Podcast

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

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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…

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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…

Using Options for Risk Reduction & Enhanced Performance – Options Industry Council – w/ Joseph Cusick

October 17, 2018

Listen to Joe, Director of Education & Business Development @ the OIC, w/over 24 years in the Options industry as a market maker, w/Options Express, Schwab, et al,  educating institutions on risk mitigation and enhanced performance using Options.  Since 1992 the OIC has provided increased awareness, education and promotion of exchange listed Options for investors,…

Equities & Commodities – The Equinox Funds – with Robert Enck

September 21, 2018

Listen to Bob, CEO of Equinox Funds, a family of Mutual Funds using Commodity Trading Advisors and their strategies, expanding into equity strategies.  Their initial fund, the Frontier Fund, was the original Managed Futures category offered thru the format of a liquid, low minimum Mutual Fund, and later launching the first portfolio of multi-strategy CTA’s…

Private Equity Alternative – Rex Revenue Royalties – with Arthur Lipper

September 20, 2018

Arthur Lipper, entrepreuner, author, lecturer at many universities, investor, consultant, discusses a new way to provide working capital to private, early stage businesses, called Revenue Royalties.  He discusses his e-book – “Revenue Royalties” – http://www.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling…

Technical Analysis in Trend Trading – with Trader and Author Brian Shannon of Alphatrends.net

August 30, 2018

With a couple of decades experience behind him in trading and investment management, Brian discusses trading in today’s markets.  As the author of the book, “Technical Analysis Thru Multiple Time Frames,” Brian looks at the importance of several pricnicples in trading:   1-“Risk/Reward or Perceived Edge;”   2 – The importance of Magnitude over Frequency…

Dividend/Cash Flow Investing – with Researcher Brett Owens

August 22, 2018

As a researcher, Brett evaluates investment opportunities to invest for a steady income stream.  His published “The Contrarian Income Report” and “Hidden Yields” reports identify Closed End Funds, REIT’s, and other investments that offer outsized yields.  Cherry picking opportunities among stocks in these and similar areas, Brett offers yields that are not often seen today. …

Online Institutional Quality Real Estate Investing – ArborCrowd – with Adam Kaufman

August 20, 2018

As part of the Arbor family of companies, including the 30 year old publicly traded mortgage REIT, Arbor Realty Trust (ABR), ArborCrowd offers real estate investing opportunites to Accrdited Investors online. Adam is Co-Founder and Managing Director of ArborCrowd, and they are able to leverage their connections and experience in the mortgage real estate industry to…

Private Credit – Pacific Private Money – with Edward Brown

August 20, 2018

Listen to Edward, responsible for investor relations, discuss their unique strategy to create profits for investors thru short term bridge loans on real estate.  For Accredited Investors, they receive referrals from banks on cases where the banks cannot lend, they make loans on properties (often owner occupied), secured by the real estate thru a first…