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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Now displaying: 2015
Dec 28, 2015

CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.

Dec 21, 2015

Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job to launch her own company, Gen Y Planning. Now, she’s a location independent entrepreneur and is the top Google search for “Financial Planner for Millennials.

Sophia’s been quoted in The New York Times, Forbes, Business Insider, AOL, The Wall Street Journal, Money Magazine and more. She was named one of “10 Young Advisors to Watch” by Financial Advisor Magazine and one of the “Top 40 Under 40” by InvestmentNews. She spends her free time doing yoga, tweeting, and eating amazing food from around the world with her friends.

Dec 17, 2015

Compassion International is a child-advocacy ministry that pairs compassionate people with those who are suffering from poverty. The ministry releases children from spiritual, economic, social, and physical poverty. The goal is for each child to become a responsible and fulfilled adult.

Dec 14, 2015

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on 95.5FM and AM 750 WSB.

Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA).  CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.

In 2014 and 2015, Barron’s Magazine named Wes as one of America’s top 1,200 Financial Advisors. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.

In addition, Wes is a weekly guest financial columnist for AJC.com, the website of The Atlanta Journal-Constitution. He is also the editor and writer for About.com’s Financial Planning blog. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia.

Wes holds a degree in economics from the University of North Carolina, Chapel Hill.  He lives in Atlanta with his wife and three sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.

Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a best seller in the retirement planning category.  This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014.Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network.  He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.

Dec 10, 2015

Doctors Without Borders/Médecins Sans Frontières (MSF) is a private, international association. The association is made up mainly of doctors and health sector workers and is also open to all other professions which might help in achieving its aims. All of its members agree to honor the following principles:

MSF provides assistance to populations in distress, to victims of natural or man-made disasters, and to victims of armed conflict. They do so irrespective of race, religion, creed, or political convictions.

MSF observes neutrality and impartiality in the name of universal medical ethics and the right to humanitarian assistance and claims full and unhindered freedom in the exercise of its functions.

Members undertake to respect their professional code of ethics and maintain complete independence from all political, economic, or religious powers.

As volunteers, members understand the risks and dangers of the missions they carry out and make no claim for themselves or their assigns for any form of compensation other than that which the association might be able to afford them.

Dec 7, 2015

In this interview with Chris Camillo we learn how he used in formation arbitrage to grow his portfolio from under $200,000 to over $3 million in seven years with a compounded annual growth rate of 84%. Sounds pretty crazy right?

When I met Chris a few months ago I was very intrigued with this story and with his company, TickerTags. Chris was gracious enough to give me a copy of his book, Laughing at Wall Street and I actually read it cover to cover on the plane ride home from the conference that we were at. I read a lot but it's rare that are read a book in one sitting like I did Laughing at Wall Street.

I found Chris's story very compelling and I appreciated his approach investing a lot. The intro to this article probably sounds a little bit like a get rich quick proposal. The cool thing is that is actually not the case. In Chris's book and in the podcast he makes it clear there are no guarantees and sometimes we draw the wrong conclusions and make bad investments.

One thing that sets Chris's approach a part in my mind is that he is a strong advocate of not putting your retirement money or other crucial assets at risk through your investing. That money is best put the work in conservative indexes, etc. Chris has a neat method of finding extra money to invest and then leveraging those investments in a way they can lead to significant returns. I'll let you listen to the rest of the podcast to hear more about that story.

If you enjoy the podcast, please take a brief moment to leave a five-star rating and review (iTunes, Stitcher) and then subscribe as well while you're there. The support makes a big difference for the show.

Thank you so much for joining us at investor in the family!

Nov 30, 2015

Kirk used to work in NYC in investment banking with the Mergers & Acquisitions Group for Deutsche Bank, a German-Based Company. He later took a job as a Research Analyst covering REITs at BB&T Capital Markets.

Eventually, he left the investment side to run a family Mortgage Lending business.

In August of 2007 he started optionalpha.com where he shares some of his thoughts on what he was trading; strategies, stocks, positions, etc.

Kirk focuses all of his attention on trading options, as non-directional as he can to generate long-term income for his portfolio. He realizes that to be successful it requires you to be both "consistent" and "persistent". Consistently trading the right strategies and the persistence to do so when trades don't go your way.

Nov 23, 2015

James has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.

He started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, James became Chief Global Strategist and Head of International Investments for a major investment bank.

James currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory. Needless to say, James has a lot of experience to speak from. He is also a contributor on Seeking Alpha.

Nov 16, 2015

Jennifer is the Founder and CEO of PolicyGenius. PolicyGenius is known for being the easiest way to get insurance. Buying insurance stinks, PolicyGenius makes it better with ease and education.

At PolicyGenius, she is the resident expert on insurance and financial consumer behavior. Before PolicyGenius, Jennifer was an Associate Principal at McKinsey & Company and attended Columbia Law School.

Nov 9, 2015

Todd Tresidder is the man behind financialmentor.com where he helps his clients find financial freedom. Todd has been a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio. Todd’s portfolio management for the Hedge Fund produced 100% winning years except one, which was less than a 5% loss. He raised his net worth from less than zero at age 23 to become a self-made millionaire 12 years later by “walking the talk” using the same personal finance and investment strategies taught atfinancialmentor.com. Todd was also an early pioneer and expert in statistical and mathematical risk management systems for investing. Financially independent from age 35 through his investing. Todd is still an active investor who earns consistent investment returns in both up and down markets.

Nov 2, 2015

Brian has worked with the best firms and the most interesting characters on The Street. His tour at Merrill Lynch Silicon Valley led him to believe in "the talent trade" where he saw his mentor retire trading Google options. This taught him the value of contrarian concentration: Putting most of your eggs in the right talent-heavy basket.

Yet Brian is not a perma-bull. His experience at Euro Pacific Capital working alongside the controversial Uber-Bear, Peter Schiff, solidified his belief in the unsustainable debt situation. He understands money printing is the one and only solution. This macro-perspective allows Brian to look for the most sought after non-cash assets, confident that while the short-run may be choppy, in the end, "cash is trash" and no place for your wealth.

Most recently, his experience at Wedbush in Los Angeles, he learned that Investing is simply this: "You find the most talented teams in the world and you bet on them. Forget product, forget forecasts, forget plans. The world is moving too fast. Find the smartest guys in the room and buy and hold." Finally, his longtime and lifetime mentor, Nassim Taleb has taught Brian the imperative nature of positioning: "You must take Risk, you must have exposure to positive black swans." "A grandslam homerun in this game does not equal 4 runs. It can equal 40,000+ runs. Swing for the fences every at bat. Just make sure you get enough at bats. Keep going. Move Forward. Risk on."

Oct 26, 2015
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities.

Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading desks with a specialty in corporate event risk and timing.

Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.

 
Oct 19, 2015

For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group.

David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.

David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets.

His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.

Oct 12, 2015

Join Brian from INVESTOR IN THE FAMILY as he interviews Brad Thomas to learn more about how REITs work and how to find value when researching them.


Brad Thomas currently writes weekly for Forbes.com and Seeking Alpha where he maintains “real time” REIT research on many publicly-listed REITs. In addition, Thomas is the editor of Forbes Real Estate Investor, a monthly subscription-based newsletter.

Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump. Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
 
Oct 5, 2015
Shailesh Kumar from Value Stock Guide. I first connected with Shailesh several years ago when VSG was still relatively new and have personally been a subscriber ever since.

His track record as a value investor has instilled strong confidence on my part in his discipline and abilities as an investor. Since inception, his VSG portfolio has returned 193% vs 119% for the S&P over the same time period.

Listen to this interview to hear more about Shailesh's investing philosophy and how he goes about researching and making investments.

Oct 2, 2015

Cody Willard from Trading With Cody, Scutify.com, and MarketWatch joins Brian with INVESTOR IN THE FAMILY to discuss his personal style of investing and offer some tips and best practices to help you learn to invest.

Disclaimer: We own shares in Wall Street All-Stars, LLC which is the parent company of Scutify.com.

Sep 14, 2015

At INVESTOR IN THE FAMILY (IITF) we exist to help you learn to invest. We aren't high dollar, but we are high quality when it comes to content. At least, we think so.

Take a chance and listen to this podcast to get an idea of who we are, what podcasts have come before, and a bit about where we're going.

Welcome to the family!

Sep 6, 2015

Seeking Alpha and Real Money Pro author Bret Jensen joins Brian from INVESTOR IN THE FAMILY for discussion about his personal philosophies on portfolio management. Bret also takes some time to share some of his favorite picks in today’s volatile market.

 

Aug 30, 2015

Founder of Gerring Capital and highly respected Seeking Alpha contributor Eric Parnell joins Brian from INVESTOR IN THE FAMILY for a discussion about what themes Eric is investing in right now and what major indicator he is watching that may signal it's time to make a market exit.

Aug 23, 2015

Founder of Gerring Capital and highly respected Seeking Alpha contributor Eric Parnell joins Brian from INVESTOR IN THE FAMILY for a discussion about Eric's approach to portfolio management and general investing philosophy.

 

Aug 17, 2015

In our most recent investor conference call, I spend around 30 minutes walking through the IITF portfolio doing a review of why I included each company in the portfolio and what my current views on the stocks are.

I make it a point to talk about the big, recent declines in GLUU as well as the declines in natural gas and 3D printing stocks. I hope you enjoy the recording and look forward to having you join us live next time.

Aug 9, 2015

Contributing editor to Kiplinger’s Personal Finance and author of the book Investing 101 joins Brian from INVESTOR IN THE FAMILY for discussion about portfolio management and how to succeed as a retail investor.

Aug 2, 2015

IITF reader, Eric McClellan is a retail investor who takes his investing seriously. So seriously that he read all of Warren Buffett's shareholder letters. I take a few minutes to sit down with Eric to learn from some of his biggest and hardest won lessons in investing.

Jul 26, 2015

MarketWatch columnist, founder of FundamentalTrends.com, and Bluemound Asset Management, Kirk Spano joins Brian from INVESTOR IN THE FAMILY for discussion about the power of demographics, the difference between players checker vs chess when investing, and all sorts of major trends from electric vehicles to nuclear power. I hope you enjoy it as much as I did.

Jul 19, 2015

MarketWatch columnist, founder of FundamentalTrends.com, and Bluemound Asset Management, Kirk Spano joins Brian from INVESTOR IN THE FAMILY for discussion about the power of demographics, the difference between players checker vs chess when investing, and all sorts of major trends from electric vehicles to nuclear power. I hope you enjoy it as much as I did.

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