Financial Poise

Podcast

Episode 65 with Christopher Orr

In Episode 65 of Accredited Investor Markets Radio, we learned from Christopher Orr how self-directed IRAs open the way for individuals to hold alternative assets, including interests in private equity funds. Orr points out that the time horizon of private equity investments can match up quite well with the time horizon of retirement funds, and are used increasingly to diversify retirement portfolios and enhance returns. Orr is Director of Institutional Products with PENSCO Trust Company.

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Episode 64 with Drew Mason

Drew Mason, of Dillon Gage Metals in Episode 64. What reasons support a 10% portfolio allocation in gold, even though gold prices have decreased in recent years? How does the answer to that question involve macro trends like the Fed’s asset purchases and low interest rates? Drew Mason explains these and other questions.

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Episode 63 with David M. Freedman

In Episode 63, Accredited Investor Markets Radio host Chris Cahill has a great discussion with veteran financial and legal journalist David M. Freedman regarding his new book, Equity Crowdfunding for Investors, which reflects upon the JOBS Act generally and Title III equity crowdfunding in particular. They also speak of surprises experienced and discoveries made over his 38-year career.

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Flashback Friday! The Best of 2015

This week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven’t had a chance to check it out, this episode is guaranteed to be worth a listen!

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Episode 62 with Philippe de Lapérouse

In Episode 62 of Accredited Investor Markets Radio, host Chris Cahill chats with Philippe de Lapérouse, Managing Director of HighQuest Partners, who advises major strategic and financial investors operating and investing globally across the food, biotech and bioenergy value chains.

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Episode 61 with Neha Manaktala

Neha Manaktala, the founder and CEO of DealIndex, Inc., whose Dashboard feature provides real-time standardized metrics on private company deals across the globe. We discussed how current and comparable information, filtered by sector, location, deal size, and other factors fosters world-wide transactional activity, including by accredited investors and the crowd.

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Episode 60 with David S. Rose

Exponential tech in Episode 60 of Accredited Investor Markets Radio with host Chris Cahill and David S. Rose of Gust, an online platform used by more than a half million entrepreneurs in 190 countries to connect and collaborate with over 75,000 accredited investors. They speak about the dramatic changes occurring in the global marketplace for capital in resulting scalable enterprises.

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Episode 59 with Tom Corley

In Episode 59, Accredited Investor Markets Radio speaks with Tom Corley, author of Rich Habits — The Daily Success Habits of Wealthy Individuals, a best-seller based upon Corley’s 5-year research project where he separates fact from myth as to the habits of the wealthy and non-wealthy people

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Episode 58 with David Hicks

In episode 58, Accredited Investor Markets Radio chats with David Hicks of HomeVestors of America, a.k.a.”We Buy Ugly Houses,” to discuss how company franchisees find the dormant capital (the “ugly houses”) and bring it to market, and how the company finds and trains the franchisees to perform these feats.

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Episode 57 with Vitaliy Katsenelson

Accredited Investor Markets Radio speaks with Vitaliy Katsenelson, CFA and host of Contrarian Edge podcast, about a different take on market trends and active value investing. Vitaliy conceives of periodic “sideways markets,” like the one at present, in which P/E ratios go from much above to much below average. In such a market, an investor does not maximize value by riding the tide. For more, please listen.

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