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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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…

Institutional Level Multi-Family Real Estate – The Investment Management Group – w/Karlin Conklin

May 16, 2019

Karlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities.  They look to improve not only properties for residences, but also communities and neighborhoods.  Looking to grow over time, rather than the more immediate fix and flip…

Alternative Assets for IRA Acct’s – Millenium Trust – w/ Ted Parker

May 16, 2019

Ted discusses the benefits of using Alternative Assets in IRA acct’s – Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired.  Examples of such investments are stock in private companies, trust deeds, commercial real estate, private credit, etc.  Any investor with funds in…

5-50 Unit Multi-Family Real Estate Investing in Orange County – Vision Wise Capital – with Sanford Coggins

May 6, 2019

Sanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County.  With a narrow niche focus of 5-50 unit multi-family apartment buildings.  Buying units priced below market, upgrading, raising rents, managing for some months then selling is their Modus Operandi.  Anyone interested in real estate investing will find Sanford’s…

Energy Investing like T. Boon Pickens – BP Capital – W/Toby Loftin

April 26, 2019

BP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al.  Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing their unique approach to energy investing. With the energy sector playing such…

Intangible Assets Investing – Brandometry – with Tony Wenzel

April 19, 2019

Tony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets.  Large Cap U.S. Equities are the components of the index, and includes about 50 companies, with a strategy…

Defined Outcome ETF’s – Innovator ETF’s – with Graham Day

April 18, 2019

Graham tells about Innovator ETF’s unique Defined Outcome ETF’s, designed to protect the assets from downside exposure while seeking to capture a significant portion of any upside.  This “Buffer” strategy follows the strategy used in Structured Notes and Equity Index Annuities, but with some significant differences.  Any investor concerned about losing principal value following a…

ETF Market Direction Investing – Glance Financial – w/Dr. Paul Glance

April 2, 2019

Listen to Dr. Paul Glance, a PhD in Engineering, following a career in automotive engineering, found a second career in creating investment strategies. For a couple of decades he provided Long & Short market timing signals for mutual funds and now he offers his portfolios and timing signals directly to advisors and investors. With performance…

Real Estate Investing – Griffin Capital Asset Management – with Dr. Randy Anderson

March 27, 2019

Dr. Anderson, with a Ph.D in Finance, and President of Griffin Capital Asset Management,  is focused on real estate investing, has a combination of real estate industry and academic experience, using research driven strategies, applying modeling, quantitative testing, and back testing in developing projects and investment vehicles, typically using REIT structures.  In addition, they invest…

Stock Market Trading – Education & Training – with Dave Landry

March 27, 2019

Listen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF’s, with lots of personality and fun.  Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, and authored three books, he is able to lead his students to follow charting…

Precious Metals Investing – Kitco – with Peter Hug

February 21, 2019

Peter’s been in the precious metals industry forever, and discusses the opportunities and challenges of this industry.  Gold has been in demand as an investment for thousands of years and many advisors have touted its productivity and place in investment portfolios for the typical investor for decades.  Peter knows the industry, the players and the…

Investing Thru Real Estate Lending – Arixa Capital Advisors – with Jan Brzeski

February 1, 2019

Jan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators.  With over 800 transactions totaling over $700 million, Arixa focuses on coastal California’s major urban markets, with loans of less than two year duration and a margin of safety of…

The 90/10 Portfolio – Measured Risk Portfolios – with Bernard Surovsky

January 14, 2019

Bernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short maturity fixed income for maximum safety and applies 10% to higher risk positions.  Hence, only 10% is at…

U.S. Stock Market Direction – BullMarkets.co – w/ Troy Bombardia

November 29, 2018

Listen to Troy, who analyzes the expected future movement of the U.S. Stock Market.  Using Fundamental and Technical Analysis plus leveraged ETF’s, Troy seeks to exceed returns of a “Buy and Hold” approach to investing by identifying when to use leveraged ETF’s and when to exit to Cash.  He divides the market into Long Term,…

Tactical Credit Strategy – Shelton Capital Management – with John Harnisch, CFA

November 28, 2018

Listen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008.  Using  four asset buckets – High Yield – Bank Debt – Convertible Bonds – Investment Grade Bonds, they tactically invest into each according to the opportunities that they see…

Tactical Investing – Synergy Financial Management – w/ Joseph Maas

October 29, 2018

Joe founded and is the CEO of Synergy, services other RIA firms by providing 18  investment strategies, a Hedge Fund, marketing and practice management.  Joe discusses their “Sailboat” strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the…