Shows
Strategic Investor RadioStructured Outcome Investing - True Shares ETF's - w/Mike LoukasWith the U.S. Equities in a significantly rising market many investors feel caught between the fear of missing out but recognizing that asset prices may well be over extended and see the probability that a major pull back or even correction could occur at any time. It is a challenging situation.
True Shares has created a "Structured Outcome" strategy that protects a portion of a downside move in the market while capturing a significant portion of the upside. Listen to Charley discuss this strategy w/Mike Loukas, Principal and CEO of True Shares to explain this uniq...2020-12-1725 min
Strategic Investor RadioCredit Investing - Verdad Capital - w/Greg ObenshainThe credit markets receive far less attention than they should in the marketplace, given the amount of money that is invested there. With a strong background in Private Equity, Verdad has conducted a significant amount of research into what has made Private Equity so successful as an investment strategy, and have found much of the answer in the credit portion of Private Equity. They have coined the term "Fools Yield" to describe their findings. Greg's experience is in the area of High Yield Bonds, and he is credited w/much of the insights that have resulted from their research. Th...2020-03-2028 minStrategic Investor RadioAn Economist's View of the Markets - w/Dr. Mira FarkaEver effervescent and lively, Dr. Mira is an Economist raised behind the Iron Curtain in a Communist country, now a Columbia University trained PhD in Economics and accomplished speaker and presenter t/o So. Calif on the economy, and Co-Director of the Woods Center for Economic Analysis and Forecasting @ Cal State Fullerton, Dr. Mira shares her insights on the U.S. Economy. You won't want to miss this interview - It covers lots of ground, w/worthy insights about the economy throughout.
2020-02-2639 minStrategic Investor RadioPrivate Asset Management - Harloff Capital Management - w/Gary HarloffGary, a PhD in Aeronautical Engineering, spent decades in this field, including time w/NASA. In 1994 he started Harloff Capital to create investment strategies and manage assets. His focus is on market selection and rotation, not individual stocks. Listen to his views of how to select those markets he believes are the most likely to rise in the near future. Any equity investor should find this interview to be very interesting.
2020-02-2127 minStrategic Investor RadioSector Rotation Strategy - State Street Global Advs'rs - w/ Michael AroneListen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country. Michael discusses his "3 Surprises" forecasts for 2020 and their Sector Rotation strategy. Michael is in demand by the media and his ideas/views are sought after repeatedly. You'll find this to be interesting.
2020-02-0631 minStrategic Investor RadioTax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul AgrawalStarted by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client. Listen to Rahul tell how they do it.
2020-02-0431 minStrategic Investor RadioQualified Opportunity Zones - The Galena Fund - w/Dan FullmerPassed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects. Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity. Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones. Investors should be aware of this new opportunity.
2020-01-3029 minStrategic Investor Radio2020 Economic Forecast - No Spin Forecast - w/Dr. Bob DieliAlways to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy. It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time. Sit back and listen, and be prepared to take notes.
2020-01-0628 minStrategic Investor RadioInvesting in Gold & Precious Metals - APMEX & OneGold- w/Ken LewisAPMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country. Ken discusses the importance of having a portion of one's portfolio in precious metals as a diversifier, primarily gold. Listen to Ken discuss this important aspect of most every investor.
2019-12-1829 minStrategic Investor RadioMarket and Stock Selection - Weiss Ratings - w/Mike LarsonMike is the Senior Analyst @ Weiss Ratings and Editor of the "Safe Money Report," the flagship publication of Weiss Ratings. He's been making market and stock recommendations w/Weiss since 2003- In other words, he's a brave man. Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively based data on stocks, ETF's, etc. He discusses the importance of safety/conservative/defensive approaches, plus growing dividends, to include non-traditional stock analysis - REIT's, Closed End funds, MLP's, etc. Anyone interested in investing will find this to be very interesting.
2019-12-0526 minStrategic Investor RadioWeb-Based Subscriber & Investment Mgr Service - TimerTrac.com - w/Dave GarrettDave is the founder and owner of TimerTrac.com. They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record. TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac. This is a distinct advantage for the asset manager, who can now show a confirmed and verified track record of performance to show to prospective investors. These asset managers are typically professionals in or from the industry. With 500 plus strategies from 100 - 200 asset managers, this can be very...2019-10-2932 minStrategic Investor RadioTactical Credit Strategy - Shelton Capital Management - w/Guy BensteadGuy is the Portfolio Manager of Shelton's Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging. Guy discusses Shelton's strategy, resulting from his thirty plus years of experience in the credit marketplace, and how they seek to generate profits today. With many investors' asset allocation to fixed income being 20% plus of their total allocation, this is an important aspect of their investment strategy. We hope it is helpful.
2019-10-2830 minStrategic Investor RadioLong/Short Strategy Investing - Invenomic Capital Management - w/Ali Motamed, CFAAli, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a productive surrogate for fixed income investments in today's low yield environment. To understand Long/Short strategies this interview can provide significant insight into this important approach to investing.
2019-10-1626 minStrategic Investor RadioRITA Conference- 29 & 30 Oct, San Antonio, TXThe Fall Conference of RITA is coming soon, and those interested can receive info on it thru this promotional podcast. Trust companies, Investment Advisors and investors comprise the majority of the attendees are encouraged to attend.
2019-10-0403 minStrategic Investor RadioSelf-Directed IRA's - The Retirement Industry Trust Assoc - w/Mary MohrSelf-Directed IRA's have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA's possible (private investments, private equity, metals, real estate, private enterprises, et al). Listen to Mary Mohr, founder of RITA, the association for the trustees who do the record keeping and reporting (it's more exciting than it sounds) for these transactions, who promote and make possible these investment opportunities, as she discusses this important but less known niche of the IRA investment world.
2019-10-0423 minStrategic Investor RadioMulti-Family Real Estate Investing In So. Calif Coastal Region - Beach City Capital - w/Jason MullerListen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in So. California will find Jason, BCC's strategy of partnering w/current land owners, pre-lease arrangements and Opportunity Zone focus to be very interesting. Learn what "Co-Living" is in these types of facilities. We hope you enjoy it.
2019-09-2825 minStrategic Investor RadioResidential Real Estate Development w/Pre-Approved Lots - Triad Development Corp- w/Mike CutbirthWith the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth, founder and CEO of Triad, discuss their business model of purchasing land that is already pre-approved for residential development, reducing the gestation period to under a year. This unique approach to selective purchasing offers many advantages to investors, and anyone interested in investing in real estate will find this interview to be very interesting. We hope you en...2019-07-0127 minStrategic Investor RadioAltsLA Conference 2019 - Incline Investment Management- w/Ted ParkhillEver the raconteur, previous guest Ted discusses the investment strategy of Incline - a systematic manager, combining futures and equity investing, agnostically, both long and short. Focused on diversification, they seek to reduce risk thru non-correlated investments. This is a very interesting conversation re: the commodities and their role in creating risk averse portfolios.
2019-06-1210 minStrategic Investor RadioAltsLA Conference 2019 - Commercial Real Estate Lending - Freedom Financial - w/Michael KleinFormer bankers, Freedom Financial makes first position loans to Real Estate professionals who bring value added commercial projects to the community and returns to investors. Bringing their expertise to the western U.S., he discusses the opportunities and value that exist in this geography and why clients come to finance companies such as theirs as opposed to banks.
2019-06-1209 minStrategic Investor RadioAltsLA 2019 Conference - Millennium Trust for Tax Qualified Asset Custody - w/Ted ParkerMillennium Trust is the Custodian of over $26 Billion in Alternative Investments, held in trust and valued as required by the IRS. Listen to this 5 minute interview w/Ted as he tells us stories of their clients and services.
2019-06-1205 minStrategic Investor RadioAltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit - w/George SalapaListen to this 5 minute interview w/George, out of Switzerland, discusses opportunities to invest in Venture Capital thru Blockchain and cryptocurrency tokens, allowing investors to invest small amounts into these funds and projects in a liquid investments. They offer a very interesting business model that does not follow any traditional path.
2019-06-1205 minStrategic Investor RadioAltsLA 2019 Conference - CAIA - w/Bill KellyListen to this 5 minute interview with Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association, discusses Alternative Investments, CAIA and the opportunities they bring to the investment world. Bill is always interesting and a delight to listen to.
2019-06-1205 minStrategic Investor RadioDrug Delivery Technology Investing - Cure Pharmaceutical- w/Rob DavidsonListen to Rob, CEO, and previous CEO multiple times plus corporate board member for several companies in the industry, discuss this niche in the pharma world. A publicly traded company, focusing on the delivery system of medications, w/systems offering less toxicology and fewer side effects. W/a proprietary system they offer a delivery system that is unique and is not processed thru the stomach. Many investors should find this interview and company to be very interesting.
2019-06-0429 minStrategic Investor RadioGold & Precious Metals Investing - Sprott Asset Management - w/Ed CoyneTrained as an architect, Ed transitioned into the world of investments over 25 years ago, w/some major and high profile asset management firms. Focusing primarily on Gold, Ed discusses the place for this precious metal in investors' asset allocation. W/over $10 Billion in assets, Sprott offers some tax advantaged opportunities in certain situations. There are several ways to own Gold and Sprott does most of them. Any investor should find this to be very interesting.
2019-06-0429 minStrategic Investor RadioLong/Short Growth Strategy - Cognios Capital - w/Francisco BidoAn Engineer and mathematician by background, Francisco has spent the past 20 plus years applying the skills and experience to investing that he learned from the technical and analytical background for which he had been trained. Focusing on the process of evaluating stock selection thru Fundamentals and Momentum, they analyze the earnings and revenues acceleration and momentum of various stocks, and seek to go Long on those w/strong scores and Short those w/Low scores, ranking each one according to over 70 data points. This is an original creation by Francisco and Cognios and listeners will find it to be v...2019-05-2122 minStrategic Investor RadioInstitutional Level Multi-Family Real Estate - The Investment Management Group - w/Karlin ConklinKarlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities. They look to improve not only properties for residences, but also communities and neighborhoods. Looking to grow over time, rather than the more immediate fix and flip strategy, IMG focuses on Multi-Family because they see continued opportunity there, like the risk reward ratios, and are experienced in this segment of the real estate world. They focus on six to seven metropolitan areas, with facilities that are 150 - 350 units, w/equ...2019-05-1633 minStrategic Investor RadioAlternative Assets for IRA Acct's - Millenium Trust - w/ Ted ParkerTed discusses the benefits of using Alternative Assets in IRA acct's - Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired. Examples of such investments are stock in private companies, trust deeds, commercial real estate, private credit, etc. Any investor with funds in IRA's of any type will find this to be enlightening and interesting.
2019-05-1627 minStrategic Investor Radio5-50 Unit Multi-Family Real Estate Investing in Orange County - Vision Wise Capital - with Sanford CogginsSanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County. With a narrow niche focus of 5-50 unit multi-family apartment buildings. Buying units priced below market, upgrading, raising rents, managing for some months then selling is their Modus Operandi. Anyone interested in real estate investing will find Sanford's insights and comments to be very interesting.
2019-05-0729 minStrategic Investor RadioEnergy Investing like T. Boon Pickens - BP Capital - W/Toby LoftinBP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al. Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing their unique approach to energy investing. With the energy sector playing such an important role in the U.S. economy and the investment community, and the opportunity to hear how Boon does things, you won't want to miss this.
2019-04-2627 minStrategic Investor RadioIntangible Assets Investing - Brandometry - with Tony WenzelTony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets. Large Cap U.S. Equities are the components of the index, and includes about 50 companies, with a strategy that is long only, no leverage, and equal weight among the components. This is a unique strategy that many investors who focus on mutual funds and ETF's will find to be very interesting.
2019-04-1926 minStrategic Investor RadioDefined Outcome ETF's - Innovator ETF's - with Graham DayGraham tells about Innovator ETF's unique Defined Outcome ETF's, designed to protect the assets from downside exposure while seeking to capture a significant portion of any upside. This "Buffer" strategy follows the strategy used in Structured Notes and Equity Index Annuities, but with some significant differences. Any investor concerned about losing principal value following a 10 year Bull Market should find this interview to be very interesting.
2019-04-1827 minStrategic Investor RadioETF Market Direction Investing - Glance Financial - w/Dr. Paul GlanceListen to Dr. Paul Glance, a PhD in Engineering, following a career in automotive engineering, found a second career in creating investment strategies. For a couple of decades he provided Long & Short market timing signals for mutual funds and now he offers his portfolios and timing signals directly to advisors and investors. With performance of his trades confirmed and verified thru TimerTrac.com., he offers four different strategies, all using ETF's. For a deep dive into some very interesting strategies using Quantitative Analysis, Buckingham Pi Theorem and other complex signals, listen to this interview.
2019-04-0325 minStrategic Investor RadioReal Estate Investing - Griffin Capital Asset Management - with Dr. Randy AndersonDr. Anderson, with a Ph.D in Finance, and President of Griffin Capital Asset Management, is focused on real estate investing, has a combination of real estate industry and academic experience, using research driven strategies, applying modeling, quantitative testing, and back testing in developing projects and investment vehicles, typically using REIT structures. In addition, they invest in real estate securities, looking always to diversify investors' portfolios in the real estate area. Listening to Randy is always a treat, educational and enlightening. To learn about real estate investing, listen to Randy.
2019-03-2826 minStrategic Investor RadioStock Market Trading - Education & Training - with Dave LandryListen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF's, with lots of personality and fun. Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, and authored three books, he is able to lead his students to follow charting patterns and analysis. A trend following/momentum, discretionary trader, he trades primarily stocks, with some ETF's, and known for his "Bow Tie" pattern. Listen to Dave discuss market trading in a very interesting way, and receive a copy of one of his books.
2019-03-2822 minStrategic Investor RadioPrecious Metals Investing - Kitco - with Peter HugPeter's been in the precious metals industry forever, and discusses the opportunities and challenges of this industry. Gold has been in demand as an investment for thousands of years and many advisors have touted its productivity and place in investment portfolios for the typical investor for decades. Peter knows the industry, the players and the products of precious metals and offers us his insights into this very important segment of the investment world.
2019-02-2231 minStrategic Investor RadioInvesting Thru Real Estate Lending - Arixa Capital Advisors - with Jan BrzeskiJan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators. With over 800 transactions totaling over $700 million, Arixa focuses on coastal California's major urban markets, with loans of less than two year duration and a margin of safety of about 40%. He also discusses the new "Opportunity Zones" program recently established by the U.S. Congress. Anyone interested in credit/fixed income investing should find this interview to be of significant interest.
2019-02-0120 minStrategic Investor RadioThe 90/10 Portfolio - Measured Risk Portfolios - with Bernard SurovskyBernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short maturity fixed income for maximum safety and applies 10% to higher risk positions. Hence, only 10% is at risk, using Call Options to maximize potential return. This is a very interesting approach to investing that is quite unique in the marketplace that most investors will find to be very interesting.
2019-01-1530 minStrategic Investor RadioU.S. Stock Market Direction - BullMarkets.co - w/ Troy BombardiaListen to Troy, who analyzes the expected future movement of the U.S. Stock Market. Using Fundamental and Technical Analysis plus leveraged ETF's, Troy seeks to exceed returns of a "Buy and Hold" approach to investing by identifying when to use leveraged ETF's and when to exit to Cash. He divides the market into Long Term, Intermediate Term and Short term, and recommends accordingly. In addition, he quantifies the historical price changes during various time periods following breakouts and breakdowns of various sectors, etc. The results are very specific and can be very helpful and often defy conventional thinking. A ver...2018-11-3028 minStrategic Investor RadioTactical Credit Strategy - Shelton Capital Management - with John Harnisch, CFAListen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008. Using four asset buckets - High Yield - Bank Debt - Convertible Bonds - Investment Grade Bonds, they tactically invest into each according to the opportunities that they see in each, including Long/Short opportunities, with varying time frames. Focused on higher than usual volatility and yield, they repeatedly apply their "Rotational Trade" seeking to achieve higher than market yields and returns. In this day of rising interest rates and low yields this type of s...2018-11-2928 minStrategic Investor RadioTactical Investing - Synergy Financial Management - w/ Joseph MaasJoe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.
2018-10-2928 minStrategic Investor RadioUsing Options for Risk Reduction & Enhanced Performance - Options Industry Council - w/ Joseph CusickListen to Joe, Director of Education & Business Development @ the OIC, w/over 24 years in the Options industry as a market maker, w/Options Express, Schwab, et al, educating institutions on risk mitigation and enhanced performance using Options. Since 1992 the OIC has provided increased awareness, education and promotion of exchange listed Options for investors, Advisors and institutions. Joe discusses strategy diversification thru Options vs. product diversification. Retail investors, Investment Advisors and institutions are using Options at a rapid rate of increase year over year. Using Options, one can: 1) Decrease Risk w/o increasing capital; 2) Leverage assets, define and balance the ris...2018-10-1726 minStrategic Investor RadioEquities & Commodities - The Equinox Funds - with Robert EnckListen to Bob, CEO of Equinox Funds, a family of Mutual Funds using Commodity Trading Advisors and their strategies, expanding into equity strategies. Their initial fund, the Frontier Fund, was the original Managed Futures category offered thru the format of a liquid, low minimum Mutual Fund, and later launching the first portfolio of multi-strategy CTA's in a Mutual Fund. We discuss the opportunity to diversify into Commodities, and their approach to invest into them without having to liquidate fixed income and equities. We also discuss their unique fee arrangement for their Ampersand Fund. Anyone looking for diversification and possible enha...2018-09-2128 minStrategic Investor RadioPrivate Equity Alternative - Rex Revenue Royalties - with Arthur LipperArthur Lipper, entrepreuner, author, lecturer at many universities, investor, consultant, discusses a new way to provide working capital to private, early stage businesses, called Revenue Royalties. He discusses his e-book - "Revenue Royalties" - www.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling an equity portion of the busines. A fascinating idea of Arthur's that is a unique way to provide this needed resource and funding opportunity. Certainly cutting edge, we are sure our listeners will find it to be very interesting and thought provoking.
2018-09-2133 minStrategic Investor RadioTechnical Analysis in Trend Trading - with Trader and Author Brian Shannon of Alphatrends.netWith a couple of decades experience behind him in trading and investment management, Brian discusses trading in today's markets. As the author of the book, "Technical Analysis Thru Multiple Time Frames," Brian looks at the importance of several pricnicples in trading:
1-"Risk/Reward or Perceived Edge;"
2 - The importance of Magnitude over Frequency of profitable trading;
3- The importance of Support & Resistance and the time frames he uses;
4 - The price ranges of stocks that he likes to trade, and why;
5 - How to deal with Earnings Report period...2018-08-3132 minStrategic Investor RadioDividend/Cash Flow Investing - with Researcher Brett OwensAs a researcher, Brett evaluates investment opportunities to invest for a steady income stream. His published "The Contrarian Income Report" and "Hidden Yields" reports identify Closed End Funds, REIT's, and other investments that offer outsized yields. Cherry picking opportunities among stocks in these and similar areas, Brett offers yields that are not often seen today. Looking to generate income thru yields while seeking to increase the equity value as well, he discusses their methods of identifying those stocks who are likely to have an increasing stock price in addition to the outsized dividends. Anyone interested in cash flow investing shou...2018-08-2329 minStrategic Investor RadioHow a Podcast Convinced Me - Short Interview of Charley WrightListen to this 5 minute interviw on OCTR with Charley Wright on how he became convinced by listening to a podcast. You'll be glad you heard this. This is a story that needs to be heard.
2017-12-0905 minStrategic Investor RadioStory Telling Tips with Charley WrightIn this short episode, Charley provides some great insights into "Story Telling," partly taken from a TED Talk, showing its power in persuading a listener. If you ever want/need to exercise some influence, listen to this. Even works with Teenagers.
2017-08-1408 minStrategic Investor RadioIMCA Conference - Dorsey Wright with Andy HyerAt the IMCA Annual Conference in San Diego, we interview Andy Hyer of Dorsey Wright, a long time research and investment firm, using and popularizing "Point and Figure" charting, modified with Relative Strength analysis, to recommend positions in markets and stocks. Listen for a brief description of this successful firm, strategy and and funds.
2017-05-1206 minStrategic Investor RadioThe Case for Managed Futures With Martin BerginMartin Bergin is president and owner of DUNN Capital, a Commodity Trading Advisor (“CTA”) firm based in Florida. In this episode of Strategic Investor Radio, Mr. Bergin and host Charley Wright discuss DUNN Capital’s history – including that of its colorful founder – as well as the firm’s trading methodology and how the futures market works in general.
DUNN Capital boasts a research team that includes four PhDs. The firm trades in 54 different futures markets across seven sectors: energy, metals, currencies, interest rates, bond indices, equity indices, and agricultural products. Bergin says he does not recommend individual investors buy or sell futures...2016-12-1929 minStrategic Investor RadioLiquid Alternative Investments With Jeremy DeGrootIn this episode of Strategic Investor Radio, host Charley Wright interviews Jeremy DeGroot of Litman Gregory Asset Management. Mr. DeGroot is Chief Investment Officer and Principal of the firm, which provides investment research to over 4,000 advisors, institutions, and clients; as well as operating several multi-manager, sub-advised mutual funds. In this interview, Charley and DeGroot focus on one fund in particular: the Litman Gregory Masters Alternative Strategies Fund. The Fund is available in institutional shares under the ticker “MASFX,” and to individual investors under ticker “MASNX.”
2016-12-1731 minStrategic Investor RadioLiquid and Transparent Hedge Fund Investing With Kurt VoldengIn this episode of Strategic Investor Radio, host Charley Wright interviews Kurt Voldeng of Commerce Asset Management. Mr. Voldeng is both the COO and the CIO of the Memphis-based firm, which specializes in hedge-fund replication strategies. The company replicates hedge-fund strategies without actually owning hedge funds or even their underlying assets. Instead, Commerce categorizes each of the 800+ hedge funds in the HFR Index into one of 26 groups, and then determines the publically traded ETFs that best correlate to the performance of each of those groups. From there, a portfolio of ETFs is built to emulate the weighted performance of...2016-12-1628 minStrategic Investor RadioInvesting in Volatility With Taylor LukofIn this episode of Strategic Investor Radio, host Charley Wright interviews Taylor Lukof, founder and CEO of ABR Dynamic Funds. Mr. Lukof got his investment-industry start in the early 2000s as the youngest member of the American Stock Exchange, where he was a floor specialist for equity options. This experience obviously taught Lukof to appreciate volatility, which he now considers an important asset class onto itself. Indeed, Lukof says now is an important time for investors to look outside the normal investment spectrum of stocks, bonds, and real estate – and volatility is a good place to look.
2016-12-1425 minStrategic Investor RadioInvesting in a Policy Driven World With Ben HuntDr. Ben Hunt joins host Charley Wright in this episode of Strategic Investor Radio. Dr. Hunt had a great deal of success in his life prior to stepping into the investment arena in 2003: After earning a Harvard PhD in Government, Dr. Hunt was a tenured Political Science professor at NYU and the author of two academic books. From there, he caught the business bug and founded two technology companies and a software firm, before shifting to investment management and serving as portfolio manager of a long/short equity hedge fund. In 2013, Dr. Hunt joined Salient Partners, where he combines his...2016-12-1432 minStrategic Investor RadioEvent Driven Investing With Peter LupoffPeter Lupoff is the founder and CIO of Tiburon Capital Management, a New York City-based event-driven strategy manager and the sub-advisor of the Balter Event-Driven Fund (BEVIX). According to Morningstar, that fund generated five-year annualized returns of 4.86% for the period ending November 30, 2016 – a whopping 193 basis points better than the category average. In this episode of Strategic Investor Radio, host Charley Wright discusses event-driven strategies with Mr. Lupoff, as well as Lupoff’s background in working with “hedge fund legends” like Marty Whitman and Izzy Englander.
2016-12-0826 minStrategic Investor RadioBridging the Alternatives Gap With Lawrence CalcanoLawrence Calcano is the CEO of iCaptial Network, a New York City-based firm specializing in alternative investments. In this episode of Strategic Investor Radio, Mr. Calcano explains to host Charley Wright how his firm “provides a bridge connecting two groups of people who really want to be together” – by this, he means high-net worth investors and alternative investment managers.
2016-12-0727 minStrategic Investor RadioAdaptive Investing With Greg Rutherford of Cavalier FundsIn this episode of Strategic Investor Radio, host Charley Wright sits down with Greg Rutherford, co-founder and CEO of Cavalier Funds. Cavalier operates a family of seven mutual funds each managed by sub-advisors. The fund family consists of five equity and two fixed-income funds, each of which aim to capture benchmark returns in rising markets, while protecting assets in declining markets.
2016-12-0626 minStrategic Investor RadioNon-Listed REIT and BDC Research Insights With Michael StubbenIn this episode of Strategic Investor Radio, host Charley wright interviews Michael Stubben, founder and president of Phoenix-based Summit Real Estate Advisory Services. Summit produces analytical research reports, primarily for financial advisors, on mostly non-listed REITs and BDCs (business development companies). The firm covers some publically traded REITs that were previously unlisted and haven’t gained much analyst coverage yet. Summit’s quarterly reports cover all 71 non-listed REITs that file with the SEC – they are pretty much alone in their field.2016-10-3123 minStrategic Investor RadioThe Proper Mindset for Successful Investing With David ScrantonDavid Scranton is the founder and President of Sound Income Strategies, a New York-based RIA firm focused on income investing. He’s also the author of a new book: Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad, and the host of a Newsmax program called “The Income Generation.” Host Charley Wright interviews Mr. Scranton in this episode of Strategic Investor Radio.2016-10-2927 minStrategic Investor RadioUsing Alternative Investments to Manage Risk With Don Robinson
In this episode of Strategic Investor Radio, host Charley Wright interviews Don Robinson, CEO and CIO of Philadelphia-based Palladiem. The firm offers risk-managed strategies to investors and advisors. These strategies include absolute return, global macro, multi-strategy, and endowment models. Palladiem’s name is a portmanteau of Palladio, the Italian Renaissance architect; and diem, as in “seize the day.” Robinson jokes that coming up with a unique name was “the hardest thing” about starting the firm.2016-10-2824 minStrategic Investor RadioGenerating Income From Alternative Asset Classes With Eric LuttonIn this episode of Strategic Investor Radio, host Charley Wright interviews Eric Lutton, Chief Investment Officer of Sound Income Strategies. Eric is a Chartered Financial Analyst, and his job as CIO of Sound Income Strategies is to generate investment income – this is particularly difficult in today’s low-yield environment, as Charley points out. With investment-grade bond yields at rock-bottom lows, Eric looks to alternative assets like REITs, MLPs, BDCs, and preferred stock in pursuit of portfolio income.2016-10-2720 minStrategic Investor RadioRod Casilli Explains How to Crowdsource Top Trading ModelsCollective2.com is a website that allows everyone from professional money managers to “housewives in Mexico City” to publish their own trading systems and publically track the results. Moreover, these “trade leaders” can offer subscription alerts and even broker-synced automated trading services to paying subscribers, with the subscription revenue shared by the trade leader and Collective2. In this episode of Strategic Investor Radio, host Charley Wright interviews Rod Casilli, Collective2’s Head of Product.2016-10-2629 minStrategic Investor RadioGarvin Jabush Discusses Sustainable InvestingGarvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach to environmental-impact investing that moved beyond “negative screening” of the “most objectionable” S&P 500 components. Today, Green Alpha runs four separately managed account strategies plus one mutual fund – the Shelton Green Alpha Fund (NEXTX) – which are modeled on what they see as the future, sustainable economy. Mr. Jabush sits down with host Charley Wright in this episode of Strategic Investor Radio.2016-09-3028 minStrategic Investor RadioTransforming Business Communications With Cloud Phone
In this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of Voxox. Voxox is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and affordable phone systems. Mr. Hertz discusses his firm’s flagship product Cloud Phone, which turns any mobile device into a business phone system in under three minutes.
Hertz founded Voxox with his father and brother as an investor-backed, family business. The founders’ dream was to bring “powerful, unified communications to the masses.” Today, Voxox’s Cloud Phone allows entrepreneurs and solo practitioners like lawyers...2016-09-2823 minStrategic Investor RadioTrading the Trend With Dave LandryDave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Landry, who disagrees with the notion that “you can’t time the market.” The market can only do three things – it can go up, down, or move sideways – and no matter your approach to trading, you have to capture the trend in order to make a profit.2016-09-2627 minStrategic Investor RadioSean Wright of Carden Capital Discusses Systematic Investing
In this episode of Strategic Investor Radio, host Charley Wright interviews Sean Wright – no relation – of Carden Capital. Sean is the founder and a Managing Partner of Carden, which is known for its unique investment strategies applied for institutions, mutual funds, private investors, and advisors.
Sean earned an MBA from Wharton and began his investment-industry career as an investment banker. He eventually “caught the entrepreneurial bug” and founded Carden. Soon thereafter, Gaven Duemke – a German who studied at Oxford and traded derivatives in London for many years – joined Sean as a fellow Managing Partner of the firm.
Carden is focused on systematic s...2016-09-2422 minStrategic Investor RadioThomas Schumann Discusses the Opportunities for Investing in Water
In this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset class. Mr. Schumann isn’t alone in this view: In 2011, Citigroup’s chief economist said he believed water was becoming the most important physical commodity asset class in the world – ahead of oil, industrial metals, gold, and agricultural products.
The exciting thing about investments in water, in Schumann’s view, is that they create “social, environmental, and financial...2016-09-2324 minStrategic Investor RadioPaul Coan of Ploutos Wealth Explains a New Model for RIAsIn this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of Ploutos Wealth. Named for the Greek god of wealth and abundance, Indianapolis-based Ploutos develops and manages strategies for advisors to use in managing their clients’ assets. The firm currently offers eight portfolios, all in the alternatives space.
Coan began his investment-industry career with a mutual-fund company around twenty years ago. From there, he moved to a large and well-known wire house, where he was tapped for a “family office task force.” The firm ultimately decided not to pursue family office business, but Coan says once he...2016-09-2227 minStrategic Investor RadioManaging Alternative Investment Portfolios With David ArmstrongDavid Armstrong, portfolio manager for Cedar Capital, was Strategic Investor Radio’s very first guest when the program debuted in October 2014. In this episode, Mr. Armstrong is back with host Charley Wright, as the two men discuss Cedar Capital’s “unique and innovative investment strategies” and approach to portfolio construction.
Cedar Capital works exclusively with investment advisors who then maintain a personal relationship with clients. The firm’s Market Advantage Portfolios (“MAPs”) are held within separately managed accounts (“SMAs”) or investors can hold assets directly by copying Cedar Capital’s allocation weights. Those weights are based on models used by endow...2016-08-2627 minStrategic Investor RadioAlternative Investment Education With Bill Kelly
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly 30-year career on the “buy side.” Ultimately, he was the founding partner of an asset management firm that sold to Robeco, and he says this experience gave him a great deal of insight into how the industry runs.
Today, Bill is the CEO of the CAIA Association, and he says “our product is education...2016-08-2528 minStrategic Investor RadioAlgorithmic Trading With Omar Shah
In this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system, trade execution, and money management all in one.
Dr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested allocation percentage. For example, if the model’s output was “20,” this would mean investors should invest a 20% share of the capital they have allocated to the system in the broad U.S. stock market (i.e., the “SPY”...2016-08-2430 minStrategic Investor RadioDisruptive Innovation With Cathie Wood
In this episode of Strategic Investor Radio, host Charley Wright interviews Cathie Wood. Ms. Wood is the CEO and CIO of Ark Invest, which is headquartered in New York City. She has more than two decades worth of experience as an economist, equity research analyst, and portfolio manager. In 2014, Ms. Wood founded Ark Invest, which she says is focused on only one thing: Disruptive innovation.
The company’s five big themes are:
- DNA sequencing
- Next-generation Internet
- Automation and artificial intelligence (“AI”)
- Energy storage (she predicts the demise of the internal-combustion engine...2016-08-2330 minStrategic Investor RadioInvesting in Alternatives With Bob Hennessey
In this episode of Strategic Investor Radio, host Charley Wright interviews Bob Hennessey of San Diego-based Coastal Capital. Bob started out in the 1990s as a financial planner and advisor, but then started wholesaling for a variety of asset management shops some years later. Around five years ago, he went into business for himself with Coastal Capital, and now he works as an independent wholesaler, representing funds to the advisory community.
Bob is an alternative investments specialist. He says he likes alternatives because of their low correlation to traditional asset classes, such as stocks and bonds, and...2016-08-2227 minStrategic Investor RadioSmall and Micro-Cap Investing With Alan Stone
In this episode of Strategic Investor Radio, host Charley Wright interviews Alan Stone of Wall Street Research. Mr. Stone’s firm, which is headquartered in Los Angeles, publishes newsletters and reports focused on small- and micro-cap stocks. These stocks may trade on major exchanges or over-the-counter, or they may be entirely private.
Mr. Stone graduated from Wharton, where he studied economics and finance. He had a notable career on Wall Street before relocating to Los Angeles more than a quarter-century ago, which is when he purchased the then-fifteen-year-old Wall Street Research brand from its original owner. Stone re...2016-08-1923 minStrategic Investor RadioTrading Illiquid Assets With Taylor Garrett
In this episode of Strategic Investor Radio, host Charley Wright talks with Taylor Garrett. Mr. Garrett is Managing Director of Central Trade & Transfer, a Salt Lake City-based firm that operates an “eBay-type” auction system for non-publically traded assets.
Garrett explains that Central Trade & Transfer began as a marketplace for limited partnerships (“LPs”). Then, after the Financial Crisis, the firm reorganized in its “2.0 version” as an online auction platform for illiquid assets like non-traded real estate investment trusts (“REITs”) and business development companies (“BDCs”), private equity funds, venture capital funds, individual real estate assets, entire companies, and “all shapes and sizes of LP...2016-08-1828 minStrategic Investor RadioMulti-Family Housing Investing With Sanford Coggins
In this episode of Strategic Investor Radio, host Charley Wright interviews Sanford Coggins, the founder and president of VisionWise Capital. Mr. Coggins has over three decades worth of experience in commercial real estate and a background as a registered investment advisor (“RIA”). He combines his expertise from both fields to make VisionWise a sort-of “RIA of real estate.”
Coggins has always been a high achiever. He played quarterback for the University of Texas Longhorns and then went into commercial banking right out of college. From there, his career path took him into commercial real estate right ahead of a big...2016-08-1726 minStrategic Investor RadioReal Estate Investing with Suneet SingalIn this episode of Strategic Investor Radio, host Charley Wright interviews Suneet Singal, founder and managing partner of First Capital Real Estate Investments, which is headquartered in New York City. Mr. Singal says he started working at age 11 and hasn’t looked back since. He began his career working for a Fortune 500 firm but quickly decided he wanted to work for himself. Since 2001, he’s been a loan officer, a manager, a broker, a securitizer, and he’s built both a wholesale and real estate platform, totaling 15 years’ experience in real estate financing and operations.2016-08-1726 minStrategic Investor RadioAttracting the Institutional Investor With Sandra Powers
In this episode of Strategic Investor Radio, host Charley Wright interviews Sandra Powers, Ark Global’s founder and CEO. Ms. Powers has close to two decades of experience in the financial services industry, with roughly half of that time spent at State Street Global Advisors, where she was responsible for marketing and communications related to the firm’s largest pension plan clients. In 2007, she founded Ark Global, which provides consultation to investment managers looking to raise institutional capital, and to institutional investors looking for high-quality, differentiated investment managers.
2016-08-1724 minStrategic Investor RadioLiquid Alternatives With Tom Florence of 361 CapitalIn this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure of serving as managing director of Morningstar, working under company founder Joe Mansueto. Florence says it was his idea for Morningstar to get in the asset-management business, and the firm now manages several billion dollars for advisors and advisors’ clients. 2016-07-2231 minStrategic Investor RadioAllocating to Alternative Investments With Dick PfisterDick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and later becoming a partner at Altegris, and he says he was inspired to start AlphaCore when he had a “personal liquidity event” upon selling his prior company. Advisors were essentially serving up “60/40” solutions, and in Pfister’s view, that approach is outdated and alternatives are essential. [read more]2016-07-0523 minStrategic Investor RadioTactical Investing With Joe Childrey of Probabilities Fund Management
In this episode of Strategic Investor Radio, host Charley Wright interviews Joe Childrey. Mr. Childrey is the CEO and founder of Probabilities Fund, and a three-time guest of the show.
Conventional wisdom teaches that investors can’t reliably time the market, but Mr. Childrey has a strategy that’s unconventionally wise. The Probabilities Fund enters and exits the broad market, primarily through the Vanguard S&P 500 index fund, moving to cash or even going short during bear markets, and using leverage to amplify long positions during bull markets. Morningstar says the fund has 1,000% annual turnover – that’s an active...2016-06-2733 minStrategic Investor RadioImpact Investing With Fran Seegull of ImpactAssetsIn this episode of Strategic Investor Radio, host Charley Wright interviews Fran Seegull, chief investment officer for ImpactAssets. Impact is a nonprofit dedicated to increasing the flow of capital and democratizing access to impact investments, which are investments that seek to maximize social, environmental, and financial impact. [read more]2016-06-2327 minStrategic Investor RadioOil, Gas and Real Estate Investing With Ryan Wright
In this episode of Strategic Investor Radio, host Charley Wright interviews Ryan Wright (no relation), the founder and CEO of Fig Tree Capital Ventures. Dallas-based Fig Tree is focused on direct investments in oil, gas, and real estate.
Ryan says oil and gas investors tend to be emotional, and this partially accounts for the commodities’ volatility. His firm is focused on the Stack area in Oklahoma, which isn’t as famous as other patches like the Bakken in North Dakota. But Ryan says the Stack produces higher-quality oil in accordance with the West Texan Intermediate (“WTI”) standard, whereas o...2016-06-1525 minStrategic Investor RadioRisk Managed Investing With Randy SwanIn this episode of Strategic Investor Radio, host Charley Wright interviews Randy Swan of the eponymous Swan Global Investments. Randy is the founder and president of the Durango, Colorado-based firm, as well as a portfolio manager. He started the company in 1997 after beginning his career as a CPA, but his interest in investing runs much deeper: Randy says he has been an “avid investor” since he was 14 years old, and his experience through the market’s ups and downs – including the 1987 crash – helped him develop the risk-mitigation strategies he implements at Swan Global Investments.2016-06-1326 minStrategic Investor RadioClosed End Fund Investing With Chris Lakumb of RiverNorth
In this episode of Strategic Investor Radio, host Charley Wright interviews Chris Lakumb of RiverNorth Capital. The Chicago-based firm, founded in 2002, specializes in closed-end fund (“CEF”) strategies bundled in mutual funds, closed-end funds, and private funds. Beginning in 2004, RiverNorth set its focus on research, development, and analysis of CEFs. This is a comparatively inefficient market, which presents opportunity for disciplined investment managers.
2016-06-0728 minStrategic Investor RadioExploring Unique Alternative Investments with Don Deans
Don Deans is a CPA tax strategist from Charlotte, North Carolina. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Deans as he explains four unique opportunities for accredited investors: Oil and gas drilling partnerships, passive activity, micro-captive insurance companies; and conservation easements.
2016-06-0235 minStrategic Investor RadioTactical Investing With Andrew Gogerty of Newfound Research
In this episode of Strategic Investor Radio, host Charley Wright talks with Andrew Gogerty of Boston-based Newfound Research. The firm was founded in 2008 and is known for its tactical investment models and the mutual funds that are based on them. Prior to joining Newfound, Mr. Gogerty spent a decade analyzing alternative investment strategies for Morningstar.
What exactly is meant by “tactical” investing? In Newfound’s case, the term refers to using sector momentum and asset-class volatility to inform investment decisions. The models are based on the premise that investors always care about capital preservation, no matter what their other i...2016-05-2327 minStrategic Investor RadioReal Estate Investing with James Hanson
In this episode of Strategic Investor Radio, host Charley Wright interviews James Hanson, the president and CEO of Morristown, NJ-based Hampshire Real Estate Company. Mr. Hanson is co-chair of the Rutgers University Center of Real Estate Studies and an advisor to multiple endowment funds and pension plans throughout the company. Hampshire is a third-generation family company, founded by Mr. Hanson’s grandfather in 1922, and it currently has more than 100 employees managing 259 properties in 28 states.
Mr. Hanson offers a very sobering view on the future of real estate. He’s concerned that the U.S. is likely to ente...2016-05-1626 minStrategic Investor RadioMarket Neutral Investing With Gary DiCenzo of Cognios Capital
In this episode of Strategic Investor Radio, host Charley Wright interviews Cognios Capital CEO Gary DiCenzo. The two gentlemen discuss Cognios’s “ROTA ROME” investment methodology, which seeks the best companies in terms of Return On Tangible Assets (“ROTA”) and Return on Market-value Equity (“ROME”).
Why does Cognios think tangible assets are so important? DiCenzo explains that “good will” accounts for the majority of intangible assets, and that his firm has determined that “ROTA” is the best metric to find companies that make the most of their available resources. The “ROME” element is there to make sure the stock is trading at a good...2016-05-1124 minStrategic Investor RadioEquity Research With MarketDNA's Matthew Rossi
Matthew Rossi is the founder, managing partner, and chief of research for MarketDNA Investment Research. In this episode of Strategic Investor Radio, Mr. Rossi explains his firm’s eponymous MarketDNA product, which takes intraday data and runs it through an algorithm to “spit out” equity trades with 80-90% accuracy. Host Charlie Wright calls MarketDNA a “fascinating approach of how to invest.”
MarketDNA uses around 100 filters to ex-out “noise” and find the 1-2 big derivatives trades happening because of inefficiencies in information. Sometimes this means finding “insider trading,” and Rossi shares a story of meeting Martha Stewart’s brother on a golf cou...2016-05-0321 minStrategic Investor RadioLong/Short Credit Investing With Guy Benstead
In this episode of Strategic Investor Radio, host Charlie Wright interviews Guy Benstead of Cedar Ridge Partners, a Registered Investment Advisor (“RIA”) based in Greenwich, Connecticut. “We’re bond guys,” says Mr. Benstead, in reference to his firm.
Cedar Ridge specializes in unconstrained credit strategies. It operates private funds, separately managed accounts (“SMAs”), and one alternative mutual fund: the Cedar Ridge Unconstrained Credit Fund (MUTF:CRUMX) that make investment decisions based on the firm’s top-down macroeconomic analysis combined with its “deep dive credit work” on individual securities.
If Cedar Ridge’s funds were long only, then much of this i...2016-04-2627 minStrategic Investor RadioEvaluating Managed Futures Managers With Mark Melin
In this episode of Strategic Investor Radio, host Charlie Wright interviews Mark Melin, managed futures consultant, columnist and staff writer for ValueWalk.com, and author of three books on managed futures.
Growing up in Chicago, Mr. Melin says that most of his friends’ fathers were derivatives traders. Derivatives were the center of the financial universe from his perspective, and this background has served him well. Mark has 15 years of experience in the managed futures industry, and in 2011, he made the jump over to journalism. “I never realized I would enjoy a job as much as I do,” he says...2016-04-2130 minStrategic Investor RadioIsolating and Capturing Dividend Growth With Ryan Ballantyne
In this episode of Strategic Investor Radio, host Charlie Wright interviews Ryan Ballantyne of Reality Shares, a San Diego-based asset management firm focused on dividends. Reality Shares issued its first ETF in December 2014 and won ETF.com’s Best New ETF Issuer award the following year. The firm also provides free ratings for 1,200 dividend-paying stocks at its website.
Mr. Ballantyne says he used to be a trader, but he sleeps much better at night since switching his focus to dividends. Dividends are real, he insists, adding “you can’t fake a dividend.” Regardless of who wins the presidenti...2016-04-1926 minStrategic Investor RadioInside Managed Futures With Roland Austrup
Roland Austrup is CEO and CIO of Integrated Managed Futures (“IMFC”) and the longest-standing CTA in the Canadian marketplace. In this episode of Strategic Investor Radio, host Charlie Wright interviews Mr. Austrup, who explains the advantages of adding managed futures to an investment portfolio.
Mr. Austrup explains that the strategy involves investing across multiple asset classes – commodities, currencies, and financial indices – through the futures market. His firm, IMFC, uses quantitative analysis to select long and/or short positions across those asset classes based on value, momentum, and yield. He says his specialty is assessing those characteristics in underlyin...2016-04-0629 minStrategic Investor RadioSeizing Tectonic Shifts in Real Estate With Gary CarmellGary Carmell is the President of CWS Capital Partners, a real estate investment and management company with more than $3 billion under management. He’s also the author of The Philosophical Investor: Transforming Wisdom into Wealth. In this episode of Strategic Investor Radio, host Charlie Wright interviews Mr. Carmell about his business, his book, and his admiration for a pair of seemingly disparate philosophers: Arthur Schopenhauer and Charlie Munger.2016-04-0624 minStrategic Investor RadioFig Tree Capital VenturesListen to Ryan Wright tell about Fig Tree’s lease purchase
ventures in oil leasing. By aligning themselves with top tier public
drillers, they buy non- operating lease holds, primarily in North Dakota,
generating cash flow from the oil drilling, plus the potential capital
gain resulting from the value of the leasehold. Like all oil exploration
projects, the tax benefits can be significant in the first one or two years,
plus it offers potential for steady cash flow from the drilling and potential
capital gains from the increased value of the acreage. Any investor in a
high Federal Income Tax br...2015-08-0533 minStrategic Investor RadioThe Ultimate Wealth ReportSean Hyman’s newsletter provides individual stock
recommendations based upon a “Value” investing style. Listen as he
explains his process in evaluating companies to select those he recommends to
his subscribers. Sean has been a guest on CNBC and other major business
and finance shows. Note that this interview is provided for educational
purposes regarding the Ultimate Wealth Report, only. The opinions and recommendations expressed
during this interview are those solely of Mr. Hyman and not necessarily those
of Charley Wright or Partnervest Advisory Services, LLC. Further, Mr. Hyman’s recommendations should
not be considered investment advice for any listener. 2015-04-1628 minStrategic Investor RadioReal Wealth NetworkReal
Wealth Network – This is a unique interview for us. Real Wealth Network
is all about purchasing investment real estate. Listen to Kathy Fettke,
host of her own radio show for the past 12 years, tell about their method of
providing real estate services to clients throughout the country that allows
their subscribers to find, purchase and manage properties throughout the U.S.,
regardless of the location of the purchaser. This is a very interesting
model and service for real estate investing. It is our first show on real
estate investing. Please note that this interview is intended for educational purpos...2015-04-1630 minStrategic Investor RadioCharles Nenner ResearchDavid Gurwitz is the Managing Director of Charles Nenner
Research, which provides timing recommendations on various markets throughout
the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries. Charles Nenner, who is an
MD, worked for Goldman Sachs for 15 years in their “Technical Analysis”
endeavors, now makes his “Cycle” based predictions available to the
public. Their goal is to benefit the investor by exiting markets expected
to decline in value. David is an eclectic guy who makes several
predictions here that you will find to be very interesting. Note that the views and op...2015-04-1328 minStrategic Investor RadioClosed End FundsListen as our Host, Charley Wright, discusses the benefits and potential pitfalls of Closed End Funds. Only a fraction of the size of the mutual funds industry, Closed End Funds offer unique opportunity, especially for those seeking consistent income generation.2014-12-3020 minStrategic Investor Radio401k Investment SelectionEvery 401k plan participant has the same problem - Determining which mutual funds to select. Listen to this approach, provided by the Host, Charley Wright, that discusses how to invest in those mutual funds moving in an uptrend and how to avoid those moving in a downtrend. This is a unique and different way to make those investment selections in 401k plans.2014-12-3022 min