Karl Kaufman – American Dream Investing
Karl Kaufman has years of experience showing others how he makes money in the stock market. He gives seminars and hosts talks at universities, investment clubs and financial events throughout the coun...
16 Aug 202130min
Mark Lamonica – The Problem With Thematic ETFs
Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what investors should watch out for. Blog Post for this epi...
10 Aug 202124min
Andrea Unger - Finding Rules to Invest With.
Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and honorary member of SIAT (Italian Society of Techni...
2 Aug 202131min
Joe Koster – Sorfis Investments
Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the fir...
26 Jul 202127min
Gil Baumgarten - Don't be FOOLI$H
Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked amon...
19 Jul 202127min
Ian Hunter – Hunter Value Capital
If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets with 50-100 CEOs each year in the tech, software, cr...
13 Jul 202126min
Steven Kiel – The Art of Investing
Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planne...
6 Jul 202128min
Stocks for Beginners Quick Tip - Understanding Asset Classes
Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why they are important to understand in constructing y...
30 Jun 20212min
