This week we interview Nicole Simpson about The “Quiet Shift” and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite podcast app. Listen […]
What Is The Quiet Shift – Interview With Dr Nicole B Simpson Read More »
Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night. “Cash
Santa Clause Is Coming To Wall Street Read More »
Where Are The Missing Billionaires? Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations. We also discuss where these uber wealthy went. Join us for this fun holiday special. Subscribe & DownloadNever miss out on a new
Where Are The Missing Billionaires…Victor Haghani Read More »
It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position
This week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about this exciting event. We also discuss how investors can get access to these securities… and if they even should. Subscribe & DownloadNever miss out on a new episode! Subscribe
This History of IPOs And How You Can Get Access Read More »
2023 has been a most interesting year. And it looks like we are ending it with a tremendous Santa Clause Rally for the books. This is in part due to Jerome Powell’s decision to become an Arthur Burns, not a Paul Volker. So much for his legacy… Join us as we discuss some of the most
Santa Clause Rally Here We Come Read More »
What does it mean to be an emerging manager in today’s world? Why is it so hard for women and immigrants to get access to capital markets? Isn’t the American dream still attracting immigrants? You might be surprised at some of the answers we discuss on the show today. Fortunately America is still attracting talent,
How Do Women and Immigrants Get Access To Capital Markets Read More »
Bulls Make Money… Bears Make Money… Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you are not being a pig. “Cash is not trash… Cash is King” – Kirk
Bulls Make Money… Bears Make Money… Pigs Get Slaughtered Read More »
This week we interview Christopher Zook about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club. Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite podcast app. Listen onApple Podcasts Follow us onSpotify Follow us
Secrets of High Finance – An Exclusive Interview With Christopher Zook Read More »
This week we discuss Black Friday and why it doesn’t matter to the markets. Personal spending cools… The market yawns Credit Card Balances Skyrocket… The market doesn’t notice. The economy starts cooling and the market celebrates. They think the Fed will pivot, but the Fed is clearly saying no. Eventually the market will wake up after it
It’s Black Friday Again… And Again Read More »
