How Stories Happen

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas.  Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors. Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners. We discuss: Will credit markets be tight or illiquid in 2023? Was Q4 Tax Loss Harvesting and RMDs? Do FOMC and CPI matter? What happened to Gilts? (Now do Japan) Illiquidity-> Correlation-> Volatility I hope you enjoyed this conversation with Zed as much as I did!  

In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.   Tom spent the last 16 years on Wall Street working in the distribution of research for firms like Merrill Lynch, Bank of America, Consumer Edge, and Stifel. Tom is someone who inquisitively consumes content across a huge array of disciplines and extracts actionable insights for busy people. For most of the past decade, Tom wrote a weekly summary titled “The Best Bits,” which had a wide following in investment and non-investment circles.   We discuss: The Morgan Dialectic- STS Model Left Brain vs. Right Brain Cooperation vs Self Interest The Way of the Taoist   I hope you enjoyed this conversation with Tom as much as I did!    

We've got a special edition podcast this week! A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to broadly diversified portfolios, different investing philosophies, and different investing vehicles that an entrepreneur could put together for clients. I hope you enjoy this conversation with Meb!    

In this episode I talk with Robert Mullin, general partner and portfolio manager at Marathon Resource Advisors. Marathon Resource Advisors manages investment strategies focused on income generating natural resource equities in the energy, mining, agriculture and renewables space. We talk about: CapEx Perfect Storm ESG is New OPEC Fake vs. Real Economy Hedging Cyclical Risk in a Secular Bull I hope you enjoyed this conversation with Robert as much as I did!  

In this episode I talk with Travis Kimmel.  Our topics include: Operator Use Liberal Arts Intellectual Dojo of Twitter SAAS Treasuries Why Do We Have Bonds? And more!  This is the link to Travis' favorite book on management we discussed: 12: The Elements of Great Managing Travis' best book he has read in finance: Trade Wars Are Class Wars I hope you enjoyed this conversation with Travis as much as I did!    

In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett’s and Charlie Munger’s thought processes, but he is also influenced by Bill Miller III, Stan Druckenmiller, and others. The Business Brew podcast is his attempt to dig deeper into other investing and business philosophies — and share that knowledge with the world. We talk about: Road Trips give Political Sentiments DCFs vs Monte Carlos MailBox Money The Business of Podcasting Elusive Buffett and more! I hope you enjoyed this conversation with Bill as much as I did!    

In this episode I talk with Sean Wieland, Founding Principal at Tannhäuser Financial.  We talk about: Deferred Sales Trusts for business exit Pre and Post sale of your business Premium financing life insurance Captive Insurance 401-H and more!  Here is the online illustration tool to compare any highly appreciated asset sale (exiting a business, commercial real estate / 1031 rescue, cryptocurrency, fine art, etc.) I hope you enjoyed this conversation with Sean as much as I did!    

In this episode I talk with Drew Knowles, managing member of XIT Ranch. XIT is long-term oriented family investment vehicle including real assets such as ranchlands, horses and cattle operations, venture capital, private equity, and hedge funds. We talk about: Never Ask a Cattleman Size of Herd, Hay shortages, Levels of ranching certifications, Carbon Sequestration, Global Macro-End of the World Vol Trade and more!  I hope you enjoyed this conversation with Drew as much as I did!  

In this episode I talk with Wayne Himelsein, CIO of Logica Capital Advisers.  Wayne is responsible for leading portfolio management and the overall implementation of the firm’s investment strategies. Beginning his career as a Proprietary Trader in 1995, and launching his first Hedge Fund in 2000, Wayne has over 25 years of industry experience. We talk about the following: Is time real? What is signal vs noise? Where to find great quotes? 2022- Year of unusual volatility? Existential risks to hedge funds. I hope you enjoyed this conversation with Wayne as much as I did!  

In this episode I talk with Noel Smith, Chief Investment Officer & Founder at Convex Asset Management as well as Volatility trader, Darrin Johnson.  We talk about How to Turn Pro as a Trader, How to Join a Prop Shop, How to Run a Prop Shop, The Business Side of Running a Trading Business, How to Build Relationships from Scratch and more! I hope you enjoyed this conversation with Noel and Darrin as much as I did!