#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)
Anh and Jimmy talk about how she began her career as an attorney then transitioned into financial planning at Goldman Sachs before starting her entrepreneurial journey founding Sagemint Wealth. What ...
27 Mai 20251h 4min
#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy
Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice. They discuss the Commonwealt...
21 Mai 202558min
#26- Jason Hsu, Founder, CIO, Chairman- Rayliant Global Advisors, Chief Economist- East West Bank, Co-Founder- Research Affiliates, Professor- UCLA (recorded 05/19/25)
The hits go on with Jason Hsu discussing international markets, US debt downgrade, tariffs and much more with Paisley and Jim. Jason provides a great perspective on why the U.S. cannot pay off our de...
20 Mai 20251h 5min
#25 - John Bowman, CAIA- CEO, CAIA Association, Podcast Host/Board Member/Investment Committee Chair (recorded 5/12/25)
Paisley and Jim talk with John about everything Alts. John explains that CAIA’s goal is to make alternatives not alternative and more a standard. The total portfolio approach (TPA) started with res...
12 Mai 20251h 10min
#24 - JB Hayes and Curt Fintel, co-founders of Variant Investments (recorded 04/28/25)
In this episode, we talk about trade finance and the implications of tariffs. We talk about litigation finance, what it is and how it works. We talk about making some royalty income from streaming Elv...
28 Apr 202557min
#23 - Jim Worden, CFA, CAIA, CMT and Talley Leger, Chief Market Strategist (recorded 04/21/25)
Jim and Talley discuss markets and the economy. They express their views and why they think we are in the middle of another buying opportunity. Contrarian to the current consensus they depart from t...
21 Apr 202550min
#22 - Adam Parker, CEO and Founder, Trivariate Research, former Chief US Equity Strategist and Global Director of Quantitative Research, Morgan Stanley and Sanford C. Bernstein (recorded 04/14/25)
Adam joins Talley and Jimmy to discuss his views on the markets, entrepreneurship, the economy, and how he sees the rest of 2025 unfolding.
15 Apr 20251h 28min
#21 - Bob Elliot, Co-Founder and CEO Unlimited, Former IC and Head of Ray Dalio’s Investment Team, Bridgewater
Bob joins the pod to discuss alts, macro, geo-politics, tariffs, tech, and what he learned at Bridgewater. His new company is using machine learning to bring 2&20 type strategies to Main Street.
8 Apr 20251h 9min
