#12 - Jeff Chang, CFA- President and Co-Founder at Vest (recorded 02/06/25)
We talk with Jeff about his journey as a founder of one of the fastest growing asset management businesses and beginning with a seed investment from Y Combinator, innovation with investment strategies...
6 Feb 20251h 8min
#11 - Peter Tuchman, “Einstein of Wall Street”, the longest-tenured trader on the NYSE (recorded 02/03/2025)
Peter Tuchman brings his energy to tell stories of trading at the NYSE and how it has changed during the last 40 years. Mr. Tuchman has been working at the NYSE since 1985 beginning as a teletypist a...
4 Feb 20251h 15min
#10 - Sébastien Page, Head of Mulit-Global Asset and Chief Investment Officer at T. Rowe Price (recorded 01/27/2025)
In this episode we talk with Sébastien about his new book, “The Psychology of Leadership”, how his team works together to make their allocation decisions, why opposing views are healthy, and exercisin...
27 Jan 20251h 7min
#9 - Paisley Nardini, MD with Simplify, Jim Worden, CIO WCG, Talley Léger, CMS WCG (recorded 01/23/25)
This interview is with our own investment strategy committee leaders Jim Worden, CFA, CAIA, and CIO, Talley Léger, Chief Market Strategist, and Paisley Nardini, CFA, CAIA. We talk about their backgrou...
24 Jan 20251h 3min
#8 - Matthew Hougan, Chief Information Officer at Bitwise Asset Management (recorded 01/13/25)
We talk with Matt about everything crypto! Blockchain, Bitcoin, NFT’s, Satoshi, and more! An episode advisors don’t want to miss.
14 Jan 202559min
#7 - Russ Koesterich (recorded 01/06/25)
Russ Koesterich, CFA, Managing Director, Former Chief Investment Strategist and Head of Model Portfolio Solutions and currently in charge of an approximately $50 billion model portfolio franchise for ...
7 Jan 202552min
#6 - Gina Martin Adams, Chief Equity Strategist and Global Director of Equity Strategy at Bloomberg LP (recorded 01/02/25)
In this episode with one of the most prominent females in finance, we discuss with Gina how to better support women in this industry as well as all employees. Also included in our discussion is Gina’...
3 Jan 202553min
#5 - Jim Paulsen, PhD (recorded 12/23/24)
On this episode we talk with Jim Paulsen, a prominent economist and market forecaster, about why it’s “almost always” different. This is a fascinating interview about why the Fed has been so wrong an...
24 Des 20241h 7min
