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Strategic Investor Radio

  • An Economist's View of the Markets - w/Dr. Mira Farka

    26 FEB 2020 · Ever effervescent and lively, Dr. Mira is an Economist raised behind the Iron Curtain in a Communist country, now a Columbia University trained PhD in Economics and accomplished speaker and presenter t/o So. Calif on the economy, and Co-Director of the Woods Center for Economic Analysis and Forecasting @ Cal State Fullerton, Dr. Mira shares her insights on the U.S. Economy.  You won't want to miss this interview - It covers lots of ground, w/worthy insights about the economy throughout.
    39m 17s
  • Private Asset Management - Harloff Capital Management - w/Gary Harloff

    21 FEB 2020 · Gary, a PhD in Aeronautical Engineering, spent decades in this field, including time w/NASA.  In 1994 he started Harloff Capital to create investment strategies and manage assets. His focus is on market selection and rotation, not individual stocks.  Listen to his views of how to select those markets he believes are the most likely to rise in the near future.  Any equity investor should find this interview to be very interesting.
    27m 15s
  • Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone

    6 FEB 2020 · Listen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country.  Michael discusses his "3 Surprises" forecasts for 2020 and their Sector Rotation strategy.  Michael is in demand by the media and his ideas/views are sought after repeatedly.  You'll find this to be interesting.
    31m 31s
  • Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

    4 FEB 2020 · Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.
    31m 44s
  • Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer

    30 JAN 2020 · Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects.  Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity.  Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones.  Investors should be aware of this new opportunity.
    29m 31s
  • 2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli

    6 JAN 2020 · Always to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy.  It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time.  Sit back and listen, and be prepared to take notes.
    28m 36s
  • Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis

    18 DEC 2019 · APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country.  Ken discusses the importance of having a portion of one's portfolio in precious metals as a diversifier, primarily gold.  Listen to Ken discuss this important aspect of most every investor.
    29m 13s
  • Market and Stock Selection - Weiss Ratings - w/Mike Larson

    5 DEC 2019 · Mike is the Senior Analyst @ Weiss Ratings and Editor of the "Safe Money Report," the flagship publication of Weiss Ratings.  He's been making market and stock recommendations w/Weiss since 2003- In other words, he's a brave man.  Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively based data on stocks, ETF's, etc.  He discusses the importance of safety/conservative/defensive approaches, plus growing dividends, to include non-traditional stock analysis - REIT's, Closed End funds, MLP's, etc.  Anyone interested in investing will find this to be very interesting.
    26m 45s
  • Web-Based Subscriber & Investment Mgr Service - TimerTrac.com - w/Dave Garrett

    29 OCT 2019 · Dave is the founder and owner of TimerTrac.com.  They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record.  TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac.  This is a distinct advantage for the asset manager, who can now show a confirmed and verified track record of performance to show to prospective investors.  These asset managers are typically professionals in or from the industry.  With 500 plus strategies from 100 - 200 asset managers, this can be very interesting stuff.  Hope you enjoy it.
    32m 32s
  • Tactical Credit Strategy - Shelton Capital Management - w/Guy Benstead

    28 OCT 2019 · Guy is the Portfolio Manager of Shelton's Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging.  Guy discusses Shelton's strategy, resulting from his thirty plus years of experience in the credit marketplace, and how they seek to generate profits today.  With many investors' asset allocation to fixed income being 20% plus of their total allocation, this is an important aspect of their investment strategy.  We hope it is helpful.
    30m 10s
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