My guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management. Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the way. Matt manages five ETFs: Trend Aggregation: $TAEQ Trend Aggregation Aggressive Growth: $TAAG Trend Aggregation Dividend: $TADS Trend Aggregation ESG: $TEGS Tactical Income: $TBND Learn more at: http://tuttletactical.com/...
Jun 01, 2020•32 min•Season 4Ep. 10
My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification.
May 18, 2020•29 min•Season 4Ep. 9
My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets.
May 12, 2020•38 min•Season 4Ep. 8
My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor.
May 11, 2020•40 min•Season 4Ep. 7
My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken
Apr 21, 2020•51 min•Season 4Ep. 6
My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright. Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street.
Apr 17, 2020•41 min•Season 4Ep. 5
My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management. Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities.
Apr 09, 2020•38 min•Season 4Ep. 4
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies. Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
Mar 10, 2020•31 min•Season 4Ep. 3
My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market.
Mar 09, 2020•20 min•Season 4Ep. 2
Julie Johnson McVeigh, CFA Managing Director of Fresh Pond Capital a division of Reynders McVeigh Capital Management, LLC with approximately $2 Billion In Assets Under Management (AUM). Julie is a long-term socially responsible investor and tells you how to build a portfolio that is both diversified and concentrated.
Mar 02, 2020•33 min•Season 4Ep. 1
My guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns.
Feb 17, 2020•53 min•Season 3Ep. 10
My guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless lessons you will learn from Jim are priceless. I hope you enjoy the show...
Feb 11, 2020•36 min•Season 3Ep. 9
My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets under management. John is also the Editor of The Prudent Speculator Newsletter which has been around for over 43 years. John is a long-term value investor and shares some great insight on how you can find undervalued stocks, manage risk, and overcome some common investing mistakes.
Feb 06, 2020•42 min•Season 3Ep. 8
My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under management. Heather helps her clients live a full life by understanding her client's goals and what a full life means to them. Armed with that knowledge, she builds a sound long-term plan. After all that is accomplished, she builds an investment strategy to help them accomplish their goals. Heather is also well versed at helping couples financially navigat...
Feb 05, 2020•34 min•Season 3Ep. 7
My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!
Feb 03, 2020•39 min•Season 3Ep. 6
My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way...
Jan 22, 2020•24 min•Season 3Ep. 5
My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management. Validea runs strategies from the greatest investors in history.
Jan 15, 2020•24 min•Season 3Ep. 4
My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs.
Jan 14, 2020•33 min•Season 3Ep. 3
Justin E. Deutsch, Portfolio Manager, at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses: Profitable – Earnings are growing Clean balance sheets – Company has little to no debt Capable management teams - Invest in good people ROE and ROC >15% Lowest cost provider in the space Strong Brand recognition Price, Price, Price,...
Jan 09, 2020•28 min•Season 3Ep. 2
My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great interview packed with a lot of timeless advice. Rick also tells you how some people create risk by trying to avoid it and what to do about it. Rick can be reached at: ParsecFinancial.com *Correction, Parsec Financial has $2.7 Billion in AUM at the time of this recording....
Dec 11, 2019•44 min•Season 3Ep. 1
My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha (TM). Steven Grey Managing Principal Grey Value Management Contact Info: 561-328-9075 steven@greyvm.com https://www.greyvm.com/
Dec 02, 2019•26 min•Season 2Ep. 10
My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments. Lauren’s Contact Information: Email: lrf@Gries.com Phone: 216 861-1148
Nov 25, 2019•23 min•Season 2Ep. 9
My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor. Listen to the show and learn Carl’s criteria for finding 5-star companies! Website: www.scholtzandco.com Email: cscholtz@scholtzandco.com Tel: 203.714.9900
Nov 20, 2019•35 min•Season 2Ep. 8
Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great timeless investing advice from Benjamin Graham, Warren Buffett, and Phil Fisher. Russ tells you what he looks for and shares the best advice he has ever given or received on this show. Russ also tells you the difference between focusing on what you know and what you don't know. T...
Nov 19, 2019•46 min•Season 2Ep. 7
My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss. Sheena can be reached: Phone: 608-563-2437 Website: www.uncommoncentsinvesting.com
Nov 18, 2019•17 min•Season 2Ep. 6
Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different."
Nov 13, 2019•26 min•Season 2Ep. 5
Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest investment firms in the country and now has his own firm and shares his remarkable story! Ryan can be reached at: Website: https://kc-roi.com/ Here are a few notes from the show: Ryan's genius is his ability to keep things simple and to plan ahead. In his word's, he uses "Informed Simpl...
Nov 11, 2019•1 hr 1 min•Season 2Ep. 4
My guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! Learn how Kevin plays the game, plans for retirement and defines risk differently than his peers. Kevin can be reached at: Website: https://www.planningretirements.com/
Nov 06, 2019•30 min•Season 2Ep. 3
Today's guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management. Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News Contributor. Scott does a lot of work with cycles, and uses a fundamental, tactical, and macro strategy. Scott addresses many important (and timeless) lessons in this episode. Scott can be reached on LinkedIn or on the firm's website: https://www.kingsview.com/...
Oct 31, 2019•43 min•Season 2Ep. 2
My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State. Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM). Contact: Phone: 509.325.2003 Website: https://www.tencapital.com/
Oct 30, 2019•30 min•Season 2Ep. 1
