Investments Episodes

June 20, 2024

BetaNXT: A Private Equity Success Story.

The future of Connected Wealth: Data Transparency.
May 12, 2023

Environmental, Social, Governance (ESG) Investing under scrutiny. Where do investors stand ? Talking with Andy Poreda of Sage Advisory.

ESG investment considerations have become controversial of late due to widely varying goals, greenwashing , unreliable data and anti ESG legislation. How does an investor navigate this thicket ?
Guest: Andy Poreda
Sept. 29, 2022

The UK Pound flirts with US Dollar parity. Talking with James Herlihy, Hedge Fund Consultant.

After Kwasi Karteng, the Chancellor of the Exchequer announced a £45 billion tax cut last week, UK financial markets have been thrown into turmoil. Is the global economy ready for a return to Supply side economics ?
Guest: James Herlihy
Sept. 22, 2022

Inflation, Retirement Savings and Your Future. Talking with Professor Aswath Damodaran, Stern School of Business, New York University.

Planning for a secure financial future when inflation is running at 9%, interest rates are rising, a recession looms against a backdrop of global turmoil. Aswath shares valuable insights with us.
Sept. 6, 2022

Strive Asset Management launches a new Energy Index Fund. Excellence Capitalism versus Social Agendas. Talking with Justin Danhof, Head of Corporate Governance.

Excellence Capitalism versus Social Agenda Investing. Is the average American investor getting lower returns to further ESG mandates ?
Guest: Justin Danhof
July 15, 2022

oXYGen Financial: A private CFO for Generation X and Y investors. Talking with CEO and Founder Ted Jenkin

oXYGen Financial takes a different approach to financial planning, focused on strategy, tracking and accountability. And yes, you will likely need a supplemental source of income in addition to pension, social security and i…
Guest: Ted Jenkin
July 7, 2022

The best and the worst US cities for first time home buyers.

Most affordable for First time homebuyers : Pittsburgh, PA. Least affordable : Los Angeles.
Guest: Jim Herlihy