Capital Club

Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company's philosophy and in identifying the core themes of human progress and profound change. For Jim, there has never been a better time to be a human being, and this attitude shines through in everything he does. Listen in! Key Highlights: [00:01 - 12:53] What is Thematic Investing isHow thematic investing is a legitimate way to invest, despite early criticismSince 2000, Jim and his team have invested in Asia, focusing on China specificallyHow China has been a motor for growth, with their strong work ethic, high education levels, and client savings rate [12:54 - 20:22] How Innovation Became a Mega TrendHow there are certain people who are against innovationHow innovation led Jim to launch the Global Innovators FundWhy valuation is very important [20:23 - 41:10] Misconceptions People Have about InnovationsHow innovation can be below the waterlineHow companies use technology to give them a competitive edgeWhy the infrastructure will come as the demand comes forward [41:11 - 42:45] Closing Segment  Key Quotes: “The majority of people are gonna find to 10 cents a mile and getting their garage and freeing up all this parking space is gonna be a trade off worth having to not own their own car. Cause they can go wherever they want, whenever they want in an automated vehicle.” - Jim Atkinson “The real argument for sustainable energy is not government or policy dependent. it's cost driven, it's economic stream.“ - Jim Atkinson   Connect with Jim:Twitter: @SmartETFsWebsites: gafunds.com, smartetfs.com  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Adam Parker is the Founder of Trivariate Research, an independent boutique firm that focuses on selling research, data, and services to asset managers, RIAs, and corporations. Listen in! Key Highlights: [00:01 - 05:37] How Wall Street has ChangedHow the market on the street has changed in terms of human capital and skill setsEncouraging aspiring street traders to get a degree in statistics or computer scienceWhy risk management has become a much more complex issue [05:38 - 14:56] Small Businesses Can Benefit from Hiring a Boutique FirmBoutique firm offers lower fees for experienced professionals to do the work, as opposed to a big five firm which would pay higher fees and get somebody junior on the accountHow risk is misunderstood by many people, and volatility versus permanent loss of capital or value destruction are some of the key points that the author discussesA fact pattern that is often seen is when a separately managed account or family an RA comes with a portfolio construction allocation [14:57 - 45:27] The Market Price InflationThe risks for the market and earnings due to the Fed's current stance on inflation and interest ratesHow wage inflation is softening, but it will take a while for it to peakAdam worries about the same things as other people, and tries to stay grounded by working out and reading [45:28 - 46:03] Closing Segment Key Quotes: “What I've learned is every big firm has hockeys ranks full of people who memorize what everyone the Fed is doing, and they're not right or they're not wrong.” - Adam Parker “I'm willing to believe that there's certain things, particularly the key part which I think most institutional investors have cared about for years, is governance, right? You don't want a bad governance. You want a good Ford. You want them to help people accountable. You want them to be stewards of capital.You want them to get a higher multiple. That governance, of course, that makes sense.“ - Adam Parker Connect with Adam:Linkedin: https://www.linkedin.com/in/adam-parker-759542179Website: www.trivariateresearch.com  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Riggs Eckelberry is the Founder and CEO of the innovative water technology company, OriginClear, which is delivering water solutions for industrial customers worldwide. OriginClear has developed and licensed an invention that treats industrial and agricultural waste water with very little energy, and no chemicals. And now, industrial users can treat their water right where they use it, using prepackaged “point of use” water treatment systems that have an amazing life cycle of up to 100 years or more. Listen in!Key Highlights: [00:01 - 09:05] Water Industrial Complex in AmericaWhy America has more than 150,000 water systems, but the financing to repair their central infrastructure is lackingBoth enterprises and cities profit from the trend of decentralization with businesses handling their own water treatmentWhy privatizing central water systems has been a disaster in England and Flint, Texas[09:06 - 20:47] Water on Demand: A Private Investment Option for Self-Sufficient Water TreatmentMainframes and PCs are the two scale difficulties with water systems, and the private sector is starting with the biggest whalesA new investment opportunity called "water on demand" enables anyone to fund water projects, earn royalties, and contribute to the major megatrend of agriculture and industry's self-sufficient water treatmentThe US does poorly in recycling, ranking second to last globally for water recycling with only 20%. While Spain ranks second with 20% water recycling, and Israel recycles approximately 90% of its water[20:48 - 34:58] Water Industry Pivoting Why algae could be a viable replacement for fossil fuels as a source of biofuelsWhy, in order to address this situation, we need a structural change in the way we handle waterHow local initiatives do things that can be more cost effective and sustainable than large scale projects [34:59 - 38:59] Closing Segment Visit www.originclear.com for more insights!Key Quote: “Let business users do their own thing, it's beneficial to them. It's beneficial to the overall environment. It results in better utilization, better social justice. The municipalities can concentrate on the more needy users because they're not trying to serve corporations. It's all around a really, really good remedy.” - Riggs Eckelberry Connect with Riggs:Linkedin: https://www.linkedin.com/in/riggsWebsite: www.originclear.comFacebook: https://www.facebook.com/OriginClearConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.Listen in!Key Highlights: [00:01 - 05:15] What the Geopolitical Macro Financial Trends MeanWhy they are labeled as the killer Ds: Decoupling, De-globalization, Deindustrialization, DepopulationHow the geopolitical macro financial trends are affecting the USHow real estate investors need to have a broader perspective in order to be successful[05:16 - 09:40] Why the US is the World’s Police OfficerThe US has been losing ground in various regions around the world, with Afghanistan being a particularly troublesome exampleThe UN and other large international organizations have been less relevant in the current global landscape, as countries such as Russia and China are not afraid of itIan Bremer, a leader in global political risk research, gave a speech discussing the decoupling of the world into multipolar factions[09:41 - 17:53] Developing Countries Face Massive BlowupsThe US and China are trying to disentangle themselves economically in order to avoid conflictRussia has realigned itself with China and Iran, and the US is retaliating with financial and economic penaltiesHow the US will see massive capital flight from these areas due to political instability and economic instability[17:54 - 19:23] Closing Segment Key Quotes: “I think if you have the means to leave those countries, you will. And the US is the most logical destination for both your financial capital, and your human capital.” - Brian C. Adams “I just don't think no matter who is in control of the White House, be it Democrat or Republican, I don't see a lot of political will to put boots on the ground and spend continued resources on these spots, without a very clear pathway out, and a benefit to the US.“ - Brian C. AdamsConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Sherry Deutschmann was the founder of the health revenue cycle company LetterLogic - a company she sold in 2016. in 2019, she launched BrainTrust, a peer-to-peer learning organization for women entrepreneurs to help them grow and scale their businesses.  Listen in! Key Highlights: [00:01 - 15:28] Women Entrepreneurs’ Way to Success Sherry shares her ‘unlikely’ business success and exit storiesHow networking is only a byproduct of peer-to-peer developmentBrainTrust on promoting accountability, self-moderation, and funding [15:29 - 28:14] Women Are a Good Bet for Investing in Startups Women founders receiving less funding but bigger ROIAttracting and retaining members by providing a supportive environment with expertsGauging success by members' growth in businesses and achieving their goals [28:15 - 39:12] Creating an Impact by Giving More Women who are passionate about entrepreneurship and helping others grow their businessesProviding coaching services for women who want to improve their business skillsSherry’s daily practice - walking five miles a day and getting some sun [39:13 - 40:06] Closing Segment Email Sherry Deutschmann via sherry@sherrydeutschmann.com and check out her website for more information! Key Quote:“At the end of the five years, [we] found out that the women they [venture capital firms] had invested in had 10% greater revenue. But the women had gotten just a fraction of the money… The data shows that women are a good bet. And yet, we still aren't getting the funding. It's maddening.” - Sherry Deutschmann Connect with Sherry Deutschmann:Website: https://www.ourbraintrust.org Email: sherry@sherrydeutschmann.com Linkedin: https://www.linkedin.com/in/sherrystewartd/ Instagram:  https://www.instagram.com/sherry.stewart.d/  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Louis O Connor is the Founder of Strategic Metals Invest, which is currently the only business in the world offering Rare Earths as physical assets to private investors. Listen in! Key Highlights: [00:01 - 12:50] Why Consider Investing in Strategic Metals Identifying strategic metals and their use for everyday livingHow China can take advantage of its dominance in rare earth minerals and semiconductorsFinding safety and security in purchasing and owning rare metals  [12:51 - 24:31] How to Invest in Rare Earth Metals Safely and Securely The various ways for exposure to the rare earth metals asset classThe process of purchasing metals through an intermediaryLiquidity in strategic metals - storing for future use and sale [23:32 - 39:30] A Closer Look at the Volatility in Asset Pricing A hack on being tax-free by keeping rare metals for 3 to 5 yearsUpdates on the performance of each metalHow the risks associated with these assets are carefully outlined  [39:31 - 41:02] Closing Segment Email Louis O Connor via louis@strategicmetalsinvest.com and check out his website for more insights! Key Quote:“One thing I always say in talking about modern portfolio theory is to have diversification… Let's say, for real estate. Now, that'll be my first choice, and it is my first choice. And metals are maybe a bit further down, but for example, real estate will give you passive income, metals won’t.” - Louis O Connor Connect with Louis O Connor:Website: http://www.strategicmetalsinvest.com Email: louis@strategicmetalsinvest.com  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!  Hosted on Acast. See acast.com/privacy for more information.

Teddy is a Venture Capital Partner, running a fund at Antler that focuses on what he calls emerging tech ecosystems. He previously was at SoftBank, Comcast Ventures, and Goldman Sachs. Key Highlights: [00:01 - 14:16] The Impact of Venture Capital on the US Economy VC is responsible for 40% of the workforce and contributes over 80% of R&D spending in the USHow emerging economies are closer to becoming developed economies through venture capitalThe role of private markets in addressing the shortening of the life of public companies [14:17 - 39:11] Geographic Arbitrage: Valuations in Emerging Markets Teddy shares his insights on success in venture capital and finding GPsThe regional advantage and how it can be translated into a dominant market positionHow the US economy is the strongest in the world and has the most robust capital markets [39:12 - 40:28] Closing Segment Email Teddy Himler via teddy@antler.co and follow him on Twitter. Key Quote:“I think success in venture capital comes from really seeing everything and longevity… You should be looking for those GPs who have the benefit of history, whether as an operator or an investor in this specific region, you should look for GPs who are well connected.” - Teddy Himler Connect with Teddy Himler:Twitter: https://twitter.com/teddyhimler Email: teddy@antler.co  Resources MentionedThe Power Law by Sebastian MallabyShoe Dog by Phil KnightConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!  Hosted on Acast. See acast.com/privacy for more information.

Dwayne J. Clark is the Founder and CEO of Aegis Living. With more than 37 years of senior housing experience, Dwayne is nationally known for redefining the industry – from the innovative, programmatic design of senior living communities to novel approaches with employee engagement and retention. Dwayne has long been a pioneer in the fields of wellness and longevity, having overseen the care of more than 60,000 seniors. With his wife Terese, he traveled to over 80 countries exploring different healing modalities – from working with doctors and alternative health specialists to engaging in mind, body, and spirit practices. These discoveries inspired his latest book and Amazon Best Seller, “30 Summers More.” Listen in! Key Highlights: [00:01 - 13:22] Ways to Live a Longer Life - Better Outlook and a Purpose How societal expectations about age and mortality can have a negative impact on healthThe role of genetics in longevity and how life choices play a larger role in determining lifespanDwayne explains cellular death, how it impacts aging and the dangers of unhealthy sugar intake [13:23 - 32:08] Be Aware of Your Body and What It Needs Right Now Taking tests, compounded specialized supplements, and consulting physiciansThe importance of drinking water, eating superfoods, getting enough exercise, and quality sleepWhy you need seven hours of sleep - detoxification and regeneration [32:09 - 38:54] Start Your Day Right - The Power of Gratitude Dwayne’s thoughts on Eastern medicine, herbs, and meditationEvaluating the level of toxicity in your life - the people in your circleStarting your day with an optimistic baseline [38:55 - 40:06] Closing Segment Connect with Dwayne and send an email here - dwayne.clark@aegisliving.com!  Key Quotes: “The reality is, we have to be present for our age. And if we were in gratitude about that, we're optimistic about that, it will actually add years to our life.” - Dwayne Clark “Before you do [drink coffee], drink your water because your water will hydrate your cells. It will get rid of brain fog, and it will start your metabolism. You need to get rid of these deadly cells in your body and kind of wash them out of your body. Coffee will not do that. Water will do that.” - Dwayne Clark Connect with Dwayne:Email: dwayne.clark@aegisliving.com Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides. She brings to her work her experience as a third-generation member of a UK business family to which she has added corporate strategic planning and charitable leadership roles. She's also the author of "True Wealth: Letters on Money, Life, and Love" as well as her latest piece "Money Wisdom Unlocked: Understanding Trauma as a Key to Your Financial Behavior".Key Highlights:[00:01 - 06:47] Opening SegmentWelcoming Diana to the showDiana talks about understanding trauma as the key to financial behaviorOur body’s reaction to trauma is the survival instinct[05:57 - 15:13] Why You Behave The Way You DoThe three primary sources of trauma: Ancestral trauma - passed down from multi-generationsCollective trauma - happens when a group of people experiences the same traumatic eventIndividual trauma - when something happens to one of usThe building block of a thriving family is building relational healthMoney represents different things for different peopleA bad relationship with money could be a trauma responseHere are concrete steps we can all take to have a healthy relationship with money:No one is exempted from having had some form of traumatic experience whether Big T Traumas or Small T TraumasIt is essential for an individual to examine himself about what has shaped him and who he truly isDetermine  your motivation whether intrinsic or extrinsicWe are responsible for our own well-being and for bringing that to the family [15:14 - 28:32]  Prejudices And MisconceptionsBeing an inheritor of wealth goes beyond just having more moneyAs an inheritor, it is still possible to separate our identity from the wealthMasculine traits have been embedded into the wealth management business that some women are finding it difficult to succeed in this spaceHelping women be confident about themselves knowing that they have a big contribution to make means asking the system that she’s within to be more open to women’s voice[28:33 - 36:36] Being Comfortable in Your Own SkinTransition points in an ongoing wealth situation need legal guidance from very early on in the processIt's the lack of financial EQ and not the lack of financial IQ that is most likely to blow a situation up  Happiness and wealth could coexistHappy inheritors have a healthy relationship with money[36:37 - 31:24] Closing SegmentDiana’s meditation practice and going on annual silent retreat help her maintain peaceConnect with Diana on the links belowConnect with Diana Chamers via email at ​​diana@dianachambers.com and visit her website https://dianachambers.com to get a copy of her free PDF essay, Money Wisdom Unlocked: Understanding trauma as a key to your financial behaviorKey Quote:“I think that if something is not going great in terms of our relationship with money, take a good look at it. Because not only can you resolve that, but you can also resolve whatever is underlying in my worldview. That would be trauma in some form or another.” - Diana Chambers“Wealth is an external dimension of who we are, but it's not our internal interior was chosen expression of self.”  - Diana Chambers“Helping women to stay true to themselves and succeed, is I think the sort of really nuanced edge of this, it's not what we want them to succeed, we want them to succeed as themselves.”  - Diana Chambers LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Randy Castleman advises family offices and institutional investors on their direct investing, fund investing, and fund formation. Years as a family office president, a managing GP of a venture fund, and allocating into privates for a large multifamily office give him a 360-degree view of private direct investing. Key Highlights:[00:01 -06:47] Opening SegmentIntroduction to Randy Castleman and how direct investing has changedHe shares his story of how he got started in family office managementHe was then hired at a large multifamily office to rip and replace their exposure to adventure and growth. His job is to work with families to discern their intention in doing deals, building intentional portfolios, and diversification  [06:48 - 16:01] Beyond Being TransactionalIt is essential to be open and honest about non-financial motivationsMany non-economic motivations don’t show up on questionnaires so it’s important to really ask questions and rephrase them when necessaryThere are unique advantages that family offices have within the direct investing spaceNot working within the same constraints that an institutional fund managerHuman nature such as messiness could sometimes be a disadvantage such as a lack of intentionality in portfolio building[16:02 - 33:52] How to De-risk the Disadvantages That Are Inherent within the Family Office Investing SpaceUnderstand the non-financial motivations and really talk through what you’re trying to accomplishStrategic versus Impact InvestingWhat financial returns am I looking for from this activity Consider the deal's lifecycle and its complete trajectory in the futureHave a sense of the behaviors of your co-investors[33:53 - 36:18] Integrate Best Practices without Undermining the DisadvantagesIf you develop your reputation for being good at a certain area amongst your co-investors, they will seek you outWhether a family office should have an in-house resource or not is half the battleYounger generations are more interested in direct investing.Advisors must be relevant and helpful not only to the current generation but to the next and the next[30:37 - 31:24] Closing SegmentConnect with Randy Castleman on LinkedIn, email him at rcastleman@srfmanagement.com, or visit www.srfmanagement.comKey Quote:“I think, along with an intentional portfolio comes an intentional look at any given opportunity.” - Randy Castleman“It's really important to think about the lifecycle of that deal, all the way to exit what sort of further investment will be necessary.” - Randy CastlemanLIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.