WTFinance

Today on the podcast we are happy to be hosting Bradley Roth, CIO of Thor Financial Technologies. On the podcast we talked about how the average portfolio fails clients, the risk of passive income and what technological advances could be seen in the markets. Brad is the co-founding principal and Chief Investment Officer of Thor Analytics. Prior to this appointment as CIO, he was managing partner at Sardonyx Capital, a quantitative securities hedge fund.In addition, Brad is the Managing Partner of McDowell Associates, an Insurance Brokerage and Investment Advisory Firm. McDowell Associates was founded in 1900 and brings a deep history of client service to a wide variety of clientele.Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which he obtained a bachelor’s degree in business administration. Brad received the Certified Financial Planner® (CFP) designation from New York University. He also has the FINRA Series 66 and NFA Series 3.Bradley Roth - LinkedIn - https://www.linkedin.com/in/bradley-roth-8a4a8619a/Website -  https://www.thorft.com/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

On today's podcast I am happy to have hosted Dr Greg Filbeck, author of "The Savvy Investor’s Guide to Building Wealth Through Alternative Investments".On the podcast we talked about how he defines alternative investments, similarity of results between US Private Equity and Public Equity and how alternative investments can help diversify a portfolio. Buy the book here! https://amzn.to/3Cz0fJIAlong with this book, Greg has authored or edited eleven books and published more than 100 refereed academic journals appearing in the Financial Analysts Journal, Financial Review and Journal of Business, Finance and Accounting among others. He has conducted training for Goldman Sachs and the New York Society of Security Analysts, consults and trains candidates for the CFA, FRM and CAIA designations and teaches graduate and undergraduate courses in corporate finance and derivatives at Penn State. Thanks for listening and I hope you enjoyDr Greg Filbeck -LinkedIn - https://www.linkedin.com/in/gregfilbeck/University - https://behrend.psu.edu/person/greg-filbeck-dbaGoogle Scholar - https://scholar.google.com/citations?user=HbxJGEEAAAAJ&hl=enWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Today on the podcast I am happy to be hosting Jonathan Baird, Founder and Publisher of the Global Investment Letter & President of Tasda Group. On the podcast we talked about the Current Risks in the Stock Market, Dangers of Passive Investing & the Greatest Lessons he has learnt in the markets.Jonathan has had  a 30-year career as a money manager (primarily international/global equity mutual funds). During this time he has managed three different #1 ranked funds, most recently in 2010 when he won a Lipper Award for the best global equity fund in Canada. He is now the editor and publisher of the Global Investment Letter. The Global Investment Letter is a monthly journal that comments on global capital markets. Geopolitical trends and historic backdrops are examined and their potential impact on markets is discussed. In addition, articles on various other topics that he feels may aid an investor, such as investment philosophy, book reviews, etc., are included periodically. Jonathan Baird - LinkedIn - https://www.linkedin.com/in/jonathanbaird88/Website - https://www.globalinvestmentletter.com/Twitter - https://twitter.com/JonathanBaird88WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

On today's podcast I am happy to be hosting Victoria Clarke, Senior Solicitor Specialising in Digital Assets and Deputy Head of Family Law at Watson-Thomas.On the podcast we talked about the development and future of Crypto regulation, greatest misunderstanding people have about Crypto laws and how Crypto is treated legally compared to other assets.Victoria's interest in Crypto began when she was studying in 2011, when she began mining Bitcoin. Since then she has been an avid supporter of Crypto and has implemented it into her law career. Victoria is currently Deputy head of Family at Watson Thomas, Treasurer of Surrey Law Society, Secretary for Surrey Resolution, Member of Resolution Cohabitation Committee. She is hired by many large law firms to help advise on all things Crypto. Victoria Clarke - LinkedIn - https://www.linkedin.com/in/victoria-...Twitter - https://twitter.com/_vickyclarke_WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG...TikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast...Linkedin - https://www.linkedin.com/in/anthony-f...Twitter -

On today's podcast I am happy to host Herb Morgan, Senior Managing Director & Chief Investment Officer of Efficient Market Advisors. On the podcast we talked about US Equities Continued Strength, The Geopolitical Risk of Crypto, The Risk of Inflation and Greatest Lessons he has learnt from the markets.     Herb Morgan is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors,  (EMA).  One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs.Prior to founding EMA in 2004, Herb was Senior Vice President – Advisory at Linsco/Private Ledger Financial Services, Inc. (LPL Financial).  Herb also served as Senior Vice President with Dreyfus and ING Funds group (then known as Pilgrim Funds) and held various positions with J&W Seligman & Co.Herb has been interviewed by multiple publications including Forbes, CBS Market Watch, Business Week, Investment News, Investor’s Business Daily and The Wall Street Journal.  He has also been a guest on Fox News and CNBC television.  He has served as an expert witness in cases involving mutual fund trustee fiduciary liability.Herb served as President of the Board of Administration of the San Diego City Employees’ Retirement System (SDCERS) where he was a member of the Investment, Business and Governance, Audit and Disability Committees.  He was a member of SDCERS’ Board of Administration from April 2009 to July 2013.Herb is involved with philanthropy in education, including serving as a Director chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity, Inc. He also served as Director chair of the Arizona School Choice Trust from 2000-2002.  Herb graduated, with Honors, from The University of California, Santa Cruz with a Bachelor of Arts in Economics.Herb Morgan - Website - http://www.efficient-portfolios.com/LinkedIn - https://www.linkedin.com/in/herbmorgan/Twitter - https://twitter.com/ETF_StrategistWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Today on the podcast we are happy to be hosting Darin Tuttle, Founder and CIO of Tuttle Ventures. On the podcast we talk about his new fund, trading volatility as an asset, how to construct a portfolio and building conviction to back your own intuition.   With over a decade of experience in capital markets and portfolio management Darin left Goldman Sachs to manage multi-million dollar portfolios in his early 20’s.As a millennial money manager, Darin has been featured in Yahoo Finance, Institutional Investor, Business Digest Magazine and streetinsider.com for his expert insights.Darin is the key person for investment research, portfolio construction, strategy implementation, monitoring, performance evaluation and communication of investment strategy. Principled and passionate, Darin has an uncompromising dedication to help others by managing their investments.He is currently a CFA level III candidate and has recently founded Tuttle Ventures, his own investment firm.  Darin Tuttle - Twitter - https://twitter.com/Darin_T80Website - http://tuttleventures.com/LinkedIn - https://www.linkedin.com/in/tuttledarin/Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Today on the podcast we are lucky to be hosting Jared Tendler, Mental Mind Coach and Author of "The Mental Game of Trading". During the conversation we talk about his recently released book, how emotions and Greed are misunderstood in trading, how your emotions fight against you and ways to overcome these issues. Buy the Book Here - https://amzn.to/3hT06J0 Jared Tendler is a leading expert in how your mental game impacts performance. His roster of clients spans 45 countries and includes esports athletes, financial traders, some of the top poker players in the world, a top ranked pool player, and several PGA Tour players.The author of two highly acclaimed books, The Mental Game of Poker, and The Mental Game of Poker 2 and The Mental Game of Trading. In addition to his writing and 1:1 coaching, Jared also serves as the mental game coach to the esport organization Team Liquid. He has been a key driver of their success as they won multiple championships, including The International 2017 (DOTA2), the Intel Grand Slam (Counter-Strike) and four League Championship Series titles (League of Legends).Jared’s straightforward and practical approach to coaching has helped numerous clients solve their mental game problems and perform at their highest levels.Jared Tendler - Website - https://jaredtendler.com/Linkedin - https://www.linkedin.com/in/jaredtendler/Twitter - https://twitter.com/jaredtendlerWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

On this episode of the podcast we are happy to be hosting Ri Sharma, Founder of Wall Street Confessions. During the conversation we talk about the cultural shifts occurring in Wall Street, the funniest confessions she has received and her thoughts on Crypto. Ri started Wall Street Confessions at 19 while studying a finance degree, looking to share experiences herself, her friends and others have had in the world of Wall Street. This has grown into a community of 121,000 followers on Instagram for people to share their challenges, funny and bad experiences while working on Wall Street. She has since pursued a career in social media management and content creation, working for Wall Street Oasis, Bullish and currently as the Social Media Manager for Stocktwits. Ri Sharma:Twitter - https://twitter.com/nycsadgirlInstagram - https://www.instagram.com/nycsadgirl/Wall Street Confession: Instagram - https://www.instagram.com/wallstreetconfessions/Website - https://wallstreetconfessions.co/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

On this episode of the podcast we are happy to be hosting Tristan Pelloux, FinTech expert, Founder and Chief Pencil Officer of the Fintech Review. During the conversation we talk about the Future of Fintech, how embedded Finance can revolutionise customer experiences with all things money and the impact DeFi will have on the Finance World. After 5 years in Corporate Strategy at Virgin Money UK in London, Tristan launched StrategyWhy to provide independent guidance and advice to businesses across the world. Truly passionate about innovation in financial services around the world, he is also the Founder and Chief Pencil Officer of Fintech Review, an online media platform providing insights, news, interviews and analysis on everything Fintech. Tristan Pelloux - LinkedIn - https://www.linkedin.com/in/tristanpelloux/Website - https://fintechreview.net/Twitter - https://twitter.com/fintech_reviewInstagram - https://www.instagram.com/fintechreview/WTFinanceInstagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

On todays podcast we are happy to be hosting Charlie Sunnucks, Ex Fund Manager at Jupiter Asset Manager and Author of "The Company Valuation Playbook". Buy the book here - https://amzn.to/2UEAV3QDuring the conversation Charlie talks about his Court, Castle and Moat approach to investing, behavioural biases or mistakes and the countries he believes are the most underrated by international investors. Charlies interest in finance began while he was studying an undergraduate degree in China. He has since worked at Jupiter Asset Management for the past 10 years, becoming Fund Manager for Global Emerging Markets in 2018. In 2021 he released the book "Company Valuation Playbook", a very simple step-by-step guide on how to value a company’s shares, and make confident investment choices. Its targeted at anyone considering a career in finance or seeking to invest.Charlie Sunnucks - Linkedin - https://www.linkedin.com/in/charles-sunnucks-cfa-caia-40443319/Website - https://www.companyvaluationplaybook.com/WTFinanceInstagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas