Episodes

INDUSTRY INSIGHTS | 11.19.2024

#47 – Alex Shahidi: 4 Biggest Mistakes Investors Make

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helping listeners achieve better long-term outcomes by avoiding common pitfalls.

INDUSTRY INSIGHTS | 11.12.2024

#46 – David Hou: Industry Insights

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

MARKET INSIGHTS | INVESTING INSIGHTS | 11.05.2024

#45 – David Dredge: Risk Management (Part 2)

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

INVESTING INSIGHTS | MARKET INSIGHTS | 10.29.2024

#44 – Jeff deGraaf: Technical Analysis

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

INVESTING INSIGHTS | MARKET INSIGHTS | 10.22.2024

#43 – David Dredge: Risk Management

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

INVESTING INSIGHTS | 10.15.2024

#42 – Adam Nash: Tech, Finance, Leadership, Philanthropy

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

INVESTING INSIGHTS | 10.08.2024

#41 – Roy Leckie: Walter Scott, Long-Term Investing

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.

INVESTING INSIGHTS | MARKET INSIGHTS | 10.01.2024

#40 – Doug Kiersey: Dermody, Logistics Properties

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.