Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

In this short episode, Paul discusses the Power to do many things thru a single Podcast, all designed for the SMARTPHONE.  He focuses specifically on the Financial Industry and its working as though it were the 1980's.  Listen to Paul's insights resulting from having produced literally thousands of shows, and their success in now distributing their Podcasts.  If you are looking to promote your strategy/service, you will like this.

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In this short episode, Charley provides some great insights into "Story Telling," partly taken from a TED Talk, showing its power in persuading a listener.  If you ever want/need to exercise some influence, listen to this.  Even works with Teenagers.

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Chris, a CPA, founder and President of Cyr Financial, believes in quantitative, systematic, dynamic investment strategies.  Based on Global Macro, Relative Strength, Momentum metrics and indictaors, Cyr Financial has developed strategies designed to move with the trend in the near future.   Having done significant research on the subject, he discusses research he has found that provides compelling evidence of the potential productivity of the Relative Strength strategy.  Anyone looking to compare "Active" investing vs. "Passive/Index" investing will find this interview to be very interesting.

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Jay, Portfolio Manager for Reaves, focusing on Energy Infrastructure (Utilities and Nat Gas sectors), discusses this popular and typically consistently performing sector.  Changes are occurring rapidly in this industry - Technology (fracking), lower oil and Nat Gas prices, social issues arising from these lower prices, and Jay discusses the potential impact of these changes moving forward. Investors looking for cash flow will find this information very interesting and applicable.

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Nate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets - silicon, tin, zinc, nickel, frac sand, et al.  A former trader at Goldman Sachs, AQR and Bridgewater (some of the largest and storied investment firms or Hedge Funds), Nate explains his response to some of the misconceptions of many investors to commodity investing.  Their unique focus, using fundamental analysis, gives their investments very low correlation with the equities marketplace.  This is designed to be true diversification.  For a discussion of an investment and strategy that is unique, designed to have low correlation with other investments, on markets that have a very limited following, listen to his interview.  This is definitely not investing with the herd.

 

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Elliott is the co-founder and publisher of "Capitalist Times," a research firm and newsletter publisher on several subjects, with the flagship newsletter and focus being "The Energy & Income Investing" newsletter.  He focuses on all things energy, with particular focus on income investing in this industry.  He discusses how the energy sector has changed and is changing, due primarily to technology (i.e. fracking).  The rising power of short cycle oil producers has driven down the price of oil with efficiency gains and other technological improvements.  Going from a culture of scarcity to a culture of excess for oil and natural gas, the changes in the industry, and by consequence investing in that sector, is creating paradigm shifts for producers, service companies and investors.  He discusses the opportunities for investors in this sector moving forward and opportunities in the MLP space.  Investors won't want to miss this interview.

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The founder of Stillwater Capital, Bryan discusses the hedged strategies that he has implemented with Stillwater.  He focuses on his "Short Selling" aspect of his strategies and discusses his Long/Short Strategy and how it is unique in the marketplace.  He uses primarily fundamental analysis but enhances it with technical analysis.  Anyone interested in Hedged Equity style investing will find this to be very interesting.

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Ronnie Moas has developed a 155 factor model to select stocks with profitable potential and provides recommendations to subscribers.  Each recommendation is a combination of technical, fundamental and subjective analysis, generates a 30 page report, and Ronnie typically has about  50-75 recommendations at any given time.  We also discuss Cryptocurrencies.  With the dissatisfaction of so many investors with traditional investments, investors are looking for alternative opportunities. Cryptocurrencies have become a phenomenon and Ronnie discusses it with us.  Fascinating stuff that you won't want to miss.

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Tai Zen, co-founder and CEO of CryptoCurrency.Market, discusses Bitcoin and Blockchain for our listeners.  They, together with their competitors, have become a phenomenon.  This is an opportunity to understand Bitcoin and Blockchain for even those of us who are neophytes in this area.  

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Blind Squirrel Entertainment, a video game developer, has formed a Venture Fund for the developement and bringing to market of video games.  With core competencies of "shipping games" and managing multipe projects, BSE is raising funds to make equity investments into other game developers,  to provide their expertise to develop, deliver and market these companies' games.  Investors, Advisors, "Gamers" and their friends/family will find this to be very interesting.

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Lisa, an investment world veteran at Lehman and elsewhere, created in 2005 HedgeConnection.com to create and build relationships between Hedge Funds and investors/allocators.  With over 6500 funds and over 5000 investors/allocators, Lisa explains their services and networking events.  As a bonus - You will not want to miss Lisa's story of how she became a Broadway Show Producer for a short time, and won a Tony Award for one of her productions, then left it all to form HedgeConnection.com.  

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Jason, Co-Founder and Sr. Portfolio Manager, discusses their unique tactical strategy, combining Efficient Frontier analysis together with longer term tactical strategies to provide a tactical approach that is designed to be less reliant on manager accuracy than typical tactical strategies.  Dissatisfied with the typical tactical strategies, they developed their "Frontier Based Tactical" strategy.  He explains their strategy and how and why it is unique in the world of tactical investing.  Listen to this very interesting interview for a unique way to use a tactical strategy to protect a portfolio.

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A returning visit of Charles, who is always interesting and never lacks for opinions.  He discusses his view of stock price evaluation.  He sees supply and demand as being the critical elements in determining stock prices, and focues on 3 elements: Free Cash Flow - Number of Outstanding Shares - Asset to Debt Ratio.  Their ETF, TTAC, invests in the 100 companies that score the best in these areas.  You won't want to miss this interview.

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With Zeo Capital Advisors in San Fransisco, Venk discusses his experiences that keep him returning to NAAIM.  Zeo is a low volatility fixed income Bond Fund, a short duration Corporate Bond strategy, and buys bonds in the open marketplace.  This is a Mutual Fund, about six years old.

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With Sojourn Financial Strategies in Ohio, Steve discusses the opportunities of NAAIM and Sojourn Financial Strategies, which provides trading signals for investors and Advisors, using Mutual Funds, with about ten strategies, lasting three to twelve months.  They provide daily signals of either Long, Short or in Cash, based on pure technical analysis.

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With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm.  Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management.  They like High Yield Bonds and invest in Mutual Funds and ETF's, with "Go Anywhere" strategies.  Rob works directly with the clients as a relationship manager.

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Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago,  serving retail clients, and has created a FinTech company, Emotomy.  A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing.  The platform automatically executes the trades, with unique features in the Client Portal.  It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor. 

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Ken, owner of Capital Research Advisors in Georgia, discusses his passion and devotion for NAAIM, also discusses Capital Research, who manages money for retail clients and other Advisors.  With two fixed income portfolios, plus five equity strategies, they use tactical strategies.  

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As the founder and owner of Alternative Strategies Group, Inc, in Sioux Falls, SD, discusses the benefits of NAAIM and their conferences, and his firm.  He uses Long/Short, Sector Rotation, Volatility strategy, and other strategies for his clients.

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Jane Fox, founder and owner of Quantitrader, former corporate employer, left Bechtel Corp. to become a full time trader.  She has a strategy qualifiying as a Finalist at the conference's NAAIM Shark Tank, and discusses this strategy.  Technical Analysis based, she created algorythms to trade in the stocks in the S&P 500.  In addition, she now provides signals for subscribers.  It is a Rules Based Investment System.

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Dr. Harloff, with a PhD in Engineering and former employee of NASA, is a finalist at the NAAIM Shark Tank.  He discusses his strategy, a combination of the S&P 500 long and inverse and government bonds long and inverse designed to outperform a standard 60/40 portfolio.  Generating long term signals on these positions, he provides them for his clients and other Advisors.  He has 13 strategies.  His motto - "Believe in Active Management."

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The Business Development Officer of Spectrum Financial in Virginia Beach, Virgina, Emily is the President of NAAIM.  She discusses her company's membership in NAAIM since 1990 and her committment to NAAIM's learning and collaboration.  Spectrum Financial is a money manager and RIA, with retail clients, investment services to Advisors, and institutions, managing Fixed Income as their specialty.  

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Practicing in Annapolis, Maryland, Carl, a CMT,  is the owner of Sera Capital and is a NAAIM Shark Tank Finalist for this conference.  He discusses his alternative to cash, thru Volativity and 10 year Bond.  It is an inverse investment on the VIX.  He uses this for his clients and makes it available to other Advisors. He also discusses their new book.

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A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets.  He uses dividend stocks, Closed End Funds, Preferred Stock, ETF's and Mutual Funds, but no Short Selling.  He imploys options and options spreads to create hedges for his portfolios.

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Blind Squirrel Entertainment is a video game developer for Disney and others that has developed and successfully brought to market many successful video games.  Drew Bradford discusses their new venture fund, which raises funds from investors to be invested in several video game developments and marketing projects.  This opportunity is for Accredited Investors, and is expected to be involved in ten to twenty different companies/projects.  Blind Squirrel feels that their core competencies of bringing products to market can benefit other projects who may have certain skill sets but lack the experience or breadth of knowledge to bring all the resources together for a project to be successul.  Anyone interested is this consistently growing industry will find this to be very interesting.

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