Podcast

Jerry Parker, one of the original “Turtle Traders” trained by Richard Dennis, discusses his strategy and his career as a commodities trader since the mid 1980’s.  Jerry provides a brief history of the “Turtle Traders” and discusses his trend following system in currencies, commodities, equities, etc., in markets around the world.  He talks about the…

Ali, Managing Director of CGP, discusses the rapidly increasing investing opportunities in Tech investing in So. Calif.  Ali sees the So. Cal area as being able to surpass the Silicon Valley for Tech Start ups.  Having been in Tech VC investing in Silicon Valley for over 20 years, with a Family Office and with VC…

Founder and CEO of Mobi724,headquartered in Montreal, Marcel discusses how this innovative company is changing the world of loyalty rewards and incentive programs by banks and financial institutions.  As a publicly traded FinTech company, they are replacing outdated loyalty reward programs’ delivery methods with FinTch technologies that reduce expenses and increase revenues.  Focusing on financial…

SSI started in the ’70’s as one of the original firms to offer market neutral strategies, and George has been the Chief Investment Officer of SSI for the past two decades, following stints with Credit Suisse, Drexel Burnham and managing money for Sir John Templeton.  Focusing on Convertible Securities thru long only and Convertible Arbitrage…

Danielle, founder of Money Strong LLC, following several years on Wall Street in the trenches then as a columnist for the Dallas Morning News, worked for the Dallas Fed for 9 years, advising Richard Fisher (the resident maverick of Fed Chairmen at that time), and reveals in her book her insider’s view of this opaque…

Listen to Ari, founder and CEO, discuss the keys to success in commercial real estate investing.  Starting while in law school building residential housing, then moving on to commercial facilities, they are now focused on a variety of asset classes of real estate, including self storage facilities.  While still at a young age Ari has…

Resulting from the changes in regulations due to the Job Act of 2012, RealtyShares.com is able to offer intitutional level real estate projects to investors at a very low minimum, with broad selection of real estate opportunities.  Listen to Amy discuss this opportunity and unique model for the investor. She discusses the vetting process of…

Jeff, experienced CEO of public energy companies, discusses the unique business model of Epus.  By following a unique model of raising funds directly from private investors, then investing into existing wells that are currently in production (as opposed to exploring for new wells, with its inherent risk and potential outsized rewards), Epus looks to create value…

In this short episode, Paul discusses the Power to do many things thru a single Podcast, all designed for the SMARTPHONE.  He focuses specifically on the Financial Industry and its working as though it were the 1980’s.  Listen to Paul’s insights resulting from having produced literally thousands of shows, and their success in now distributing their…

In this short episode, Charley provides some great insights into “Story Telling,” partly taken from a TED Talk, showing its power in persuading a listener.  If you ever want/need to exercise some influence, listen to this.  Even works with Teenagers.

Chris, a CPA, founder and President of Cyr Financial, believes in quantitative, systematic, dynamic investment strategies.  Based on Global Macro, Relative Strength, Momentum metrics and indictaors, Cyr Financial has developed strategies designed to move with the trend in the near future.   Having done significant research on the subject, he discusses research he has found…

Jay, Portfolio Manager for Reaves, focusing on Energy Infrastructure (Utilities and Nat Gas sectors), discusses this popular and typically consistently performing sector.  Changes are occurring rapidly in this industry – Technology (fracking), lower oil and Nat Gas prices, social issues arising from these lower prices, and Jay discusses the potential impact of these changes moving…

Nate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets – silicon, tin, zinc, nickel, frac sand, et al.  A former trader at Goldman Sachs, AQR and Bridgewater (some of the largest and storied investment…

Elliott is the co-founder and publisher of “Capitalist Times,” a research firm and newsletter publisher on several subjects, with the flagship newsletter and focus being “The Energy & Income Investing” newsletter.  He focuses on all things energy, with particular focus on income investing in this industry.  He discusses how the energy sector has changed and…

The founder of Stillwater Capital, Bryan discusses the hedged strategies that he has implemented with Stillwater.  He focuses on his “Short Selling” aspect of his strategies and discusses his Long/Short Strategy and how it is unique in the marketplace.  He uses primarily fundamental analysis but enhances it with technical analysis.  Anyone interested in Hedged Equity…

Blind Squirrel Entertainment, a video game developer, has formed a Venture Fund for the developement and bringing to market of video games.  With core competencies of “shipping games” and managing multipe projects, BSE is raising funds to make equity investments into other game developers,  to provide their expertise to develop, deliver and market these companies’…

Lisa, an investment world veteran at Lehman and elsewhere, created in 2005 HedgeConnection.com to create and build relationships between Hedge Funds and investors/allocators.  With over 6500 funds and over 5000 investors/allocators, Lisa explains their services and networking events.  As a bonus – You will not want to miss Lisa’s story of how she became a…

Jason, Co-Founder and Sr. Portfolio Manager, discusses their unique tactical strategy, combining Efficient Frontier analysis together with longer term tactical strategies to provide a tactical approach that is designed to be less reliant on manager accuracy than typical tactical strategies.  Dissatisfied with the typical tactical strategies, they developed their “Frontier Based Tactical” strategy.  He explains…

A returning visit of Charles, who is always interesting and never lacks for opinions.  He discusses his view of stock price evaluation.  He sees supply and demand as being the critical elements in determining stock prices, and focues on 3 elements: Free Cash Flow – Number of Outstanding Shares – Asset to Debt Ratio.  Their…

With Zeo Capital Advisors in San Fransisco, Venk discusses his experiences that keep him returning to NAAIM.  Zeo is a low volatility fixed income Bond Fund, a short duration Corporate Bond strategy, and buys bonds in the open marketplace.  This is a Mutual Fund, about six years old.

With Sojourn Financial Strategies in Ohio, Steve discusses the opportunities of NAAIM and Sojourn Financial Strategies, which provides trading signals for investors and Advisors, using Mutual Funds, with about ten strategies, lasting three to twelve months.  They provide daily signals of either Long, Short or in Cash, based on pure technical analysis.

With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm.  Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management.  They like High Yield Bonds and invest in Mutual Funds and ETF’s, with “Go Anywhere”…

Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago,  serving retail clients, and has created a FinTech company, Emotomy.  A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing.  The platform automatically executes the trades, with unique features…

Ken, owner of Capital Research Advisors in Georgia, discusses his passion and devotion for NAAIM, also discusses Capital Research, who manages money for retail clients and other Advisors.  With two fixed income portfolios, plus five equity strategies, they use tactical strategies.