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In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. “Funding the Pivot” was written a few years ago as I was doing the post-mortem
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Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and
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This latest podcast is special because it harkens back to 2000 when I wrote a paper in law school about the use of securitizations to disrupt the music industry. I mused about the disruption of the music industry and the
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Here is sneak peak of my podcast with David Pullman- in this outtake, we talk about his experience with David Bowie and how the song “Fame” represented a major pivot in Bowie’s career AND Pullman’s! A fascinating tidbit
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In the age of COVID-19, there has been a renewed focus on Health Care Directives. The communicability and finality of the disease have opened up all sorts of fears and uncertainty for many people- especially among the elderly. To
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Leanna Haakons is a financial marketing expert, entrepreneur and author of bestseller, Young, Fun & Financially Free. In addition, Leanna is the EIC of TheWellthyMindset.com, and says Millennials those in their
April 23, 2020 •
Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Frazer's "Go-To" Finance Websites, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 2385
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The term “Gaslight” (from the 40’s movie) describes one person’s gradual manipulation of another’s perception of reality. The result is terminal internal questioning and ultimate madness.Â
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This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over
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“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the municipal
October 5, 2018 •
Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy, Worth Reading and Watching • Views: 3536
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With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the
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Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of
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On Podcast #23, we have Eiland Glover, founder of Kowala. He helps us sort through the cryptocurrency noise, sets out the problems to be solved, and challenges us to think about cryptocurrencies in the future. Eiland Glover is
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Podcast #22 features Norb Vonnegut, wealth management practitioner turned novelist and journalist at the Wall Street Journal. Besides talking finance and the future of wealth management, we talked a lot about his fiction
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Podcast #21 features a fascinating conversation with Bart Stephens on the emergence of Bitcoin and blockchain. Bart is the Co-founder and Managing Partner of BLOCKCHAIN CAPITAL, the first VC firm to raise a venture fund through
November 24, 2017 •
Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, People Who Actually Know What They're Talking About, Podcasts, Politics & Policy, Science & Technology, Worth Reading and Watching • Views: 8601
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It is impossible to come away from a conversation with Marisa Arredondo and not be impressed. She is the founder of skincare and lifestyle brand PHACE BIOACTIVE. After graduating from Stanford University, Marisa worked as an
