Round Table Panelists
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Solving problems, helping set goals, and refining processes is the bulk of Baba's passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”.
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Working as a commercial banker and trading on the side helped Mr. Banks develop his trading style into what it is today. As a banker, his main thought is: “what’s the worst that can happen and how can I mitigate that risk?”. Taking that same thought process into trading has made him focus more on his trade setups. Trade with confidence, trade what the market gives, and limit the unknown factors.
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Enter the world of trading with Fleri, a seasoned trader whose journey began in the early days of crypto exchanges and mid-cap stocks. Evolving over time, Fleri redirected his focus to futures and intraday trading, specifically honing his expertise in ES, NQ, RTY, CL, and UB. His approach is deeply rooted in Market Auction Theory, navigating the market by tracking participants through a nuanced blend of pattern recognition and the confluence of Price Action and Order Flow.
At the heart of Fleri's trading philosophy is a meticulous plan of execution, identifying areas for the auction to potentially seek value. Leveraging Order Flow and Price Action, he capitalizes on opportunities that present themselves throughout the trading day. Fleri is not just a trader; he's a dedicated educator, sharing his insights through podcasts, Twitter, and Discord to support fellow traders on their journeys.
What sets Fleri apart is not only his technical prowess but also his lighthearted approach and transparency about both past and current struggles. In the complex world of trading, Fleri brings not only expertise but also a relatable and open demeanor, creating a supportive environment for traders to learn and thrive.
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Meet Joel, a dedicated and aspiring trader who has not only been a crucial part of Kyle's support system but has also embraced the trading journey with unmatched enthusiasm. As a power lineman, husband, and proud father of two wonderful daughters, Joel brings a unique blend of kindness, support, and motivation to the Band of Traders community.
Joel's venture into trading wasn't merely a financial pursuit; it was a desire to actively engage with the market beyond traditional buy-and-hold ETF investing. Trading, particularly in futures, became more than just a financial endeavor for Joel. It evolved into a genuine passion, a game he enjoys playing, regardless of the monetary outcomes.
What sets Joel apart is not just his passion, but his willingness to open up and share his struggles. In the often-challenging landscape of trading, Joel's authenticity and transparency create a supportive environment within the Band of Traders community. Beyond the charts and numbers, Joel has discovered a sense of camaraderie that extends beyond mere acquaintances – to what he now considers a brotherhood.
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Meet Perdue, a resilient and successful small business owner who wears the hats of a dedicated father and husband with pride. Perdue's journey hasn't been paved with ease; instead, he is a testament to the belief in hard work, discipline, and the doggedpursuit of one's goals.
Perdue is not just a successful business owner; he is also a seasoned trader with a diverse set of strategies. Countless hours spent backtesting and refining these strategies reflect his meticulous approach to trading. His dedication to mastering the craft positions him as a valuable contributor to the trading community. As a firm believer in the "Grind," Perdue chose to embrace putting in the work and serves as a example of how dedication and self-belief can propel you to great heights.
A self-taught, no-nonsense trader, Perdue is unwaveringly supportive, but he doesn't sugarcoat the truth. His belief in discipline and hard work is not only evident in his own journey but extends to his interactions with others. When Perdue recognizes these qualities in fellow traders, he goes above and beyond to offer support, especially when they are navigating through challenges.
Band of Traders episodes
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Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support and real time decision processes.
Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange’s board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master’s Degree in Clinical Psychology, Neurolinguistic Programing Master’s certification and neuroscience focus, brings a unique framework to business, investing and career success. Rich recently published “A Private Conversation with Money,” which observes the main character “Joe” who deals with all the conflicts, self-sabotage and belief systems around money and wealth.
Mind Muscles for Traders website
Book - A Private Conversation with Money
Band of Traders episodes
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Victorio started trading with George Papazov in 2015/2016 as an early member of TRADEPRO Academy, after his dad happened to meet him in a Starbucks (he may have spilled coffee on him). Victorio was a lost college student at the time in Engineering, hating it but not knowing what to do. After befriending George, he was convinced to get into trading and switched his degree to Financial Services. Victorio traded throughout college, and ended up paying for some of his schooling through options swing trading using some of his government loan (blowing 50% of it at first)
*Note from Victorio and 2 Bulls: Please don't risk your tuition on options!*
While still in college, he then transitioned to futures day trading. There was a big learning curve in futures, but he eventually started making money about one year in (2018). While Victorio still trades futures here and there, he found that he was risking a little too much for comfort. Forever a student, he still works on his futures craft but recently flipped back to options. He day trade options now will pretty good success and swing trades common stock, with a focus on large caps and growth companies.
If you'd like to hear more about Victorio's trading strategies and ideas, he frequently posts on Twitter and is active in TRADEPRO Academy's Discord Server
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At the age of 23, Blayne Macauley authored the 5th ranked real estate blog in the world. She started an art business in 2016, which she built into a 6-figure company within 3 years. In 2020 she founded The Penny Lane Podcast about retail trading, which was ranked among the top investing podcasts on iTunes and was featured in the New York Times. She is a daily market commentator, author of "The Intermediate Trader Blog," and podcast host for the Place Your Trades Network. She was featured in the documentary film The New Americans by Ondi Timoner.
Band of Traders episodes
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Erik is a lifelong investor and self-made millionaire looking to share how others can achieve the same. He is hoping to share his experience with active and veteran military members to expose them to opportunities.
He came from a single parent low-income household, worked odd jobs as a kid, and began investing in high school. Erik wasn't going to attend college and planned to enlist in the Marines, but a mentor directed him to apply for a scholarship (which he earned). While he pursued his undergrad, he dug deeper into investing and trading - finding derivatives which he primarily trades. He completed over 6 years of active duty before transitioning to the reserves, earning an MBA during his last year. Erik then spread into real estate and angel investing as his means grew, to accelerate capital growth.
Band of Traders episodes
Educators and Traders
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Max Thomas is the Co-Owner of Traders Launch. With a background in game development and a deep understanding of crowd behavioral dynamics, he ventured into the financial markets. Embracing a quantitative approach, he merges statistical methods with rules-based discretionary systems. Together with his co-founder, Connor Holly, they are on a mission to unlock new opportunities in the world of retail trading.
Band of Traders episodes
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JM is a former academic turned investment banker, enticed by the allure of low latency algo trading. Now a retail trader, JM faces the challenge of safeguarding hard-earned gains while avoiding the temptation to overcomplicate trading.
Episodes
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Brannigan Barrett is the CIO and Founder of Habitus Capital, a self-funded boutique investment firm. Under his leadership, he directs and oversees all phases of core system development, empowering the company to continuously garner and analyze decision-making data as well as implement processes to enhance overall performance. He operates with a continuous focus on developing a productive team within a specialized cultural environment with the goal of harnessing true human potential. In 2021, Brannigan co-founded Tradelo with the goal of helping traders eliminate uncertainty by enabling optimal decision-making and developing real trading skills through the use of their tools and algorithms.
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Shawn O’Malley graduated from Elon University Magna Cum Laude with a BSBA degree in Finance and Entrepreneurship. He has worked as an associate in S&P Global’s Market Intelligence division while also earning experience in high-net-worth wealth management. From tracking financial markets and investing, to studying economics, history, and philosophy in his free time, he loves learning and writing.
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Pauli has been trading for four years. Having witnessed the small cap madness with AMC, he made and lost a fortune in the first few years of his trading career. Soon enough, when the market turned and many traders walked away from the market, Pauli continued to try and find a method in the madness and discovered the S&P 500 futures. In doing so he began sharing what he saw every day in his daily review at the start of 2023. Pauli now has over 4,000 followers on twitter and his daily blog is read in 47 states and 64 countries worldwide.
Being a Londoner, outside of trading Pauli enjoys following his favorite soccer (football) team and is a big fan of music. In soccer Pauli bleeds red for his beloved Arsenal, but his taste in music varies from jazz to hip-hop to reggae and country folk music, if it sounds good, he digs it!
Pauli wants to help traders of futures build a flourishing community and healthy comradery in what can be a lonely business, in doing so he has amassed a discord of over 700 futures traders and hopes to continue to build on the educational side of his blog posts all for free and all for the sake of building a community for newcomers and experienced traders to thrive in.
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I started trading a decade ago, have blown my accounts, and had a lot of fun, pain, and tears along the way. In 2022, I turned pro. This has been the best choice I have ever made. I’m far from being the greatest trader out there, but I love what I do and work every day towards becoming one of the best scalpers. I also have a passion for programming and I develop algos that trade live with real $. I mostly trade $NQ and $BTC (more recently).
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Tony has been a full-time stock trader for five years; he lost everything in the beginning—five times—but now, having learned from his mistakes, he consistently returns 200-400% each year from market trading. He currently acts as a master coach with Real Life Trading, sharing successful market strategies learned from experience. For anyone interested in making money through the stock market, Real Life Trading offers an abundance of online educational resources, including a YouTube channel with 55k+ followers. And for serious individuals seeking personal guidance, Tony and others offer premier coaching advice through the platform—he averages 2,000+ hours of one-on-one stock market coaching per year. Tony’s story is a journey from (repeated) failure to success. His openness, and even gratefulness, of his starting failures (he lost close to $100,000) can bring inspiration and support to individuals who are just beginning market trading or whose ventures have been fraught with loss. Tony wants others to benefit from the tough lessons he learned. He wants to share his unique market trading strategy, which he has not seen anywhere else, so others can succeed and reach the same financial freedom and independence that he now enjoys.
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Kevin is a graduate of the United States Military Academy at West Point. He served as a Field Artillery officer with rapid deployment units worldwide. Kevin has been a financial professional for over 20 years, and has created a trading course that has positioned several of his students to replace their six-figure work incomes and significantly reduce their work hours. He has helped several client-partners achieve over five & six-figure incomes in less than 12 months.
Kevin has been the personal trader for celebrities and high net worth clients, helping them achieve significant value in their portfolios in short order. He also helped a state government create a record $1.2 billion in additional income to assist in its economic development goals.
Kevin founded FollowMyTradesdotCom, Inc. one of the world's largest, most successful trading companies, to help people achieve their best lives.
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Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Group, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC and she is a regular contributor to TheStreet.com and its Real Money Pro service. Garner is also a regular on the speaking circuit and can be found at TradersEXPOs and MoneyShows throughout the country.
Garner is also the author of Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. Her e-newsletters, The DeCarley Perspective, and The Financial Futures Report have garnered a loyal following.
Episodes
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A world champion trader, best-selling critically acclaimed author, and award-winning educator, Kevin Davey has been an expert in the algorithmic trading world for several decades.
For three consecutive years, Kevin competed in the World Cup Championship of Futures Trading, where he finished in first or second place, achieving returns in excess of 100% in each year.
Kevin develops, analyzes, tests and trades algo trading strategies in the futures, stock and forex markets. He also helps small groups of traders significantly increase their trading prowess via his award-winning algorithmic trading Strategy Factory® workshop.
Beyond his course, Kevin also helps educate the trading community via his 5 best-selling trading books.
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Alex is a full-time futures trader, trading mentor, and growth stock investor based in Denver, Colorado. He first became interested in markets during a high school stock competition in 2003 and has been a passionate learner and participant ever since. Prior to going full-time in trading, he worked in banking and held positions at the World Bank in Washington DC, Mizuho Bank in New York City, and CoBank in Denver. Alex holds a BA from Elon University in International Studies and an MA in Political Economics & International Finance from the School of Foreign Service at Georgetown University. He is an avid triathlete, runner, and NBA basketball fan.
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Dan is a price action trader who has been contracted by a Proprietary Capital Firm to trade and invest proprietary capital. He uses liquidity and volume as his main analytical focus and trades with a blended style of Quantitative and Technical Analysis. He has been trading since 2018 and has run multiple businesses in that time as well including mentoring, marketing, ROI services and social medias on TikTok and Twitter which he uses for outreach and networking.
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Andrew is just a retail dude slinging contracts who also has a career in feature film animation, runs a small studio, his own software business and has a pretty reasonable track record in endurance running/biking. All of these things have really shaped who he is as a trader.
Consistency is Andrew's number one focus, and he works pretty hard on his mental head space in order to achieve that goal.
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Phil Muscatello is the host and producer of the podcasts Shares for Beginners, Stocks for Beginners, ETFs for Beginners, Equity ASA & Talking Companies.
Phil is not from a finance background but wants to learn more about becoming a better investor. He hopes that listeners will come along for the ride and not make the same mistakes that he has.
Phil has a degree in Media Production and Literary Studies. He played in psychedelic, heavy rock cabaret bands in Sydney during the early eighties before moving into a career in radio at the Australian Broadcasting Corporation and Triple-J (kind of a cross between college radio and NPR). He was a religious affairs producer at a classic rock station (long story) and worked extensively in corporate media production and voice over recording.
He enjoys playing guitar, ocean swimming, cycling, going to the gym and drinking too much beer on Thursday nights at trivia at the Bald Rock Hotel.
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CC aims to turn everyday retail investors into more professional traders. Options AI helps guide them through options trading as it’s done on Wall Street. A former options market-maker, CC developed Options AI to simplify the options trading process by providing access to the same visualization tools that institutional investors use.
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Kira is a full-time professional stock and options trader based in Austin, Texas. She traded at Cornerstone Securities from 1994-2001 and reentered the pro trading arena in 2018 after managing a large Real Estate investment portfolio. Beginning as a scalper, Kira now integrates both day and swing trading into her style, and trades both equities and options. Kira graduated from Texas Tech University in 1990, where she competed as a member of the rodeo team.
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Derrick Oldensmith is a Senior Trader and Managing Supervisor for T3 Trading Group, LLC and VP of Trading and Education for T3 Live, LLC. Derrick first joined T3 Trading Group as an equity trader in 2011 and has been running a trading desk for the company since 2013.
For his personal trading, Derrick combines day trading, swing trading and portfolio management into his own, unique, top-down approach to the markets. He describes his trading style as a combination of technical analysis on multiple time frames and tape reading with a background of qualitative fundamentals.
Derrick has developed and mentored 100s of T3’s entry level traders and currently manages a group of more than 50. A highly competitive person, in his spare time, Derrick is a two-time world champion kickboxer and T3 is a regular sponsor of his events.
Derrick uses the Virtual Trading Floor as a means to bring his trading desk to those who may not be able to physically join him in New York. Each day, Derrick runs a morning meeting at 9am and an afternoon wrap-up meeting at 4:10pm. Throughout the trading session, he is constantly communicating about his positions with the members on the Floor.
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Kevin is a Technical Analysis focused trader who hails from Chicago, Illinois. In addition to trading the SPY, he also provides useful content for the everyday and beginner traders via his twitter and (free) newsletter. His goal for 2022 is to earn 50K trading the SPY.
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Allen Sama is a full-time trader and trading coach specializing in high probability trading. He started trading once he was laid off from the only "real" job he ever had and only got serious when he lost over $40K of his newlywed wife's savings and vowed to her that he would either become profitable in 3 months or go back into the workforce. Since then, he has used what he calls Passive Trading to be able to make more in a day than he was used to making in an entire year.
Allen's Path was far from easy and he openly shares his struggles of overcoming severe frustration, hundreds of losing trades and losing thousands of dollars. Now he lives a life most can only dream of, earning a full time income trading less than an hour a day.
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He earned his Path of Distinction MBA from William and Mary and holds a Doctor of Pharmacy from St. John Fisher College. Born and raised in Ghana, West Africa. He recognizes the lack of investment literacy in immigrant and minority households. When he discovered how rich families built their fortune using the stock market, he decided to become an investor. After reading 400 books, 40,000 financial articles and spending 11 years pursuing mastery, Dr. Hans now teaches his proven strategies. He has impacted the lives of countless professionals and placed many families on the path to Generational Wealth. He is the most trusted investment tutor in the country.
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Sarah was introduced to options trading in 2018 by an institutional trader and knew right away that trading options was her passion. Her style primarily involves reading options order flow and combining that with technical analysis. She helps moderate the options room in the TRADEPRO Academy Discord with Victorio, pointing out notable and unusual options activity and teaches order flow with GQA Academy.
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Leo started his trading journey with options mainly through options data/flow tools, after getting tired of trying to find the next mover and carrying overnight risk he then found the futures market. His focus is now mostly on ES and NQ. His favorite OF Labs study is the buy and sell zones because they help automate the process of finding areas where the pullback in the market gives you the best risk/reward to take the continuation trade.
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George founded TradePro Academy in 2012 to inspire educate and empower at-home traders and investors. A self-made millionaire and entrepreneur, Papazov's self-published book Path to Profit: A Trader's Journal reached Amazon bestseller lists. With seven years of work for a major international bank, he is now an industry leader in trading currencies, stocks, options and futures. Papazov provides a daily Morning Market video update on YouTube, covering topics from OPEC and interest rates to stock updates and breaking market news. His popular video training tutorials include the TradingView Tutorial and How to Use Fibonacci Retracements.
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About two years ago, Robert began his serious attempt to enter world of trading, hungry for knowledge and relentless in his quest for consistency. Armed with years of hands-on coding experience, he's on a mission to fuse these skills with his trading game. Right now, he's in the thick of crafting specialized trading tools for Sierra Chart while hustling away, putting Python through its paces to test out new trading strategies as well as helping others learn how to program their own tools.
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After completing high school in 1999, Aaron began his trading journey influenced by his Uncle's excitement about the stock market, particularly in Rambus stock. Despite initial gains, setbacks occurred, but the fascination with markets persisted. Through continuous learning, failures, and perseverance, Aaron eventually excelled in stocks, ventured into options, faced challenges, and overcame mental obstacles. With the guidance of mentors and a reliable system, he found success in the futures market. Having coached diverse traders and realizing the recurring themes in his advice, Aaron transitioned to group coaching through Unbound Trading. His teachings emphasize discipline, structure, and aligning strategies with one's trading personality to conquer challenges and achieve proper risk management. Beyond trading, Aaron is an enthusiastic traveler and adventurer, exploring various cultures and cuisines worldwide over the past decade.
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Cleo has been learning to trade for the past 3 years and is an active member of the Vanta community. She came to trading through the angle of personal development, and she sees trading as an amazing way to get to know oneself as well as expand one's capacities.
Cleo's professional background is in leadership development and facilitation. She has facilitated thousands to communicate in authentic and compelling ways. She loves being in the seat of curiosity. Cleo has worked with executives, corporate groups, religious groups, middle school students, groups of women, families, and couples. Her current focus is the CA criminal legal system, advocating for holistic approaches such as restorative justice and community-based violence prevention.
Having played in the crypto and futures markets for the last three years, Cleo sees trading as one of the most challenging things to undertake, and is particularly interested in what it takes to become a consistently profitable and well-rounded trader.
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Two years after leaving his position as an ARB clerk in the corn futures market, 2yrflipper found himself deeply entrenched in the world of bond trading. His journey took a significant turn when he became one of the early adopters of trading technology, wielding one of the first handheld devices in the trading pit. Despite acknowledging his limitations as a pit trader, his connection with Chip Kenyon, a prominent figure in the bond pit, paved the way for a remarkable opportunity. For the following two years, he immersed himself in trading a staggering volume of contracts on Chip's behalf, gaining invaluable insights into the intricacies of the trading screen that has fueled a long and successful trading career.
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Dan Rawitch is a bond trader who has worked on Wall Street for over 40 years. He has extensive experience in the mortgage industry and has taught his daughters everything he knows about the business. Dan is now retired from the mortgage industry and runs University of Options with his daughters. He is passionate about teaching others what he knows about the market and helping them avoid the same mistakes he has made in the past..
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Like the markets he trades, Macro is an untamable stallion
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Chris is a former US Marine, High Threat protection for US State Department personnel in Iraq and the President of Haiti.
A self-taught programmer, Chris has traded since 1999 and implemented discretionary and algorithmic trading as a prop trader and running Pollinate Capital, a crypto hedge fund which returned +6400% in it’s 4 month life before returning profits to the partners.
Chris trades multi asset, multi strategy algorithms in Equities, Futures, Currencies and Crypto markets.
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Tony is a world-class option trader as well as an investor in nearly 100 companies. He is well known for founding Liquid Point, a trading platform that sold for $250 million. Tony is also a founding member of key companies in the trading industry, such as Matrix Executions, a Chicago-based agency-only broker-dealer, as well as the premier managed futures firm Efficient Capital Management. More recently, Tony founded Liquid Mercury, a crypto trading platform designed for professional traders.
Tony is also a master trader at CBOE, where he also served on the Board of Directors, and he is the only options trader to be featured in the seminal work Market Wizards, which showcases the world’s best pro traders.
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Brian Moran is the CEO and Founder of FLX, a technology platform modernizing the engagement between asset and wealth management firms. Brian launched FLX in December 2019, addressing a need for the modernization in the asset and wealth management industries. Prior to founding FLX, he held multiple senior leadership roles, where he guided teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker Dealer Sales, Head of National Accounts and Co-lead of US Retail Distribution.
Brian earned a BS in Marketing from Penn State University, and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA), and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute and the Catalyst Group.
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Salem Abraham is the President of Abraham Trading. Salem graduated cum laude from the University of Notre Dame in December 1987 with a bachelor's degree in finance. He began his investing career as a futures trader while still in college, using quantitative models to trade global futures markets beginning in 1987. Throughout his career, Salem has managed investments in stocks, bonds, options, derivatives, and private equity. He has held full membership seats at both the Chicago Mercantile Exchange and the Chicago Board of Trade. His first investment experiences were shared with his grandfather, who employed him to buy and sell distressed minerals and ranches in the Texas Panhandle in the late 80s. In total, Salem has bought and sold more than 200,000 acres of land and resources. He manages investments in oil and gas properties, wind rights and residential, commercial, and agricultural real estate properties.
Salem has been featured in Michael Covel's books The Complete TurtleTrader and Trend Following. He has also appeared in Bloomberg Markets, Absolute Return, Barron's, Institutional Investor, and The New York Times.
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James is an entrepreneur and technologist at heart. He was an early pioneer of high-frequency algorithmic trading, and deeply involved in the electronification of Wall Street, where he started his career back in 1997. In 2018, he created his current company, Global Liquidity Inc, where he began developing an advanced electronic trading interface based on real-time 3D graphics.
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For nearly two decades, Micah J. Wonjoon Kessel has designed empathic experiences applying research on the science of emotions. Pioneering behavioral design in the Netherlands, he advised on experiential concepts with organizations such as Google, Disney, Microsoft, and projects for flourishing across social divides with the Finnish and Swedish governments, and the Diabetes Fund.
Currently, Micah is Design Lead at Dr. Lisa Feldman Barrett’s neuroscience lab, IASLab, at Northeastern Psychology, and at Dr. Mahzarin Banaji’s implicit bias research lab at Harvard Psychology.
He applies this research as Executive Director of Empathable, which has created a facilitated experience and an app that is changing the paradigm of how we learn through experience, resulting in increasing empathy while decreasing bias and polarization on an organizational and national scale.
Under Micah’s direction, Empathable’s team is a winner of the Harvard Culture Lab Innovation Fund Award in 2020, granted by their joint council of Diversity, Inclusion, and Belonging. The Empathable Experience has been shared with over 100 organizations, including the National Association of Diversity Officers in Higher Education, at the Black in Design Conference, and multiple Fortune 50 companies. He has presented his work at Harvard Medical School, the Society for Neuroscience and Creativity, The Boston Museum of Science, Darden School of Business, and was a 2019 Byron fellow. Micah speaks English, German, Italian, Dutch, Flemish, and some French and enjoys speaking and writing on the topic of experience and subjective realism.
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Mr. Rendino began serving as Chairman and CEO of 180 Degree Capital Corp. in March 2017 following his election to its board in June 2016. He is a financial services leader with three decades of Wall Street experience and expertise in capital markets, value investing and global equity markets. For over twenty years, Mr. Rendino worked on one fund, Basic Value Fund, with a consistent Graham and Dodd focus, at the same firm, BlackRock/Merrill Lynch. He was the Value team leader, a member of Blackrock’s Leadership Committee and a frequent contributor to CNBC, Bloomberg TV, Fox Business, The New York Times and The Wall Street Journal. For the entirety of his money management career, Kevin ranked in top quartile, and beat competitor averages and the SPX by over 100 basis points. He also received numerous Lipper awards for Investment Excellence during his tenure. Mr. Rendino has served as a member of the Board of Directors of multiple publicly traded companies, including Synacor, Inc. and TheStreet, Inc. Mr. Rendino graduated from the Carroll School of Management at Boston College (B.S.).
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Roger Khoury is the Founder and CEO of Market Forecasting Academy, a training and mentorship program for market participants looking for low risk, consistent, market-beating performance. He is most known for developing an innovative, industry-first methodology that eliminates the uncertainty, inconsistency and large drawdowns traditionally experienced in the financial markets. He calls it Demand Imbalance Arbitrage™, which is the only method guaranteed to consistently identify and take advantage of frequent, very low risk pockets of imbalance between demand and price . . . and profit from them 80-90% of the time.
Roger achieved financial independence 11 years ago using the method he developed. He never intended to teach this, but members of his community asked him to share his knowledge after realizing his method gave him a lot of free time to socialize and serve.
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Barry Habib is an American entrepreneur, bestselling author, and the recipient of three Crystal Ball Awards for the accuracy of his real estate market forecasts.
As an innovator, Barry has bought and sold several successful businesses including Mortgage Market Guide, CPMS, Certified Mortgage Associates, and Healthcare Imaging Solutions and was a founding partner in Experience.com.
Identifying an industry in need, Barry's current focus is MBS Highway, which he founded in 2012 with the vision of interpreting and forecasting activity in the mortgage rate and bond markets. His insights are so highly regarded that he appears regularly on Fox Business Network Fox Business Network and CNBC Networks, followed by thousands of mortgage professionals. His Monthly Mortgage Report show ran for 13 years on Squawk Box. Consistently recognized by his peers, he was named the St. Armand Ventures 2021 Businessman of the Year, appeared on the Mortgage Global 100 List, and secured a place on the 100 People to Watch in 2023.
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Stephen Mathai-Davis, CFA, CQF is the Founder and CEO of Q.ai, a Forbes company. He is a full-stack data scientist and recognized as an expert in the application of artificial intelligence and advanced quantitative strategies to global public markets. Most recently, he was recognized as part of the Top 100 in Finance by the Top 100 Finance Magazine and has been shortlisted as one of the top CEOs of 2021 by the Silicon Review. He was recently called one of the Top 100 in Tech from Johns Hopkins University for 2021.
Under Stephen’s leadership, Q.ai is taking on the $25+ trillion fund management industry by launching the first AI-powered investment management app. Since its launch in March 2021, Q,ai has received significant attention, including being the #1 Product on Product Hunt while winning the FinTech Breakthrough Award for Best Retail Investment Platform in 2021 and the AI Breakthrough award for the Best Deep Learning Platform in 2021.
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Kyrill is the CEO of Centerfin, a digitally native, institutional quality wealth management service. Originally an immigrant from the former Soviet Union, Kyrill began his career at Goldman Sachs. During his eight years there, he spent the majority of his time working with hedge funds in the prime brokerage business.
In 2009, Kyrill moved to the buy-side, joining a distressed credit hedge fund founded by two ex-Goldman prop traders. He then worked at two other firms, most recently Golub Capital.
With two decades of experience working with sophisticated institutional investors, Kyrill was always frustrated with the lack of access to similar quality investment solutions for him and others in his network. He founded Centerfin to solve this problem, providing a holistic approach to managing wealth in a manner modeled after other long-term-oriented investors such as endowments and family offices.
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Bruce manages WUGI, Esoterica's active ETF investing in 5G-enabled digital economy. Prior to Esoterica, he was a portfolio manager and partner of PhaseCapital. He was an equity strategist at WisdomTree Asset Management and a sell-side equity strategist at Sanford Bernstein. Bruce started his investment career at Dow Chemical Pension Fund. He received his Ph.D. in Business Administration from University of Connecticut and holds the Chartered Financial Analyst (CFA) designation.
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James McInnes founded Odd Burger in 2014 as a grassroots vegan organization that brought organic fruit and vegetables from local farmers to customers' doorsteps. Over the years they have transformed from a small organization to a meal kit preparation company, a food truck, a standalone brick and mortar restaurant, to having several locations with a manufacturing center and being the world’s first publicly traded company in Canada and the United States.
Odd Burger's mission is to disrupt the fast-food industry by offering delicious food made from scratch using plant-based, minimally processed and sustainable ingredients that are good for people and the planet. The brand is fulfilling this mission by developing advanced automation technology, large scale plant-based food manufacturing facilities and a vertically integrated, locally sourced supply chain.
Currently, there are seven locations in Eastern Canada, with two new locations being built in Calgary, AB and New York, NY. Odd Burger plans to open 20 new locations in 2022.
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Dr. Adams is a scientist, a serial entrepreneur and a financier. His previous position was CEO of Amorfix Life Sciences (TSX:AMF) from 2005-2010. He was Chairman of Sernova Corp (TSXV:SVA) and President and CEO of the UT Innovations Foundation from 1999 until 2004. Prior to this, he held research and executive positions with Boston Scientific Inc, Pfizer Inc, Corvita Canada Inc., University of Ottawa and Canadian Red Cross, Blood Transfusion Service. He has been instrumental in founding over 30 companies who have raised $100 million and has been a Director of 10 venture capital funds and 10 start-up companies. Dr. Adams was awarded a World Economic Foundation Technology Pioneer for 2007 and TBI Company of the year in 2009. Dr Adams has 124 scientific publications and is a reviewer for major scientific journals, federal granting agencies and Centres of Excellence.
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Trained as a corporate lawyer and as an air force rescue pilot, Dan’s career has evolved to focus on high-growth, mostly technology-based companies. His CEO-level experience includes organizations specializing in data analytics, IT and consumer marketing.
He has served on the boards of directors of International Save the Children and of Green Shield Canada, a leading health benefits administrator. Dan continues to serve as a board member and advisor to several companies and not-for-profit organizations.
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Jennifer Beck is a seasoned entrepreneur with deep experience in the emerging legal cannabis and hemp market. Her technology company Cannabase was founded in 2013 as the first and largest online wholesale marketplace connecting the legal cannabis market. During her time with Cannabase, she served for 2 years as the Vice Chair of the Colorado Cannabis Chamber of Commerce and was involved with advocacy for responsible legalization.
After selling Cannabase in 2016 to Helix Technologies (where Cannabase was rolled into leading cannabis seed-to-sale tracker BioTrack THC), Jennifer co-founded Jihi with a mission to help high performing people sleep better, recover faster, and rejuvenate from the inside out. Jihi’s proprietary, clean and highly functional CBD skin and body care was founded on the idea of "Self-Centered Wellness" - coming within to find our authenticity, our joy and our power - and compassion for ourselves and the earth. Jennifer has been featured on Bloomberg Radio, Forbes, Green Entrepreneur, Marijuana Business Daily and more.
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Obi Onyejekwe, CEO of UNOMI and COO of Pixel Pirate Studios joins us in the China shop to talk about the path of the Entrepreneur. We go into detail about the work that goes into a successful startup, along with the importance of selecting the right team and building the right culture. Obi also shared with us some of the less talked about details when his first startup was acquired by AOL along with a ton of exciting opportunities for the retail investor to become a venture capitalist!
Obi is an entrepreneur and product specialist with extensive experience building digital and entertainment companies. He raised over $900,000 on a revolutionary startup (Nito Inc.), which was later acquired by AOL. An outstanding leader with a record of spearheading the development of high-end profitable products, Obi is currently focused on his latest project, Unomi. Prior to founding Nito Inc and Unomi, he worked as a marketing specialist for several Fortune 500 companies, including entities like Spike, Nickelodeon, and BET.
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The genesis of the Dream Exchange includes an aggregate of experiences from Mr. Cecala’s career. Those experiences include service as a U.S. Army Cavalry Officer, civil rights lawyer, securities lawyer, and CPA. A significant influence on the Dream Exchange comes from the 1990's, when Mr. Cecala was legal counsel for the team that created Archipelago, the first company to carry electronic securities trading over the internet. Archipelago grew to eventually become the electronic infrastructure of the NYSE and is known today as NYSE-Archa Exchange, the second largest stock exchange in the US. Also, during his career, Mr. Cecala has helped conduct over 100 successful capital events, working closely with small entrepreneurial business owners. Combining these experiences, most recently, he contributed significant authorship for the Main Street Growth Act, the legislation creating venture exchanges, and his research has been submitted for the Congressional Record on the need for venture stock exchanges. The Main Street Growth Act is pending in both the US House of Representatives and the US Senate, and it has previously garnered unanimous support in Congress multiple times from 2018-2021. The Dream Exchange has been created from more than 30 years of continuous progress to help US capital markets become a fair marketplace where all communities and people come to achieve the goal of making the world a better place by funding the future of great ideas and inventions.
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Drew is the founder and CEO of The Spaventa Group, a leading alternative investment company. The Spaventa Group provides investment opportunities in late-stage, venture capital-backed companies to individual and institutional investors.
Having experience as a trader, investment manager, and executive, Drew is focused on creating and investing in new, innovative wealth-building assets and emerging technologies. He recently accepted a position on the Forbes Finance Council, a community for executives in the investment, wealth and asset management, and financial planning industries.
Episodes
CEOs
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Dan is the Founder and CEO of Market Taker Mentoring, a leading option-trading education firm that provides online options training, newsletters, and personalized one-on-one coaching for options traders.
He has trained over 100,000 traders in 50+ countries—many who have seen results good enough to become full-time pro traders.
After beginning his trading career on the floor of the CBOE as an equity options market maker, Dan joined the company’s Options Institute and began teaching both basic and advanced trading concepts to traders, brokers, money managers, and market makers.
In addition to his work with the CBOE, he has been an invited speaker and taught options strategies at the OIC, ISE, CME Group, Shanghai Futures Exchange, and many leading options-based brokerage firms—both nationally and abroad.
Dan has a passion for sharing his knowledge and expertise in options trading, and he has authored two high-selling option-trading books, Trading Option Greeks and The Market Taker’s Edge.
He is a frequent contributor to Bloomberg Business Television, FOX Business News, The TD Ameritrade Network, The Street, and CBOE TV; he is a resource to print journalists on markets, trading, and investing; and he shares trading strategies in well-attended online webinars.
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Sean Tepper is the Founder and CEO of Tykr, a software that helps people manage their own investments with confidence. He originally created Tykr as an Excel sheet in 2016 to save time with investing. After four years, he made consistent returns ranging between 15% and 50% per year. In 2019 he started sharing this Excel sheet with other investors and everyone asked “When are you going to turn this into a software to share with others?” Tykr took about one year to build and officially went live in 2020. Today, Tykr has over 8,000 customers in over 50 countries.
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Andrew Einhorn is the CEO and co-founder of LevelFields, an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. With over 10 years of experience in building and leading technology and tech-enabled service firms, Andrew has a proven track record of delivering innovative solutions that solve real-world problems and generate value for customers and stakeholders
PROMO CODE BAND10 FOR 10% OFF
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A business leader and lawyer, Andrea (Andie) S. Kramer is a global authority on tax, regulation, and governance. Leaders of fast-moving companies making high-stakes decisions seek her advice on a broad range of matters including digital and emerging asset classes. The National Law Journal named her one of the 50 Most Influential Women Lawyers in America citing her “demonstrated power to change the legal landscape, shape public affairs, launch industries, and do big things.”
Andie combines wisdom, candor, and pragmatism to anticipate the challenges her clients face in making strategic decisions. Her prolific writing includes an authoritative treatise on financial products, and the Financial Industry Regulatory Authority (FINRA) recognizes her as a tax expert witness.
A well-known leader in diversity, equity, and inclusion, Andie is a Forbes.com contributor and author of three books on gender equality in the workplace, including the forthcoming Beyond Bias: The PATH to End Gender Inequality at Work. For 30 years, she has helped organizations become more diverse, equitable, and inclusive, thriving as a result.
In January 2023, Andie launched her boutique law firm, ASKramer Law, where she advises clients on complex, high-stakes transactions and all aspects of ESG.
Episodes
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Cody Willard is a hedge fund manager and publisher of an online subscription investment and trading newsletter, a husband and a father to two beautiful daughters, one of whom is and has been diagnosed with a genetic disorder. Cody has been a Division-1 NCAA basketball player, an incubator analyst, a stock broker, a real estate appraiser, a busboy, a TV news anchor on Fox Business and CNBC. Mr. Willard received a BA in Economics from the University of New Mexico in 1996.
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Anthony's experience in investing began through a chance encounter at college and introduction into Cryptocurrencies in 2018... He still remembers first buying Bitcoin and then the price halving the next day. He has been fascinated by all things investing and trading ever since, expanding his learning to Forex, Equities, Fixed Income and NFT's. He is the host of the WTFinance podcast, posting weekly interviews with experts in a variety of finance related subjects.
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Taxes are Micah's main focus, but he also advises people on what is best for the business or individual overall - not just from a tax perspective. His firm deals with businesses of all kinds, but they especially focus on online and other highly scalable businesses.
A few years ago, Micah started investing in crypto and quickly realized that nobody understands how the taxes work. Since then, he has spent the majority of his time helping clients navigate the Wild West of crypto taxes.
Crypto Experts
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Dan was honored to have been named one of the 40 most influential Mortgage Professionals under 40 by National Mortgage Professional (NMP) Magazine in 2020. He is an experienced student of the market for over 18 years. Dan's goal and vision is to help mortgage professionals to better serve their clients by being true advisors and not just salespeople.
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Edmund McCormack is the CEO of Dchained, a crypto-based education and advisory platform, and trusted expert for leading finance business outlets such as Forbes, US News & World Report, Cointelegraph, American Banker, and Business Insider.
About Dchained
Dchained provides education, personalized coaching, and online resources for investors at every stage of their journey, whether complete beginners or experienced traders. Through a series of easy-to-follow guides and courses, Dchained members gain the insight required to make informed and timely investment decisions - covering everything from the basics of "how to get started" to the latest DeFi platforms.
Episodes
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A veteran in public speaker and team leader able to pitch projects, ideas and concepts concisely and effectively while motivating and driving on target, measured results. With nearly a decade of experience in the tech sector and half a decade in the blockchain industry, Nicholas is an expert in driving project growth. Using his unique leadership style and vision, he cultivates seamless paths to create value and transcend goals. A firm believer that diversity is strength, Nicholas has worked in a wide array of industries, ranging from cybersecurity, gaming, real estate, entertainment, and blockchain.
About LODE:
LODE is a blockchain-powered payments ecosystem providing investors with stabilized digital currencies backed by gold and silver. Regulated by the German Financial Supervisory Authority (BaFin), the project has exercised due diligence to minimize risk for a growing community of investors, with its SEC license pending. Bridging the old and the new, LODE's asset-backed digital utilities, AGX (digital silver) and AUX (digital gold), are designed to serve users with a pragmatic method to transact with borderless, low cost, stable mediums of exchange, providing an easy on-ramp to other blockchain assets as well as instant conversions to local fiat currencies like USD, EUR and more.
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Shahar retired as the leader of the enterprise blockchain deployment team at IBM at the age of 29. He founded Road to Babylon to help others on the path to financial freedom by sharing his no-hype, principles-based approach to investing in crypto assets. He draws on his years of experience as a crypto investor and professional in the blockchain industry to provide on-demand insight and assistance to clients of all backgrounds as they navigate this new and exciting space.
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Alex Greengaard has spent the past fifteen years as an educator, a program director, and a leader in the arts education community in Tucson, Arizona. He is the founder and Educational Director of Troubadour Theatre, a children’s educational theatre dedicated to providing arts education to low income families. Troubadour has been in operation since 2007. In addition, he has served as a classroom teacher in the humanities for the same period at La Paloma Academy and most recently at Khalsa Montessori School. As of 2020, he has served as the Middle School Director at Khalsa Montessori. Alex received an MFA in Interdisciplinary Arts with a specialization in Arts Education and Theatrical Design from Goddard in 2014.
Authors
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Walter is a retired Colonel USAFR and the President of THE FIFTH HOUSE, INC, est. March, 1993
Walter created the Wall Street Whiz Stock Market Simulation, a reenactment of the "Crash of 1929, released in 1989, currently found at www.WallStreetWhiz.com. Walt is a Business / Educational Consultant, with a special focus on Cognitive and Whole-Person Student Development through Longitudinal (Growth-Model) Student Assessment design. He has worked with Clemson university supporting cognitive learning research, as well as Johns-Hopkins' School of Environmental Health in Baltimore in Sustainable Development Community projects. His book: Lead from the Middle, Lead from Behind was released in May 2023 on Amazon & Kindle.
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Christopher A. Panagiotu, the CAP in CAPitalize, was introduced to investing at the tender age of 10. Fast forward to 18 and he accepted an internship at one of the largest wire house firms in the world, UBS. After three quick years of college at the University of Oregon, something was not sitting right with him, so he joined Morgan Stanley for a short stint where he quickly realized corporate life was not in his wheelhouse. Chris was extremely blessed to have discovered Lucia Capital Group and in 2015 he began his journey to grow what is now CAPitalize Your Finances. In his nearly seven years at Lucia Capital Group, Chris built his practice from scratch, going from $0 to nearly $100M in that timespan.
Chris is a CERTIFIED FINANCIAL PLANNERTM Professional and a Certified and a Chartered Retirement Plans SpecialistSM (CRPS®, conferred by College for Financial Planning). He holds the following licenses with LPL Financial: series 7, series 66. In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times.
Outside of the office, Chris hosts the podcast “CAPitalize” (available on Spotify), serves on the board of ACE, roots for his Oregon Ducks, and most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way.
CAPitalize Your Finances- Website
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Bruce is an international personal finance specialist who dug his way out of poverty. He is a certified public accountant (Colorado), a chartered accountant (Jamaica), a chartered certified accountant (UK) and creator of the online and in person course, 14 Steps to Financial Freedom. Bruce is also the territory leader (senior partner) at PricewaterhouseCoopers (PwC) Jamaica, a member firm of PwC International Limited, one of the largest professional services networks in the world. Bruce started teaching the course in community-based institutions, including his alma mater, Jamaica College (high school), to increase financial literacy among working adults and students. The idea for his book stemmed from the warm reception to the course and the need to spread the financial freedom message at a faster rate.
14 Steps to Financial Freedom - Website
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Jaden’s point of view is that the large brokerage firms and investment advisors are set up to make their own firms wealthier - NOT the clients. He worked for 2 large investment banking firms in his 20s including holding a leadership position in the Asset Management division of Citigroup in Southern California where he increased sales from 105 million to over 300 million in just over 2 years.
At age 26, Jaden became a top 1% earner in the US due to the financial markets. But in his early retirement he pivoted and went on to develop 125 affordable housing projects over 7 years in South Florida valued in excess of 12.5 million dollars. He has gone on record to share that he learned more about growing his wealth through his wealthy clients than through the firms that held their assets.
Jaden is big on individual stocks, NOT on mutual funds. And he sees so many people struggling to find winning stocks that could ultimately lead to financial freedom. That is why he recently assembled a team to create patent pending software that investors can use to invest like experts without needing to become a CFA or other certified professional in finance.
The software is called Sterling Stock Picker and it takes key indicators and creates their ‘NorthStar Ranking’ for each stock… Recently, their utility patent was filed with the USPTO for their technology. What many of the current users are excited about is the fact that there is the ability to filter stocks that fit their risk tolerance, personal values, interests and much more with over 28 different filters available.
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Born and raised in a small town and from a blue-collar household, his parents worked for the post office. However, Jeremy always held much bigger dreams. He longed to experience the world outside his small hometown of Bardstown, Kentucky.
He jumped into entrepreneurial ventures with the naivety of a child and the tenacity of a tycoon. He started the day trading at the age of sixteen, learning and failing with each trade. It is this process of adapting through failures that is paramount to his success in business.
He is knowledge and skill as a day trader would help him land a job as one of the youngest brokers at Fidelity trading institutional equities in Boston and later in New York. He was earning great money, but it didn’t fulfill the entrepreneurial spark within him, so he decided to go out on his own.
Delk Enterprises has grown from making $6,000 in its first year in business to a diversified VC fund that has built and exited investments in both private and public transactions. Today, more than 20 years later, Delk Enterprises has holdings in biotech & healthcare, consumer brands, technology, building materials, and real estate development.
Jeremy now focuses on investing in and advising entrepreneurs through speaking. His upcoming book shares his reality of the Good, Bad, and UGLY of entrepreneurship. It serves as a not-so-subtle reminder of fundamental principles he’s learned through his journey: while great times don’t last forever, neither do the truly bad ones.
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Duncan Mavin is a seasoned international financial journalist. Born and raised near Newcastle, he studied history at Durham University and spent a decade as a chartered accountant in the city and in Toronto. He then became a financial reporter and foreign correspondent for Canada’s National Post. Since 2009, he has been a reporter and editor for Dow Jones publications including the Wall Street Journal, based in Hong Kong, London and New York. Duncan wrote and edited the Journal’s influential Heard on the Street column for several years, and was the Journal’s Financial Editor for Europe, the Middle East and Africa. He was also the Managing Editor for Barron’s Group. His writing has also appeared in Barron’s, Financial News and on Bloomberg News. He lives with his wife and three sons in the UK and is a long-suffering fan of Sunderland football club. The Pyramid of Lies is his first book.
The Pyramid of Lies: Lex Greensill and the Billion-Dollar Scandal
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Paul used his business acumen to build his business into one of the most successful gyms in the US. This wasn’t enough for the former stockbroker, and he began creating high six-figure offline businesses for his clients. This has resulted in his consulting company growing will into the 7 figures by helping his clients, all the while living a freedom lifestyle of his own design.
To date, Paul has become a 2X bestselling book author, an international speaker, and a sought-after mentor for people worldwide.
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Gordon is an international personal finance speaker, author and blogger on a mission to help everyone attain financial wellness. North Americans are struggling with high levels of personal debt and higher levels of stress about money. Their financial worries affect their sleep, their job performance, their marriages and their mental health and he wants to fix that. When not writing or speaking about personal finance, Gordon spends his free time as a dad, ski racer, sailor, not yet great (or even good) guitar player and is a recovering engineer.
Episodes
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Jared Bibler is a graduate of MIT, where he studied engineering. He is also a CFA charterholder with nearly 20 years of broad experience in the global financial markets. Jared started his career in Boston and New York, where he worked as a consultant to a Wall Street giant.
Following that, he moved to Iceland where he supported the Icelandic pension funds’ foreign investments. Unhappy with this environment, he resigned from his job at a leading Icelandic bank days before the 2008 Icelandic financial crisis. He was subsequently hired to head a special investigation team at the Icelandic markets regulator. Jared and his team referred more than 30 criminal cases to the Special Prosecutor of Iceland, including the largest stock market manipulation cases to be prosecuted globally.
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Herald van der Linde is HSBC’s Head of Equity Strategy, Asia Pacific. He joined the bank in 2005 and came to HSBC with 20 years of experience in various roles, including stock analyst, equity strategist and country head of research in Indonesia, South Africa and Taiwan. He is a Chartered Financial Analyst (CFA), speaks seven languages and has an MSc in Economics, for which he wrote a thesis on Indonesia’s central bank in Jakarta in 1993. Herald is also an Associate of the Institute of Wine and Spirits and is a certified lecturer for the Wine & Spirit Education Trust (WSET). He sits on the advisory committee for the China Studies program at Hong Kong’s Baptist University and is the author of Jakarta: History of a Misunderstood City, published in 2020
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Ian Fraser is an award-winning journalist, commentator and broadcaster who writes about business, finance, politics and economics. He has written for titles including The Economist, Financial Times, The Sunday Times, The Times, Daily Telegraph, Daily Mail, Mail on Sunday, Independent on Sunday, the Herald, Sunday Herald, BBC News, Thomson Reuters, Dow Jones, Accountancy, CA Magazine and Citywire.
His book, Shredded: Inside RBS, The Bank That Broke Britain, published in June 2014, explores how and why RBS, the world’s largest company by assets at the time of its collapse, became the world’s most expensive bank to bail out. The book — based on extensive interviews with more than 120 current and former RBS insiders, advisers, politicians, and others — was longlisted for the Financial Times and McKinsey Business Book of the Year and has received positive reviews including from FT chief economics correspondent Martin Wolf.
Episodes
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James A. Fok, author of Financial Cold War, is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX) during a decade of rapid internationalization in China's capital markets. Prior to that, he worked as an investment banker specializing in the financial services sector.
Episodes
Investing
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DeDerek Izuel, CFA, Chief Investment Officer and Portfolio Manager for the Morningstar 5-star Shelton Emerging Markets Fund (EMSLX) and International Select Equity Fund (SISLX), has a quarter-century of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley.
Shelton Capital Management - Website
Shelton Emerging Markets Fund - EMSLX
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Joe is the creator and co-host of the Stacking Benjamins and Money With Friends podcasts, and creator of a network of five podcasts (plus monthly contributor to another!).
He is a current board member at large of The Plutus Foundation and a former board president of Partnership For The Pathway.
Joe is a former financial advisor (16 years) and represented American Express and Ameriprise in the media. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He’s also appeared online in more than 200 different places, including CNBC.com and WSJ.com.
Stacked: Your Super Serious Guide to Modern Money Management
Episodes
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Sammie hails from London, UK and is a director of a Hospitality business that owns bars and music venues in London. He has been an investor in the stock market since 25 and was self-taught. His strategy is to buy companies that have strong growth potential and solid business fundamentals, and Sammie's goal is to inspire others through Up the Gains that anyone can create the habits to change their financial situation
How To Go About Investing Money (eBook)
Follow Up the Gains on Twitter
Episodes
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Anthony Vicino is a serial entrepreneur who has helped build multiple multi-million dollar companies from the ground up by creating efficient systems that scale, utilizing value-based content marketing strategies, and always focusing on providing exceptional end-user experiences.
He is a Best-Selling Author, Investor, and Small Business Owner who successfully managed his own personal portfolio of multifamily assets spread across the country before joining forces with Dan Krueger in 2019 to create Invictus Capital.
Together, Anthony and Dan, are driven to help people achieve financial security by providing solid multifamily-based investment opportunities in an environment of trust, transparency, and clarity.
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Jonathan created the Global Investment Letter to examine capital markets around the world. Geopolitical trends are explored and their potential impact on markets is discussed. In addition, articles on various other topics that may aid an investor, such as investment philosophy, book reviews etc. are included periodically. An effort is made to keep jargon to a minimum.
During his career, Jonathan managed three different #1 ranked funds, most recently in 2010 when he won a Lipper Award for the best global equity fund in Canada. The same curiosity about the world that attracted him to money management in the first place certainly aided his investment decisions, since a good investor should have a practical knowledge of a range of disciplines, including economics, psychology, geopolitics and history.
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Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 Billion RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.
An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.
Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!
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Chris Mamula used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris has been featured on MarketWatch, Morningstar, U.S. News & World Report, and Business Insider. He is also the primary author of the book Choose FI: Your Blueprint to Financial Independence.
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David Moadel proudly serves as the Chief Analyst and Opportunity Researcher for PortfolioWealthGlobal.com as well as a financial writer for CrushTheStreet.com and InvestorPlace.com. David is also active on multiple social media platforms, with tens of thousands of followers on YouTube, Twitter, StockTwits, and other popular sites. His YouTube channel educates and informs a loyal crowd of followers on topics ranging from cryptocurrencies to stocks, options, precious metals, bonds, futures, and other areas of finance. With a master's degree in education and decades of investing experience, David has the financial know-how and a passion for teaching that has boosted the bottom line of countless clients. Focusing on data rather than emotions, David is always on the lookout for new pathways to financial freedom. Count on David for wealth-building strategies and resources for investors and traders of all financial backgrounds.
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Bonus Episode: David Moadel, Portfolio Wealth Global
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David Moadel, Chief Analyst and Opportunity Researcher for PortfolioWealthGlobal.com and host of Looking at the Markets on YouTube joins us in the China Shop this week to discuss a range of investing topics from beginner tips and options strategies to Bitcoin and other cryptocurrencies. Have a pencil and pad ready, because you're going to want to take notes!
David Moadel proudly serves as the Chief Analyst and Opportunity Researcher for PortfolioWealthGlobal.com as well as a financial writer for CrushTheStreet.com and InvestorPlace.com. David is also active on multiple social media platforms, with tens of thousands of followers on YouTube, Twitter, StockTwits, and other popular sites. His YouTube channel educates and informs a loyal crowd of followers on topics ranging from cryptocurrencies to stocks, options, precious metals, bonds, futures, and other areas of finance. With a master's degree in education and decades of investing experience, David has the financial know-how and a passion for teaching that has boosted the bottom line of countless clients. Focusing on data rather than emotions, David is always on the lookout for new pathways to financial freedom. Count on David for wealth-building strategies and resources for investors and traders of all financial backgrounds.
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Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.
About Changebridge Capital:
CHANGEBRIDGE WAS FOUNDED ON THE BELIEF THAT CAPITAL MARKETS INCLUDE AREAS OF INEFFICIENCY, WHICH CAN BE IDENTIFIED THROUGH BOTH OUR QUANTITATIVE SYSTEM AND RIGOROUS FUNDAMENTAL RESEARCH.
They aim to deliver long term capital appreciation and the preservation of capital by identifying those inefficiencies. Their fundamental research process integrates financial analysis with a consideration for the sustainability of financial drivers from an environmental, social, and governance perspective. Using this approach to construct portfolios gives disciplined investors the opportunity to compound capital over time, with below average levels of risk.
TRANSPARENCY
Investors have the right to see their holdings on a daily basis, and our investment philosophy is published openly on our website.
STEWARDSHIP
An investors’ capital is theirs and they have the right to access it when they wish. While capital is entrusted with us for investment management purposes, we are gracious stewards and take this responsibility seriously.
They are currently offering the Changebridge Capital Long/Short Equity ETF (CBLS) and theThey are currently offering the Changebridge Capital Long/Short Equity ETF (CBLS) and the Changebridge Capital Sustainable Equity ETF (CBSE) as well as Separately Managed Accounts.
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JERRY PAUL, CFA, is Senior Vice President of Fixed Income and serves as Portfolio Manager of the ICON Bond Fund and Co-Portfolio Manager of the ICON Equity Income Fund. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over thirty-eight years in fixed income portfolio management and research. Prior to joining ICON, Mr. Paul’s career in investment management and research spanned several roles, including:
INVESCO Funds Group; Senior Vice President, Director of Fixed Income and Portfolio Manager
Stein Roe & Farnham; Senior Vice President, Director of Fixed Income Research and Portfolio Manager
Century Life of America; Vice President, Investments
Mr. Paul also served as the Chief Investment Officer and Portfolio Manager for fixed income, closed end funds and hedging strategies at Essential Investment Partners. Furthermore, Mr. Paul founded Quixote Capital Management LLC, a boutique firm focused on merger arbitrage.
Mr. Paul holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations. He serves on the board of directors and investment committee of the Community First Foundation.
ICON Flexible Bond Fund - Fund Info
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Before starting Woodall Wealth Management, James worked for a well-known mutual fund and brokerage firm where he talked to thousands of clients and worked on hundreds of thousands of accounts, showing him what worked and what didn’t. This led James to design a firm to serve successful families looking for advisors want they want to build a deep relationship with and understand their needs.
He earned a Bachelor of Science degree in International Economics from Texas Tech University and was trained in Financial Planning at Southern Methodist University. In addition to passing the Certified Financial Planner (CFP®) exam, Uniform Investment Adviser Law (Series 65) exam and the General lines - Life, Accident, Health and HMO Insurance exams.
James enjoys spending time with his family, exploring different parts of the backcountry across Texas and the US while trying to learn and understand Golf, in addition to working on his goal of doing one off-road triathlon.
Woodall Wealth Management Website
Economics
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Eric is a practicing labor economist, who currently works as a chief financial officer for the city of Quincy, Ma. His area of research focuses primarily on small business and macroeconomics trends. Eric has a special interest in historical economics, cliometrics and steers clear of ideological hardlines, preferring to use empirical analysis in his appearances.
Personal Finance
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Sue is an expert at finding mortgage solutions for her customers. She has over 15 years of lending experience and over 25 years of construction experience. She educates her customers with the available financing options, and assists them in securing the right mortgage loan to fit their individual needs and financial goals. Sue is dedicated to helping families become homeowners, as she keeps them continually informed throughout the mortgage loan process.
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Shlomo has been an entrepreneur for the past 15+ years and location independent.
He's been an investor since 2006. Started with stocks then later on international real estate and in recent years going into crowd investing.
Shlomo has been building the lifestyle that he always wanted for himself and over the years managed to find the right balance between staying in one place and travel. He goes with his family for Workations, where they travel and work for 1-3 months at a time.
Over the years, he realized how passionate he is about 3 things: Personal finances, Investments, and travel. Free Financial Self is the natural combination of all these, which allows him to help others align their lifestyle goals and their finances, especially making people happier.
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Born and raised in Iowa, Joseph Hogue graduated from Iowa State University after serving in the Marine Corps. He worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation.
Joseph left the corporate world in 2014 to build his online businesses, first through creating websites and later through his YouTube channel, Let's Talk Money. He's since grown the community to over 550,000 and reaches more than 1.8 million people a month through the blogs, YouTube and a weekly market newsletter.
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Lance Belline is a Certified Financial Planner and CEO of Lighthouse Financial, an advisory firm in Rogers, Arkansas. Lance communicates in plain-spoken English, with warmth and familiarity. He makes the complex understandable, using before-and-after stories to demonstrate his wisdom. He’s motivated by a desire to see others around him thrive financially. He teaches them to grow wealth, give generously and maximize tax efficiency. When he’s not helping others navigate financial waters, you can find Lance skiing on the waters, swinging on the golf course, and spending time with his wife and three children.
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As a certified financial planner Deborah exemplifies the Cogent Way. She has the education, life experience, and knowledge of changes in the financial landscape of the 21st century to help clients in identifying and attaining their financial goals. She’s seen how devastating a lack of fundamental financial knowledge can be for individuals, families and businesses. She believes that, like anything expected to grow and thrive, money must be cared for and nurtured. Without the proper guidance, financial wealth may not necessarily mean financial well-being.
She is proud to have worked in all phases of film and television production over the years, but was moved by what she experienced to offer clients a source for financial guidance. To this end, she combined her math and computer knowledge with her creativity and her commitment to integrity, transparency and ongoing education to pursue her career as a Certified Financial Planner.
Deborah earned her MBA in Investments, Finance and Economics from Pepperdine University Malibu, California and her Bachelors Degree in Art from University of California, Los Angeles.
She completed requirements to sit for the Certified Financial Planner® (CFP®) exam at Colorado College of Financial Planning, where she also earned her Charter Retirement Planning Counselor designation.
She is a member of the Director’s Guild of American, Women in Film and the Financial Planning Association.
Deborah lives in Southern California with her husband, Bruce and their loving poodle Sandy