Shows
Trust Company TalksFinancial Roadmap for Young Adults: A Conversation with Trust Company's Joseph AulisiGood habits start early, especially when it comes to money.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth advisor at Trust Company of the South, to discuss the basics of personal finance and why starting sooner is crucial.The conversation builds on Joseph's recent commentary, Ahead of the Curve: A Financial Roadmap for Young Adults, where he outlined practical steps young adults can take to budget, save, invest and manage debt early in life without becoming overwhelmed. Now in his early 30s...2025-06-2637 minTrust Company TalksWhat’s Fueling the Triangle’s Growth? A Conversation with Sougata Mukherjee of the Triangle Business JournalWhat's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions?In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce speak with Sougata Mukherjee, president and publisher of the Triangle Business Journal. Together, they take stock of where the region stands today and what the road ahead might look like for business, real estate and workforce development.Sougata shares his perspective on how local leaders are responding to economic shifts, where job creation is happening, and why transportation and talent...2025-05-2237 minTrust Company TalksThrough the Noise: Special Market Update with Trust Company's CEO and CIOVolatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been left searching for clarity.In a special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with CEO Bill Smith and CIO Dan Tolomay to discuss what today’s turbulence means for long-term investors and how Trust Company is helping families stay grounded amid the noise.Topics covered include:Why uncertainty is a major challenge for marketsHistorical context: 14% intra-year drawdowns are typical, not unusualWhy in...2025-04-1733 minTrust Company TalksVenture Capital and Private Markets: A Conversation with Ted Clark and Jon Terbell of FourBridge PartnersVenture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets.In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Ted Clark and Jon Terbell of FourBridge Partners to discuss how private market investing works, the nuances of venture capital and how families and institutions can approach these opportunities strategically.With decades of experience managing private investments, including building the Babson College endowment's venture capital allocation, Ted and Jon share how FourBridge Partners identifies strong investment managers and builds long-term portfolios. They...2025-03-201h 05Trust Company TalksPlanning Beyond the Numbers: Jay Eich on Wealth, Tax and Family DecisionsOn this episode of Trust Company Talks, Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works closely with clients on complex financial decisions.Jay shares how tax planning plays a central role in helping families structure wealth efficiently, including strategies for estate tax exemptions, charitable giving and preparing for potential policy changes. He also highlights how careful planning before a business sale can create opportunities to protect assets and reduce tax burdens.Beyond numbers...2025-02-2034 minTrust Company TalksPlanning for What Could Happen: Dan Tolomay’s Perspective on Opportunities, Challenges & Market Outlook in 2025In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025.Reflecting on a strong year for markets, Dan noted that global equities rose approximately 20%, with U.S. large-cap growth leading the way. He attributed much of this performance to excitement surrounding artificial intelligence and the continued strength of a few key technology companies. However, he also emphasized the importance of looking beyond recent trends and maintaining a diversified approach to investments.“Plan for wh...2025-01-2339 minTrust Company TalksBuilding a Brighter Future: Trina Fullard on Charlotte Rescue Mission's ImpactIn this episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Trina Fullard, CEO of Charlotte Rescue Mission, to share her inspiring journey and the impactful work of the organization.Trina describes how the mission, founded in 1938 by nine Charlotte businessmen, has evolved into a vital resource for individuals facing homelessness and addiction. Offering a four-month residential recovery program, Charlotte Rescue Mission equips men and women with the tools they need for a fresh start. Programs like Rebound for men and Dove's Nest for women focus on healing, education and future readiness, with options for...2024-12-1947 minTrust Company TalksAdvocating for the Innocent: Bonus Episode with Chris MummaIn this bonus episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with the Executive Director of the North Carolina Center on Actual Innocence, Christine (Chris) Mumma, for an inspiring conversation about advocating for the wrongfully convicted.Chris shares the mission of the Center, which focuses on investigating claims of innocence, pursuing policy reform and providing reentry services for exonerees. The conversation brings attention to:The challenges exonerees face, from lack of support to hurdles in receiving compensation.Success stories, like Greg Taylor and Willie Grimes, and the lessons learned from their journeys...2024-12-0533 minTrust Company TalksRebuilding after the Storms: Next Steps with Ben Teague of Biltmore FarmsIn the latest episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with Ben Teague, vice president of strategic development at Biltmore Farms, to discuss disaster recovery, community resilience and the path forward for Western North Carolina after devastating storms.Ben brings a wealth of experience in disaster recovery, having led economic development efforts during Hurricane Katrina, and shares how those lessons are shaping the approach to rebuilding in the face of recent challenges.In this episode, the conversation explores:How collaborative efforts across public and private sectors drive recoveryThe economic...2024-11-2153 minTrust Company TalksMarkets are Not Political: A Conversation with Jake DeKinder of Dimensional Fund AdvisorsIn the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Jake DeKinder, head of client communications at Dimensional Fund Advisors—an investment firm managing over $800B in assets and one of our key partners at Trust Company.Jake brings his extensive background in education and finance to share valuable insights about:Why financial education is critical for making informed decisionsThe benefits of an evidence-based approach to investingThe impact of social media on market behaviorWhy political beliefs shouldn't dictate financial strategiesJake stresses the importance of financial literacy and the need for a...2024-10-1742 minTrust Company TalksSelling a Family Business: A Conversation with Charles Shook and Leah Jane BarnwellIn the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce explore the world of small business mergers and acquisitions (M&A). Charles Shook, founder of Trestle Capital Partners, and Leah Jane Barnwell, CRPC®, Trust Company's strategic initiatives manager, join them. They offer practical advice and personal stories for family business owners thinking about selling.Leah Jane reflects on her family's journey with their manufacturing business, emphasizing the need to find a buyer who values the company's legacy and cares for the employees. She emphasizes that selling a family business is never just about t...2024-09-1947 minTrust Company TalksInsights into Today's Financial Landscape: A Conversation with Our CIO Dan TolomayThe latest installment of Trust Company Talks features an insightful conversation with Dan Tolomay, Trust Company's Chief Investment Officer. Hosts Bill Noble and Burke Koonce explore current market conditions and investment strategies, providing valuable guidance for investors in today's complex financial landscape.Throughout this discussion, listeners will discover:The shifting tides in the tech sector and what it could mean for your portfolioWhy "cheap" might be the new "chic" in the stock marketThe case for pint-sized powerhouses in your investmentsUnearthing hidden gems in international marketsSeparating political noise from investment signalTune in for practical...2024-08-2236 minTrust Company TalksThe Difference Between Good and Great with Legendary Broadcaster, Mick MixonIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Mick Mixon, a celebrated figure in North Carolina broadcasting. Known for his magnetic style and keen commentary, Mixon shares his journey from a young, curious kid in Chapel Hill to a prominent voice in sports broadcasting. Their conversation includes some of Mick's career lessons, personal anecdotes and a lot of laughter.During their conversation, the group talked about:Why did Mick choose to leave the Tar Heels for the Panthers, and why did he retire?Why mentorships are rare and...2024-07-251h 05Trust Company TalksPlanning for Perpetuity: A Conversation with Trust Company's CEO, Bill SmithIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble welcome the President, CEO, and majority shareholder of Trust Company of the South, Bill Smith. They discuss exciting developments at the firm, focusing on planning for the future. The conversation covers the importance of continued independence, maintaining client relationships over generations, and the firm's commitment to its core values.During this episode, some of the topics discussed include:A big announcement on new principal partners and equity changesThe key traits that Trust Company looks for in evaluating...2024-06-2029 minTrust Company TalksNavigating the M&A Landscape: A Conversation with Thomas Lyon & Mark PhillipsIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Thomas Lyon, partner at Manning, Fulton & Skinner P.A., and Mark Phillips, founder and managing director of Lamkin Road. Their conversation explores the current state and impact of the M&A market, processes, valuation dynamics and the experiences and challenges faced by business owners. The group also discusses key advice for prospective sellers and buyers and the psychological aspects of selling a business.Specifically, they talked through:The current state of the M&A market, especially as...2024-05-2450 minTrust Company TalksStorytelling in Business: A Conversation with Dr. Heidi SchultzIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Dr. Heidi Schultz, a clinical professor of management and corporate communication at UNC Kenan-Flagler. The conversation explores the transformative power of storytelling in business, how it complements data and logic, and its role in effective communication and relationship building.Dr. Schultz shares insights from her extensive experience in teaching communication and storytelling, including the key elements of a good story, the impact of technology on traditional storytelling, and the importance of authenticity and connection in our increasingly digital world. The episode...2024-04-3043 minTrust Company TalksBreaking Barriers in Finance and Politics: A Conversation with Janet CowellIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Janet Cowell, former State Treasurer of North Carolina and a current candidate for mayor of Raleigh.The conversation covers a range of topics, from Janet's unexpected journey into public service and her influential tenure as treasurer to her insights on investing, the importance of diversity in finance and her current endeavors with the Dix Park Conservancy. Janet also shares her experiences and challenges as the first female Treasurer of North Carolina and offers advice to young women aspiring to make...2024-03-2841 minTrust Company TalksTax Time: A Conversation with Chris Sutherland, CPAIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by one of Trust Company's own, wealth advisor and principal, Chris Sutherland, CPA, to help listeners better understand the intricacies of advanced tax planning. Throughout the conversation, Chris explains the potential benefits of various strategies and shares practical examples of how these strategies can be successfully implemented as part of a comprehensive financial plan.During this episode, some of the topics discussed include:Chris's career trajectory, which included 14 years with PricewaterhouseCoopers (PwC) and how he found the perfect...2024-02-2238 min
Trust Company TalksState of the Markets 2024: A Conversation with Dan TolomayIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valuations of large-cap growth stocks.The transformative role of the Federal Reserve in shaping investment la...2024-01-2540 min
Trust Company TalksState of the Markets 2024: A Conversation with Dan TolomayIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valuations of large-cap growth stocks.The transformative role of the Federal Reserve in shaping investment la...2024-01-2540 min
Trust Company TalksThe Magic Behind A Christmas Carol: A Conversation with Ira David Wood IIIIn this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an organization dedicated to providing a quality theatre experience to a diverse audience base in Ra...2023-12-0759 minTrust Company TalksThe Magic Behind A Christmas Carol: A Conversation with Ira David Wood IIIIn this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an organization dedicated to providing a quality theatre experience to a diverse audience base in Ra...2023-12-0759 minTrust Company TalksCulture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave BeischerIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execution and management of the Fox Family Foundation, a philanthropic arm dedicated to supporting the Triangle nonprofit community....2023-10-2638 min
Trust Company TalksCulture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave BeischerIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execution and management of the Fox Family Foundation, a philanthropic arm dedicated to supporting the Triangle nonprofit community....2023-10-2638 min
Trust Company TalksOptimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of VanguardIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discussed include:The current macro environment and predictions for inflation, rate hikes and a potential recessionSaracino's experience over...2023-09-2141 minTrust Company TalksOptimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of VanguardIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discussed include:The current macro environment and predictions for inflation, rate hikes and a potential recessionSaracino's experience over...2023-09-2141 min
Trust Company TalksPreserving Legacies: Navigating Trust and Estate Planning with Westray VeaseyIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning and its utility to our clientsWhen to begin the estate planning journey an...2023-08-1735 min
Trust Company TalksPreserving Legacies: Navigating Trust and Estate Planning with Westray VeaseyIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning and its utility to our clientsWhen to begin the estate planning journey an...2023-08-1735 min
Profiles in LGBTQ+ CourageInterview with Ann BurkeAnn Burke is a registered nurse and long-time advocate for Transgender people who live on Cape Cod, Nantucket, and Martha's Vineyard. She serves as a board member of the Cape and Islands Transgender Resource Fund, and also acts as a counselor and facilitator of Transgender social support meetings, held twice monthly on he Cape, under the auspices of Fenway Health of Boston. In this insightful interview with PFLAG Cape Cod's Rick Koonce, Ann, who is NOT Transgender herself, explains why she took on a role as a committed advocate for Transgender people. 2023-06-3037 min
Trust Company TalksThe Inspiring Story of a True American Hero: A Conversation with Colonel Quincy CollinsFor this special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remarkable clients we serve, which includes the Colonel. During this episode, some of the topics listeners will learn about include:The childhood that fostered the patriotic and heroic spirit within t...2023-06-2255 minTrust Company TalksThe Inspiring Story of a True American Hero: A Conversation with Colonel Quincy CollinsFor this special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remarkable clients we serve, which includes the Colonel. During this episode, some of the topics listeners will learn about include:The childhood that fostered the patriotic and heroic spirit within t...2023-06-2255 min
Trust Company TalksTrust Company Talks With Investment Strategist Burke KoonceDuring this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce, to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries, which have gained recognition on popular streaming platforms like Netflix and HBO Max.While writing about investing strategy and producing financial documentaries both draw on Koonce's passion for storytelling, these activities also involve the behavioral component of investing, which is arguably even more important than technical...2023-05-1832 min
Trust Company TalksTrust Company Talks With Investment Strategist Burke KoonceDuring this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce, to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries, which have gained recognition on popular streaming platforms like Netflix and HBO Max.While writing about investing strategy and producing financial documentaries both draw on Koonce's passion for storytelling, these activities also involve the behavioral component of investing, which is arguably even more important than technical...2023-05-1832 minTrust Company TalksA Conversation with Outer Banks Community Foundation CEO Chris SawinWelcome to Trust Company Talks, the investing and wealth management podcast brought to you by Trust Company of the South. In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster relief, grantmaking, scholarships and nonprofit support, Sawin shares insights into the impactful work being done by OBCF. Additionally, he delves into the foundation's fascinating origin story and the strategies they utilize to raise capital so...2023-04-2045 min
Trust Company TalksA Conversation with Outer Banks Community Foundation CEO Chris SawinWelcome to Trust Company Talks, the investing and wealth management podcast brought to you by Trust Company of the South. In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster relief, grantmaking, scholarships and nonprofit support, Sawin shares insights into the impactful work being done by OBCF. Additionally, he delves into the foundation's fascinating origin story and the strategies they utilize to raise capital so...2023-04-2045 min
Trust Company TalksA Conversation with Trust Company Chief Investment Officer Dan TolomayIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles.During this episode, listeners will also learn about:Dan’s background and how he came to join our firmWhat having a CFA designation means and the process to obtain one A typical day as the CIO at Trust Company of the SouthOu...2023-03-1637 min
Trust Company TalksA Conversation with Trust Company Chief Investment Officer Dan TolomayIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles.During this episode, listeners will also learn about:Dan’s background and how he came to join our firmWhat having a CFA designation means and the process to obtain one A typical day as the CIO at Trust Company of the SouthOu...2023-03-1637 min
Trust Company TalksA Conversation with Mark Roberts of Ironsides Asset AdvisorsAs volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative, ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a conversation about what's really happening in the world of private equity and alternative investing.During this episode, listeners will learn about:What makes an asset an alternative investmentThe difference between private equity and hedge fundsThe advantages of...2023-02-1338 min
Trust Company TalksA Conversation with Mark Roberts of Ironsides Asset AdvisorsAs volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative, ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a conversation about what's really happening in the world of private equity and alternative investing.During this episode, listeners will learn about:What makes an asset an alternative investmentThe difference between private equity and hedge fundsThe advantages of...2023-02-1338 min
Trust Company TalksA Conversation with Trust Company President and CEO Bill SmithIn this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about: Bil...2023-01-3147 min
Trust Company TalksA Conversation with Trust Company President and CEO Bill SmithIn this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about: Bil...2023-01-3147 min
Betting On ZeroFrom Mt. Gox to FTX, Crypto Delivers The Goods!Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the first episode of Season Three.Hedge fund veteran John, who regularly appears on financial news networks, and longtime Wall Street analyst Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and as of last March, Gaming Wall Street, now on HBO Max.In...2022-11-1350 min
Betting On ZeroA Visit With Tucker Carlson, Trouble In Stablecoin Land, & Our Standard Tyrant BashingBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the ninth episode of Season Two.John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and as of just two months ago, Gaming Wall Street, now on HBO Max.Gaming Wall Street is an HBO...2022-05-1142 minBetting On ZeroBill Hwang Is In Jeopardy, Along With Free Speech, Free Money, and Maybe Even FoodBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the eighth episode of Season Two.John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and just last month, Gaming Wall Street, now on HBO Max.Gaming Wall Street is an HBO Max Original, produced...2022-04-2843 min
Betting On ZeroA Meme Stock Strikes Gold, Nickel Goes Parabolic, and Gaming Wall Street Is Awesome.Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the seventh episode of Season Two.John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and now... another one! Gaming Wall Street!OK, so the secret is out. Biltmore Films, the company founded by Betting...2022-03-1541 min
Trust Company TalksTrust Company Talks with Dave Butler and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as s...2022-03-0240 min
Trust Company TalksTrust Company Talks with Dave Butler and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as s...2022-03-0241 min
Betting On ZeroExclusive! Interview with Gaming Wall Street director Tobias DemlBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the sixth episode of Season Two! John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and now... another one!OK, so the secret is out and the exciting hour is almost upon us. Biltmore Films, t...2022-03-0153 min
Trust Company TalksTrust Company Talks with Special Guests Amy Risseeuw and Charles ShookBill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts...2022-02-2346 min
Trust Company TalksTrust Company Talks with Special Guests Amy Risseeuw and Charles ShookBill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts...2022-02-2346 minBetting On ZeroDown The Rabbit Hole: Crypto Fraud, Bored Apes, Sad Apes and Sad MetaBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the fifth episode of Season Two! John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero. Keep your eyes peeled for their next film, due out in the first quarter of this year.In this episode, w...2022-02-0436 minBetting On ZeroChina Contagion Coming? With Special Guest Anne Stevenson-Yang of J Capital ResearchBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the fourth episode of Season Two! John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero. Keep your eyes peeled for their next film, due out in the first quarter of this year.In this episode, w...2022-01-0750 min
Trust Company TalksTrust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.2022-01-0451 min
Trust Company TalksTrust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.2022-01-0451 minBetting On ZeroScrooge's Outlook on Christmas, Markets, Inflation and Other Modern InconveniencesBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the third episode of Season Two! John, who regularly appears on financial news networks and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero.In this episode, a little shorter than some in keeping with the holiday spirit, we begin by griping about the h...2021-12-2331 minBetting On ZeroChina Markets Falter, Meme Stocks Plunge, Inflation Not So MuchBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the second episode of Season Two! John, who regularly appears on financial news networks and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero.In this episode, we start off with a discussion of China and its faltering property markets and what this might m...2021-12-1749 minBetting On ZeroHerbalife, Evergrande, ESG and Uranium: All Radioactive This Week!Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the first episode of Season Two! John, who is on the board of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero.In this episode, we dive right into familiar territory we discuss Herbalife, t...2021-09-1752 min
Trust Company TalksTrust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little AuctionsBill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.2021-09-1444 min
Trust Company TalksTrust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little AuctionsBill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.2021-09-1444 minBetting On ZeroGoing Deep With Bill Keep, MLM Expert. How MLM is Anti-Capitalism.Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by business professor William Keep, who has written extensively on multilevel marketing and was featured in the 2017 documentary Betting On Zero.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such...2021-04-0959 minBetting On ZeroAn Interview With The Wolf Whisperer, CNBC's Scott WapnerBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by financial journalist Scott Wapner, whose coverage on CNBC of the Herbalife battle and the personalities behind not only made it into Betting On Zero but set the standard for financial journalism for the next decade.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history...2021-03-0248 minBetting On ZeroInvesting Versus Speculating, Especially In Tech: Lessons Learned. Special Guest Martin HaleBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we take a deep dive into the world of investing the ‘old-fashioned’ way—generating a return on capital and paying attention to valuation.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Bettin...2021-02-101h 08Betting On ZeroGameStop: Future '30 For 30' Episode or Future Civil War Movie? Special Guest Kyle BassBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us, which today starts with GameStop and the battle between retail investors and short-sellers..John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, which of course is about a short-seller.In...2021-01-291h 12Betting On ZeroSelling Angel Feathers: The Rise and Perhaps Finally Now The Fall of Multilevel MarketingBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. Today we visit one of our favorite topics, multilevel marketing.John, who is executive chairman of Maven, owner of TheStreet.com among other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we are joined by Robert Fitzpatrick, multilevel marketing (MLM) expert, who has just written a new book, Ponzinomics. The book i...2021-01-261h 24Betting On ZeroBitcoin, The Fed, Big Lies and Fast Cars. Special Guest Mark YuskoBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us.John, who is executive chairman of Maven, owner of TheStreet.com among other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we are joined by Mark Yusko, founder and chief investment officer at Morgan Creek Capital Management. Prior to founding Morgan Creek, Mark was previously the chief investment officer for the e...2021-01-151h 25Betting On ZeroCertifiable: Election Mayhem, Men In Pelts, Markets Exploding HigherBurke Koonce and John Fichthorn discuss the events that unfolded in Washington, DC yesterday and the political climate that led up to it, and of course what we believe the impact of the election will be on financial markets. John, who is executive chairman of Maven, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we talk about the lawlessless that broke out our nation’s capital yesterday and how markets were able to shrug it off, looking forward as t...2021-01-0744 minBetting On ZeroLiving In The Post-Truth World of Politics and Markets. With Guest Matt TyrmandBurke Koonce and John Fichthorn catch up in this podcast and discuss the Texas lawsuit headed for the Supreme Court, more on Hunter Biden and the state of investigative reporting. With guest Matt Tyrmand.John, who is executive chairman of Maven, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we talk about the ongoing drama surrounding the presidential election with special guest Matt Tyrmand, investigative journalist and avowed right-wing provocateur. Tyrmand has done a lot of homework on H...2020-12-1152 minBetting On ZeroFyre Fest, Fake It Til You Make It, And Treasure HuntingBurke Koonce and John Fichthorn are joined by William N. Finley IV (aka Seth Crossno), the man who brought down Fyre Fest. We discuss Betting On Zero's strange relationship to the Fyre documentary on Netflix, Seth's experience at the ill-fated festival, and plans for another documentary, this time about perhaps the biggest treasure hunt of the century. 2020-11-1855 minBetting On ZeroEpisode 3: The Election, Guns, Hornets, and Yelling Fire In A TheaterBurke Koonce and John Fichthorn catch up in this episode and discuss the presidential election, markets, guns, crypto, hornets and yelling fire in a movie theater. 2020-11-0642 minBetting On ZeroHunter Biden, The Bobulinky Issue, Markets, and Why There Are No Movies Right NowExecutive Producers Burke Koonce and John Fichthorn discuss the Hunter Biden allegations, smoking guns, censorship, and why movies aren't getting made right now. 2020-10-2828 minBetting On ZeroEpisode 1: Thoughts On Presidential Debate & Other MusingsJohn and I take our maiden voyage in the podcast world, discussing the presidential debate, markets and a few stocks. 2020-09-3027 min