Jennifer Warren
Jennifer Warren is an expert research and natural resource analyst. Her expert opinion on global resource issues has been published in several publications including the Far Eastern Economic Review and Energy Trends Insider. Additionally, her predictions regarding economic matters have also become highly sought-after by several radio stations and professional conferences.
Jennifer holds a master’s degree from the London School of Economics and, formerly, she was the CEO and President of a large global affairs organization that monitored global trends. Currently, Jennifer works as the principal of Concept Elemental, a communications consultancy firm. In addition to her vast experience in global economics, she has also worked in the finance and infrastructure sector. Her experience has helped her gain insight into how to grow her successful entrepreneur business.
Please welcome Jennifer Warren to the show!
Links:
http://www.conceptelemental.com/index.html
http://seekingalpha.com/article/3789256-jennifer-warren-positions-2016-energy-ready-rebound
Books:
Journey to India and the Holy Cave
AbeBooks.com: http://www.abebooks.com/Journey-India-Holy-Cave-Jennifer-Warren/9027634948/bd
Cody Willard
Cody Willard is a former hedge fund manager, television anchor, and founder of the website TradingWithCody, and online membership program dedicated to helping stock and options traders get the best Wall Street investment information and advice. Additionally, he is the Chairman of Scrutify, a highly sought-after public speaker, and an author of several top-selling books on stock trading and investing. His experience in the stock and trading industry and the information and advice he provides has helped thousands of brokers throughout the industry improve their portfolio and amplify their earning potential.
Please welcome Cody Willard to the show!
Links:
https://www.scutify.com/allstars/codywillard#
https://soundcloud.com/cody-willard
https://www.facebook.com/clwillard
https://twitter.com/codywillard
Books:
Everything You Need to Know About Investing: Straightforward, irreverent and easy-to-understand strategies and definitions for investors and traders.
Barnes and Noble: http://www.barnesandnoble.com/w/everything-you-need-to-know-about-investing-cody-willard/1112442836?ean=9781478381815
Stock Market Events That Mattered (Or Did They?): A Choose-Your-Own-Experience Stock Market Adventure Book (Volume 1)
Amazon:
Ten Undiscovered Stocks for the App Revolution
Barnes and Noble: http://www.barnesandnoble.com/w/ten-undiscovered-stocks-for-the-app-revolution-cody-willard/1120426847?ean=2940046202281
50 Stocks for the App Revolution
Barnes and Noble: http://www.barnesandnoble.com/w/50-stocks-for-the-app-revolution-cody-willard/1029295040?ean=2940046181272
14 Stocks That Should Double in 2011 (and 6 That Should Collapse)
Barnes and Noble: http://www.barnesandnoble.com/w/14-stocks-that-should-double-in-2011-cody-willard/1029349224?ean=2940046202243
http://tradingwithcody.com/sign-up-today/?wlfrom=%2Famazon-books%2F
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Jeff Miller has dedicated his career to helping people invest their money wisely. With over 20 years of experience in trading options, futures, and equities, he has become widely known as a leader in the investment industry. Currently, he is the CEO and Portfolio Manager at NewArc Investments, an investment firm based dedicated to helping investors develop strategic, actionable plans to develop or preserve their wealth.
Through his years of experience, he has helped hundreds of people create personal wealth, or preserve the wealth they already have, and he is willing to share his knowledge with other like-minded individuals.
Please welcome Jeff Miller to the show!
Links:
https://www.linkedin.com/in/jeffrey-miller-2b42b41
https://twitter.com/dashofinsight
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Tom Gentile is an author, teacher, public speaker, and Stock expert from Sarasota, Florida. Since 1986 he has been a powerhouse stock trader, developing his unique style of trading systems and strategies on the American Stock Exchange. Over the course of his career, he has founded and co-founded several successful companies within the stock market industries, including a financial education company known as Optionetics.
After selling Optionetics to one of the largest retail brokerage firms in the world, Tom started his own company publishing information articles, books, money calendars, and providing consultation services to professional traders. He has been featured in several publications including Bloomberg, Reuters, Forbes, and Fox News. His public speaking engagements and informative books have helped countless people all over the United States improve their trading techniques and strategies.
Please welcome Tom Gentile to the show!
Links:
http://www.stockgumshoe.com/reviews/tom-gentiles-money-calendar/
http://moneymappress.com/guru/tom-gentile/#
https://www.scutify.com/allstars/tomgentile
http://tomsoptiontools.com/cgibin/oa3/tomstradingroom.php
https://www.linkedin.com/in/tomgentileoptionetics
https://twitter.com/tomgentile
https://www.youtube.com/user/TomsTradingRoom
https://www.facebook.com/tomstradingroom/
Books:
The Near Perfect Presidential Trade
Direct Link: http://www.tomgentile.com/trade
The Stock Market Course
Amazon Link: http://www.amazon.com/Stock-Market-Course-George-Fontanills/dp/0471393150
The Stock Course Workbook
The Volatility Course
Amazon Link: http://www.amazon.com/The-Volatility-Course-George-Fontanills/dp/0471398160
The Volatility Course Workbook: Step-by-Step Exercises to Help You Master The Volatility Course
The Index Trading Course
Amazon Link: http://www.amazon.com/gp/product/B000VZWA9S/ref=dp-kindle-redirect?ie=UTF8&btkr=1
The Index Course Workbook: Step-by-Step Exercises and Tests to Help You Master The Index Trading Course
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To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
Mark Gomes has over 20 years of experience in the equity research industry and an expert in discovering low-risk/high reward solutions for hedge fund and mutual fund investors. He is one of the most successful stock analysts on Wall Street, having helped dozens of firms such as Goldman Sachs. He has developed unique, cutting-edge programs and has held positions within a variety of major IT research and consulting organizations.
Mark is the founder and CEO of Pipeline Data, LLC, an investment consultation firm. He is also a world-record field and track runner, having participated in the U.S. National Maters Track & Field Championship and represented Team USA with a fourth place finish in the 2011 Masters World Track & Field Championship. During his spare time, he enjoys coaching cross-country high school track runners in the Miami Beach, Florida region as well as helping stock investors with helpful insight and tips.
Please welcome Mark Gomes to the show!
Links:
http://pttresearch.com/portfolio/pipeline-newsletter/
http://www.pipelinedatallc.com/
http://www.fasterthanforty.com/
https://www.facebook.com/groups/NoRunning/
https://twitter.com/bostongekko
https://www.linkedin.com/in/markgomes
https://plus.google.com/u/0/+Poisedtotriple/about
https://www.facebook.com/pttresearch
https://twitter.com/PoisedtoTriple
https://www.linkedin.com/company/poised-to-triple
Books:
Faster Than Forty
Direct: http://www.fasterthanforty.com/
Amazon: http://www.amazon.com/Faster-Than-Forty-Mark-Gomes/dp/0988626608
Jason Hartman is a leader in the real estate investment industry, host of several popular real estate podcasts, publisher and marketer, and the President of two successful businesses: Platinum Properties Investor Network and The Hartman Media Company. In addition to these many talents, he is also the founder of a financial literacy foundation, The Jason Hartman Foundation, dedicated to helping young adults learn how to achieve their goals, advance their careers, and develop a sense of financial security and retirement planning.
While Jason’s schedule sounds quite busy, he often makes time to help others learn the keys to success through is public speaking engagements, seminars, and home study courses. He has a passion for sharing the information he has learned throughout the course of his career with others to help them achieve their business and financial goals. His products, courses, podcasts, and seminars have helped thousands of people throughout the United States do just that.
Please welcome Jason Hartman to the show!
Links:
http://jasonhartmanfoundation.org/
https://www.linkedin.com/company/platinum-properties-investor-network
https://www.linkedin.com/in/jasonhartmaninvestor
https://www.facebook.com/jasonhartman.com
https://twitter.com/JasonHartmanROI
http://www.jasonhartman.com/blog/
http://www.jasonhartman.com/podcast/
https://itunes.apple.com/podcast/id216013968
Books:
Creating Wealth with Jason Hartman – Book One Shows 1-20
The D-I-Y Loan Modification Special Report
Barnes & Noble: http://www.barnesandnoble.com/w/the-d-i-y-loan-modification-special-report-jason-hartman/1027083487
Get the top 3 investments that are guaranteed to get you a great return.
Are you a reactionary investor? Do you over-think the decisions, or make too many investment decisions that don’t pan out the way you wanted? Investment strategies, financial management, portfolio building and meeting your lifestyle goals are all topics on the show today and Brian has an amazing guest. Winner of the 2015 PLUTUS award for Best Retirement Focused Blog/Podcast, Roger Whitney, The Retirement Answer Man himself is here.
As a Financial Advisor in 1991, Roger has witnessed first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients, and have the heart of a teacher. In 2003 Roger left his job the largest private bank in the world at the time and, with two wonderful partners, established WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets.
1/2 off Investment Conference available only to email subscribers.
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JoinFamily To 44222
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Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
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To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
How to reach Roger:
http://www.rogerwhitney.com/learn/
http://www.rogerwhitney.com/podcast-2/
https://twitter.com/Roger_whitney
The Retirement Answer Man, Dream Up, Plan for & Work Towards Your Ideal Retirement
https://itunes.apple.com/us/podcast/retirement-answer-man-dream/id834314596?mt=2
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Visit the website:
Seeking Alpha financial blogger and Dividend Dog Catcher, Fredrik Arnold’s fascination with capital preservation, fixed fractional trading, and trading systems keeps him blogging for Seeking Alpha and most of his articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs. Today Brian has Fredrik on the show and together they help you make the most out of your dividend investments and find your “Dogs of the Dow” to add to your investment portfolio.
Websites:
http://seekingalpha.com/author/fredrik-arnold/articles
http://seekingalpha.com/account/research/login_and_subscribe?slug=fredrik-arnold
For Investor In The Family listeners, 1/2 off Investment Conference through Trade King, available only to email subscribers.
To register text:
JoinFamily To 44222
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Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
Reach Brian
Visit the website:
Joining Brian today is Scott Krisiloff, the CEO of Avondale Asset Management, a Los Angeles based investment firm managing investment portfolios for high net worth individuals and institutions. Avondale’s purpose is to pursue superior long-term investment returns within the context of their core values: integrity, humility and fundamental curiosity. In appraising investment opportunities, Scott looks for organizations that share those core beliefs and applying these values to the search for investment opportunities delivers the strong returns that ultimately measure success. Companies and management teams who are sincere, honest, candid, willing to admit and probe mistakes and have an exceptional understanding of their customers and markets create investable opportunities. Only once these criteria are met do we rely on our own understanding of economics, businesses and securities markets to gauge the long-term viability of an investment.
Websites:
http://avondaleam.com/author/skrisiloff/
https://www.linkedin.com/in/scottkrisiloff
https://www.hvst.com/public-pages/avondale-asset-management
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Trade King special offer for Investor In The Family Listeners:
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http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
Reach Brian
Visit the website:
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum on Seeking Alpha.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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."
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.
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.
Listen to this interview to hear more about Shailesh's investing philosophy and how he goes about researching and making investments.