Podcast

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…

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…

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,…

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…

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…

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…

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. …

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…

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…

Dr. Ball, with a PhD in Economics from MIT and the current Dept. of Economics Chair @ Johns Hopkins University,  wrote his book to address the Lehman Brothers failure, which was the pivotal event in triggering the financial crisis of 2008.  Addressing a continuing controversy of whether Lehman should have been rescued or allowed to…

Welcome back Dave – Dave was the very first guest that we had on Strategic Investor Radio, back in October, 2014.  His patience with us in those early days was greatly appreciated and we are always glad to be the beneficiaries of his insights into the world of investing.  He has an MBA from U….

As President and Chief Investment Officer.  Using their proprietary investment strategy they call ROTAROME. Focused on investing vs. speculating, he much prefers investing over speculating. He is fcused on the business, vs. the stock price, which he considers to be investing, as opposed to speculation, which would be a focus on the stock price.  …

Listen to Bryan, Portfolio Manager for the Infrastrucure Fund, focusing on utilities, telecom, energy, transportation/Logistics, which are all part of this fund.  These highly regulated sectors represent about 25% of the U.S. economy, and are becoming more key to the economy and political landscapes.  Expecting these assets to become more valuable in the near and…

Publishing over 200 indexes, S-Network Global uses these indexes to provide the underlying investments for focused and specialty ETF’s.  Gregg is responsible for developing those indexes that are used to create these custom ETF’s with ESG focus and purpose.  This is certainly a timely topic, with Blackrock and now Walmart making policy decisions focused on…

The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders.  Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life…

A brainchild of Sal’s, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities.  With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter market.  He shows how farmers are the eternal optimists, and will plant until prices reach their cost…

Listen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction.  Plain vanilla equities and fixed income strategies cannot do what Options can do.  Working with institutions, family offices and Advisors, they construct portfolios around risk mitigation and yield augmentation, and…

KraneShares is a family of ETF’s, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF’s, as passive investments, invest in those companies that are included in these indexes.  This means that those who invest in this index…

Josh discusses this conference and its opportunities for investors and entrepreneurs.

Providing safety training, oversight and management to the construction and heavy machinery industries.  Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the COO, and discusses the opportunities of Nextwave.

A private merchant banking firm, with offices in Santa Monica, London and Sydney, Australia, they provide private equity, Venture Capital and advisory services to start ups and growing companies, focusing on Biotechnology, AI, Blockchain, Software and Precious Metals.  Rick discusses what he sees as the key to success in these ventures.

Saveene.com arranges for the renting of yachts, luxury real estate and exotic cars.  In a fractional ownership model, this site provides a unique service to the luxury community.

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. 

John discusses the background of Petvivo’s new product used in the treatment of osteo arthritis for dogs and horses.  Unique in that it focuses on the cause, not just the relief of the pain and symptoms, this product will be offered thru Veterinarians.  He relates examples and stories of race horses that were greatly improved…