dividend-paying stocks at…

Roland Austrup is CEO and CIO of Integrated Managed Futures (“IMFC”) and the longest-standing CTA in the Canadian marketplace. In this episode of Strategic Investor Radio, host Charlie Wright interviews Mr. Austrup, who explains the advantages of adding managed futures to an investment portfolio. Mr. Austrup explains that the strategy involves investing across multiple asset classes…

Gary Carmell is the President of CWS Capital Partners, a real estate investment and management company with more than $3 billion under management. He’s also the author of The Philosophical Investor: Transforming Wisdom into Wealth. In this episode of Strategic Investor Radio, host Charlie Wright interviews Mr. Carmell about his business, his book, and his admiration for…

Rob Kaplan, an attorney in Richmond, VA, is co-author of this book, focusing on the new opportunities created by the Jobs Act of 2012. While the most high profile aspect of this law is “Crowd Funding” there are aspects of this law that opened channels of opportunity for entrepreners, investors and investment companies in ways…

John Cole Scott, a previous guest about a year ago, provides an update on Closed End Funds and discusses Business Development Companies (BDC’s).  He discusses the CEF world, about 600 funds managing about $300 Billion in total assets, and sell at a discount or premium to NAV.  BDC’s focus on venture loans to private companies…

Listen to David Young, founder and CEO. Following years of experience  at PIMCO, they focus on allocation by RISK, as opposed to allocation by ASSET CLASS.  This approach of “…starting at the finish line,” is not traditional in the industry and requires some reverse engineering when compared to the more traditional allocation by asset class. He explains their unique…

Bill Shopoff, founder of Shopoff Realty Investments over 25 years ago, tells about the world of real estate investing for investors.  Shopoff currently focuses on office buildings, industrial, retail and residential land entitlement.  He discusses the Uptown Newport Project (residential and support retail) and how it is developing.  A fan of the famed investor Warren…

Listen to Kevin, author of the book “Hedge Fund Investing,” as he discusses the Hedge Fund industry, its 10,000 funds, history and where it is today.  Kevin discusses the types of strategies and funds and how to evaluate Hedge Funds.  He discusses some of the mutual funds (called liquid alternative investments) that come from Hedge…

Gene Stunkel, creator and founder of The Wizard, discusses this robust market and stock analysis system.  The Wizard is an algorithmic based trend following system that provides signals and trade targets for markets, stocks, ETF’s, Futures Market commodities, and forex.  It scans for stocks, etc. and shows what is trending up, down, or in a…

Listen to James Song discuss his passion and purpose in investing in Myanmar (formerly the country of Burma).  James is a former Harvard trained scientist/researcher, Fullbright Scholar studying and working in London and Uganda who became a successful Hedge Fund Manager for Biotechnology Funds and who has transitioned to investment opportunities in Myanmar – A…