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Episode | Date |
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Vikram Mansharamani on Developments to Watch Over the Next Five Years
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Feb 01, 2024 |
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
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Jan 04, 2024 |
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)
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Dec 07, 2023 |
Aswath Damodaran: Unmasking ESG
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Nov 02, 2023 |
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
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Oct 05, 2023 |
Peter Atwater – Diversifying by Sentiment
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Sep 14, 2023 |
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework
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Aug 24, 2023 |
NewEdge Wealth’s Cameron Dawson on the State of the Markets
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Aug 03, 2023 |
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
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Jul 13, 2023 |
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
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Jun 01, 2023 |
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
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May 04, 2023 |
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
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Apr 06, 2023 |
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
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Feb 02, 2023 |
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
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Jan 05, 2023 |
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
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Nov 29, 2022 |
David Berns & Mike Taylor, Simplify: Finance for a Cure
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Nov 03, 2022 |
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
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Oct 06, 2022 |
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
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Sep 22, 2022 |
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
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Sep 22, 2022 |
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
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Sep 08, 2022 |
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
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Aug 18, 2022 |
Ranji Nagaswami, SVP Global: A Primer on Private Credit
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Jul 14, 2022 |
Samir Vasavada, Vise: Automating Wealth Management
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Jun 02, 2022 |
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
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May 05, 2022 |
Chris Arnade: Dignity: Seeking Respect in Back Row America
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Apr 21, 2022 |
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
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Apr 07, 2022 |
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
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Mar 24, 2022 |
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
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Mar 03, 2022 |
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
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Feb 03, 2022 |
Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
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Jan 13, 2022 |
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers
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Dec 16, 2021 |
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing
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Dec 02, 2021 |
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment
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Nov 04, 2021 |
Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry
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Oct 07, 2021 |
Cliff Asness, AQR: Fama, Quant & Captain America
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Sep 09, 2021 |
Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise
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Aug 19, 2021 |
Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices
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Aug 05, 2021 |
Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader
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Jul 01, 2021 |
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing
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Apr 22, 2021 |
Bill Brewster, CFA: Value, Robinhood and #FinTwit
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Apr 01, 2021 |
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
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Mar 18, 2021 |
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered
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Mar 04, 2021 |
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary
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Feb 18, 2021 |
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator
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Feb 04, 2021 |
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL
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Jan 21, 2021 |
Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow
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Jan 07, 2021 |
Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
|
Nov 12, 2020 |
Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements
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Nov 05, 2020 |
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
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Oct 29, 2020 |
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
|
Oct 22, 2020 |
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
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Oct 15, 2020 |
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
|
Oct 12, 2020 |
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
|
Oct 08, 2020 |
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
|
Oct 01, 2020 |
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
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Sep 24, 2020 |
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
|
Sep 17, 2020 |
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
|
Sep 10, 2020 |
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
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Sep 03, 2020 |
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
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Aug 27, 2020 |
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
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Aug 20, 2020 |
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
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Aug 13, 2020 |
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes
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Aug 06, 2020 |
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
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Jul 30, 2020 |
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
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Jul 23, 2020 |
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
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Jul 16, 2020 |
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
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Jul 09, 2020 |
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
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Jun 25, 2020 |
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
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Jun 18, 2020 |
Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times
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Jun 11, 2020 |
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
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Jun 04, 2020 |
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
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May 28, 2020 |
Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA
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May 21, 2020 |
Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta
|
May 14, 2020 |
Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share
|
May 07, 2020 |
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation
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Apr 30, 2020 |
Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery
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Apr 23, 2020 |
Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer
|
Apr 16, 2020 |
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy
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Apr 09, 2020 |
Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again
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Apr 02, 2020 |
Peter Zeihan and Steve Curley - COVID-19: New World Disorder
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Mar 26, 2020 |
Chen Zhao and Steve Curley - COVID- 19, De-risk or Re-risk Your Portfolio?
|
Mar 19, 2020 |
Patrick O’Shaughnessy and Steve Curley - Trail Magic
|
Mar 05, 2020 |