Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing Bio: Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida. Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncorrelated returns across more than 400 global futures and securities instruments. He founded Chesapeake in February 1988. Chesapeake is a subadvisor...
Aug 01, 2024•48 min•Season 16Ep. 1
Rethink Hedging With Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, and combined with over $300M. ETFs $MSVX, $MSTB, $MSTQ Website: LHAfunds.com Bio: Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt and Mike are experts at identifying and mitigating market risk through volatility-driven tactical asset allocation, and even co-developed a VIX ...
May 28, 2024•24 min•Season 15Ep. 10
WEBSITE - https://www.fortpittcapital.com/ BIO - https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/ Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial. Dan Eye, CFA at Fort Pitt Capital Group, an investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought lead...
May 21, 2024•18 min•Season 15Ep. 9
Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX Ticker: LONGX Website: http://www.longboardfunds.com Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP Bio: Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund manager specializing in alternative investment strategies with 20 years of investment performance. Dedicated to building better alternative investment...
May 14, 2024•17 min•Season 15Ep. 8
Financial Modeling Prep Join FMP here: https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan Website: https://site.financialmodelingprep.com/ Mission: Make Financial Data Available For All BIOs: Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC capital market then EDF trading. Later on he earned his PhD in financial modeling from Concordia University, then right after he founded Financial Mo...
May 09, 2024•36 min•Season 15Ep. 7
Website: https://telomirpharma.com/ Ticker: $TELO Forward-Looking Statements Disclaimer This communication may contain "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements potentially include statements concerning expected future events, future financial performance, business strategies, plans, future oper...
May 07, 2024•20 min•Season 15Ep. 6
Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA Website: https://coyatherapeutics.com/ Bio: Chief Executive Officer and Chairman of the Board Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman and CEO. He has over 18 years of entrepreneurial and industry experience working at the interplay of science and business. His experience offers him ...
May 06, 2024•20 min•Season 15Ep. 5
Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.com Bio: Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planni...
Apr 30, 2024•16 min•Season 15Ep. 4
How To Bucket Plan Your Money & Avoid Freak Out Risk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately $3.2B Websites: https://www.jlsmithgroup.com/ https://c2penterprises.com/ Get The Book Here: https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr...
Apr 15, 2024•28 min•Season 15Ep. 3
Ted Karkus CEO & Chairman Of The Board Of ProPhase Labs $PRPH Ticker: PRPH Website: https://www.prophaselabs.com/ Bio: Ted Karkus Chairman & CEO of ProPhase Labs Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the g...
Apr 11, 2024•43 min•Season 15Ep. 2
Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM Website: https://www.iconomi.com Learn more here: https://www.iconomi.com/private https://www.iconomi.com/digital-asset-management-platform Bio: Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversi...
Mar 19, 2024•14 min•Season 15Ep. 1
“If it’s gonna be, it’s up to me.” Alan Snyder Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Website: https://www.asharex.com/ Bio: Alan Snyder Founder and CEO Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, Pres...
Mar 08, 2024•34 min•Season 14Ep. 10
How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC Frantz Saintellemy, CEO of LeddarTech Website: https://leddartech.com/ Nasdaq: LDTC Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineerin...
Mar 07, 2024•15 min•Season 14Ep. 9
Heather Welsh, SR. VP, and Wealth Planning Dept Leader Sequoia Financial Group $17B AUM CFP Website: https://www.sequoia-financial.com/ Bio As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the firm’s...
Feb 28, 2024•21 min•Season 14Ep. 8
$PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases Company : Processa Pharmaceuticals Website : https://www.processapharmaceuticals.com/ Bio : https://www.processapharmaceuticals.com/about/management-team
Feb 22, 2024•24 min•Season 14Ep. 7
$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight Cancer Guest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTX BIO: Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases. Prior to joining Foghorn, Adrian s...
Feb 22, 2024•31 min•Season 14Ep. 6
$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently Guest: Fady Boctor, M.B.A, President and Chief Commercial Officer Website: PetrosPharma.com Bio Mr. Boctor has over 20 years of experience in the pharmaceutical industry, across a wide array of functions including Commercial Operations, brand and portfolio marketing, sales channel optimization, product portfolio strategy development and new product launches. Mr. Boctor has driven significant revenue growth for specialt...
Feb 21, 2024•25 min•Season 14Ep. 5
$VWI ETF CEO & Co-Founder - Yang Tang - Shared Timeless Advice With The SMC Audience. VWI: www.vwietf.com Advisor site: www.archindicesadvisors.com Bio: Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. Arch Indices is mission focused to make next generation portfolio solutions accessible for everyone. Arch Indices launched its first ETF in October 2023: VWI, a multi-asset income ETF. Yang spent over a decade in macro solutions, structuring and sales role...
Feb 14, 2024•20 min•Season 14Ep. 4
VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons Ticker: VEGN Claire Smith CEO www beyondinvesting.com and www.veganetf.com BEYOND INVESTING Beyond Investing is a US-based registered investment adviser owned by three highly experienced investment professionals who follow a vegan lifestyle: CEO Claire Smith who has 34 years’ experience working in the finance industry in areas including derivatives, hedge funds research and analysis; Lee Coates, OBE, of UK financial advisor E...
Feb 12, 2024•24 min•Season 14Ep. 3
$4B Rex Shares CEO Scott Acheychek - Finding Pockets In The MarketWebsite: https://www.rexshares.com/Bio:Scott joined REX Shares in 2016 after holding senior sales and leadership positions at several large global investment banks including Citi and AIG. Scott covered hedge funds, asset managers, and financial advisors for multi-asset and commodity specific solutions. Since 2006, he has worked on the launch of over 50 ETNs and ETFs. Scott graduated from Sacred Heart University with a B.S. in Math...
Jan 31, 2024•18 min•Season 14Ep. 2
$POLA - Polar Power CEO, Common Sense Is Not Always A Reality Website: https://polarpower.com/ BIO: Arthur D. Sams is co-founder and President / CEO of Polar Power Ticker: $POLA - since 1979. Mr. Sams led the developed of the first solar vaccine refrigerators and solar air-conditioning. Under his leadership, Polar has grown to be a leading brand name in the design and manufacturing of DC and Solar Hybrid power systems for the telecommunications, defense, automotive, marine and industrial markets...
Jan 25, 2024•19 min•Season 14Ep. 1
Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors. Halbert Hargrove is a financial advisory firm with ~$3B in assets under management. Bio Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable ...
Jan 24, 2024•16 min•Season 13Ep. 10
$LTAFX CEO - Be Patient With Your Capital - Gregory Sachs, Founder & CEO SCG Asset Management with over $100 million in assets under management. Mr. Sachs has been on Wall Street for over 30 years, He founded & Sold Deerfield Capital Management LLC, which had $17B in AUM. Deerfield focused on fixed income arbitrage, relative value trading strategies and structured products. Mr. Sachs now leads SCG Asset Management LLC and its Alternative Strategies Income Fund, a continuously offered, cl...
Jan 23, 2024•23 min•Season 13Ep. 9
Guest: Michael Weening President and Chief Executive Officer at Calix (Ticker: $CALX) Website: https://www.calix.com/ Bio: President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Michael most recently served as the Company’s President and Chief Operating Officer since January 2021. M...
Jan 17, 2024•30 min•Season 13Ep. 8
Remember To Like, Share, & Subscribe! Title: Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR Bio: Thomas Logan is the Founder, Chairman, and Chief Executive Officer of Mirion Technologies, where he is responsible for all aspects of the company's operations. Previously, Mr. Logan served as CEO for Global Dosimetry Solutions. Mr. Logan has more than 30 years of energy industry experience. In addition, he has extensive experience within the cont...
Jan 03, 2024•47 min•Season 13Ep. 7
Sam Tabar, CEO, Bit Digital -$BTBT Website: https://bit-digital.com/ Sam's Bio: Mr. Tabar served as Chief Strategy Officer of Bit Digital from 2021 to 2023. Mr. Tabar served as the Co-Founder and Chief Strategy Officer of Fluidity from April 2017 to June 2020. Prior to this, he held the title of Partner at FullCycle Fund which he served from December 2015 to April 2017. Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from ...
Dec 18, 2023•24 min•Season 13Ep. 6
Allen T Bond, CFA, Managing Director, Head of Research & Portfolio Manager at Jensen Investment with $13B AUM Website https://www.jenseninvestment.com/ Quality Growth $JENIX Value $JNVIX Global $JGQIX About Allen: Joined Jensen Investment Management in 2007. Allen is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities. Allen joined Jensen from Washington Mutual where he held ...
Dec 11, 2023•30 min•Season 13Ep. 6
James Hill CEO of MCF Energy Website: MCFEnergy.com BIO: James Hill is a leader in global energy - specializing in exploration projects across Europe and North America. He holds over four decades of combined professional and technical experience and has led many successful projects, including a massive exploration campaign across six countries. A geologist by trade, James earned his Master’s of Science in Geology from California State University and holds his P.Geo designation and is a Chart...
Dec 06, 2023•26 min•Season 13Ep. 5
Nick Griebenow, CFA and one of the Portfolio Managers at at Shelton Capital Management - Ticker: $EQTIX with over $4 Billion in assets under management. Website: https://sheltoncap.com/ Bio: Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University. Shelton Capi...
Nov 29, 2023•20 min•Season 13Ep. 4
God and Nature Are Long. To Make Profits, Take Profits. Name : Dryden Pence Title : Pence Capital Management CIO Pence Wealth Management, & Pence financial group. Website : https://pencecapital.com/team-members/dryden-pence/ AUM : $2.2B & $1B AUA Bio : Dryden Pence serves as Chief Investment Officer for Pence Capital Management (“PCM”), overseeing the consulting activities for PCM related strategies. With 30 years of experience in the financial industry, and as a retired Army Colonel tra...
Nov 28, 2023•24 min•Season 13Ep. 3
