Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 3min
The Origins of Aptis
03:08 • 3min
The Future of ETFs
05:50 • 2min
The Death of the Mutual Fund Industry
07:30 • 2min
How to Survive in a Startup Environment
09:01 • 3min
How to Scale Your OCIO Business
11:32 • 3min
The Universal Want of Every Advisor
14:12 • 2min
The Need for Performance Chasing
16:08 • 2min
The Importance of Strategies Return
18:06 • 4min
The Negative Correlation Between Stocks and Bonds
21:46 • 2min
How to Respond to a 60 40 Mindset
23:54 • 3min
How to Wave the One and Do That
26:28 • 3min
How to Maximize Yield With Option Overlays
29:11 • 2min
Juicy: A Short-Ball Strategy That Can Benefit From Rising Volatility
31:14 • 2min
The Role of Juicy in the Allocation of Fixed Income
32:51 • 2min
The Risks of Juicy Funds
34:26 • 2min
The Benefits of Longvall Exposure
36:19 • 2min
How to Lead With an ACIO
38:17 • 2min
The Benefits of De-Risk
40:24 • 4min
How to Track Performance With ELN Suite
43:56 • 4min
How to Launch a Strategy That's Discipline Based
48:13 • 4min
How to Scale an Advisors Business
51:58 • 3min
How to Market Your Asset Management Business
54:35 • 2min
Marketing Sweatpants for Juicy
56:14 • 2min
The Cost of a Drone Show in Denver
58:00 • 6min
The Importance of a Conservative Investment Portfolio
01:03:40 • 2min
The Uncertainty of Private Liquidity
01:05:19 • 4min
The Future of Mutual Funds
01:08:51 • 3min
The Importance of Market Neutrality
01:11:30 • 3min