http://www.OCTalkRadio.netenBusinessCopyright OC Talk Radiohttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/90fc704ac3d8eb9421bbf9f0843c858b.jpghttp://www.OCTalkRadio.netSun, 24 Sep 2023 22:39:52 +0000OC Talk RadioOC Talk Radiopaul.roberts@octalkradio.netAlternative investment strategies you are NOT hearing elsewhere...cleanepisodichttps://www.spreaker.com/user/octr/an-economists-view-of-the-markets-w-dr-mstrategicinvestorradio.podbean.com/66643f62-0204-54a4-9cdd-0938f4d64fefWed, 26 Feb 2020 01:33:14 +0000OC Talk RadioEver 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...2358cleanfullhttps://www.spreaker.com/user/octr/private-asset-management-harloff-capitalstrategicinvestorradio.podbean.com/c5678a38-18d4-58ca-b6ef-4c54b3111767Fri, 21 Feb 2020 18:22:21 +0000OC Talk RadioGary, 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. ...1636cleanfullhttps://www.spreaker.com/user/octr/sector-rotation-strategy-state-street-glstrategicinvestorradio.podbean.com/15af9ac8-2330-5304-86ac-8bce85aa780cThu, 06 Feb 2020 17:18:55 +0000OC Talk RadioListen 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...1892cleanfullhttps://www.spreaker.com/user/octr/tax-efficient-socially-responsible-invesstrategicinvestorradio.podbean.com/f0a85b4f-8ab8-56a4-acac-ac89a696c2c3Tue, 04 Feb 2020 01:04:42 +0000OC Talk RadioStarted 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...1905cleanfullhttps://www.spreaker.com/user/octr/qualified-opportunity-zones-the-galena-fstrategicinvestorradio.podbean.com/97ef07a8-36de-5aac-93ba-040a125e20c4Thu, 30 Jan 2020 17:21:58 +0000OC Talk RadioPassed 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...1772cleanfullhttps://www.spreaker.com/user/octr/2020-economic-forecast-no-spin-forecast-strategicinvestorradio.podbean.com/6848a14d-b66c-5e61-8eb1-cc4ddaf7b77eMon, 06 Jan 2020 20:43:53 +0000OC Talk RadioAlways 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...1717cleanfullhttps://www.spreaker.com/user/octr/investing-in-gold-precious-metals-apmex-strategicinvestorradio.podbean.com/investing-in-gold-precious-metals-apmex-onegold-wken-lewis-2781f57ce8a18d95bb26e79e5f7248d8Wed, 18 Dec 2019 01:02:49 +0000OC Talk RadioAPMEX, 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...1754cleanfullhttps://www.spreaker.com/user/octr/market-and-stock-selection-weiss-ratingsstrategicinvestorradio.podbean.com/market-and-stock-selection-weiss-ratings-wmike-larson-a502c9d5bd59f9d205c970487cd139edThu, 05 Dec 2019 22:26:43 +0000OC Talk RadioMike 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...1606cleanfullhttps://www.spreaker.com/user/octr/web-based-subscriber-investment-mgr-servstrategicinvestorradio.podbean.com/web-based-subscriber-investment-mgr-service-timertraccom-wdave-garrett-e3b01dd644bb5b543d9ffcc8d5582f32Tue, 29 Oct 2019 18:58:43 +0000OC Talk RadioDave 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. ...1953cleanfullhttps://www.spreaker.com/user/octr/tactical-credit-strategy-shelton-capital_2strategicinvestorradio.podbean.com/tactical-credit-strategy-shelton-capital-management-wguy-benstead-8eb16887a802d4ed86709b451074a35cMon, 28 Oct 2019 17:33:14 +0000OC Talk RadioGuy 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...1811cleanfullhttps://www.spreaker.com/user/octr/long-short-strategy-investing-invenomic-strategicinvestorradio.podbean.com/longshort-strategy-investing-invenomic-capital-management-wali-motamed-cfa-e1c76a3674a42fcb2032562e2b9de21dTue, 15 Oct 2019 22:01:04 +0000OC Talk RadioAli, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a...1594cleanfullhttps://www.spreaker.com/user/octr/rita-conference-29-30-oct-san-antonio-txstrategicinvestorradio.podbean.com/rita-conference-29-30-oct-san-antonio-tx-0033f3af7e62056c431e09689f8fed47Fri, 04 Oct 2019 13:58:40 +0000OC Talk RadioThe Fall Conference of RITA is coming soon, and those interested can receive info on it thru this promotional podcast.  Trust companies, Investment Advisors and investors comprise the majority of the attendees are encouraged to attend.221cleanfullhttps://www.spreaker.com/user/octr/self-directed-iras-the-retirement-induststrategicinvestorradio.podbean.com/self-directed-iras-the-retirement-industry-trust-assoc-wmary-mohr-a1812d127f2ba60d167a81ae5b5902a2Thu, 03 Oct 2019 22:22:38 +0000OC Talk RadioSelf-Directed IRA's have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA's possible (private investments, private equity, metals, real...1430cleanfullhttps://www.spreaker.com/user/octr/multi-family-real-estate-investing-in-sostrategicinvestorradio.podbean.com/multi-family-real-estate-investing-in-so-calif-coastal-region-beach-city-capital-wjason-muller-e12b006817bc31ffbd0e98410969e6d8Fri, 27 Sep 2019 22:18:38 +0000OC Talk RadioListen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in...1501cleanfullhttps://www.spreaker.com/user/octr/residential-real-estate-development-w-prstrategicinvestorradio.podbean.com/residential-real-estate-development-wpre-aproved-lots-triad-development-corp-wmike-cutbirth-972cb49a11c6fc22f888b452ffba138dMon, 01 Jul 2019 13:56:13 +0000OC Talk RadioWith the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth,...1640cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-2019-incline-investmenstrategicinvestorradio.podbean.com/altsla-conference-2019-incline-investment-management-wted-parkhill-7e5f225619e66e0d46f99f295e43437dWed, 12 Jun 2019 00:12:06 +0000OC Talk RadioEver the raconteur, previous guest Ted discusses the investment strategy of Incline - a systematic manager, combining futures and equity investing, agnostically, both long and short. Focused on diversification, they seek to reduce risk thru...640cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-2019-commercial-real-estrategicinvestorradio.podbean.com/altsla-conference-2019-commercial-real-estate-lending-freedom-financial-wmichael-klein-06f8723a58d3c861383fd3ea1dc4554cTue, 11 Jun 2019 23:51:40 +0000OC Talk RadioFormer bankers, Freedom Financial makes first position loans to Real Estate professionals who bring value added commercial projects to the community and returns to investors.  Bringing their expertise to the western U.S., he discusses the...575cleanfullhttps://www.spreaker.com/user/octr/altsla-2019-conference-millenium-trust-fstrategicinvestorradio.podbean.com/altsla-2019-conference-millenium-trust-for-tax-qualified-asset-custody-wted-parker-c9f045a5a4f733d2b1e7add4c5939ebdTue, 11 Jun 2019 23:23:36 +0000OC Talk RadioMillenium Trust is the Custodian of over $26 Billion in Alternative Investments, held in trust and valued as required by the IRS. Listen to this 5 minute interview w/Ted as he tells us stories of their clients and services.349cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-venture-capital-investstrategicinvestorradio.podbean.com/altsla-conference-venture-capital-investing-thru-crypto-currencytokens-bardi-credit-wgeorge-salapa-69d08647bea2fcb667f06d08a9918863Tue, 11 Jun 2019 23:17:27 +0000OC Talk RadioListen to this 5 minute interview w/George, out of Switzerland, discusses opportunities to invest in Venture Capital thru Blockchain and cryptocurrency tokens, allowing investors to invest small amounts into these funds and projects in a liquid...321cleanfullhttps://www.spreaker.com/user/octr/altsla-2019-conference-caia-w-bill-kellystrategicinvestorradio.podbean.com/altsla-2019-conference-caia-wbill-kelly-935b68c05065d2ae438abb1791b5eeb0Tue, 11 Jun 2019 23:06:03 +0000OC Talk RadioListen to this 5 minute interview with Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association, discusses Alternative Investments, CAIA and the opportunities they bring to the investment world.  Bill is always interesting and a...315cleanfullhttps://www.spreaker.com/user/octr/drug-delivery-technology-investing-cure-strategicinvestorradio.podbean.com/drug-delivery-technology-investing-cure-pharmaceutical-wrob-davidson-559c604038375d8a1bc14cc6616d7106Tue, 04 Jun 2019 19:29:18 +0000OC Talk RadioListen to Rob, CEO, and previous CEO multiple times plus corporate board member for several companies in the industry, discuss this niche in the pharma world.  A publicly traded company, focusing on the delivery system of medications, w/systems...1795cleanfullhttps://www.spreaker.com/user/octr/gold-precious-metals-investing-sprott-asstrategicinvestorradio.podbean.com/gold-precious-metals-investing-sprott-asset-management-wed-coyne-c09109049e3e9c73781597c85766a6faTue, 04 Jun 2019 18:57:44 +0000OC Talk RadioTrained as an architect, Ed transitioned into the world of investments over 25 years ago, w/some major and high profile asset management firms. Focusing primarily on Gold, Ed discusses the place for this precious metal in investors' asset allocation....1768cleanfullhttps://www.spreaker.com/user/octr/long-short-growth-strategy-cognios-capitstrategicinvestorradio.podbean.com/longshort-growth-strategy-cognios-capital-wfrancisco-bido-fde5b3f94f0f80a8a89f76beaada4526Tue, 21 May 2019 17:08:05 +0000OC Talk RadioAn Engineer and mathematician by background, Francisco has spent the past 20 plus years applying the skills and experience to investing that he learned from the technical and analytical background for which he had been trained.  Focusing on the...1347cleanfullhttps://www.spreaker.com/user/octr/institutional-level-multi-family-real-esstrategicinvestorradio.podbean.com/institutional-level-multi-family-real-estate-the-investment-management-group-wkarlin-conklin-8f833c60e4c59a81fb148d259b2ff0caThu, 16 May 2019 21:45:44 +0000OC Talk RadioKarlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities.  They look to...1984cleanfullhttps://www.spreaker.com/user/octr/alternative-assets-for-ira-accts-millenistrategicinvestorradio.podbean.com/alternative-assets-for-ira-accts-millenium-trust-w-ted-parker-90e13361f97535e84d6b633337ae1581Thu, 16 May 2019 17:20:43 +0000OC Talk RadioTed discusses the benefits of using Alternative Assets in IRA acct's - Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired.  Examples of such investments are stock...1623cleanfullhttps://www.spreaker.com/user/octr/5-50-unit-multi-family-investing-in-oranstrategicinvestorradio.podbean.com/5-50-unit-multi-family-investing-in-orange-county-vision-wise-capital-with-sanford-coggins-ca5e9d7300fbf9b7042b4fe65c544004Mon, 06 May 2019 22:39:01 +0000OC Talk RadioSanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County.  With a narrow niche focus of 5-50 unit multi-family apartment buildings.  Buying units priced below market, upgrading, raising rents,...1788cleanfullhttps://www.spreaker.com/user/octr/energy-investing-like-t-boon-pickens-bp-strategicinvestorradio.podbean.com/energy-investing-like-t-boon-pickens-bp-capital-wtoby-lofkin-bdfac03d684f42b6948b5790aef21e03Fri, 26 Apr 2019 19:19:20 +0000OC Talk RadioBP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al.  Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing...1642cleanfullhttps://www.spreaker.com/user/octr/intangible-assets-investing-brandometry-strategicinvestorradio.podbean.com/intangible-assets-investing-brandometry-with-tony-wenzel-0a0ba5e0b48e5b41da283f2b97e6b91fFri, 19 Apr 2019 17:57:50 +0000OC Talk RadioTony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets. ...1618cleanfullhttps://www.spreaker.com/user/octr/defined-outcome-etfs-innovator-etfs-withstrategicinvestorradio.podbean.com/defined-outcome-etfs-innovator-etfs-with-graham-day-de64906bc98578bb7507dcfca9676e1aThu, 18 Apr 2019 16:20:03 +0000OC Talk RadioGraham tells about Innovator ETF's unique Defined Outcome ETF's, designed to protect the assets from downside exposure while seeking to capture a significant portion of any upside.  This "Buffer" strategy follows the strategy used in Structured Notes...1630cleanfullhttps://www.spreaker.com/user/octr/etf-market-direction-investing-glance-fistrategicinvestorradio.podbean.com/etf-market-direction-investing-glance-financial-wdr-paul-glance-b52b1ce5ef388311e355ce34268f5e9aTue, 02 Apr 2019 23:57:48 +0000OC Talk RadioListen to Dr. Paul Glance, a PhD in Engineering, following a career in automotive engineering, found a second career in creating investment strategies. For a couple of decades he provided Long & Short market timing signals for mutual funds and now he...1532cleanfullhttps://www.spreaker.com/user/octr/real-estate-investing-griffin-capital-asstrategicinvestorradio.podbean.com/real-estate-investing-griffin-capital-asset-management-with-dr-randy-anderson-6a2ed9223d49b37d36868bf138db7369Thu, 28 Mar 2019 00:52:16 +0000OC Talk RadioDr. Anderson, with a Ph.D in Finance, and President of Griffin Capital Asset Management,  is focused on real estate investing, has a combination of real estate industry and academic experience, using research driven strategies, applying modeling,...1568cleanfullhttps://www.spreaker.com/user/octr/stock-market-trading-education-training-strategicinvestorradio.podbean.com/stock-market-trading-education-training-with-dave-landry-05ff32ac3ee364954b59c36a2a1914b5Thu, 28 Mar 2019 00:16:39 +0000OC Talk RadioListen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF's, with lots of personality and fun.  Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, he is able to...1327cleanfullhttps://www.spreaker.com/user/octr/precious-metals-investing-kitco-with-petstrategicinvestorradio.podbean.com/precious-metals-investing-kitco-with-peter-hug-7d766308492a33c21db4cd16628898b8Fri, 22 Feb 2019 00:59:06 +0000OC Talk RadioPeter's been in the precious metals industry forever, and discusses the opportunities and challenges of this industry.  Gold has been in demand as an investment for thousands of years and many advisors have touted its productivity and place in...1906cleanfullhttps://www.spreaker.com/user/octr/investing-thru-real-estate-lending-arixa 
 
 ]]>strategicinvestorradio.podbean.com/investing-thru-real-estate-lending-arixa-capital-advisors-with-jan-brzeski-6d8e36e6114b81c471a7e9467feca89dFri, 01 Feb 2019 17:55:52 +0000OC Talk RadioJan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators.  With over 800 transactions totaling over $700 million, Arixa focuses on coastal... 
 
 ]]>1236cleanfullhttps://www.spreaker.com/user/octr/2019-investment-outlook-with-sam-mcdermoinfo@StrategicInvestorRadio.com.  Hope you enjoy it.]]>strategicinvestorradio.podbean.com/2019-investment-outlook-with-sam-mcdermott-and-charley-wright-63412ee313785e72e2ff956543595afeThu, 24 Jan 2019 18:07:21 +0000OC Talk RadioListen to the review and prognosis of Charley, together w/Sam McDermott, for the very rough 2018 and moving forward into 2019.  The Podcast is audio only - We'd be happy to send you the visual charts - Just let us know @...info@StrategicInvestorRadio.com.  Hope you enjoy it.]]>1370cleanfullhttps://www.spreaker.com/user/octr/the-90-10-portfolio-measured-risk-portfostrategicinvestorradio.podbean.com/the-9010-portfolio-measured-risk-portfolios-with-bernard-surovsky-8398a7ee63e5b74920d60542d0ad4e6eTue, 15 Jan 2019 01:23:49 +0000OC Talk RadioBernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short...1853cleanfullhttps://www.spreaker.com/user/octr/u-s-stock-market-direction-bullmarkets-cstrategicinvestorradio.podbean.com/us-stock-market-research-bullmarketsco-w-troy-bombardia-3b886ce99e1b4b214d60f84ac7397af2Fri, 30 Nov 2018 00:01:00 +0000OC Talk RadioListen to Troy, who analyzes the expected future movement of the U.S. Stock Market.  Using Fundamental and Technical Analysis plus leveraged ETF's, Troy seeks to exceed returns of a "Buy and Hold" approach to investing by identifying when to use...1702cleanfullhttps://www.spreaker.com/user/octr/tactical-credit-strategy-shelton-capitalstrategicinvestorradio.podbean.com/tactical-credit-strategy-shelton-capital-management-with-john-harnisch-cfa-1bf390c886e19e5c8c6852e92a87e26fWed, 28 Nov 2018 23:14:15 +0000OC Talk RadioListen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008.  Using four    of the credit markets - Using four asset buckets - 1705cleanfullhttps://www.spreaker.com/user/octr/tactical-investing-synergy-financial-manstrategicinvestorradio.podbean.com/tactical-investing-synergy-financial-management-w-joseph-maas-aee87402d9532386770ef41a09d52ba2Mon, 29 Oct 2018 22:12:32 +0000OC Talk RadioJoe founded and is the CEO of Synergy, services other RIA firms by providing 18  investment strategies, a Hedge Fund, marketing and practice management.  Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model,...1717cleanfullhttps://www.spreaker.com/user/octr/using-options-for-risk-reduction-enhancestrategicinvestorradio.podbean.com/using-options-for-risk-reduction-enhanced-performance-options-industry-council-w-joseph-cusick-7d7dc6664408ce16d67920a1cb7a0273Wed, 17 Oct 2018 21:38:40 +0000OC Talk RadioListen to Joe, Director of Education & Business Development @ the OIC, w/over 24 years in the Options industry as a market maker, w/Options Express, Schwab, et al,  educating institutions on risk mitigation and enhanced performance using Options. ...1572cleanfullhttps://www.spreaker.com/user/octr/equities-commodities-the-equinox-funds-wstrategicinvestorradio.podbean.com/equities-commodities-the-equinox-funds-with-robert-enck-3ffd9ec6c52b25ac78e8126a3960b8b7Fri, 21 Sep 2018 21:11:52 +0000OC Talk RadioListen to Bob, CEO of Equinox Funds, a family of Mutual Funds using Commodity Trading Advisors and their strategies, expanding into equity strategies.  Their initial fund, the Frontier Fund, was the original Managed Futures category offered thru the...1737cleanfullhttps://www.spreaker.com/user/octr/private-equity-alternative-rex-revenue-rwww.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling an equity portion of the busines.  A fascinating idea of Arthur's that is a unique way to provide this needed resource and funding opportunity.  Certainly cutting edge, we are sure our listeners will find it to be very interesting and thought provoking.]]>strategicinvestorradio.podbean.com/private-equity-alternative-rex-revenue-royalties-with-arthur-lipper-ac0041225d981ba3f0c341cd9124de67Thu, 20 Sep 2018 22:32:12 +0000OC Talk RadioArthur Lipper, entrepreuner, author, lecturer at many universities, investor, consultant, discusses a new way to provide working capital to private, early stage businesses, called Revenue Royalties.  He discusses his e-book - "Revenue Royalties" -...www.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling an equity portion of the busines.  A fascinating idea of Arthur's that is a unique way to provide this needed resource and funding opportunity.  Certainly cutting edge, we are sure our listeners will find it to be very interesting and thought provoking.]]>1982cleanfullhttps://www.spreaker.com/user/octr/cryptocurrency-hedge-fund-scow-captial-wstrategicinvestorradio.podbean.com/cryptocurrency-fundr-scow-captial-with-griffin-rolander-fea3fd6d669e33fa1bd2f24b5166393aThu, 20 Sep 2018 21:50:00 +0000OC Talk RadioGriffin, a math and quantitative economics major in college, worked immediately for a quantitative Hedge Fund,  and has now moved into the Cryptocurrency space, co-founding the hedge fund Scow Capital.  Combining a computer science background with an...1537cleanfullhttps://www.spreaker.com/user/octr/technical-analysis-in-trend-trading-with  1-"Risk/Reward or Perceived Edge;"
  2 - The importance of Magnitude over Frequency of profitable trading;
  3- The importance of Support & Resistance and the time frames he uses;
  4 - The price ranges of stocks that he likes to trade, and why;
  5 - How to deal with Earnings Report periods as a trader;
This is a very interesting conversation that anyone interested in trading would find to be interesting and insightful.
You can catch Brian on Youtube, under the  title of "Thermal1" - Hope you enjoy it.]]>strategicinvestorradio.podbean.com/technical-analysis-in-trend-trading-with-trader-and-author-brian-shannon-of-alphatrends-6f6cb44f555932dc3b3b159d0e25ff3eThu, 30 Aug 2018 22:10:55 +0000OC Talk RadioWith a couple of decades experience behind him in trading and investment management, Brian discusses trading in today's markets.  As the author of the book, "Technical Analysis Thru Multiple Time Frames," Brian looks at the importance of several...  1-"Risk/Reward or Perceived Edge;"
  2 - The importance of Magnitude over Frequency of profitable trading;
  3- The importance of Support & Resistance and the time frames he uses;
  4 - The price ranges of stocks that he likes to trade, and why;
  5 - How to deal with Earnings Report periods as a trader;
This is a very interesting conversation that anyone interested in trading would find to be interesting and insightful.
You can catch Brian on Youtube, under the  title of "Thermal1" - Hope you enjoy it.]]>1947cleanfullhttps://www.spreaker.com/user/octr/dividend-cash-flow-investing-with-researstrategicinvestorradio.podbean.com/dividendcash-flow-investing-with-researcher-brett-owens-951f6d7aba0668511b6eaa8582b40d24Thu, 23 Aug 2018 00:30:52 +0000OC Talk RadioAs a researcher, Brett evaluates investment opportunities to invest for a steady income stream.  His published "The Contrarian Income Report" and "Hidden Yields" reports identify Closed End Funds, REIT's, and other investments that offer outsized...1751cleanfullhttps://www.spreaker.com/user/octr/online-institutional-quality-real-estatestrategicinvestorradio.podbean.com/online-institutional-quality-real-estate-investing-arborcrowd-with-adam-kaufman-11f93c188bcbb5218b882b5c9c8c92bbMon, 20 Aug 2018 23:51:15 +0000OC Talk RadioAs part of the Arbor family of companies, including the 30 year old publicly traded mortgage REIT, Arbor Realty Trust (ABR), ArborCrowd offers real estate investing opportunites to Accrdited Investors online. Adam is Co-Founder and Managing Director...1479cleanfullhttps://www.spreaker.com/user/octr/private-credit-pacific-private-money-witstrategicinvestorradio.podbean.com/private-credit-pacific-private-money-with-edward-brown-3b6dcd855ce34ecf8a49476ba1616563Mon, 20 Aug 2018 23:07:14 +0000OC Talk RadioListen to Edward, responsible for investor relations, discuss their unique strategy to create profits for investors thru short term bridge loans on real estate.  For Accredited Investors, they receive referrals from banks on cases where the banks...1665cleanfullhttps://www.spreaker.com/user/octr/book-review-of-the-fed-and-lehman-brothestrategicinvestorradio.podbean.com/book-review-of-the-fed-and-lehman-brothers-author-dr-laurence-ball-0ded8ec5fa620a3df69f67d0af7b3384Wed, 08 Aug 2018 23:24:33 +0000OC Talk RadioDr. Ball, with a PhD in Economics from MIT and the current Dept. of Economics Chair @ Johns Hopkins University,  wrote his book to address the Lehman Brothers failure, which was the pivotal event in triggering the financial crisis of 2008.  Addressing...1597cleanfullhttps://www.spreaker.com/user/octr/private-equity-venture-capital-in-portfostrategicinvestorradio.podbean.com/private-equity-venture-capital-in-portfolio-construction-cedar-capital-with-david-armstrong-60c50cae8b9a80a05608ec30e5b0d149Wed, 08 Aug 2018 22:07:57 +0000OC Talk RadioWelcome back Dave - Dave was the very first guest that we had on Strategic Investor Radio, back in October, 2014.  His patience with us in those early days was greatly appreciated and we are always glad to be the beneficiaries of his insights into the...1546cleanfullhttps://www.spreaker.com/user/octr/market-neutral-investing-cognios-captialstrategicinvestorradio.podbean.com/market-neutral-investing-cognios-captial-with-jonathan-angrist-7d04c05ec02d95a3bde5800c598ec7ccMon, 23 Jul 2018 18:22:48 +0000OC Talk RadioAs President and Chief Investment Officer.  Using their proprietary investment strategy they call ROTAROME. Focused on investing vs. speculating, he much prefers investing over speculating. He is fcused on the business, vs. the stock price, which he...1498cleanfullhttps://www.spreaker.com/user/octr/infrastructure-investing-miller-howard-istrategicinvestorradio.podbean.com/infrastructure-investing-miller-howard-investments-with-bryan-spratt-9cdcfd77c2fb3c3d7d5dde337de05275Mon, 23 Jul 2018 17:37:19 +0000OC Talk RadioListen to Bryan, Portfolio Manager for the Infrastrucure Fund, focusing on utilities, telecom, energy, transportation/Logistics, which are all part of this fund.  These highly regulated sectors represent about 25% of the U.S. economy, and are becoming...1641cleanfullhttps://www.spreaker.com/user/octr/esg-investing-thru-indexes-s-network-glostrategicinvestorradio.podbean.com/esg-investing-thru-indexes-s-network-global-indexes-with-greg-sgambati-3a35776732d2187644ce47f3ff7ad83aFri, 06 Jul 2018 22:00:08 +0000OC Talk RadioPublishing over 200 indexes, S-Network Global uses these indexes to provide the underlying investments for focused and specialty ETF's.  Greg is responsible for developing those indexes that are used to create these custom ETF's with ESG focus and...1635cleanfullhttps://www.spreaker.com/user/octr/international-equity-investing-thru-busistrategicinvestorradio.podbean.com/international-equity-investing-thru-business-life-cycle-analysis-shelton-capital-management-with-andrew-manton-c3cc1ee2f99553355657285d7baa102fFri, 06 Jul 2018 21:31:31 +0000OC Talk RadioThe Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for...1713cleanfullhttps://www.spreaker.com/user/octr/etf-commodity-investing-teucrium-tradingstrategicinvestorradio.podbean.com/etf-commodity-investing-teucrium-trading-with-sal-gilbertie-a6d3d9e5762fc4dd72ccf3a344a11723Fri, 06 Jul 2018 00:55:02 +0000OC Talk RadioA brainchild of Sal's, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities.  With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter...1518cleanfullhttps://www.spreaker.com/user/octr/risk-mitigation-thru-options-strategies-strategicinvestorradio.podbean.com/risk-mitigation-thru-options-strategies-spider-rock-advisors-with-eric-metz-6e261249b0edf0834cb8cc2f5fb65b2fFri, 06 Jul 2018 00:17:21 +0000OC Talk RadioListen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction.  Plain vanilla equities and fixed income strategies cannot do what Options can do. ...1465cleanfullhttps://www.spreaker.com/user/octr/changes-to-the-msci-emerging-markets-indstrategicinvestorradio.podbean.com/changes-to-the-msci-emerging-markets-index-krane-shares-with-brendan-ahern-34f215aacd452ca6185f43ff411cd397Tue, 19 Jun 2018 22:04:11 +0000OC Talk RadioKraneShares is a family of ETF's, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF's, as passive investments, invest...1479cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-josh-bstrategicinvestorradio.podbean.com/global-capital-network-conference-josh-bois-ceo-and-conference-producer-e01b77d7f7bdc85133067b59fe0f7b4fThu, 07 Jun 2018 23:52:25 +0000OC Talk RadioJosh discusses this conference and its opportunities for investors and entrepreneurs.188cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-nextwave-safety-sstrategicinvestorradio.podbean.com/global-capital-network-nextwave-safety-solutions-timothy-loughlin-cb5503766bb1efa40e900ec0e9eadae8Thu, 07 Jun 2018 23:47:33 +0000OC Talk RadioProviding safety training, oversight and management to the construction and heavy machinery industries.  Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the...378cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-ignite-capital-pastrategicinvestorradio.podbean.com/global-capital-network-ignite-capital-partners-rick-gonda-5696aa526f9e0d82e5c7fcf8b07511dbThu, 07 Jun 2018 23:36:21 +0000OC Talk RadioA private merchant banking firm, with offices in Santa Monica, London and Sydney, Australia, they provide private equity, Venture Capital and advisory services to start ups and growing companies, focusing on Biotechnology, AI, Blockchain, Software and...321cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-saveene-com-miro-strategicinvestorradio.podbean.com/global-capital-network-saveenecom-miro-zicevic-cd2c14b309ba6811e2acaa37c0ec572bThu, 07 Jun 2018 23:29:31 +0000OC Talk RadioSaveene.com arranges for the renting of yachts, luxury real estate and exotic cars.  In a fractional ownership model, this site provides a unique service to the luxury community.370cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-blu-tastrategicinvestorradio.podbean.com/global-capital-network-conference-blu-tango-mike-manahan-af0a3f1c11ed00683b75c72fbdd2988dThu, 07 Jun 2018 21:11:33 +0000OC Talk RadioIn the "Spirits" business (Alcoholic Beverages), specializing in independent premium producers and their own proprietary brews.  This market has changed substantially over the past years, and Blu Tango is looking to capitalize on this trend. 327cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-petvivstrategicinvestorradio.podbean.com/global-capital-network-conference-petvivo-holdings-john-lai-669ddd05915999d8c9dd294b4f87dbb9Thu, 07 Jun 2018 21:00:41 +0000OC Talk RadioJohn discusses the background of Petvivo's new product used in the treatment of osteo arthritis for dogs and horses.  Unique in that it focuses on the cause, not just the relief of the pain and symptoms, this product will be offered thru...413cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-purifystrategicinvestorradio.podbean.com/global-capital-network-conference-purify-fuel-john-carroll-f4b8d4c8c3df2fc5a071185320d8eeafThu, 07 Jun 2018 20:50:29 +0000OC Talk RadioIn his third start up, John tells the story of Purify Fuel, which is a nano technology based clean diesel fuel additive that reduces fuel usage and emissions.  Selling to the largest of diesel fuel consumers - US Govt, Railroads, etc.  Raising working...320cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-rxmm-hstrategicinvestorradio.podbean.com/global-capital-network-conference-rxmm-health-george-roth-d9093914fe923473600a666ce359d07eThu, 07 Jun 2018 20:43:03 +0000OC Talk RadioFocused on Clerisy, an alternative method to take/ingest medications, George discusses this new method/technology.  They have produced a nose clip that contains the medication and thru breathing it releases the medication directly to the brain,...473cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-archanstrategicinvestorradio.podbean.com/global-capital-network-conference-archangels-investors-doug-pennington-b2d56b680fea58c9b0e11393fd4ea836Thu, 07 Jun 2018 20:33:17 +0000OC Talk RadioArchangels is composed of members of family offices, angel and other investors who have joined together to view and evaluate capital raising efforts by smaller companies seeking private equity type capital.  Doug discusses the key elements that their...577cleanfullhttps://www.spreaker.com/user/octr/global-capital-network-conference-wall-sstrategicinvestorradio.podbean.com/global-capital-network-conference-wall-street-research-alan-stone-sarah-ishag-c9cca165beb279cdedd4159a4aa29235Thu, 07 Jun 2018 20:21:49 +0000OC Talk RadioFor over forty years, WSR has produced research reports, profiles and newsletters on both public and private companies.  These companies are typically in a capital raising phase, and they bring investors together to receive the presentations of the...532cleanfullhttps://www.spreaker.com/user/octr/altsla-with-paul-haman-markets-group-prostrategicinvestorradio.podbean.com/altsla-with-paul-hama-markets-group-producer-of-the-conference-74c41c2da2a226d7b4dec150a850c440Wed, 06 Jun 2018 19:46:17 +0000OC Talk RadioMarkets Group was the Producer of the conference, and Paul was responsible for it all.  He discusses here the conference, topics, categories of discussion, etc.  Sponsors of the conference were the local CFA Society, CAIA, CalAlts, and others, and...262cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-with-lisa-vioni-hedge-strategicinvestorradio.podbean.com/altsla-conference-with-lisa-vioni-of-hedge-connection-66d3d6abd98e1810ad2fa13fbe22bc41Wed, 06 Jun 2018 19:37:56 +0000OC Talk RadioHedge Connection is a web based platform that  makes connections between asset allocators and Hedge Funds.  Lisa is the founder and CEO, and one of the sponsors of the conference.  A previous guest on Strategic Investor Radio, she shares her thoughts...343cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-with-eric-metz-cfa-spistrategicinvestorradio.podbean.com/altsla-conference-with-eric-metz-cfa-spider-rock-advisors-0cf943af987489f97706b73d63578f2fWed, 06 Jun 2018 19:23:01 +0000OC Talk Radio328cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-with-dan-vetter-cfa-ofstrategicinvestorradio.podbean.com/altsla-conference-with-dan-vetter-cfa-of-m360-advisors-b3ff15ef631c9c58402aa535c6f0ccbeWed, 06 Jun 2018 19:21:08 +0000OC Talk RadioA speaker at the conference, Dan discusses how to create profits in a rising rate environment.  He briefly discusses M360's private credit commercial real estate bridge loans.274cleanfullhttps://www.spreaker.com/user/octr/altsla-conference-with-bill-kelly-ceo-ofstrategicinvestorradio.podbean.com/altsla-conference-with-bill-kelly-ceo-of-caia-4208e11fe3717243219d9c494f7fc238Wed, 06 Jun 2018 19:12:23 +0000OC Talk RadioConducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.219cleanfullhttps://www.spreaker.com/user/octr/stock-market-research-management-navellistrategicinvestorradio.podbean.com/stock-market-research-management-navellier-associates-with-louis-navellier-cabd76985d2ce188d79ae00735d0900bMon, 04 Jun 2018 19:53:34 +0000OC Talk RadioSince 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis...1380cleanfullhttps://www.spreaker.com/user/octr/hybrid-equity-commodity-trading-strategystrategicinvestorradio.podbean.com/hybrid-equity-commodity-trading-strategy-incline-investment-management-with-ted-parkhill-24b00f90dd1700f333f1ee8f1a4eedd1Mon, 21 May 2018 19:46:22 +0000OC Talk RadioTed learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a...1733cleanfullhttps://www.spreaker.com/user/octr/commodity-trading-commodity-asset-managestrategicinvestorradio.podbean.com/commodity-trading-commodity-asset-management-with-nate-polachek-24b00f90dd1700f333f1ee8f1a4eedd1Mon, 21 May 2018 19:29:50 +0000OC Talk RadioFollowing stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets,...1566cleanfullhttps://www.spreaker.com/user/octr/impact-investing-community-capital-managstrategicinvestorradio.podbean.com/impact-investing-community-capital-management-with-david-sand-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 16 May 2018 20:26:58 +0000OC Talk RadioDavid tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in...1790cleanfullhttps://www.spreaker.com/user/octr/emerging-market-long-short-strategies-bostrategicinvestorradio.podbean.com/emerging-market-longshort-strategies-boston-partners-with-paul-heathwood-cfa-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 16 May 2018 20:08:49 +0000OC Talk RadioThe Director of Investor Relations, Paul discusses BP's  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international...1536cleanfullhttps://www.spreaker.com/user/octr/alternative-investments-lake-partners-wistrategicinvestorradio.podbean.com/alternative-investments-lake-partners-with-rick-lake-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 09 May 2018 22:31:27 +0000OC Talk RadioAs an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in...1308cleanfullhttps://www.spreaker.com/user/octr/an-insiders-view-of-the-credit-crisis-of ]]>strategicinvestorradio.podbean.com/an-insiders-view-of-the-credit-crisis-of-2008-with-mark-landis-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 09 May 2018 22:15:22 +0000OC Talk RadioAs an insider in the world of Fixed Income securities management on Wall Street  prior to, during , and since the 2008 credit crisis, Mark has had a view of this epoch period as few others (as he tells us, he had dealings with each of the four parties... ]]>1901cleanfullhttps://www.spreaker.com/user/octr/factor-based-etfs-indexiq-with-sal-brunostrategicinvestorradio.podbean.com/factor-based-etfs-indexiq-with-sal-bruno-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 09 May 2018 21:39:07 +0000OC Talk RadioListen to Sal, Chief Investment Officer and responsible for investment strategies for the twenty plus ETF's at IndexIQ, a New York Life company, as he discusses their various factor based Alternative Investment ETF's.  He discusses the core...1389cleanfullhttps://www.spreaker.com/user/octr/commercial-real-estate-securities-investstrategicinvestorradio.podbean.com/commercial-real-estate-securities-investing-salient-partners-with-joel-beam-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 06 Apr 2018 23:38:40 +0000OC Talk RadioAs the Managing Director and Senior Portfolio Manager over Real Estate securities strategies @ Salient Partners, Joel is responsible for their investments into listed stocks whose underlying business is commercial real estate investment and...1318cleanfullhttps://www.spreaker.com/user/octr/trading-volatility-kaizen-advisors-with-strategicinvestorradio.podbean.com/trading-volatility-kaizen-advisors-with-matt-thompson-cfa-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 06 Apr 2018 23:15:05 +0000OC Talk RadioListen to Matt, Director of Research @ Kaizen, discuss his 6 year old strategy, The Alpha Seeker, trading Volatility.  He discusses the recent meltdown of VIX inverse strategies that created some major market disruptions.  The Alpha Seeker uses a...1257cleanfullhttps://www.spreaker.com/user/octr/high-yield-income-investing-granite-sharstrategicinvestorradio.podbean.com/high-yieldincome-investing-granite-shares-with-will-rhind-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 30 Mar 2018 22:12:29 +0000OC Talk RadioAs the founder and CEO, Will tells about their HIPS strategy, investing in an index of High Income investments.  In the current low yield environment investors strive for almost any level of yield that is above ground.  The HIPS strategy includes...1728cleanfullhttps://www.spreaker.com/user/octr/cryptocurrency-hedge-fund-digital-asset-strategicinvestorradio.podbean.com/cryptocurrency-hedge-fund-digital-asset-strategies-with-alex-gostomelsky-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 30 Mar 2018 21:56:01 +0000OC Talk RadioAlex is a Founder and the COO, and explains the opportunities in the digital asset world.  He discusses the quant and data driven aspects of DAS, using  data models, AI, machine learning, quant driven apporaches to Cryptocurrencies investing.  He...1513cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategies_2strategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-index-iq-sal-bruno-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:59:26 +0000OC Talk RadioAs the Chief Investment Officer of Index IQ, Sal will be speaking at the conference on the subject of equity hedging thru Hedge Fund Strategies.  Index IQ uses ETF's in an effort to replicate the returns of productive Hedge Fund strategies. ...341cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategies_5strategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-granite-shares-will-rhind-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:51:59 +0000OC Talk RadioFounder and CEO Will Rhind will be a speaker at the conference, to be held in NYC on May 1.  He will be speaking about the importance of adding commodities to a well diversified portfolio, either as a hedge against inflation or for pure...341cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategies_3strategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-infinity-q-james-velessaris-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:46:01 +0000OC Talk RadioAs CIO of Infinity Q, James will be speaking at the Conference on May 1 to be held in NYC, and will be addressing Volatility in the Equity Markets.  Discussing investing thru Volatility, a specialty of Infinity Q, he tells us who invests thru...268cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategies_4strategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-lake-partners-with-rick-lake-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:36:53 +0000OC Talk RadioNo stranger to Alternative Investments, as a 29 year Alternative Investment specialist firm, author of books on Alternative Investmens, founders of a two decade old Alternative Investment Portfolio,  Rick will again be the Co-Chair of this conference,...334cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategiesstrategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-joint-venture-events-group-with-don-friedman-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:21:09 +0000OC Talk RadioDon is the founder and CEO of JV Events Group, and the producer of the conference.  Having produced conferences for sixteen years, including Inside ETF's, he discusses the unique model that their conference model follows.  With several conferences...309cleanfullhttps://www.spreaker.com/user/octr/4th-annual-liquid-alternative-strategies_1strategicinvestorradio.podbean.com/4th-annual-liquid-alternative-strategies-summit-boston-partners-with-paul-heathwood-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 16 Mar 2018 18:10:39 +0000OC Talk RadioDirector of Investor Relations, Paul will be one of the speakers at the May 1 Conference in NYC.  He will be speaking about the BP Emerging Markets Long/Short Strategy. He discusses the role of Alternative Investments in a properly diversified...353cleanfullhttps://www.spreaker.com/user/octr/impact-investing-serenity-shares-with-scstrategicinvestorradio.podbean.com/impact-investing-serenity-shares-with-scott-sacknoff-24b00f90dd1700f333f1ee8f1a4eedd1Mon, 05 Mar 2018 17:49:22 +0000OC Talk RadioWith a background in creating indecis, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of...1420cleanfullhttps://www.spreaker.com/user/octr/absolute-return-fixed-income-wavelength-strategicinvestorradio.podbean.com/absolute-return-fixed-income-wavelength-capital-management-with-mark-landis-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 24 Feb 2018 00:16:03 +0000OC Talk RadioFounder and CEO Mark Landis tells about Wavelength Capital's strategy, or focus, to have a low volatility fixed income portfolio that is immune from rising and falling interest rates.  They invest into four different portfoios, designed to perform in...1729cleanfullhttps://www.spreaker.com/user/octr/solar-energy-financing-wunder-capital-wistrategicinvestorradio.podbean.com/solar-energy-financing-wunder-capital-with-bryan-bersic-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 23 Feb 2018 17:54:08 +0000OC Talk RadioAs CEO of Wunder Capital, Bryan discusses the opportunities of providing capital to the commercial projects solar energy market.  Wunder raises funds from investors to fund commercial solar energy projects. Starting with private, retail investors,...1863cleanfullhttps://www.spreaker.com/user/octr/commodities-trading-coloma-capital-futur_1strategicinvestorradio.podbean.com/commodities-trading-coloma-capital-futures-with-david-burkart-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 21 Feb 2018 16:18:30 +0000OC Talk RadioListen to David, a CFA charterholder and designated speaker for the CFA Institute, Managing Member and CIO of Coloma, a Commodity Trading Advisory firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma...1623cleanfullhttps://www.spreaker.com/user/octr/commodity-investing-etf-securities-with-strategicinvestorradio.podbean.com/commodity-investing-etf-securities-with-max-gold-24b00f90dd1700f333f1ee8f1a4eedd1Tue, 20 Feb 2018 18:44:48 +0000OC Talk RadioYes, that is his real name - Max is the Director of Investment Strategies @ ETF Securities.  Headquartered in London, with about $24 Billion in assets under managemetn, they offer commodity investments thru ETF's.  Discussing the role of commodities...1681cleanfullhttps://www.spreaker.com/user/octr/commodities-trading-coloma-capital-futurstrategicinvestorradio.podbean.com/commodities-trading-coloma-capital-futures-with-david-burkhart-24b00f90dd1700f333f1ee8f1a4eedd1Tue, 20 Feb 2018 18:16:47 +0000OC Talk RadioListen to David, CFA and designated speaker for the CFA Institute,  Managing Member and CIO of Coloma, a Commodity Trading Advisory  firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses...1623cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-ststrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-with-brian-nelson-of-nelson-brothers-student-housing-investments-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:43:25 +0000OC Talk RadioBrian, an attendee at a half dozen previous conferences, discusses the panels, attendees and quality of the content at the conference.  He talks about the increase in 1031 Exchange business and the opportunities of this market for investors....269cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-mastrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-mcdonald-realty-group-with-jay-keener-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:37:00 +0000OC Talk RadioJay, a first time attendee, discusses the quality of the conference and attendees and the growing regulatory environment.  Jay discusses McDonald Realty Group's focus on housing in the Dallas area and the opportunities there.  351cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-nostrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-noble-street-advisors-with-jim-hibbert-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:29:57 +0000OC Talk RadioAs an 8-10 year returning speaker, panelist, exhibitor, Jim discusses why he and Noble Street keep coming back to this IMN Conference.  Jim also discusses the role that Noble Street Advisors plays in the reporting process to investors and lenders by...241cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-sestrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-securities-transfer-corp-with-matthew-smith-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:23:09 +0000OC Talk RadioMatthew, COO of the firm, and a first-timer at this IMN conference, discusses the quality of attendees, the new relationships they created from the conference and the nurturing of current realtionships. Matthew, COO of STC, a "Transfer Agent"...281cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-instrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-investing-in-life-settlements-with-conestoga-intnl-with-michael-mcdermott-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:10:42 +0000OC Talk RadioMichael provides a view of the conference from a first timer's view.  Conestoga offers the opportunity to invest into Life Settlements, with the unique feature of offering liquidity for the investor.  Offered to "Accredited Investors" only, he...237cleanfullhttps://www.spreaker.com/user/octr/imns-alternative-investment-symposium-adstrategicinvestorradio.podbean.com/imns-alternative-investment-symposium-adisa-with-tony-grego-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 22 Dec 2017 21:03:18 +0000OC Talk RadioTony is the Associate Executive Director, has attended 5 of these IMN conferences, and discusses the issues facing this industry at this time.  Those in the industry will recognize the importance of working thru regulations and handling various issues. 207cleanfullhttps://www.spreaker.com/user/octr/how-a-podcast-convinced-me-short-intervistrategicinvestorradio.podbean.com/how-a-podcast-convinced-me-short-interview-of-charley-wright-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 09 Dec 2017 17:16:10 +0000OC Talk RadioListen to this 5 minute interviw on OCTR with Charley Wright on how he became convinced by listening to a podcast.  You'll be glad to heard this.  This is a story that needs to be heard.321cleanfullhttps://www.spreaker.com/user/octr/lessons-learned-with-author-journalist-astrategicinvestorradio.podbean.com/lessons-learned-with-author-journalist-and-columnist-roger-lowenstein-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 09 Dec 2017 16:54:05 +0000OC Talk RadioFormer journalist and coumnist for "Heard on the Street" for the Wall Street Journal, plus author of several books, including "When Genius Failed" and "America's Bank: The Epic Struggle to Create the Federal Reserve," Roger shares insights and...1499cleanfullhttps://www.spreaker.com/user/octr/alpha-driven-strategies-benchmarkplus-wistrategicinvestorradio.podbean.com/alpha-driven-strategies-benchmarkplus-with-robert-ferguson-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 09 Dec 2017 16:47:18 +0000OC Talk RadioListen to this interview with Robert, Co-Founder and CIO, discuss the strategies they have created.. With an approach that aggregating returns into Alpha and Beta, using Hedge Funds to generate Alpha while seeking to reduce systematic risk of Beta...1355cleanfullhttps://www.spreaker.com/user/octr/proprietary-tactical-strategies-whaley-cstrategicinvestorradio.podbean.com/proprietary-tactical-strategies-whaley-capital-group-with-landon-whaley-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 18:26:26 +0000OC Talk RadioAfter more than a decade on Wall Street, Landon started his own Hedge Fund/Asset Management firm to offer a productive investment management process and a quality client experience.  They are focused on Global Macro strategies, all four major asset...1950cleanfullhttps://www.spreaker.com/user/octr/esg-strategy-investing-gabelli-asset-manstrategicinvestorradio.podbean.com/esg-strategy-investing-gabelli-asset-management-with-christina-alfandary-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 17:41:32 +0000OC Talk RadioEnvironmental, Social and Governance (ESG), which was formerly known as Socially Responsible Investing, is designed to align the investors values with their portfolios. As a leader and one of the early adopters of SRI/ESG investing, Gabelli's ESG...1653cleanfullhttps://www.spreaker.com/user/octr/private-credit-alphaflow-with-ray-sturmstrategicinvestorradio.podbean.com/private-credit-alphaflow-with-ray-sturm-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 17:21:55 +0000OC Talk RadioRay discusses the opportunities of private credit thru real estate bridge loans. Partnering with lenders throughout the country, AlphaFlow purchases existing real estate bridge loans of 6-12 months in duration, with 80-90 different loans in a pool for...1101cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-low-income-investmenThe Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-low-income-investment-fund-with-tyler-jackson-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 02:36:28 +0000OC Talk RadioTyler is a first time attendee at the SRI Conference, and discusses how friendly everyone is and how productive the networking has been.  Previously focused on institutional investors for the past 34 years, LIIF, a non-profit, now raises capital from...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>487cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-foliofn-inc-the-new-The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-foliofn-inc-the-new-conference-producer-with-steve-wallman-ceo-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 02:20:57 +0000OC Talk RadioFoliofn Inc will be the producers of the SRI Conference going forward, and Steve discusses Foliofn's committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn is a Broker Dealer and...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>386cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-conference-producer-The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-conference-producer-steve-schueth-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 01:47:32 +0000OC Talk RadioWith First Affirmative Financial Network, Steve has produced 22 of the 28 SRI Conferences, including this one.  He discusses what the attendees are saying about the conference, including the 300 first timers.  Providing insights into what SRI is all...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>565cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-advisor-partners-witThe Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-advisor-partners-with-rahul-agrawal-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 01:36:10 +0000OC Talk RadioWhile Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul's first.  He is their Portfolio Manager for their SRI investment strategies.  He provides his insights into the conference as a first timer,...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>425cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-impactus-marketplaceThe Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-impactus-marketplace-with-liz-sessler-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 01:20:19 +0000OC Talk RadioListen to Liz Sessler, co-founder of ImpactUS Marketplace, tell about her experience at 7 SRI conferences and what she gains by repeated attendance.  She tells about her passion for Impacting Investing and how it offers to investors opportunities that...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>293cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-iroquois-valley-farmThe Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.  ]]>strategicinvestorradio.podbean.com/sri-conference-2017-iroquois-valley-farms-with-david-miller-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 01:05:49 +0000OC Talk RadioAs the Founder and CEO, David tells why they keep coming to the SRI Conference year after year and how it has helped to build their business.  Involved in organic farming, IVF provides insight into how they impact the agriculture industry thru leasing...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.  ]]>341cleanfullhttps://www.spreaker.com/user/octr/sri-conference-2017-sunwealth-with-ryan-The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>strategicinvestorradio.podbean.com/sri-conference-2017-sunwealth-with-ryan-dings-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 30 Nov 2017 00:48:28 +0000OC Talk RadioAt his first SRI Conference, Ryan provides insight into SRI, the conference, discusses his view that SRI is in the early innings of this movement.  He also discusses the commercial solar market and Sunwealth's role in that industry.  He tells how they...The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.]]>401cleanfullhttps://www.spreaker.com/user/octr/opportunistic-real-estate-altegris-aaca-strategicinvestorradio.podbean.com/opportunistic-real-estate-altegrisaaca-with-burl-east-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 11 Nov 2017 01:14:41 +0000OC Talk RadioBurl discusses this uniquely focused Real Estate Securities marketplace strategy.  A Long/Short strategy focused on companies that are able to have a monopolistic pricing model, enabling them to raise prices more often than usual.  An example is the...1913cleanfullhttps://www.spreaker.com/user/octr/investing-in-mortgage-notes-highclere-grstrategicinvestorradio.podbean.com/investing-in-mortgage-notes-highclere-group-with-mahmood-motani-24b00f90dd1700f333f1ee8f1a4eedd1Tue, 07 Nov 2017 00:27:08 +0000OC Talk RadioListen to Mahmood Motani, founder Highclere Group, explain the mortgage note buying and selling marketplace.  As a former real estate entrepreneur, Mahmood discusses how Highclere buys and sells mortgage notes.  Secured by real estate, these mortgage...1743cleanfullhttps://www.spreaker.com/user/octr/cryptocurrency-hedge-fund-altcoin-advisostrategicinvestorradio.podbean.com/cryptocurrency-hedge-fund-altcoin-advisors-with-ken-goodman-24b00f90dd1700f333f1ee8f1a4eedd1Tue, 07 Nov 2017 00:13:37 +0000OC Talk RadioListen to Ken Goodman, co-founder of Altcoin, is a former Quantitative Developer at Golman Sachs and  mathematics graduate in two years, applies mathematical techniques and Machine Learning to cryptocurrencies.  Altcoin  seeks to use statistical...1519cleanfullhttps://www.spreaker.com/user/octr/hedge-fund-meson-capital-with-ryan-morristrategicinvestorradio.podbean.com/hedge-fund-meson-capital-with-ryan-morris-24b00f90dd1700f333f1ee8f1a4eedd1Tue, 31 Oct 2017 01:16:36 +0000OC Talk RadioListen to Ryan, an engineer and entrepreneur, describe the dual faceted methodology of Meson Capital in helping strong companies to grow while using Machine Learning to identify potential Short positions in the public markets.  Looking to build small...1939cleanfullhttps://www.spreaker.com/user/octr/actively-managed-funds-flexible-plan-invstrategicinvestorradio.podbean.com/actively-managed-funds-flexible-plan-investments-with-peter-mauthe-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 21 Oct 2017 20:34:06 +0000OC Talk RadioSince 1981, FPI has been providing actively managed accounts to investment advisors for their clients, with over 100 active strategies currently and over 20,000 investor accounts.  With "Rules Based" systems, using Separately Managed Accounts,  FPI...1677cleanfullhttps://www.spreaker.com/user/octr/sri-conference-in-san-diego-with-steve-sstrategicinvestorradio.podbean.com/sri-conference-in-san-diego-with-steve-schueth-24b00f90dd1700f333f1ee8f1a4eedd1Sat, 21 Oct 2017 17:29:16 +0000OC Talk RadioThis will be the 28th Annual SRI Conference, which stands for Sustainable, Responsible, Impact Investments Conference, to be held in San Diego.  Steve is the producer and host of the conference and discusses this $8 Trillion industry and its seminal...1182cleanfullhttps://www.spreaker.com/user/octr/chinas-one-belt-one-road-fund-krane-sharstrategicinvestorradio.podbean.com/chinas-one-belt-one-road-fund-krane-shares-with-brendan-ahern-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 19 Oct 2017 23:54:30 +0000OC Talk RadioAs a China focused family of ETF's, Krane Shares has launched a new ETF, based upon the massive development called the "One Belt One Road" Initiative.  Chief Investment Officer, Brendan Ahern, discusses this initiative and fund.  Under the new...1620cleanfullhttps://www.spreaker.com/user/octr/variable-long-short-investing-balter-invstrategicinvestorradio.podbean.com/variable-long-short-investing-balter-invenomic-fund-with-ali-motamed-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 19 Oct 2017 23:10:03 +0000OC Talk RadioAfter a Harvard MBA, Ali joined Boston Partners and was Co-Portfolio Manager of their Long Short Equity Fund, being named Manager of the Year by Morningstar for the "Alternative" category in 2014. Ali explains why he likes Long Short strategies and...1563cleanfullhttps://www.spreaker.com/user/octr/technology-and-real-estate-investment-bastrategicinvestorradio.podbean.com/technology-and-real-estate-investment-banking-boustead-capital-management-with-jawad-ansari-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 19 Oct 2017 22:31:18 +0000OC Talk RadioAfter spending many years managing investments for Family Offices, Jawad now works with Boustead to raise capital for middle market firms thru private equity investments, focused primarily on the Technology and Real Estate sectors.  He discusses the...1749cleanfullhttps://www.spreaker.com/user/octr/active-investment-strategies-and-timing-strategicinvestorradio.podbean.com/a-managed-portfolio-glance-financial-advisors-with-dr-paul-glance-24b00f90dd1700f333f1ee8f1a4eedd1Thu, 12 Oct 2017 15:25:00 +0000OC Talk RadioWith a PhD and 2 Masters Degrees in engineering, Dr. Glance has become an investment strategy developer.  Although he has never worked on Wall Street, he has developed timing signals that several mutual funds have used for over 20 years.  Focusing on...1387cleanfullhttps://www.spreaker.com/user/octr/the-role-of-alternative-investments-ai-istrategicinvestorradio.podbean.com/the-role-of-alternative-investments-ai-insight-with-sherri-cooke-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 04 Oct 2017 23:02:47 +0000OC Talk RadioSherri, a second generation veteran in the industry, previously on the Compliance side, started AI Insight in 2005 to provide education, training and compliance assistance to BD's and RIA's to better serve their clients in Alternative Investments....1766cleanfullhttps://www.spreaker.com/user/octr/economic-forecasts-no-spin-forecasts-witstrategicinvestorradio.podbean.com/economic-forecasts-no-spin-forecasts-with-dr-bob-dieli-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 04 Oct 2017 22:40:26 +0000OC Talk RadioBob Dieli, PhD in Economics, was an economist and portfolio manager for decades and now is a consultant and publisher of the "No Spin Forecast" newsletter.  Listen as he explains the business cycle and why he feels confident to forecast economic...1998cleanfullhttps://www.spreaker.com/user/octr/investing-in-small-balance-real-estate-fstrategicinvestorradio.podbean.com/investing-in-small-balance-real-estate-fairway-america-with-matt-burk-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 29 Sep 2017 22:24:54 +0000OC Talk RadioListen to Matt, Founder and CEO of Fairway American,  discuss Small Balance Real Estate capital raising and investing.  They have created a connection that facilitates the flow of capital from high networth investors to worthy SBRE projects and...1471cleanfullhttps://www.spreaker.com/user/octr/managed-futures-equinox-chesapeake-stratstrategicinvestorradio.podbean.com/managed-futures-equinox-chesapeake-strategy-with-jerry-parker-original-turtle-trader-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 20 Sep 2017 16:13:25 +0000OC Talk RadioJerry Parker, one of the original "Turtle Traders" trained by Richard Dennis, discusses his strategy and his career as a commodities trader since the mid 1980's.  Jerry provides a brief history of the "Turtle Traders" and discusses his trend following...1823cleanfullhttps://www.spreaker.com/user/octr/vc-investing-in-tech-start-ups-coastal-gstrategicinvestorradio.podbean.com/vc-investing-in-tech-start-ups-coastal-grove-partners-with-ali-mahrouyan-24b00f90dd1700f333f1ee8f1a4eedd1Fri, 15 Sep 2017 23:31:39 +0000OC Talk RadioAli, Managing Director of CGP, discusses the rapidly increasing investing opportunities in Tech investing in So. Calif.  Ali sees the So. Cal area as being able to surpass the Silicon Valley for Tech Start ups.  Having been in Tech VC investing in...1799cleanfullhttps://www.spreaker.com/user/octr/fintech-investing-thru-mobi724-with-marcstrategicinvestorradio.podbean.com/fintech-investing-thru-mobi724-with-marcel-vienneau-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 06 Sep 2017 17:30:26 +0000OC Talk RadioFounder and CEO of Mobi724,headquartered in Montreal, Marcel discusses how this innovative company is changing the world of loyalty rewards and incentive programs by banks and financial institutions.  As a publicly traded FinTech company, they are...1270cleanfullhttps://www.spreaker.com/user/octr/investing-in-convertibles-ssi-investmentstrategicinvestorradio.podbean.com/investing-in-convertibles-ssi-investment-management-with-george-douglas-cfa-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 06 Sep 2017 17:06:22 +0000OC Talk RadioSSI started in the '70's as one of the original firms to offer market neutral strategies, and George has been the Chief Investment Officer of SSI for the past two decades, following stints with Credit Suisse, Drexel Burnham and managing money for Sir...1530cleanfullhttps://www.spreaker.com/user/octr/fed-up-an-insiders-take-on-why-the-federstrategicinvestorradio.podbean.com/fed-up-an-insiders-take-on-why-the-federal-reserve-is-bad-for-america-with-author-danielle-dimartino-booth-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 06 Sep 2017 16:37:08 +0000OC Talk RadioDanielle, founder of Money Strong LLC, following several years on Wall Street in the trenches then as a columnist for the Dallas Morning News, worked for the Dallas Fed for 9 years, advising Richard Fisher (the resident maverick of Fed Chairmen at...2030cleanfullhttps://www.spreaker.com/user/octr/rastegar-equity-partners-commercial-realstrategicinvestorradio.podbean.com/rastegar-equity-partners-commercial-real-estate-investing-with-ari-rastegar-24b00f90dd1700f333f1ee8f1a4eedd1Wed, 06 Sep 2017 16:17:40 +0000OC Talk RadioListen to Ari, founder and CEO, discuss the keys to success in commercial real estate investing.  Starting while in law school building residential housing, then moving on to commercial facilities, they are now focused on a variety of asset classes of...1673cleanfullhttps://www.spreaker.com/user/octr/realtyshares-com-online-real-estate-markhttp://www.StrategicInvestorRadio.com/e/realtysharescom-online-real-estate-marketplace-with-amy-kirsch/Mon, 21 Aug 2017 23:35:24 +0000OC Talk RadioResulting from the changes in regulations due to the Job Act of 2012, RealtyShares.com is able to offer intitutional level real estate projects to investors at a very low minimum, with broad selection of real estate opportunities.  Listen to Amy...1155cleanfullhttps://www.spreaker.com/user/octr/jeff-johnson-ceo-of-epus-energy-eliminat 
 ]]>http://www.StrategicInvestorRadio.com/e/jeff-johnson-ceo-of-epus-energy-eliminating-the-middle-man-and-investing-in-producing-wells/Fri, 18 Aug 2017 22:27:47 +0000OC Talk RadioJeff, experienced CEO of public energy companies, discusses the unique business model of Epus.  By following a unique model of raising funds directly from private investors, then investing into existing wells that are currently in production (as... 
 ]]>1430cleanfullhttps://www.spreaker.com/user/octr/the-power-of-podcasting-with-paul-roberthttp://www.StrategicInvestorRadio.com/e/the-power-of-podcasting-with-paul-roberts-owner-of-oc-talk-radio/Mon, 14 Aug 2017 19:54:25 +0000OC Talk RadioIn this short episode, Paul discusses the Power to do many things thru a single Podcast, all designed for the SMARTPHONE.  He focuses specifically on the Financial Industry and its working as though it were the 1980's.  Listen to Paul's insights...505cleanfullhttps://www.spreaker.com/user/octr/story-telling-tips-with-charley-wrighthttp://www.StrategicInvestorRadio.com/e/podcasting-tips-with-charley-wright/Mon, 14 Aug 2017 19:44:34 +0000OC Talk RadioIn this short episode, Charley provides some great insights into "Story Telling," partly taken from a TED Talk, showing its power in persuading a listener.  If you ever want/need to exercise some influence, listen to this.  Even works with Teenagers.515cleanfullhttps://www.spreaker.com/user/octr/cyr-financial-relative-strength-momentumhttp://www.StrategicInvestorRadio.com/e/cyr-financial-relative-strengthmomentum-investing-with-christian-cyr/Wed, 02 Aug 2017 20:35:38 +0000OC Talk RadioChris, a CPA, founder and President of Cyr Financial, believes in quantitative, systematic, dynamic investment strategies.  Based on Global Macro, Relative Strength, Momentum metrics and indictaors, Cyr Financial has developed strategies designed to...1741cleanfullhttps://www.spreaker.com/user/octr/reaves-asset-mgt-utilities-and-energy-inhttp://www.StrategicInvestorRadio.com/e/reaves-asset-mgt-utilities-and-energy-investing-with-jay-rhame/Wed, 02 Aug 2017 20:15:35 +0000OC Talk RadioJay, Portfolio Manager for Reaves, focusing on Energy Infrastructure (Utilities and Nat Gas sectors), discusses this popular and typically consistently performing sector.  Changes are occurring rapidly in this industry - Technology (fracking), lower...1684cleanfullhttps://www.spreaker.com/user/octr/commodity-asset-management-investing-in- ]]>http://www.StrategicInvestorRadio.com/e/commodity-asset-management-investing-in-rare-commodities-with-nate-polachek/Fri, 28 Jul 2017 23:25:41 +0000OC Talk RadioNate is Partner and Portfolio Manager of Commodity Asset Management, a Hedge Fund and CTA specializing in investing in commodities that receive limited attention and coverage in the financial markets - silicon, tin, zinc, nickle, frack sand, et al.  A... ]]>1519cleanfullhttps://www.spreaker.com/user/octr/investing-in-the-energy-sector-with-ellihttp://www.StrategicInvestorRadio.com/e/investing-in-the-energy-sector-with-elliott-gue/Fri, 28 Jul 2017 22:56:55 +0000OC Talk RadioElliott is the co-founder and publisher of "Capitalist Times," a research firm and newsletter publisher on several subjects, with the flagship newsletter and focus being "The Energy & Income Investing" newsletter.  He focuses on all things energy,...1621cleanfullhttps://www.spreaker.com/user/octr/stillwater-capital-hedged-strategies-withttp://www.StrategicInvestorRadio.com/e/stillwater-capital-hedged-strategies-with-bryan-goligoski/Mon, 24 Jul 2017 19:03:09 +0000OC Talk RadioThe founder of Stillwater Capital, Bryan discusses the hedged strategies that he has implemented with Stillwater.  He focuses on his "Short Selling" aspect of his strategies and discusses his Long/Short Strategy and how it is unique in the...1577cleanfullhttps://www.spreaker.com/user/octr/standpoint-research-stock-recommendationhttp://www.StrategicInvestorRadio.com/e/standpoint-research-stock-recommendations-and-crypto-currencies-with-ronnie-moas/Sat, 22 Jul 2017 18:51:45 +0000OC Talk RadioRonnie Moas has developed a 155 factor model to select stocks with profitable potential and provides recommendations to subscribers.  Each recoommendation is a combination of technical, fundamental and subjective analysis, generates a 30 page report,...1639cleanfullhttps://www.spreaker.com/user/octr/cryptocurrency-market-the-bitcoin-blockchttp://www.StrategicInvestorRadio.com/e/cryptocurrencymarket-the-bitcoin-blockchain-phenomenon-with-tai-zen/Sat, 22 Jul 2017 01:58:13 +0000OC Talk RadioTai Zen, co-founder and CEO of CryptoCurrency.Market, discusses Bitcoin and Blockchain for our listeners.  They, together with their competitors, have become a phenomenon.  This is an opportunity to understand Bitcoin and Blockchain for even those of...1963cleanfullhttps://www.spreaker.com/user/octr/blind-squirrel-entertainment-video-game-http://www.StrategicInvestorRadio.com/e/blind-squirrel-entertainment-video-game-venture-fund-with-drew-bradford/Sat, 22 Jul 2017 01:25:44 +0000OC Talk RadioBlind Squirrel Entertainment, a video game developer, has formed a Venture Fund for the developement and bringing to market of video games.  With core competencies of "shipping games" and managing multipe projects, BSE is raising funds to make equity...1244cleanfullhttps://www.spreaker.com/user/octr/hedgeconnection-com-connecting-hedge-funhttp://www.StrategicInvestorRadio.com/e/hedgeconnectioncom-connecting-hedge-funds-with-allocators-with-lisa-vioni/Sat, 22 Jul 2017 00:58:22 +0000OC Talk RadioLisa, an investment world veteran at Lehman and elsewhere, created in 2005 HedgeConnection.com to create and build relationships between Hedge Funds and investors/allocators.  With over 6500 funds and over 5000 investors/allocators, Lisa explains...1889cleanfullhttps://www.spreaker.com/user/octr/premise-capital-frontier-based-tactical-http://www.StrategicInvestorRadio.com/e/premise-capital-frontier-based-tactical-investing-with-jason-rolence/Thu, 13 Jul 2017 15:23:32 +0000OC Talk RadioJason, Co-Founder and Sr. Portfolio Manager, discusses their unique tactical strategy, combining Efficient Frontier analysis together with longer term tactical strategies to provide a tactical approach that is designed to be less reliant on manager...1861cleanfullhttps://www.spreaker.com/user/octr/trimtabs-supply-demand-free-cash-flow-wihttp://www.StrategicInvestorRadio.com/e/trimtabs-supply-demand-free-cash-flow-with-charles-biderman/Thu, 13 Jul 2017 14:03:19 +0000OC Talk RadioA returning visit of Charles, who is always interesting and never lacks for opinions.  He discusses his view of stock price evaluation.  He sees supply and demand as being the critical elements in determining stock prices, and focues on 3 elements:...1890cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-venk-reddyhttp://www.StrategicInvestorRadio.com/e/naaim-conference-venk-reddy/Thu, 06 Jul 2017 21:37:32 +0000OC Talk RadioWith Zeo Capital Advisors in San Fransisco, Venk discusses his experiences that keep him returning to NAAIM.  Zeo is a low volatility fixed income Bond Fund, a short duration Corporate Bond strategy, and buys bonds in the open marketplace.  This is a...322cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-steve-landishttp://www.StrategicInvestorRadio.com/e/naaim-conference-steve-landis/Thu, 06 Jul 2017 21:28:21 +0000OC Talk RadioWith Sojourn Financial Strategies in Ohio, Steve discusses the opportunities of NAAIM and Sojourn Financial Strategies, which provides trading signals for investors and Advisors, using Mutual Funds, with about ten strategies, lasting three to twelve...458cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-rob-bernsteinhttp://www.StrategicInvestorRadio.com/e/naaim-conference-rob-bernstein/Thu, 06 Jul 2017 21:19:54 +0000OC Talk RadioWith RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm.  Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment...315cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-patrick-beaudanhttp://www.StrategicInvestorRadio.com/e/naaim-conference-patrick-beaudan/Thu, 06 Jul 2017 21:12:20 +0000OC Talk RadioPatrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago,  serving retail clients, and has created a FinTech company, Emotomy.  A visualization platform, Emotomy assists the investor to more easily...434cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-ken-graves-out-going-prhttp://www.StrategicInvestorRadio.com/e/naaim-conference-ken-graves-out-going-president-of-naaim/Thu, 06 Jul 2017 20:55:57 +0000OC Talk RadioKen, owner of Capital Research Advisors in Georgia, discusses his passion and devotion for NAAIM, also discusses Capital Research, who manages money for retail clients and other Advisors.  With two fixed income portfolios, plus five equity strategies,...449cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-jason-ericksonhttp://www.StrategicInvestorRadio.com/e/naaim-conference-jason-erickson/Thu, 06 Jul 2017 20:48:07 +0000OC Talk RadioAs the founder and owner of Alternative Strategies Group, Inc, in Sioux Falls, SD, discusses the benefits of NAAIM and their conferences, and his firm.  He uses Long/Short, Sector Rotation, Volatility strategy, and other strategies for his clients.333cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-jane-foxhttp://www.StrategicInvestorRadio.com/e/naaim-conference-jane-fox/Thu, 06 Jul 2017 20:42:27 +0000OC Talk RadioJane Fox, founder and owner of Quantitrader, former corporate employer, left Bechtel Corp. to become a full time trader.  She has a strategy qualifiying as a Finalist at the conference's NAAIM Shark Tank, and discusses this strategy.  Technical...570cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-gary-harloff-phdhttp://www.StrategicInvestorRadio.com/e/naaim-conference-gary-harloff-phd/Thu, 06 Jul 2017 20:20:53 +0000OC Talk RadioDr. Harloff, with a PhD in Engineering and former employee of NASA, is a finalist at the NAAIM Shark Tank.  He discusses his strategy, a combination of the S&P 500 long and inverse and government bonds long and inverse designed to outperform a...323cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-emily-frasier-current-phttp://www.StrategicInvestorRadio.com/e/naaim-conference-emily-frasier-current-president-of-naaim/Thu, 06 Jul 2017 20:08:35 +0000OC Talk RadioThe Business Development Officer of Spectrum Financial in Virginia Beach, Virgina, Emily is the President of NAAIM.  She discusses her company's membership in NAAIM since 1990 and her committment to NAAIM's learning and collaboration.  Spectrum...679cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-carl-serahttp://www.StrategicInvestorRadio.com/e/naaim-conference-carl-sera/Thu, 06 Jul 2017 19:50:51 +0000OC Talk RadioPracticing in Annapolis, Maryland, Carl, a CMT,  is the owner of Sera Capital and is a NAAIM Shark Tank Finalist for this conference.  He discusses his alternative to cash, thru Volativity and 10 year Bond.  It is an inverse investment on the VIX.  He...321cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-brad-hartmannhttp://www.StrategicInvestorRadio.com/e/naaim-conference-brad-hartmann/Thu, 06 Jul 2017 19:39:22 +0000OC Talk RadioA former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets.  He uses dividend...306cleanfullhttps://www.spreaker.com/user/octr/video-game-venture-fund-blind-squirrel-ehttp://www.StrategicInvestorRadio.com/e/video-game-venture-fund-blind-squirrel-entertainment-with-drew-bradford/Tue, 04 Jul 2017 17:49:33 +0000OC Talk RadioBlind Squirrel Entertainment is a video game developer for Disney and others that has developed and successfully brought to market many successful video games.  Drew Bradford discusses their new venture fund, which raises funds from investors to be...1244cleanfullhttps://www.spreaker.com/user/octr/hedge-connection-bringing-hedge-funds-anhttp://www.StrategicInvestorRadio.com/e/hedge-connection-bringing-hedge-funds-and-allocators-together-with-lisa-vioni/Mon, 03 Jul 2017 17:35:52 +0000OC Talk RadioLisa, CEO and Founding Partner, tells us how Hedge Connect brings together Hedge Funds and institutional investment Allocators thru a platform and thru premier networking events.  This is a unique service and platform for institutional investors....1889cleanfullhttps://www.spreaker.com/user/octr/behavioral-portfolio-management-asset-mghttp://www.StrategicInvestorRadio.com/e/behavioral-portfolio-management-asset-mgr-athenainvest-with-dr-tom-howard/Sat, 01 Jul 2017 00:19:45 +0000OC Talk RadioA long time Professor at the Univ. of Denver and the holder of several patents in investment management methodology, Dr. Howard is the Founder, CEO and Director of Research at AthenaInvest. Here he explains "Behavioral Investment Management" and how...1844cleanfullhttps://www.spreaker.com/user/octr/harvest-returns-a-crowdfunding-platform-http://www.StrategicInvestorRadio.com/e/harvest-returns-a-crowdfunding-platform-for-agriculture-investing-with-chris-rawley/Sat, 01 Jul 2017 00:01:54 +0000OC Talk RadioChris, Founder and CEO, explains how private investors can invest in farmland, timberland, orchards or livestock operations, with a vey low minimum.  Thru the Crowdfunding system an investor can access the site, select one or more investments and...1577cleanfullhttps://www.spreaker.com/user/octr/emerging-market-e-commerce-investing-withttp://www.StrategicInvestorRadio.com/e/emerging-market-e-commerce-investing-with-kevin-carter/Wed, 28 Jun 2017 19:36:26 +0000OC Talk RadioListen to Kevin Carter, Founder and Owner of Big Tree Capital, a Hedge Fund and ETF, focused on emerging and frontier markets' E-Commerce companies.  Focusing on their ETF, EMQQ, this interview focuses on the opportunities of E-Commerce industry in...1876cleanfullhttps://www.spreaker.com/user/octr/freedom-financial-funds-with-michael-klehttp://www.StrategicInvestorRadio.com/e/freedom-financial-funds-with-michael-klein/Sat, 17 Jun 2017 01:21:37 +0000OC Talk RadioMichael Klein, CEO of Freedom Financial Funds, explains how they provide debt and equity funding for Real Estate funding.  Raising capital from investors, FFF provides First Trust Deed loans for 12-18 months for bridge, build to suit, construction...1719cleanfullhttps://www.spreaker.com/user/octr/incline-investment-management-with-ted-phttp://www.StrategicInvestorRadio.com/e/incline-investment-management-with-ted-parkhill/Sat, 17 Jun 2017 01:06:48 +0000OC Talk RadioListen to Ted, a Founder and Partner of Incline, discuss the two alpha engines in their investment strategy. Calling it the "Systemmatic Hybrid" - As in an auto with two engines - Incline seeks to create greater diversification for investors'...1766cleanfullhttps://www.spreaker.com/user/octr/realtymogul-com-commercial-real-estate-i_1http://www.StrategicInvestorRadio.com/e/realtymogulcom-commercial-real-estate-investing-with-elizabeth-braman-1496962929/Thu, 08 Jun 2017 23:02:09 +0000OC Talk RadioRealtyMogul.com - An online source for active and passive Commercial Real Estate opportunities for the private investor, at low minimums, which is a relatively new and rare thing.  Real Estate operators come to them for capital, raised from investors,...1538cleanfullhttps://www.spreaker.com/user/octr/cls-investments-portfolio-management-withttp://www.StrategicInvestorRadio.com/e/cls-investments-portfolio-management-with-case-eichenberger/Thu, 08 Jun 2017 18:33:05 +0000OC Talk RadioCLS, a 29 year Advisor to Advisors in Portfolio Management, works with thousands of Advisors to help manage their portfolios with a variety of Mutual Funds and Separately Managed Acct's.  Case manages their American Funds Porfolios, selecting the...1558cleanfullhttps://www.spreaker.com/user/octr/realtymogul-com-commercial-real-estate-ihttp://www.StrategicInvestorRadio.com/e/realtymogulcom-commercial-real-estate-investing-with-elizabeth-braman/Thu, 08 Jun 2017 18:24:24 +0000OC Talk RadioRealtyMogul.com - An online source for active and passive Commercial Real Estate opportunities for the private investor, at low minimums, which is a relatively new and rare thing.  Real Estate operators come to them for capital, raised from investors,...1538cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-power-your-retirement-plan-http://www.StrategicInvestorRadio.com/e/imca-speaker-power-your-retirement-plan-clients-with-financial-welness-with-patrick-delaney-of-t-rowe-price/Thu, 01 Jun 2017 18:53:36 +0000OC Talk RadioPatrick Delaney, who is responsible for corporate retirement plans for T. Rowe Price, discusses how Advisors can differentiate themselves by working with plan participants to pro-actively and credibly address financial wellness opportunities with the...508cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-making-sense-of-low-and-minhttp://www.StrategicInvestorRadio.com/e/imca-speaker-making-sense-of-low-and-minimum-volatility-with-dana-dauria-cfa-of-symmetry-partners/Tue, 23 May 2017 19:04:33 +0000OC Talk RadioDana is responsible for research and  portfolio engineering at Symmetry and discusses how they consider low and minimum volatility in creating portfolios.  She also discusses the importance of considering factor exposure in creating portfolios.295cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-the-future-of-wholeselling-http://www.StrategicInvestorRadio.com/e/imca-speaker-the-future-of-wholeselling-with-frank-maselli/Tue, 23 May 2017 18:54:36 +0000OC Talk RadioFrank Maselli, panelist at the Conference and longtime Advisor coach and trainer, discusses the ever evolving role of the Wholesaler and the changes that have occurred in how they bring value to the Advisor clients.  He sees the wholesaling industry...392cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-reclaiming-conversation-thehttp://www.StrategicInvestorRadio.com/e/imca-speaker-reclaiming-conversation-the-power-of-talk-in-the-digital-age-with-sherry-turkle/Tue, 23 May 2017 18:35:38 +0000OC Talk RadioListen to Sherry Turkle, PhD, professor at MIT, author TED Talk giver, discusses her presentation "Reclaiming Conversation in the Financial Services Industry"  - Reminds the attendees of the importance of remembering that we are working with real...382cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-makers-and-takers-the-rise-http://www.StrategicInvestorRadio.com/e/imca-speaker-makers-and-takers-the-rise-of-finance-and-the-fall-of-american-business-rana-foroohar/Sat, 13 May 2017 00:57:13 +0000OC Talk RadioIMCA Conference - Recently appointed as the Financial Times Associate Editor Rana was Formerly the Economics Analyst at CNN, with Newsweek and Time, and spoke to the conference attendees on the topic of "Things that worry me and things that don't in...420cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-the-millenial-mindset-with-http://www.StrategicInvestorRadio.com/e/imca-speaker-the-millenial-mindset-with-nathan-harness-phd/Sat, 13 May 2017 00:52:50 +0000OC Talk RadioIMCA Conference - Nathan Harness, Professor of Financial Planning at Texas A&M, discusses the key characteristics of Millenials.  With more CFP's over 70 than under 30, with the average age of 54, and average client age is mid-sixties.  By 2025...578cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-cutting-edge-tax-strategieshttp://www.StrategicInvestorRadio.com/e/imca-speaker-cutting-edge-tax-strategies-from-michael-kitces/Sat, 13 May 2017 00:44:39 +0000OC Talk RadioFrom the IMCA Conference - Michael, who writes about Financial Planning Strategies and Practice Management for Advisors, discusses the potential changes in the tax code in the near future.  476cleanfullhttps://www.spreaker.com/user/octr/imca-speaker-advice-for-wealth-managers-http://www.StrategicInvestorRadio.com/e/advice-for-wealth-managers-from-jonathan-powell-advisor-coach/Sat, 13 May 2017 00:37:21 +0000OC Talk RadioAt the IMCA Conference - Fee compression, Wrap Fee options, the DOL Fiduciary Rule, Robo Advisors have changed and are changing the world of Advisors.  Like a golfer who does not change their golf swing, Advisors need to adapt.  Jonathan's advice and...550cleanfullhttps://www.spreaker.com/user/octr/the-dol-fiduciary-rule-with-fred-reishhttp://www.StrategicInvestorRadio.com/e/the-dol-fiduciary-rule-with-fred-reish/Fri, 12 May 2017 23:28:24 +0000OC Talk RadioFred Reish is a long time Compliance and ERISA attorney, typically representing employers and businesses in the world of financial regulation.  Fred discusses this  new "Rule" and its impact on the financial industry.  Every Registered Rep or...571cleanfullhttps://www.spreaker.com/user/octr/imca-education-with-devin-ekberghttp://www.StrategicInvestorRadio.com/e/imca-education-with-devin-ekberg/Fri, 12 May 2017 23:19:56 +0000OC Talk RadioDevin Ekberg, the newly appointed Managing Director of Education for IMCA, tells about the educational components of IMCA.  For the more experienced, advance practicioners, IMCA offers designations, education, conferences, other events, webinars,...364cleanfullhttps://www.spreaker.com/user/octr/imca-conference-dorsey-wright-with-andy-http://www.StrategicInvestorRadio.com/e/imca-conference-dorsey-wright-with-andy-hyer/Fri, 12 May 2017 20:50:25 +0000OC Talk RadioAt the IMCA Annual Conference in San Diego, we interview Dorsey Wright, a long time research and investment firm, using and popularizing "Point and Figure" charting, modified with Relative Strength analysis, to recommend positions in markets and...406cleanfullhttps://www.spreaker.com/user/octr/sunrise-capital-and-calalts-with-jason-gAs Pres of CalAlts, the association for Hedge Funds in California, Jason discusses the association, its history, what it does, who belongs, etc.  Listen to Jason tell why, in the current investment environment, investors should consider the more sophisticated opportunities that exist in the Alternative Investment space. ]]>http://www.StrategicInvestorRadio.com/e/sunrise-capital-and-calalts-with-jason-gerlach/Wed, 10 May 2017 15:17:32 +0000OC Talk RadioListen to Jason tell about Sunrise Capital and CalAlts.  Sunrise Cap dates back to the 1970's, one of the oldest Quant/Macro Funds in the industry, long before Hedge Funds started their ascent.  Their Sunrise Evolution strategy invests long and short...As Pres of CalAlts, the association for Hedge Funds in California, Jason discusses the association, its history, what it does, who belongs, etc.  Listen to Jason tell why, in the current investment environment, investors should consider the more sophisticated opportunities that exist in the Alternative Investment space. ]]>1872cleanfullhttps://www.spreaker.com/user/octr/arixa-capital-and-the-ucla-real-estate-shttp://www.StrategicInvestorRadio.com/e/arixa-capital-and-the-ucla-real-estate-symposium/Tue, 18 Apr 2017 12:58:34 +0000OC Talk RadioListen to Jan Brzeski, founder and CEO of Arixa Capital discuss their unique business model for generating high yield returns thru short term bridge loans on residential and commercial projects - AND discuss the coming Real Estate Symposium at UCLA,...1776cleanfullhttps://www.spreaker.com/user/octr/sean-walters-exec-director-of-the-imca-ihttp://www.StrategicInvestorRadio.com/e/sean-walters-exec-director-of-the-imca-investment-management-consultants-assocts/Sat, 25 Mar 2017 00:56:45 +0000OC Talk RadioFor the last thirty plus years  the IMCA has served the Investment Management world with education, certifications, events, etc.  Partnering with the Wharton School to offer the CIMA designation (Certified Investment Management Analyst) IMCA educates...1219cleanfullhttps://www.spreaker.com/user/octr/the-consumer-spending-index-with-eric-clhttp://www.StrategicInvestorRadio.com/e/the-consumer-spending-index-with-eric-clark-of-alpha-brands/Thu, 02 Feb 2017 00:08:16 +0000OC Talk RadioEric Clark is the portfolio manager of Accuvest Alpha Brands Consumer Spending Index. This strategy is focused on three things. One, the consumer spending. Two, brand recognition. Three, stock performance. He discusses these in detail to show how this...1886cleanfullhttps://www.spreaker.com/user/octr/divcon-score-the-way-to-analyze-company-http://www.StrategicInvestorRadio.com/e/divcon-score-the-way-to-analyze-company-growth-with-ryan-valentino-of-reality-shares/Thu, 02 Feb 2017 00:08:06 +0000OC Talk RadioRyan Ballantyne  of Reality Shares explains their unique proprietary evaluation system, DivCon. This seeks to identify companies that are going to raise their dividend or potentially cut their dividend. DIVYdoesn't care what the market does today. It...1578cleanfullhttps://www.spreaker.com/user/octr/oil-and-gas-investing-in-existing-wells-http://www.StrategicInvestorRadio.com/e/oil-and-gas-investing-in-existing-wells-with-epus-energy/Tue, 24 Jan 2017 21:32:46 +0000OC Talk RadioListen to Jeff Johnson, Founder and CEO of Epus Energy, discuss the opportunities of investing for cash flow thru oil production by investing in existing producing wells.  In his third Start-up, Jeff explains the unique business model of Epus - They...1625cleanfullhttps://www.spreaker.com/user/octr/energy-chain-investing-with-miller-howarhttp://www.StrategicInvestorRadio.com/e/energy-chain-investing-with-miller-howard/Wed, 28 Dec 2016 20:34:06 +0000OC Talk RadioMichael Roomberg, Portfolio Manager of Miller Howard, discusses their unique mutual fund - "Drill Bit to Burner Tip."  Invests in the entire North American energy chain.  It recognizes that the shale technology is a technological revolution which will...1898cleanfullhttps://www.spreaker.com/user/octr/pinnacle-sherman-tactical-fundshttp://www.StrategicInvestorRadio.com/e/pinnacle-sherman-tactical-funds/Wed, 28 Dec 2016 20:02:44 +0000OC Talk RadioBill Sherman of The Sherman Sheet, and Paul Carroll of Pinnacle Sherman Funds, discuss the two funds created by Pinnacle to follow the signals of The Sherman Sheet.  The Sherman Sheet is a publication for Advisers that provides investment research and...1733cleanfullhttps://www.spreaker.com/user/octr/longboards-long-short-and-managed-futurehttp://www.StrategicInvestorRadio.com/e/longboards-longshort-and-managed-futures-strategies/Wed, 28 Dec 2016 19:31:52 +0000OC Talk RadioEric Crittendon, Chief Investment Officer of Longboard Asset Management, discusses their two funds, both focused on low correlation with stocks and bonds.  Their Long/Short strategy is based on trend following, focused on long duration trends.  This...1687cleanfullhttps://www.spreaker.com/user/octr/venture-capital-for-the-private-investorhttp://www.StrategicInvestorRadio.com/e/venture-capital-for-the-private-investor-with-carter-williams/Wed, 28 Dec 2016 18:49:32 +0000OC Talk RadioiSelect Fund, a Venture Capital firm, raises funds from private investors and finds funds worthy of investment.  Investors can select those firms in which to invest or they can invest in eSelect's evergreen fund, which chooses the next twenty funds...1894cleanfullhttps://www.spreaker.com/user/octr/real-estate-secured-loans-with-evan-genthttp://www.StrategicInvestorRadio.com/e/real-estate-secured-loan-with-evan-gentry/Wed, 28 Dec 2016 17:40:10 +0000OC Talk RadioFounder and CEO of Money360, Evan Gentry discusses their unique business model of making loans secured by income producing real estate.  With hundreds of investors, and having made about $150 million in loans, they make two year bridge loans on real...1695cleanfullhttps://www.spreaker.com/user/octr/business-development-companies-bdcs-to-ghttp://www.StrategicInvestorRadio.com/e/business-development-companies-bdcs-to-generate-yield-with-sean-hickham/Wed, 28 Dec 2016 17:12:30 +0000OC Talk RadioSean Hickham, VP of Fund Management at CNL in Orlando, Florida, discusses the firm's Business Development Company (BDC) investment.  CNL, starting in 1973, is an Alternative Asset Manager, has acquired and managed over $34 Billion in assets. Their BDC...1734cleanfullhttps://www.spreaker.com/user/octr/the-case-for-managed-futures-with-martin 
DUNN Capital boasts a research team that includes four PhDs. The firm trades in 54 different futures markets across seven sectors: energy, metals, currencies, interest rates, bond indices, equity indices, and agricultural products. Bergin says he does not recommend individual investors buy or sell futures contracts themselves – since only a deposit of 10% is required in most cases, a move of greater than 10% in the wrong direction could incur a loss of greater than 100% of the initial investment. Instead, he recommends investing with quality CTA firms, which are able to diversify risk across a multitude of markets and contracts.]]>http://www.StrategicInvestorRadio.com/e/the-case-for-managed-futures-with-martin-bergin/Mon, 19 Dec 2016 09:00:00 +0000OC Talk RadioMartin Bergin is president and owner of DUNN Capital, a Commodity Trading Advisor (“CTA”) firm based in Florida. In this episode of Strategic Investor Radio, Mr. Bergin and host Charley Wright discuss DUNN Capital’s history – including that of its... 
DUNN Capital boasts a research team that includes four PhDs. The firm trades in 54 different futures markets across seven sectors: energy, metals, currencies, interest rates, bond indices, equity indices, and agricultural products. Bergin says he does not recommend individual investors buy or sell futures contracts themselves – since only a deposit of 10% is required in most cases, a move of greater than 10% in the wrong direction could incur a loss of greater than 100% of the initial investment. Instead, he recommends investing with quality CTA firms, which are able to diversify risk across a multitude of markets and contracts.]]>1752cleanfullhttps://www.spreaker.com/user/octr/liquid-alternative-investments-with-jerehttp://www.StrategicInvestorRadio.com/e/liquid-alternative-investments-with-jeremey-degroot/Sat, 17 Dec 2016 09:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Jeremey DeGroot of Litman Gregory Asset Management. Mr. DeGroot is Chief Investment Officer and Principal of the firm, which provides investment research to over 4,000...1881cleanfullhttps://www.spreaker.com/user/octr/liquid-and-transparent-hedge-fund-investhttp://www.StrategicInvestorRadio.com/e/liquid-and-transparent-hedge-fund-investing-with-kurt-voldeng/Fri, 16 Dec 2016 09:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Kurt Voldeng of Commerce Asset Management. Mr. Voldeng is both the COO and the CIO of the Memphis-based firm, which specializes in hedge-fund replication strategies. The...1709cleanfullhttps://www.spreaker.com/user/octr/using-direct-lending-to-generate-yield-whttp://www.StrategicInvestorRadio.com/e/using-direct-lending-to-generate-yield-with-brendan-ross/Thu, 15 Dec 2016 09:00:00 +0000OC Talk RadioBrendan Ross is the founder and CEO of Direct Lending Investments, a California-based firm that provides financing for non-bank lenders. Host Charley Wright interviews Mr. Ross in this episode of Strategic Investor Radio, and while the show always...2037cleanfullhttps://www.spreaker.com/user/octr/investing-in-volatility-with-taylor-lukohttp://www.StrategicInvestorRadio.com/e/investing-in-volatility-with-taylor-lukof/Wed, 14 Dec 2016 09:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Taylor Lukof, founder and CEO of ABR Dynamic Funds. Mr. Lukof got his investment-industry start in the early 2000s as the youngest member of the American Stock Exchange, where...1552cleanfullhttps://www.spreaker.com/user/octr/investing-in-a-policy-driven-world-with-http://www.StrategicInvestorRadio.com/e/investing-in-a-policy-driven-world-with-ben-hunt/Wed, 14 Dec 2016 02:55:26 +0000OC Talk RadioDr. Ben Hunt joins host Charley Wright in this episode of Strategic Investor Radio. Dr. Hunt had a great deal of success in his life prior to stepping into the investment arena in 2003: After earning a Harvard PhD in Government, Dr. Hunt was a tenured...1978cleanfullhttps://www.spreaker.com/user/octr/event-driven-investing-with-peter-lupoffhttp://www.StrategicInvestorRadio.com/e/event-driven-investing-with-peter-lupoff/Thu, 08 Dec 2016 11:00:00 +0000OC Talk RadioPeter Lupoff is the founder and CIO of Tiburon Capital Management, a New York City-based event-driven strategy manager and the sub-advisor of the Balter Event-Driven Fund (BEVIX). According to Morningstar, that fund generated five-year annualized...1591cleanfullhttps://www.spreaker.com/user/octr/bridging-the-alternatives-gap-with-lawrehttp://www.StrategicInvestorRadio.com/e/bridging-the-alternative-gap-with-lawrence-calcano/Wed, 07 Dec 2016 16:47:00 +0000OC Talk RadioLawrence Calcano is the CEO of iCaptial Network, a New York City-based firm specializing in alternative investments. In this episode of Strategic Investor Radio, Mr. Calcano explains to host Charley Wright how his firm “provides a bridge connecting...1664cleanfullhttps://www.spreaker.com/user/octr/adaptive-investing-with-greg-rutherford-http://www.StrategicInvestorRadio.com/e/adaptive-investing-with-greg-rutherford-of-cavalier-funds/Tue, 06 Dec 2016 11:45:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright sits down with Greg Rutherford, co-founder and CEO of Cavalier Funds. Cavalier operates a family of seven mutual funds each managed by sub-advisors. The fund family consists of five...1619cleanfullhttps://www.spreaker.com/user/octr/non-listed-reit-and-bdc-research-insighthttp://www.StrategicInvestorRadio.com/e/non-listed-reit-and-bdc-research-insights-with-michael-stubben/Mon, 31 Oct 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley wright interviews Michael Stubben, founder and president of Phoenix-based Summit Real Estate Advisory Services. Summit produces analytical research reports, primarily for financial advisors, on...1427cleanfullhttps://www.spreaker.com/user/octr/the-proper-mindset-for-successful-investhttp://www.StrategicInvestorRadio.com/e/the-proper-mindset-for-successful-investing-with-david-scranton/Sat, 29 Oct 2016 10:43:00 +0000OC Talk RadioDavid Scranton is the founder and President of Sound Income Strategies, a New York-based RIA firm focused on income investing. He’s also the author of a new book: Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad, and...1674cleanfullhttps://www.spreaker.com/user/octr/using-alternative-investments-to-manage-http://www.StrategicInvestorRadio.com/e/using-alternative-investments-to-manage-risk-with-don-robinson/Fri, 28 Oct 2016 10:04:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Don Robinson, CEO and CIO of Philadelphia-based Palladiem. The firm offers risk-managed strategies to investors and advisors. These strategies include absolute return, global...1449cleanfullhttps://www.spreaker.com/user/octr/generating-income-from-alternative-assethttp://www.StrategicInvestorRadio.com/e/generating-income-from-alternative-asset-classes-with-eric-lutton/Thu, 27 Oct 2016 10:57:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Eric Lutton, Chief Investment Officer of Sound Income Strategies. Eric is a Chartered Financial Analyst, and his job as CIO of Sound Income Strategies is to generate...1244cleanfullhttps://www.spreaker.com/user/octr/rod-casilli-explains-how-to-crowdsource-http://www.StrategicInvestorRadio.com/e/rod-casilli-explains-how-to-crowdsource-top-trading-models/Wed, 26 Oct 2016 21:57:03 +0000OC Talk RadioCollective2.com is a website that allows everyone from professional money managers to “housewives in Mexico City” to publish their own trading systems and publically track the results. Moreover, these “trade leaders” can offer subscription alerts and...1754cleanfullhttps://www.spreaker.com/user/octr/garvin-jabush-discusses-sustainable-invehttp://www.StrategicInvestorRadio.com/e/garvin-jabush-discusses-sustainable-investing/Fri, 30 Sep 2016 10:00:00 +0000OC Talk RadioGarvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach...1683cleanfullhttps://www.spreaker.com/user/octr/transforming-business-communications-wit

Hertz founded VoxOx three years ago with his father and brother as an investor-backed, family business. The founders’ dream was to bring “powerful, unified communications to the masses.” Today, VoxOx’s CloudPhone allows entrepreneurs and solo practitioners like lawyers, doctors, and real estate professionals to have a phone system “in their pocket.” In Hertz’s words, CloudPhone “literally turns your cell phone into a business phone system, and it allows coworkers from anywhere in the world to work together utilizing this phone system, to make and receive calls as if they were in the same city.”]]>http://www.StrategicInvestorRadio.com/e/transforming-business-communications-with-cloudphone/Wed, 28 Sep 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of VoxOx. VoxOx is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and...

Hertz founded VoxOx three years ago with his father and brother as an investor-backed, family business. The founders’ dream was to bring “powerful, unified communications to the masses.” Today, VoxOx’s CloudPhone allows entrepreneurs and solo practitioners like lawyers, doctors, and real estate professionals to have a phone system “in their pocket.” In Hertz’s words, CloudPhone “literally turns your cell phone into a business phone system, and it allows coworkers from anywhere in the world to work together utilizing this phone system, to make and receive calls as if they were in the same city.”]]>1422cleanfullhttps://www.spreaker.com/user/octr/trading-the-trend-with-dave-landryhttp://www.StrategicInvestorRadio.com/e/trading-the-trend-with-dave-landry/Mon, 26 Sep 2016 10:00:00 +0000OC Talk RadioDave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr....1679cleanfullhttps://www.spreaker.com/user/octr/sean-wright-of-carden-capital-discusses-

Sean earned an MBA from Wharton and began his investment-industry career as an investment banker. He eventually “caught the entrepreneurial bug” and founded Carden. Soon thereafter, Gaven Duemke – a German who studied at Oxford and traded derivatives in London for many years – joined Sean as a fellow Managing Partner of the firm. 


Carden is focused on systematic strategies. “Everything we do has some sort of algorithm,” says Sean. “By using models, we can take emotion out of investment decisions and thereby create better returns.” Sean says his firm aims to “achieve superior risk-adjusted returns over a cycle so clients can have a better experience.”]]>http://www.StrategicInvestorRadio.com/e/sean-wright-of-carden-capital-discusses-systematic-investing/Sat, 24 Sep 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Sean Wright – no relation – of Carden Capital. Sean is the founder and a Managing Partner of Carden, which is known for its unique investment strategies applied for...

Sean earned an MBA from Wharton and began his investment-industry career as an investment banker. He eventually “caught the entrepreneurial bug” and founded Carden. Soon thereafter, Gaven Duemke – a German who studied at Oxford and traded derivatives in London for many years – joined Sean as a fellow Managing Partner of the firm. 


Carden is focused on systematic strategies. “Everything we do has some sort of algorithm,” says Sean. “By using models, we can take emotion out of investment decisions and thereby create better returns.” Sean says his firm aims to “achieve superior risk-adjusted returns over a cycle so clients can have a better experience.”]]>1378cleanfullhttps://www.spreaker.com/user/octr/thomas-schumann-discusses-the-opportunitThe exciting thing about investments in water, in Schumann’s view, is that they create “social, environmental, and financial impact” for the world’s 7 billion stakeholders. “There’s not one single human, environmental, or financial process on this Earth that isn’t driven by water,” says Schumann. 
But how does one invest in water? Schumann says there are investment opportunities in companies and technology that provide water supply, improve water quality, and monitor water efficiency. Schumann’s eponymous firm is in the process of launching a specialist water fund, which will invest strictly in water and water-related companies. ]]>http://www.StrategicInvestorRadio.com/e/thomas-schumann-discusses-the-opportunities-for-investing-in-water/Fri, 23 Sep 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset...The exciting thing about investments in water, in Schumann’s view, is that they create “social, environmental, and financial impact” for the world’s 7 billion stakeholders. “There’s not one single human, environmental, or financial process on this Earth that isn’t driven by water,” says Schumann. 
But how does one invest in water? Schumann says there are investment opportunities in companies and technology that provide water supply, improve water quality, and monitor water efficiency. Schumann’s eponymous firm is in the process of launching a specialist water fund, which will invest strictly in water and water-related companies. ]]>1469cleanfullhttps://www.spreaker.com/user/octr/paul-coan-of-plutos-wealth-explains-a-neCoan began his investment-industry career with a mutual-fundcompany around twenty years ago. From there, he moved to a large and well-knownwire house, where he was tapped for a “family office task force.” The firmultimately decided not to pursue family office business, but Coan says once hesaw the “magic” of the family office model, he “couldn’t go back to pitchingmutual funds and stocks.” Coan spun out and started his own RIA firm, and thenfounded Ploutos in 2011 to “give back” to financial advisors who “weren’t aslucky” as he was in discovering the family office model.]]>http://www.StrategicInvestorRadio.com/e/plutos/Thu, 22 Sep 2016 15:53:10 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host CharleyWright interviews Paul Coan of Ploutos Wealth. Named for the Greek god ofwealth and abundance, Indianapolis-based Ploutos develops and managesstrategies for advisors to use in managing their...Coan began his investment-industry career with a mutual-fundcompany around twenty years ago. From there, he moved to a large and well-knownwire house, where he was tapped for a “family office task force.” The firmultimately decided not to pursue family office business, but Coan says once hesaw the “magic” of the family office model, he “couldn’t go back to pitchingmutual funds and stocks.” Coan spun out and started his own RIA firm, and thenfounded Ploutos in 2011 to “give back” to financial advisors who “weren’t aslucky” as he was in discovering the family office model.]]>1639cleanfullhttps://www.spreaker.com/user/octr/strategic-investor-radiohttps://api.spreaker.com/episode/9445417Tue, 20 Sep 2016 06:22:09 +0000OC Talk RadioInterviews with Mutual Funds, Investment Strategists and Authors on Alternative Investment Strategies you are not hearing elsewhere.1486alternativeinvestments,investments,investmentstrategiescleanfullhttps://www.spreaker.com/user/octr/algorithmic-trading-with-omar-shahDr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested allocation percentage. For example, if the model’s output was “20,” this would mean investors should invest a 20% share of the capital they have allocated to the system in the broad U.S. stock market (i.e., the “SPY” ETF), and keep the remainder in cash. The system yields a new output every trading day, taking things like interest rates, market breadth, volatility, and volume into account.]]>http://www.StrategicInvestorRadio.com/e/algorithmic-trading-with-omar-shah/Wed, 24 Aug 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system,...Dr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested allocation percentage. For example, if the model’s output was “20,” this would mean investors should invest a 20% share of the capital they have allocated to the system in the broad U.S. stock market (i.e., the “SPY” ETF), and keep the remainder in cash. The system yields a new output every trading day, taking things like interest rates, market breadth, volatility, and volume into account.]]>1822cleanfullhttps://www.spreaker.com/user/octr/disruptive-innovation-with-cathie-woodThe company’s five big themes are:
- DNA sequencing
- Next-generation Internet
- Automation and artificial intelligence (“AI”)
- Energy storage (she predicts the demise of the internal-combustion engine in the next 10-20 years)
- Blockchain and bitcoin
Indeed, Ms. Wood says Ark Invest probably knows more about blockchain, bitcoin, ether, and ethereum than most buy-side institutions.]]>http://www.StrategicInvestorRadio.com/e/disruptive-innovation-with-cathy-wood/Tue, 23 Aug 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Cathie Wood. Ms. Wood is the CEO and CIO of Ark Invest, which is headquartered in New York City. She has more than two decades worth of experience as an economist, equity...The company’s five big themes are:
- DNA sequencing
- Next-generation Internet
- Automation and artificial intelligence (“AI”)
- Energy storage (she predicts the demise of the internal-combustion engine in the next 10-20 years)
- Blockchain and bitcoin
Indeed, Ms. Wood says Ark Invest probably knows more about blockchain, bitcoin, ether, and ethereum than most buy-side institutions.]]>1847cleanfullhttps://www.spreaker.com/user/octr/investing-in-alternatives-with-bob-henneBob is an alternative investments specialist. He says he likes alternatives because of their low correlation to traditional asset classes, such as stocks and bonds, and their ability to “dampen the volatility” of a portfolio. He loves liquid alternatives for expanding access to alternative asset classes and strategies for everyday investors, and he notes how as recently as the late 1980s, retail investors’ only real options were stocks, bonds, and real estate. Host Charley Wright also notes that alternatives provide a “smoother ride” during volatile times, such as the period immediate following the Brexit vote.]]>http://www.StrategicInvestorRadio.com/e/investing-in-alternatives-with-bob-hennessey/Mon, 22 Aug 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Bob Hennessey of San Diego-based Coastal Capital. Bob started out in the 1990s as a financial planner and advisor, but then started wholesaling for a variety of asset...Bob is an alternative investments specialist. He says he likes alternatives because of their low correlation to traditional asset classes, such as stocks and bonds, and their ability to “dampen the volatility” of a portfolio. He loves liquid alternatives for expanding access to alternative asset classes and strategies for everyday investors, and he notes how as recently as the late 1980s, retail investors’ only real options were stocks, bonds, and real estate. Host Charley Wright also notes that alternatives provide a “smoother ride” during volatile times, such as the period immediate following the Brexit vote.]]>1674cleanfullhttps://www.spreaker.com/user/octr/small-and-micro-cap-investing-with-alan-Mr. Stone graduated from Wharton, where he studied economics and finance. He had a notable career on Wall Street before relocating to Los Angeles more than a quarter-century ago, which is when he purchased the then-fifteen-year-old Wall Street Research brand from its original owner. Stone repurposed the newsletter as an online publication, and twenty-five years later, his site – WallStreetResearch.org – is the top listing for the popular Google search “Wall Street research.”]]>http://www.StrategicInvestorRadio.com/e/small-and-micro-cap-investing-with-alan-stone/Fri, 19 Aug 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Alan Stone of Wall Street Research. Mr. Stone’s firm, which is headquartered in Los Angeles, publishes newsletters and reports focused on small- and micro-cap stocks. These...Mr. Stone graduated from Wharton, where he studied economics and finance. He had a notable career on Wall Street before relocating to Los Angeles more than a quarter-century ago, which is when he purchased the then-fifteen-year-old Wall Street Research brand from its original owner. Stone repurposed the newsletter as an online publication, and twenty-five years later, his site – WallStreetResearch.org – is the top listing for the popular Google search “Wall Street research.”]]>1438cleanfullhttps://www.spreaker.com/user/octr/trading-illiquid-assets-with-taylor-garrGarrett explains that Central Trade Transfer began as a marketplace for limited partnerships (“LPs”). Then, after the Financial Crisis, the firm reorganized in its “2.0 version” as an online auction platform for illiquid assets like non-traded real estate investment trusts (“REITs”) and business development companies (“BDCs”), private equity funds, venture capital funds, individual real estate assets, entire companies, and “all shapes and sizes of LPs.” Garrett says most of Central Trade Transfer’s business has been with domestic assets, but there have been some international assets sold through its auction system, as well.]]>http://www.StrategicInvestorRadio.com/e/trading-illiquid-assets-with-taylor-garrett/Thu, 18 Aug 2016 10:00:00 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright talks with Taylor Garrett. Mr. Garrett is Managing Director of Central Trade Transfer, a Salt Lake City-based firm that operates an “eBay-type” auction system for non-publically traded...Garrett explains that Central Trade Transfer began as a marketplace for limited partnerships (“LPs”). Then, after the Financial Crisis, the firm reorganized in its “2.0 version” as an online auction platform for illiquid assets like non-traded real estate investment trusts (“REITs”) and business development companies (“BDCs”), private equity funds, venture capital funds, individual real estate assets, entire companies, and “all shapes and sizes of LPs.” Garrett says most of Central Trade Transfer’s business has been with domestic assets, but there have been some international assets sold through its auction system, as well.]]>1716cleanfullhttps://www.spreaker.com/user/octr/multi-family-housing-investing-with-sanfCoggins has always been a high achiever. He played quarterback for the University of Texas Longhorns and then went into commercial banking right out of college. From there, his career path took him into commercial real estate right ahead of a big downturn for the market, when he moved to Merrill Lynch. Shortly thereafter, Coggins started his own RIA firm, but then decided that real estate was his preferred asset class, so he founded VisionWise.]]>http://www.StrategicInvestorRadio.com/e/multi-family-housing-investing-with-sanford-coggins/Wed, 17 Aug 2016 15:33:48 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Sanford Coggins, the founder and president of VisionWise Capital. Mr. Coggins has over three decades worth of experience in commercial real estate and a background as a...Coggins has always been a high achiever. He played quarterback for the University of Texas Longhorns and then went into commercial banking right out of college. From there, his career path took him into commercial real estate right ahead of a big downturn for the market, when he moved to Merrill Lynch. Shortly thereafter, Coggins started his own RIA firm, but then decided that real estate was his preferred asset class, so he founded VisionWise.]]>1580cleanfullhttps://www.spreaker.com/user/octr/real-estate-investing-with-suneet-singalhttp://www.StrategicInvestorRadio.com/e/real-estate-investing-with-suneet-singal/Wed, 17 Aug 2016 15:29:06 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Suneet Singal, founder and managing partner of First Capital Real Estate Investments, which is headquartered in New York City. Mr. Singal says he started working at age 11 and...1569cleanfullhttps://www.spreaker.com/user/octr/attracting-the-institutional-investor-wihttp://www.StrategicInvestorRadio.com/e/attracting-the-institutional-investor-with-sandra-powers/Wed, 17 Aug 2016 15:16:49 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Sandra Powers, Ark Global’s founder and CEO. Ms. Powers has close to two decades of experience in the financial services industry, with roughly half of that time spent at...1463cleanfullhttps://www.spreaker.com/user/octr/liquid-alternatives-with-tom-florence-ofhttp://www.StrategicInvestorRadio.com/e/liquid-alternatives-with-tom-florence-of-361-capital/Thu, 21 Jul 2016 22:09:25 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure...1863cleanfullhttps://www.spreaker.com/user/octr/allocating-to-alternative-investments-wihttp://www.StrategicInvestorRadio.com/e/allocating-to-alternative-investments-with-dick-pfister/Tue, 05 Jul 2016 19:56:08 +0000OC Talk RadioDick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and...1393cleanfullhttps://www.spreaker.com/user/octr/highland-capital-managermenthttp://www.StrategicInvestorRadio.com/e/highland-capital-managerment/Mon, 27 Jun 2016 23:49:49 +0000OC Talk RadioListen to Brian Mitts who discusses the wide variety of investments offered by Highland to the marketplace and, more specifically their Healthcare BDC.  This interview was done at the ADISA Conference in San Diego428cleanfullhttps://www.spreaker.com/user/octr/griffin-capital-corphttp://www.StrategicInvestorRadio.com/e/griffin-capital-corp/Mon, 27 Jun 2016 21:44:33 +0000OC Talk RadioRandy Anderson discusses real estate opportunities for Griffin Capital Corp.  This interview was done at the ADISA Conference in San Diego.437cleanfullhttps://www.spreaker.com/user/octr/the-passco-companieshttp://www.StrategicInvestorRadio.com/e/the-passco-companies/Mon, 27 Jun 2016 21:13:49 +0000OC Talk RadioListen to Bill Passo, founder  and CEO of The  Passco Companies, is a longtime real estate investment firm.  This interview was done at the ADISA Conference in San Diego.  510cleanfullhttps://www.spreaker.com/user/octr/john-grady-president-elect-of-adisahttp://www.StrategicInvestorRadio.com/e/john-grady-president-elect-of-adisa/Mon, 27 Jun 2016 21:06:25 +0000OC Talk RadioListen to John Grady, founder and president of Asset Management Advisory Co and President Elect of ADISA, discuss the agenda and important of ADISA.  This interview was done at the ADISA Conference.450cleanfullhttps://www.spreaker.com/user/octr/inland-private-capital-corphttp://www.StrategicInvestorRadio.com/e/inland-private-capital-corp/Mon, 27 Jun 2016 21:01:10 +0000OC Talk RadioListen to Keith Lampi discuss the 1031 Exchange and DST market for Inland Private Capital Corp, during the ADISA Conference in San Diego.431cleanfullhttps://www.spreaker.com/user/octr/captial-square-realty-advisorshttp://www.StrategicInvestorRadio.com/e/captial-square-realty-advisors/Mon, 27 Jun 2016 19:52:09 +0000OC Talk RadioListen to Louis Rogers, founder and CEO, focusing on 1031 Exchanges and Delaware Startutory Trusts (DST's).  This interview was done at the ADISA Conference in San Diego.404cleanfullhttps://www.spreaker.com/user/octr/robert-a-stanger-cohttp://www.StrategicInvestorRadio.com/e/robert-a-stanger-co/Mon, 27 Jun 2016 19:45:55 +0000OC Talk RadioListen to this interview with Kevin Gannon, President of RAS, and most importantly, a staunch Irishman.  Stanger and Co. is an Investment Banking Firm focused on the Non-Traded REIT and Business Deveopment Company marketplaces.  This interview was...509cleanfullhttps://www.spreaker.com/user/octr/mci-megatel-capitalhttp://www.StrategicInvestorRadio.com/e/mci-megatel-capital/Mon, 27 Jun 2016 19:15:03 +0000OC Talk RadioListen to Michael Roman tell about MCI Megatel's home building business in the Texas marketplace.  This market is red hot, with loads of opportunity.  This short interview occured at the ADISA Conference in San Diego.399cleanfullhttps://www.spreaker.com/user/octr/tactical-investing-with-joe-childrey-of-Conventional wisdom teaches that investors can’t reliably time the market, but Mr. Childrey has a strategy that’s unconventionally wise. The Probabilities Fund enters and exits the broad market, primarily through the Vanguard SP 500 index fund, moving to cash or even going short during bear markets, and using leverage to amplify long positions during bull markets. Morningstar says the fund has 1,000% annual turnover – that’s an active strategy. [read more] ]]>http://www.StrategicInvestorRadio.com/e/tactical-investing-with-joe-childrey-of-probabilities-fund-management/Mon, 27 Jun 2016 17:34:07 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Joe Childrey. Mr. Childrey is the CEO and founder of Probabilities Fund, and a three-time guest of the show. Conventional wisdom teaches that investors can’t reliably time the...Conventional wisdom teaches that investors can’t reliably time the market, but Mr. Childrey has a strategy that’s unconventionally wise. The Probabilities Fund enters and exits the broad market, primarily through the Vanguard SP 500 index fund, moving to cash or even going short during bear markets, and using leverage to amplify long positions during bull markets. Morningstar says the fund has 1,000% annual turnover – that’s an active strategy. [read more] ]]>2020cleanfullhttps://www.spreaker.com/user/octr/impact-investing-with-fran-seegull-of-imhttp://www.StrategicInvestorRadio.com/e/impact-investing-with-fran-seagull-of-impactassets/Thu, 23 Jun 2016 21:05:25 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Fran Seegull, chief investment officer for ImpactAssets. Impact is a nonprofit dedicated to increasing the flow of capital and democratizing access to impact investments,...1667cleanfullhttps://www.spreaker.com/user/octr/oil-gas-and-real-estate-investing-with-rRyan says oil and gas investors tend to be emotional, and this partially accounts for the commodities’ volatility. His firm is focused on the Stack area in Oklahoma, which isn’t as famous as other patches like the Bakken in North Dakota. But Ryan says the Stack produces higher-quality oil in accordance with the West Texan Intermediate (“WTI”) standard, whereas oil from North Dakota trades at a $7-8 per-barrel discount. [read more]]]>http://www.StrategicInvestorRadio.com/e/oil-gas-and-real-estate-investing-with-ryan-wright/Wed, 15 Jun 2016 21:53:30 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Ryan Wright (no relation), the founder and CEO of Fig Tree Capital Ventures. Dallas-based Fig Tree is focused on direct investments in oil, gas, and real estate. Ryan says oil...Ryan says oil and gas investors tend to be emotional, and this partially accounts for the commodities’ volatility. His firm is focused on the Stack area in Oklahoma, which isn’t as famous as other patches like the Bakken in North Dakota. But Ryan says the Stack produces higher-quality oil in accordance with the West Texan Intermediate (“WTI”) standard, whereas oil from North Dakota trades at a $7-8 per-barrel discount. [read more]]]>1528cleanfullhttps://www.spreaker.com/user/octr/risk-managed-investing-with-randy-swanhttp://www.StrategicInvestorRadio.com/e/risk-managed-investing-with-randy-swan/Mon, 13 Jun 2016 19:49:51 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Randy Swan of the eponymous Swan Global Investments. Randy is the founder and president of the Durango, Colorado-based firm, as well as a portfolio manager. He started the...1620cleanfullhttps://www.spreaker.com/user/octr/closed-end-fund-investing-with-chris-lakhttp://www.StrategicInvestorRadio.com/e/closed-end-fund-investing-with-chris-lakumb-of-rivernorth/Tue, 07 Jun 2016 20:05:11 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Chris Lakumb of RiverNorth Capital. The Chicago-based firm, founded in 2002, specializes in closed-end fund (“CEF”) strategies bundled in mutual funds, closed-end funds, and...1731cleanfullhttps://www.spreaker.com/user/octr/exploring-unique-alternative-investmentshttp://www.StrategicInvestorRadio.com/e/exploring-unique-alternative-investments-with-don-deans/Wed, 01 Jun 2016 23:09:46 +0000OC Talk RadioDon Deans is a CPA tax strategist from Charlotte, North Carolina. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Deans as he explains four unique opportunities for accredited investors: Oil and gas drilling...2101cleanfullhttps://www.spreaker.com/user/octr/tactical-investing-with-andrew-gogerty-oWhat exactly is meant by “tactical” investing? In Newfound’s case, the term refers to using sector momentum and asset-class volatility to inform investment decisions. The models are based on the premise that investors always care about capital preservation, no matter what their other investment objectives may be.
Newfound’s tactical models generally work across all asset classes and represent strategic “tilts” toward either better returns or more safety – whatever suits the investor’s needs. The firm originally provided research and sub-advisory services, but in 2013 it built its own suite of strategies that are now available in both mutual funds and separately managed accounts (“SMAs”).
When asked were the optimal conditions for the Newfound models’ success, Gogerty cited consistent trends, either up or down. The worst conditions for the strategies are when markets are choppy, with big swings up and down but no consistent pattern.
No investment strategy can be right 100% of the time, and that’s why Newfound dollar-cost-averages into and out of positions. According to Gogerty, every time the SP 500 has gone up or down 20%, the index has taken more than a year to complete the move – thus, an incremental, dollar-cost-averaging approach to entering or exiting positions doesn’t present a great deal of timing risk.
When asked what keeps him up at night, Gogerty said people who “invest walking backwards through time.” He drove home the point with a Yogi Berra quote: “The future ain’t what it used to be.” Just because “60/40” worked in the past, doesn’t mean it will in the future.
Gogerty also cited Research Affiliates projections for ultra-low returns from the stock and bond markets over the next ten years, and added that the “FANG” stocks – Facebook, Amazon, Netflix, and Google – accounted for the vast majority of the SP 500’s gains in 2015.]]>http://www.StrategicInvestorRadio.com/e/tactical-investing-with-andrew-gogerty-of-newfound-research/Mon, 23 May 2016 20:25:06 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright talks with Andrew Gogerty of Boston-based Newfound Research. The firm was founded in 2008 and is known for its tactical investment models and the mutual funds that are based on them....What exactly is meant by “tactical” investing? In Newfound’s case, the term refers to using sector momentum and asset-class volatility to inform investment decisions. The models are based on the premise that investors always care about capital preservation, no matter what their other investment objectives may be.
Newfound’s tactical models generally work across all asset classes and represent strategic “tilts” toward either better returns or more safety – whatever suits the investor’s needs. The firm originally provided research and sub-advisory services, but in 2013 it built its own suite of strategies that are now available in both mutual funds and separately managed accounts (“SMAs”).
When asked were the optimal conditions for the Newfound models’ success, Gogerty cited consistent trends, either up or down. The worst conditions for the strategies are when markets are choppy, with big swings up and down but no consistent pattern.
No investment strategy can be right 100% of the time, and that’s why Newfound dollar-cost-averages into and out of positions. According to Gogerty, every time the SP 500 has gone up or down 20%, the index has taken more than a year to complete the move – thus, an incremental, dollar-cost-averaging approach to entering or exiting positions doesn’t present a great deal of timing risk.
When asked what keeps him up at night, Gogerty said people who “invest walking backwards through time.” He drove home the point with a Yogi Berra quote: “The future ain’t what it used to be.” Just because “60/40” worked in the past, doesn’t mean it will in the future.
Gogerty also cited Research Affiliates projections for ultra-low returns from the stock and bond markets over the next ten years, and added that the “FANG” stocks – Facebook, Amazon, Netflix, and Google – accounted for the vast majority of the SP 500’s gains in 2015.]]>1652cleanfullhttps://www.spreaker.com/user/octr/real-estate-investing-with-james-hansonMr. Hanson offers a very sobering view on the future of real estate. He’s concerned that the U.S. is likely to enter another recession in the next four years, and that “yield chasing” has made attractive investment opportunities more difficult to find. He’s bearish on multi-family real estate, for which he says supply has outstripped demand; and even industrial properties, previously a favorite area of his firm, may be overbought.
James Hanson, President and CEO, Hampshire Real Estate Company
The areas Hanson likes include triple-net leases, necessity-based retail, and self-storage.
1. The first refers to single-tenant leases to investment-grade corporations, with 15-20-year terms, that are net of taxes, insurance, and operating income.
2. The second refers to retailers that deal in the necessities of life: i.e., grocery stores.
3. The third, self-storage, is part of what Hanson refers to as real estate “alternatives,” along with senior living and student housing.
Hampshire has experience in a wide array of real estate properties, but not senior living and student housing. Hanson says he likes self-storage because it addresses life emergencies that happen during economic good times and bad (i.e., divorce).
When asked what investors should look for when investing with a real estate company, Mr. Hanson listed three things:Track record (in good times and bad)Depth of operational experienceStrength of the teamWhen asked what keeps him up at night, Hanson’s answer was simple: “The economy.” With no real trend or pattern, but plenty of volatility, it’s difficult to plan. He also noted that the supposed recovery from the previous recession has been much weaker than previous recoveries.]]>http://www.StrategicInvestorRadio.com/e/real-estate-investing-with-james-hanson/Mon, 16 May 2016 19:27:20 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews James Hanson, the president and CEO of Morristown, NJ-based Hampshire Real Estate Company. Mr. Hanson is co-chair of the Rutgers University Center of Real Estate Studies and...Mr. Hanson offers a very sobering view on the future of real estate. He’s concerned that the U.S. is likely to enter another recession in the next four years, and that “yield chasing” has made attractive investment opportunities more difficult to find. He’s bearish on multi-family real estate, for which he says supply has outstripped demand; and even industrial properties, previously a favorite area of his firm, may be overbought.
James Hanson, President and CEO, Hampshire Real Estate Company
The areas Hanson likes include triple-net leases, necessity-based retail, and self-storage.
1. The first refers to single-tenant leases to investment-grade corporations, with 15-20-year terms, that are net of taxes, insurance, and operating income.
2. The second refers to retailers that deal in the necessities of life: i.e., grocery stores.
3. The third, self-storage, is part of what Hanson refers to as real estate “alternatives,” along with senior living and student housing.
Hampshire has experience in a wide array of real estate properties, but not senior living and student housing. Hanson says he likes self-storage because it addresses life emergencies that happen during economic good times and bad (i.e., divorce).
When asked what investors should look for when investing with a real estate company, Mr. Hanson listed three things:Track record (in good times and bad)Depth of operational experienceStrength of the teamWhen asked what keeps him up at night, Hanson’s answer was simple: “The economy.” With no real trend or pattern, but plenty of volatility, it’s difficult to plan. He also noted that the supposed recovery from the previous recession has been much weaker than previous recoveries.]]>1579cleanfullhttps://www.spreaker.com/user/octr/market-neutral-investing-with-gary-dicenWhy does Cognios think tangible assets are so important? DiCenzo explains that “good will” accounts for the majority of intangible assets, and that his firm has determined that “ROTA” is the best metric to find companies that make the most of their available resources. The “ROME” element is there to make sure the stock is trading at a good price at the particular time, because even good firms can be overpriced.
How confident is Cognios about the veracity of its ROTA numbers? DiCenzo explains that Cognios only invests in SP 500 companies, and that he’s confident in the integrity of their data.
When Charley refers to Cognios as a “quantitative” operation, DiCenzo clarifies that his firm doesn’t use technical analysis, earnings momentum, and other such measures, but instead does a deep dive into company fundamentals. ROTA ROME provides the structure to comb through millions of pieces of fundamental data to find the best companies for the Cognios portfolio.
Cognios currently operates one ’40 Act mutual fund: the 5-star rated Cognios Market Neutral Large-Cap Fund (MUTF:COGMX), which is also available in institutional-class (MUTF:COGIX) shares with a $100,000 initial minimum investment. The fund’s investor-class shares, which have a $1,000 initial minimum, returned an annualized +7.20% for the three years ending April 30, 2015, ranking in the top 7% of their category.
The fund uses a “systematic, repeatable process” to isolate alpha – which, in DiCenzo’s view, is all investors should be willing to pay for. The fund is market-neutral with between 190-200% gross market exposure. The long portfolio normally consists of about 45 names with an overall beta of 1.0. The short portfolio is more diversified and more volatile, with a beta of around 1.5. To balance out the risks, Cognios invests around $1 long for every $0.66 sold short.]]>http://www.StrategicInvestorRadio.com/e/market-neutral-investing-with-gary-dicenzo-of-cognios-capital/Wed, 11 May 2016 21:40:52 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charley Wright interviews Cognios Capital CEO Gary DiCenzo. The two gentlemen discuss Cognios’s “ROTA ROME” investment methodology, which seeks the best companies in terms of Return On Tangible...Why does Cognios think tangible assets are so important? DiCenzo explains that “good will” accounts for the majority of intangible assets, and that his firm has determined that “ROTA” is the best metric to find companies that make the most of their available resources. The “ROME” element is there to make sure the stock is trading at a good price at the particular time, because even good firms can be overpriced.
How confident is Cognios about the veracity of its ROTA numbers? DiCenzo explains that Cognios only invests in SP 500 companies, and that he’s confident in the integrity of their data.
When Charley refers to Cognios as a “quantitative” operation, DiCenzo clarifies that his firm doesn’t use technical analysis, earnings momentum, and other such measures, but instead does a deep dive into company fundamentals. ROTA ROME provides the structure to comb through millions of pieces of fundamental data to find the best companies for the Cognios portfolio.
Cognios currently operates one ’40 Act mutual fund: the 5-star rated Cognios Market Neutral Large-Cap Fund (MUTF:COGMX), which is also available in institutional-class (MUTF:COGIX) shares with a $100,000 initial minimum investment. The fund’s investor-class shares, which have a $1,000 initial minimum, returned an annualized +7.20% for the three years ending April 30, 2015, ranking in the top 7% of their category.
The fund uses a “systematic, repeatable process” to isolate alpha – which, in DiCenzo’s view, is all investors should be willing to pay for. The fund is market-neutral with between 190-200% gross market exposure. The long portfolio normally consists of about 45 names with an overall beta of 1.0. The short portfolio is more diversified and more volatile, with a beta of around 1.5. To balance out the risks, Cognios invests around $1 long for every $0.66 sold short.]]>1482cleanfullhttps://www.spreaker.com/user/octr/equity-research-with-marketdnas-matthew-MarketDNA uses around 100 filters to ex-out “noise” and find the 1-2 big derivatives trades happening because of inefficiencies in information. Sometimes this means finding “insider trading,” and Rossi shares a story of meeting Martha Stewart’s brother on a golf course before the infamous ImClone trade that landed her in prison. According to Rossi’s story, Ms. Stewart’s brother asked him to lie on her behalf, claiming she traded on the basis of his research instead of illegal inside knowledge. Needless to say, Mr. Rossi refused!
Rossi also discussed an incident with OPRA (the “Options Price Reporting Authority” – no relation to Ms. Winfrey) when MarketDNA’s algorithms noticed its servers were down and received a phone call from a suspicious OPRA executive asking how they knew – no one else in the country had.
MarketDNA typically holds 7-10 positions, long or short, at any given time, and each of these positions is normally held for 3-5 weeks. The firm’s clients are hedge funds and institutional investors, but it has begun making a la carte research available to individual investors. These one-off recommendations come instructions to buy or sell-short with entry and exit prices, but no other research.
When asked what causes some MarketDNA trades to fail, Rossi blames short squeezes and raised guidance around quarterly earnings. Fortunately, most of MarketDNA’s trades aren’t earnings-related.
When asked what keeps him up at night, Rossi cites the excitement of his work – trying to identify a previously unobservable trade, and making sure no one out there is cheating.]]>http://www.StrategicInvestorRadio.com/e/equity-research-with-marketdnas-matthew-rossi/Tue, 03 May 2016 19:46:24 +0000OC Talk RadioMatthew Rossi is the founder, managing partner, and chief of research for MarketDNA Investment Research. In this episode of Strategic Investor Radio, Mr. Rossi explains his firm’s eponymous MarketDNA product, which takes intraday data and runs it...MarketDNA uses around 100 filters to ex-out “noise” and find the 1-2 big derivatives trades happening because of inefficiencies in information. Sometimes this means finding “insider trading,” and Rossi shares a story of meeting Martha Stewart’s brother on a golf course before the infamous ImClone trade that landed her in prison. According to Rossi’s story, Ms. Stewart’s brother asked him to lie on her behalf, claiming she traded on the basis of his research instead of illegal inside knowledge. Needless to say, Mr. Rossi refused!
Rossi also discussed an incident with OPRA (the “Options Price Reporting Authority” – no relation to Ms. Winfrey) when MarketDNA’s algorithms noticed its servers were down and received a phone call from a suspicious OPRA executive asking how they knew – no one else in the country had.
MarketDNA typically holds 7-10 positions, long or short, at any given time, and each of these positions is normally held for 3-5 weeks. The firm’s clients are hedge funds and institutional investors, but it has begun making a la carte research available to individual investors. These one-off recommendations come instructions to buy or sell-short with entry and exit prices, but no other research.
When asked what causes some MarketDNA trades to fail, Rossi blames short squeezes and raised guidance around quarterly earnings. Fortunately, most of MarketDNA’s trades aren’t earnings-related.
When asked what keeps him up at night, Rossi cites the excitement of his work – trying to identify a previously unobservable trade, and making sure no one out there is cheating.]]>1318cleanfullhttps://www.spreaker.com/user/octr/long-short-credit-investing-with-guy-benCedar Ridge specializes in unconstrained credit strategies. It operates private funds, separately managed accounts (“SMAs”), and one alternative mutual fund: the Cedar Ridge Unconstrained Credit Fund (MUTF:CRUMX) that make investment decisions based on the firm’s top-down macroeconomic analysis combined with its “deep dive credit work” on individual securities.
If Cedar Ridge’s funds were long only, then much of this in-depth research would be for naught, since research can turn up bad bonds just as easily as good ones. Therefore, Cedar Ridge’s funds operate with a long/short mandate, and with positions spread across about 100 securities, or so. Benstead points out, however, that this doesn’t mean the funds own bonds from up to 100 different issuers – the positions include several bonds from some of the same issuers (at different maturities).
The funds’ long portfolios consist primarily of corporate and municipal bonds, along with preferred stock. Their short portfolios are made up of corporate bonds thought to be “overpriced,” along with a “core Treasury ballast” to hedge against interest-rate sensitivity.
One thing that separates the Cedar Ridge long/short credit funds with others in the space is that Cedar Ridge doesn’t use derivatives. Benstead says that Cedar Ridge tends to own the same securities as typical bond investors, but the firm operates like a great chef, arranging the ingredients in a different way.]]>http://www.StrategicInvestorRadio.com/e/longshort-credit-investing-with-guy-benstead/Tue, 26 Apr 2016 19:39:59 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charlie Wright interviews Guy Benstead of Cedar Ridge Partners, a Registered Investment Advisor (“RIA”) based in Greenwich, Connecticut. “We’re bond guys,” says Mr. Benstead, in reference to his firm....Cedar Ridge specializes in unconstrained credit strategies. It operates private funds, separately managed accounts (“SMAs”), and one alternative mutual fund: the Cedar Ridge Unconstrained Credit Fund (MUTF:CRUMX) that make investment decisions based on the firm’s top-down macroeconomic analysis combined with its “deep dive credit work” on individual securities.
If Cedar Ridge’s funds were long only, then much of this in-depth research would be for naught, since research can turn up bad bonds just as easily as good ones. Therefore, Cedar Ridge’s funds operate with a long/short mandate, and with positions spread across about 100 securities, or so. Benstead points out, however, that this doesn’t mean the funds own bonds from up to 100 different issuers – the positions include several bonds from some of the same issuers (at different maturities).
The funds’ long portfolios consist primarily of corporate and municipal bonds, along with preferred stock. Their short portfolios are made up of corporate bonds thought to be “overpriced,” along with a “core Treasury ballast” to hedge against interest-rate sensitivity.
One thing that separates the Cedar Ridge long/short credit funds with others in the space is that Cedar Ridge doesn’t use derivatives. Benstead says that Cedar Ridge tends to own the same securities as typical bond investors, but the firm operates like a great chef, arranging the ingredients in a different way.]]>1656cleanfullhttps://www.spreaker.com/user/octr/evaluating-managed-futures-managers-withGrowing up in Chicago, Mr. Melin says that most of his friends’ fathers were derivatives traders. Derivatives were the center of the financial universe from his perspective, and this background has served him well. Mark has 15 years of experience in the managed futures industry, and in 2011, he made the jump over to journalism. “I never realized I would enjoy a job as much as I do,” he says of the transition, adding that it has allowed him to “broaden [his] horizons.”
When asked by Charlie to give a 60-second definition of managed futures, Mark focuses on the managed part, defining it as professional management of regulated derivatives contracts. “Alpha,” in the managed futures world, doesn’t refer to beating the SP 500, but being uncorrelated with it. Charlie says non-correlation is “more important now than ever these days after a 7-8 bull run,” and that “in a bear market, the only thing that goes up is correlation.”]]>http://www.StrategicInvestorRadio.com/e/evaluating-managed-futures-managers-with-mark-melin/Thu, 21 Apr 2016 17:17:16 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charlie Wright interviews Mark Melin, managed futures consultant, columnist and staff writer for ValueWalk.com, and author of three books on managed futures. Growing up in Chicago, Mr. Melin says that...Growing up in Chicago, Mr. Melin says that most of his friends’ fathers were derivatives traders. Derivatives were the center of the financial universe from his perspective, and this background has served him well. Mark has 15 years of experience in the managed futures industry, and in 2011, he made the jump over to journalism. “I never realized I would enjoy a job as much as I do,” he says of the transition, adding that it has allowed him to “broaden [his] horizons.”
When asked by Charlie to give a 60-second definition of managed futures, Mark focuses on the managed part, defining it as professional management of regulated derivatives contracts. “Alpha,” in the managed futures world, doesn’t refer to beating the SP 500, but being uncorrelated with it. Charlie says non-correlation is “more important now than ever these days after a 7-8 bull run,” and that “in a bear market, the only thing that goes up is correlation.”]]>1821cleanfullhttps://www.spreaker.com/user/octr/isolating-and-capturing-dividend-growth-Mr. Ballantyne says he used to be a trader, but he sleeps much better at night since switching his focus to dividends. Dividends are real, he insists, adding “you can’t fake a dividend.” Regardless of who wins the presidential election or whatever else happens, Apple’s dividend policy is unlikely to be affected, according to Ballantyne. He also points out that companies like Coca-Cola, Procter Gamble, and Johnson Johnson didn’t cut their dividends in the wake of the financial crisis; and recent dividend hikes by Qualcomm and Home Depot have been enough to offset dividend cuts by energy firms in the SP 500.]]>http://www.StrategicInvestorRadio.com/e/isolating-and-capturing-dividend-growth-with-ryan-ballantyne/Tue, 19 Apr 2016 15:18:57 +0000OC Talk RadioIn this episode of Strategic Investor Radio, host Charlie Wright interviews Ryan Ballantyne of Reality Shares, a San Diego-based asset management firm focused on dividends. Reality Shares issued its first ETF in December 2014 and won ETF.com’s Best...Mr. Ballantyne says he used to be a trader, but he sleeps much better at night since switching his focus to dividends. Dividends are real, he insists, adding “you can’t fake a dividend.” Regardless of who wins the presidential election or whatever else happens, Apple’s dividend policy is unlikely to be affected, according to Ballantyne. He also points out that companies like Coca-Cola, Procter Gamble, and Johnson Johnson didn’t cut their dividends in the wake of the financial crisis; and recent dividend hikes by Qualcomm and Home Depot have been enough to offset dividend cuts by energy firms in the SP 500.]]>1618cleanfullhttps://www.spreaker.com/user/octr/inside-managed-futures-with-roland-austrMr. Austrup explains that the strategy involves investing across multiple asset classes – commodities, currencies, and financial indices – through the futures market. His firm, IMFC, uses quantitative analysis to select long and/or short positions across those asset classes based on value, momentum, and yield. He says his specialty is assessing those characteristics in underlying markets.]]>http://www.StrategicInvestorRadio.com/e/integrated-managed-futures-corp/Wed, 06 Apr 2016 20:04:30 +0000OC Talk RadioRoland Austrup is CEO and CIO of Integrated Managed Futures (“IMFC”) and the longest-standing CTA in the Canadian marketplace. In this episode of Strategic Investor Radio, host Charlie Wright interviews Mr. Austrup, who explains the advantages of...Mr. Austrup explains that the strategy involves investing across multiple asset classes – commodities, currencies, and financial indices – through the futures market. His firm, IMFC, uses quantitative analysis to select long and/or short positions across those asset classes based on value, momentum, and yield. He says his specialty is assessing those characteristics in underlying markets.]]>1751cleanfullhttps://www.spreaker.com/user/octr/seizing-tectonic-shifts-in-real-estate-whttp://www.StrategicInvestorRadio.com/e/book-review-the-philosophical-investor/Tue, 05 Apr 2016 22:08:40 +0000OC Talk RadioGary Carmell is the President of CWS Capital Partners, a real estate investment and management company with more than $3 billion under management. He’s also the author of The Philosophical Investor: Transforming Wisdom into Wealth. In this episode...1448cleanfullhttps://www.spreaker.com/user/octr/new-book-regulation-a-how-the-jobs-act-chttp://www.StrategicInvestorRadio.com/e/new-book-regulation-a-how-the-jobs-act-creates-opportunities-for-entrepreneurs-and-investors/Wed, 30 Mar 2016 19:18:46 +0000OC Talk RadioRob Kaplan, an attorney in Richmond, VA, is co-author of this book, focusing on the new opportunities created by the Jobs Act of 2012. While the most high profile aspect of this law is "Crowd Funding" there are aspects of this law that opened channels...1838cleanfullhttps://www.spreaker.com/user/octr/closed-end-funds-and-business-developmenhttp://www.StrategicInvestorRadio.com/e/closed-end-funds-and-business-development-companies/Tue, 29 Mar 2016 21:52:41 +0000OC Talk RadioJohn Cole Scott, a previous guest about a year ago, provides an update on Closed End Funds and discusses Business Development Companies (BDC's).  He discusses the CEF world, about 600 funds managing about $300 Billion in total assets, and sell at a...1639cleanfullhttps://www.spreaker.com/user/octr/anfield-capitalexperience  at PIMCO, they focus on allocation by RISK, as opposed to
allocation by ASSET CLASS.  This approach of "...starting at the
finish line," is not traditional in the industry and requires some
reverse engineering when compared to the more traditional allocation by
asset class. He explains their unique methodology of managing both equities and
fixed income.  David also offers lots of insights and opinions re: the
current financial environment.  Any investor should enjoy this interview.]]>http://www.StrategicInvestorRadio.com/e/anfield-capital/Mon, 28 Mar 2016 20:18:11 +0000OC Talk RadioListen to David Young, founder and CEO. Following years of experience  at PIMCO, they focus on allocation by RISK, as opposed to allocation by ASSET CLASS.  This approach of "...starting at the finish line," is not traditional in the industry and...experience  at PIMCO, they focus on allocation by RISK, as opposed to
allocation by ASSET CLASS.  This approach of "...starting at the
finish line," is not traditional in the industry and requires some
reverse engineering when compared to the more traditional allocation by
asset class. He explains their unique methodology of managing both equities and
fixed income.  David also offers lots of insights and opinions re: the
current financial environment.  Any investor should enjoy this interview.]]>2230cleanfullhttps://www.spreaker.com/user/octr/shopoff-realty-investmentshttp://www.StrategicInvestorRadio.com/e/shopoff-realty-investments/Wed, 16 Mar 2016 00:13:28 +0000OC Talk RadioBill Shopoff, founder of Shopoff Realty Investments over 25 years ago, tells about the world of real estate investing for investors.  Shopoff currently focuses on office buildings, industrial, retail and residential land entitlement.  He discusses the...1783cleanfullhttps://www.spreaker.com/user/octr/hedge-fund-investing-by-kevin-mirabilehttp://www.StrategicInvestorRadio.com/e/hedge-fund-investing-by-kevin-mirabile/Wed, 09 Mar 2016 23:35:54 +0000OC Talk RadioListen to Kevin, author of the book “Hedge Fund Investing,” as he discusses the Hedge Fund industry, its 10,000 funds, history and where it is today.  Kevin discusses the types of strategies and funds and how to evaluate Hedge Funds.  He discusses...1962cleanfullhttps://www.spreaker.com/user/octr/thewizard-comand stock analysis system.  The Wizard is
an algorithmic based trend following system that provides signals and trade
targets for markets, stocks, ETF’s, Futures Market commodities, and forex.  It scans for stocks, etc. and shows what is
trending up, down, or in a consolidating mode. 
Analysis includes the Sector and Industry of each stock and provides
signals for each of them.  Any investor
or Adviser would find this interview to be very interesting and helpful.]]>http://www.StrategicInvestorRadio.com/e/thewizardcom/Wed, 09 Mar 2016 19:44:24 +0000OC Talk RadioGene Stunkel, creator and founder of The Wizard, discusses this robust market and stock analysis system.  The Wizard is an algorithmic based trend following system that provides signals and trade targets for markets, stocks, ETF’s, Futures Market...and stock analysis system.  The Wizard is
an algorithmic based trend following system that provides signals and trade
targets for markets, stocks, ETF’s, Futures Market commodities, and forex.  It scans for stocks, etc. and shows what is
trending up, down, or in a consolidating mode. 
Analysis includes the Sector and Industry of each stock and provides
signals for each of them.  Any investor
or Adviser would find this interview to be very interesting and helpful.]]>1626cleanfullhttps://www.spreaker.com/user/octr/faircap-partnershttp://www.StrategicInvestorRadio.com/e/faircap-partners-1457032432/Thu, 03 Mar 2016 19:13:51 +0000OC Talk RadioListen to James Song discuss his passion and purpose in investing in Myanmar (formerly the country of Burma).  James is a former Harvard trained scientist/researcher, Fullbright Scholar studying and working in London and Uganda who became a successful...1629cleanfullhttps://www.spreaker.com/user/octr/optionsellers-comdiscuss their strategies for selling options on the Futures Market.  Author of “The Complete Guide to Options
Selling” and “Option Selling on Steroids” James offers a unique way to invest
thru selling deep out of the money puts and calls on commodities, metals,
etc.  This is indeed fascinating and
anyone interested in options investing conservatively will enjoy this.]]>http://www.StrategicInvestorRadio.com/e/optionsellerscom-1456963373/Thu, 03 Mar 2016 00:02:53 +0000OC Talk RadioListen to James Cordier, founder and CEO, discuss their strategies for selling options on the Futures Market.  Author of “The Complete Guide to Options Selling” and “Option Selling on Steroids” James offers a unique way to invest thru selling deep out...discuss their strategies for selling options on the Futures Market.  Author of “The Complete Guide to Options
Selling” and “Option Selling on Steroids” James offers a unique way to invest
thru selling deep out of the money puts and calls on commodities, metals,
etc.  This is indeed fascinating and
anyone interested in options investing conservatively will enjoy this.]]>1860cleanfullhttps://www.spreaker.com/user/octr/charles-nenner-researchhttp://www.StrategicInvestorRadio.com/e/charles-nenner-research-1456424809/Thu, 25 Feb 2016 18:26:49 +0000OC Talk RadioDavid Gurwitz, Managing Director of Charles Nenner Research, discusses their system for prognosticating markets and price targets thru cycles.  They analyze various markets and estimate where they are going in the near and further future.  They base...1917cleanfullhttps://www.spreaker.com/user/octr/hedgecovesthttp://www.StrategicInvestorRadio.com/e/hedgecovest-1456358626/Thu, 25 Feb 2016 00:03:46 +0000OC Talk RadioListen to Evan Rapoport discuss this unique way to invest in Hedge Funds. There are thousands of Hedge Funds intended to offer investment strategies to mitigate risk thru a variety of sophisticated methodologies. Yet, their high minimums, lack of...1584cleanfullhttps://www.spreaker.com/user/octr/kraneshareshttp://www.StrategicInvestorRadio.com/e/kraneshares/Wed, 24 Feb 2016 23:59:29 +0000OC Talk RadioBrendan Ahern of KraneShares discusses the often under reported aspects of China's economy, urbanization of China, currency issues, the re-composition of the MSCI Index and other aspects of investing in China. He discusses the coming MSCI Index...1639cleanfullhttps://www.spreaker.com/user/octr/freedom-capital-investment-managementhttp://www.StrategicInvestorRadio.com/e/freedom-capital-investment-management/Mon, 22 Feb 2016 23:18:36 +0000OC Talk RadioMindy McClure, the Co-Founder and Managing Principal of Freedom Capital Investment Management, explains that the goal and purpose of Freedom Capital’s fund, which is a Business Development Company (BDC), is to invest in companies that promote...311cleanfullhttps://www.spreaker.com/user/octr/president-of-adisahttp://www.StrategicInvestorRadio.com/e/president-of-adisa/Mon, 22 Feb 2016 23:16:31 +0000OC Talk RadioThomas Voekler, Managing Partner of KVCF law firm in Richmond, Virginia, and current President of ADISA, discusses ADISA and the opportunities for the small investor in the direct investment marketplace. He also discusses Regulation "A" of the Jobs...473cleanfullhttps://www.spreaker.com/user/octr/arent-foxhttp://www.StrategicInvestorRadio.com/e/arent-fox/Mon, 22 Feb 2016 23:14:29 +0000OC Talk RadioListen to Deborah Froling, attorney with Arent Fox in Washington D.C., discuss the legal environment of the Direct Investment industry. Deborah is a former SEC attorney and discusses the changing world of regulation in the direct investment industry....333cleanfullhttps://www.spreaker.com/user/octr/bluerock-capital-managementhttp://www.StrategicInvestorRadio.com/e/bluerock-capital-management/Wed, 03 Feb 2016 00:51:00 +0000OC Talk RadioListen to Paul Dunn describe the rather unique real estate investment opportunities that Bluerock offers. Bluerock is an institutional real estate firm that develops, buys and manages large real estate projects in major U.S. cities. These types of...1357cleanfullhttps://www.spreaker.com/user/octr/alternative-direct-investment-securitieshttp://www.StrategicInvestorRadio.com/e/alternative-direct-investment-securities-assoc-adisa/Thu, 21 Jan 2016 23:52:00 +0000OC Talk RadioTony Grego, Director of Business Development for ADISA discusses ADISA and the benefits and opportunities it offers.424cleanfullhttps://www.spreaker.com/user/octr/peter-rucchiuti-tulane-universityhttp://www.StrategicInvestorRadio.com/e/peter-rucchiuti-tulane-university/Thu, 21 Jan 2016 23:48:37 +0000OC Talk RadioA professor at Tulane University, Peter established the Burkenroad Reports, a twenty-two year old program, where the students visit and evaluate small companies located in the south, with the reports being published for investors.  Peter was a speaker...502cleanfullhttps://www.spreaker.com/user/octr/preferred-apartment-communitieshttp://www.StrategicInvestorRadio.com/e/preferred-apartment-communities/Thu, 21 Jan 2016 23:43:41 +0000OC Talk RadioJohn Isakson discusses the environment for opportunities in the  apartment communities investing.  PAC is a publicly traded REIT (Real Estate Investment Trust) that operates apartment complexes throughout the country.  He makes a strong case for the...401cleanfullhttps://www.spreaker.com/user/octr/mark-kosankehttp://www.StrategicInvestorRadio.com/e/mark-kosanke/Thu, 21 Jan 2016 23:30:22 +0000OC Talk RadioMark is a CPA and current Financial Advisor who specializes in alternative, direct investments.  This interview occurred at the ADISA Conference (the Alternative Direct Investment Securities Assoc) of which Mark is a past President and current active...509cleanfullhttps://www.spreaker.com/user/octr/rmb-grouphttp://www.StrategicInvestorRadio.com/e/rmb-group/Mon, 21 Dec 2015 19:06:18 +0000OC Talk RadioListen to this brief FreedomFest interview with Barry  Potekin, a presenter at the Conference.   RMB Group are commodities traders, managing money for investors in the Futures market -  Investments in Gold, Oil, Platinum, Agricultural products, other...393cleanfullhttps://www.spreaker.com/user/octr/jade-rhino-ventureshttp://www.StrategicInvestorRadio.com/e/jade-rhino-ventures/Mon, 21 Dec 2015 18:55:53 +0000OC Talk RadioListen to this brief FreedomFest Conference interview with Hoyt Smith of Jade Rhino Ventures, a presenter at the conference.  They focus on medical Biotech, Big Data and enegry companies.  Their clients are typically pre-IPO and Jade Rhino brings them...227cleanfullhttps://www.spreaker.com/user/octr/wall-street-researchhttp://www.StrategicInvestorRadio.com/e/wall-street-research/Fri, 18 Dec 2015 17:32:26 +0000OC Talk RadioIn this FreedomFest Conference interview we talk briefly with Alan Stone, founder and CEO, a former research and fund manager on Wall Street, which publishes profiles, newsletters and research on emerging micro cap and small cap companies, who are...397cleanfullhttps://www.spreaker.com/user/octr/macro-trend-strategieshttp://www.StrategicInvestorRadio.com/e/macro-trend-strategies/Fri, 18 Dec 2015 17:28:09 +0000OC Talk RadioListen to Louis Llanes, founder of Macro Trend Strategies, discuss his investing strategies, which include fundamental, technical and behavioral approaches to create what he calls an evidence based investment management. With a background from...1841cleanfullhttps://www.spreaker.com/user/octr/exchangeright-real-estatehttp://www.StrategicInvestorRadio.com/e/exchangeright-real-estate/Tue, 17 Nov 2015 21:25:37 +0000OC Talk RadioWarren Thomas, founder and CEO, explains the 1031 exchange approach to the sale and purchase of properties.  Their firm creates portfolios of properties for investors looking for replacement property options.  These properties are typically triple net...1955cleanfullhttps://www.spreaker.com/user/octr/dailyalts-comhttp://www.StrategicInvestorRadio.com/e/dailyaltscom/Tue, 17 Nov 2015 20:43:07 +0000OC Talk RadioBrian Haskin, founder and Editor, explains what this unique website offers for investors. DailyAlts is focused on Alternative investment strategies and asset classes, providing valuable information to the private investor on this segment of investment...2103cleanfullhttps://www.spreaker.com/user/octr/eagle-mountain-advisorshttp://www.StrategicInvestorRadio.com/e/eagle-mountain-advisors/Wed, 11 Nov 2015 18:56:32 +0000OC Talk RadioDudley Lehmer, founder and CEO of Eagle Mountain Advisors, explains their very unusual proprietary investment strategy for investing in the SP 500 – They have developed algorithms designed to recognize patterns of daily US stock market behavior, then...1727cleanfullhttps://www.spreaker.com/user/octr/ntnl-assoc-of-real-estate-investment-truhttp://www.StrategicInvestorRadio.com/e/ntnl-assoc-of-real-estate-investment-trusts/Fri, 06 Nov 2015 17:45:08 +0000OC Talk RadioDr. Brad Case, an economist with NAREIT, which represents the REIT industry, explains this method of allowing the smaller investor to invest in real estate of all kinds of property types. There are two basic types of REIT's - Equity REIT's (about 90%...1973cleanfullhttps://www.spreaker.com/user/octr/dual-momentum-investing-by-gary-antonacchttp://www.StrategicInvestorRadio.com/e/dual-momentum-investing-by-gary-antonacci/Wed, 28 Oct 2015 19:15:03 +0000OC Talk RadioGary Antonacci is a Harvard MBA who has been in the investment industry since the 1970's, managing money as a hedge fund manager, trader, researcher, etc.  He semi-retired after about ten years and has continued to be active in investment management...1584cleanfullhttps://www.spreaker.com/user/octr/summary-adisa-and-angel-investors-networhttp://www.StrategicInvestorRadio.com/e/summary-adisa-and-angel-investors-network/Mon, 19 Oct 2015 14:38:52 +0000OC Talk RadioThis is a summary of the interviews - ADISA Executive Director and Greg Writer, CEO of Angel Investors Network.  We hope you enjoy them.165cleanfullhttps://www.spreaker.com/user/octr/angel-investors-networka longtime investment banker, investor and entrepreneur.  One of Angel
Investors Network’s founding partners is Kevin Harrington, one of the founding
and original “Shark Tank” sharks.  Angel Investors Network  connects
entrepreneurs with investors and is a resource to entrepreneurs to provide them
the coaching, mentoring, direction and human capital needed to move their
business forward.  The Network is contacted by dozens of entrepreneurs and
budding businesses each week, allowing the Network to evaluate a quantity of
opportunities that few others can match.  Crowd Funding is creating
investment opportunities in these areas that investors can now consider. 
 This is a very unique firm and opportunity.  Don’t miss it.]]>http://www.StrategicInvestorRadio.com/e/angel-investors-network/Mon, 19 Oct 2015 14:34:36 +0000OC Talk RadioGreg Writer, founder and CEO of Angel Investors Network, is a longtime investment banker, investor and entrepreneur.  One of Angel Investors Network’s founding partners is Kevin Harrington, one of the founding and original “Shark Tank” sharks.  Angel...a longtime investment banker, investor and entrepreneur.  One of Angel
Investors Network’s founding partners is Kevin Harrington, one of the founding
and original “Shark Tank” sharks.  Angel Investors Network  connects
entrepreneurs with investors and is a resource to entrepreneurs to provide them
the coaching, mentoring, direction and human capital needed to move their
business forward.  The Network is contacted by dozens of entrepreneurs and
budding businesses each week, allowing the Network to evaluate a quantity of
opportunities that few others can match.  Crowd Funding is creating
investment opportunities in these areas that investors can now consider. 
 This is a very unique firm and opportunity.  Don’t miss it.]]>1912cleanfullhttps://www.spreaker.com/user/octr/sprott-global-resource-investmentsResource Investing.  Such investing includes mining, forestry, energy,
farming, fisheries, what we eat, etc., all pursued on an international
basis.    Investors are able to invest in these categories thru
ETF’s, Separately Managed Accounts, pooled accounts, direct investments,
etc.  Rick, and Sprott Global, are the leaders in this arena, which offers
true counter cyclical or non-correlated investments for investors.  He
discusses infrastructure investing, water ETF’s, and other such natural
resource investments.  Sprott manages investments for some of the largest
institutions in the country as well as for individuals.  Those investors
looking for investments with low correlation with the usual stock, bond, real
estate allocation will find Rick’s views to be very interesting.]]>http://www.StrategicInvestorRadio.com/e/sprott-global-resource-investments/Thu, 08 Oct 2015 20:55:14 +0000OC Talk RadioRick Rule, Pres and CEO of Sprott, discusses Natural Resource Investing.  Such investing includes mining, forestry, energy, farming, fisheries, what we eat, etc., all pursued on an international basis.    Investors are able to invest in these...Resource Investing.  Such investing includes mining, forestry, energy,
farming, fisheries, what we eat, etc., all pursued on an international
basis.    Investors are able to invest in these categories thru
ETF’s, Separately Managed Accounts, pooled accounts, direct investments,
etc.  Rick, and Sprott Global, are the leaders in this arena, which offers
true counter cyclical or non-correlated investments for investors.  He
discusses infrastructure investing, water ETF’s, and other such natural
resource investments.  Sprott manages investments for some of the largest
institutions in the country as well as for individuals.  Those investors
looking for investments with low correlation with the usual stock, bond, real
estate allocation will find Rick’s views to be very interesting.]]>1351cleanfullhttps://www.spreaker.com/user/octr/the-wealth-research-institutehis approach to investment success in long term investing and in Private Equity
investing.  He discusses “Late Stage” Private Equity investing for the small investor and the way to approach it.  He believes heavily in asset
allocation and a disciplined approach to investing and discusses his personal
asset allocation formula.  Lou provides valuable input re: Investing
opportunities.]]>http://www.StrategicInvestorRadio.com/e/the-wealth-research-institute/Thu, 08 Oct 2015 20:52:59 +0000OC Talk RadioLou Petrossi, author and investment researcher, explains his approach to investment success in long term investing and in Private Equity investing.  He discusses “Late Stage” Private Equity investing for the small investor and the way to approach it. ...his approach to investment success in long term investing and in Private Equity
investing.  He discusses “Late Stage” Private Equity investing for the small investor and the way to approach it.  He believes heavily in asset
allocation and a disciplined approach to investing and discusses his personal
asset allocation formula.  Lou provides valuable input re: Investing
opportunities.]]>1528cleanfullhttps://www.spreaker.com/user/octr/sumary-of-interviews-with-sprott-global-http://www.StrategicInvestorRadio.com/e/sumary-of-interviews-with-sprott-global-and-wealth-research-institute/Thu, 08 Oct 2015 15:03:00 +0000OC Talk RadioHere is the short summary of the interviews with Sprott Global and Wealth Research Institute.131cleanfullhttps://www.spreaker.com/user/octr/adisa-the-alternative-direct-investment-their association and the coming conference in Las Vegas.  Strategic
Investor Radio will be broadcasting from the conference.  ADISA is a national trade association of decision makers that
influence over 30,000 professionals who offer and manage alternative direct investments. These typically include non-traded REITs, real estate
partnerships, real estate income and development funds, tenant-in-common
interests, oil and gas interests, and other securitized real estate
investments.

 ]]>http://www.StrategicInvestorRadio.com/e/adisa-the-alternative-direct-investment-securities-assoc/Tue, 06 Oct 2015 17:52:05 +0000OC Talk RadioJohn Harrison, the Executive Director of ADISA, tells about their association and the coming conference in Las Vegas.  Strategic Investor Radio will be broadcasting from the conference.  ADISA is a national trade association of decision makers that...their association and the coming conference in Las Vegas.  Strategic
Investor Radio will be broadcasting from the conference.  ADISA is a national trade association of decision makers that
influence over 30,000 professionals who offer and manage alternative direct investments. These typically include non-traded REITs, real estate
partnerships, real estate income and development funds, tenant-in-common
interests, oil and gas interests, and other securitized real estate
investments.

 ]]>1661cleanfullhttps://www.spreaker.com/user/octr/faircap-partners_1Partners, has quite a story.  He was a medical researcher from Harvard who
went to London for research and took the road to managing a Hedge Fund focused
on Bio Tech research.  His connection with an orphanage in Myanmar
(formerly Burma) led him to investment opportunities in Myanmar, which he
firmly believes is the last frontier for capitalistic, economically dynamic
territory in the world.  This interview is fascinating, with a bright,
focused, devoted, experienced investment manager.  Listen and you’ll
definitely be glad that you did.

 

 ]]>http://www.StrategicInvestorRadio.com/e/faircap-partners/Thu, 01 Oct 2015 23:53:38 +0000OC Talk RadioJames Song is on a mission.  He and his firm, FairCap Partners, has quite a story.  He was a medical researcher from Harvard who went to London for research and took the road to managing a Hedge Fund focused on Bio Tech research.  His connection with...Partners, has quite a story.  He was a medical researcher from Harvard who
went to London for research and took the road to managing a Hedge Fund focused
on Bio Tech research.  His connection with an orphanage in Myanmar
(formerly Burma) led him to investment opportunities in Myanmar, which he
firmly believes is the last frontier for capitalistic, economically dynamic
territory in the world.  This interview is fascinating, with a bright,
focused, devoted, experienced investment manager.  Listen and you’ll
definitely be glad that you did.

 

 ]]>2169cleanfullhttps://www.spreaker.com/user/octr/trimtabs-investment-researcha   proprietary investment strategy based upon investor
behavior and supply and demand between buyers and sellers in the U.S. stock
market, using 21 factors in evaluating market movements.  This strategy is
used by dozens of Hedge Funds and many large institutions, and is now available
to the private investor.  This former Harvard M.B.A. has created a very
interesting set of metrics to read the market’s demand and supply of buyers and
sellers.  Any investor will find this to be very interesting.  At the date of this recording, some Partnervest
Advisory Services client accounts had an ownership position in TTFS, an
AdvisorShares ETF subadvised by TrimTabs and discussed in this interview.

 ]]>http://www.StrategicInvestorRadio.com/e/trimtabs-investment-research/Thu, 01 Oct 2015 23:49:10 +0000OC Talk RadioCharles Biderman, founder and CEO of TrimTabs, has developed a   proprietary investment strategy based upon investor behavior and supply and demand between buyers and sellers in the U.S. stock market, using 21 factors in evaluating market movements. ...a   proprietary investment strategy based upon investor
behavior and supply and demand between buyers and sellers in the U.S. stock
market, using 21 factors in evaluating market movements.  This strategy is
used by dozens of Hedge Funds and many large institutions, and is now available
to the private investor.  This former Harvard M.B.A. has created a very
interesting set of metrics to read the market’s demand and supply of buyers and
sellers.  Any investor will find this to be very interesting.  At the date of this recording, some Partnervest
Advisory Services client accounts had an ownership position in TTFS, an
AdvisorShares ETF subadvised by TrimTabs and discussed in this interview.

 ]]>1667cleanfullhttps://www.spreaker.com/user/octr/buy-gold-and-silver-safelySafely,” discusses how an investor can purchase gold and silver in a cost-effective
way.  Investors can often pay substantial fees and charges in such
purchases, and Doug’s insights are very helpful in this regard.  This
interview is for any investor who wants to have an allocation of gold or silver
in their portfolio.]]>http://www.StrategicInvestorRadio.com/e/buy-gold-and-silver-safely/Thu, 01 Oct 2015 23:46:39 +0000OC Talk RadioDoug Eberhardt, founder and owner of “Buy Gold and Silver Safely,” discusses how an investor can purchase gold and silver in a cost-effective way.  Investors can often pay substantial fees and charges in such purchases, and Doug’s insights are very...Safely,” discusses how an investor can purchase gold and silver in a cost-effective
way.  Investors can often pay substantial fees and charges in such
purchases, and Doug’s insights are very helpful in this regard.  This
interview is for any investor who wants to have an allocation of gold or silver
in their portfolio.]]>1800cleanfullhttps://www.spreaker.com/user/octr/alphacore-capitalre: opportunities in investment strategies that are non-mainstream.  These
strategies are often called “Alternatives” and are available thru a variety of
asset managers with their own unique strategy.  AlphaCore specializes
in  these “Alternative” investment strategies, managed by independent
asset managers.  Anyone with an IRA or other liquid investments would find
this interview to be very interesting.]]>http://www.StrategicInvestorRadio.com/e/alphacore-capital/Thu, 01 Oct 2015 23:44:22 +0000OC Talk RadioDick Pfister, founder and CEO, provides a compelling story re: opportunities in investment strategies that are non-mainstream.  These strategies are often called “Alternatives” and are available thru a variety of asset managers with their own unique...re: opportunities in investment strategies that are non-mainstream.  These
strategies are often called “Alternatives” and are available thru a variety of
asset managers with their own unique strategy.  AlphaCore specializes
in  these “Alternative” investment strategies, managed by independent
asset managers.  Anyone with an IRA or other liquid investments would find
this interview to be very interesting.]]>1641cleanfullhttps://www.spreaker.com/user/octr/wealth-empireupon the “13-F Filing” of Hedge Funds, which show the positions in which these
Hedge Funds are invested.  This approach allows investors to participate
in the same trades and investments that these Hedge Funds use. 
He publishes a report and daily blog, focusing on about 25 Hedge Funds’ high
conviction investments and informing his followers on how these Hedge Funds are
investing.  This is a unique methodology in investing and is a most
interesting interview for any investor.]]>http://www.StrategicInvestorRadio.com/e/wealth-empire/Thu, 17 Sep 2015 21:38:10 +0000OC Talk RadioRoss Givens offers his insight for stock selection based upon the “13-F Filing” of Hedge Funds, which show the positions in which these Hedge Funds are invested.  This approach allows investors to participate in the same trades and investments that...upon the “13-F Filing” of Hedge Funds, which show the positions in which these
Hedge Funds are invested.  This approach allows investors to participate
in the same trades and investments that these Hedge Funds use. 
He publishes a report and daily blog, focusing on about 25 Hedge Funds’ high
conviction investments and informing his followers on how these Hedge Funds are
investing.  This is a unique methodology in investing and is a most
interesting interview for any investor.]]>1934cleanfullhttps://www.spreaker.com/user/octr/summary-of-interviews-with-national-retahttp://www.StrategicInvestorRadio.com/e/summary-of-interviews-with-national-retail-properties-and-turk-capital/Tue, 15 Sep 2015 16:25:29 +0000OC Talk RadioThis is a summary of these two interviews.  Both are very interesting.226cleanfullhttps://www.spreaker.com/user/octr/turk-capitalRegistered Investment Advisor (RIA).  Their investment strategy is based
completely on signals provided by Trimtabs Investment Research, who have a
proprietary investment strategy based upon investor behavior and supply and
demand between buyers and sellers in the U.S. stock market, using 21 factors in
evaluating market movements.  They invest in the SP 500  and can
be long, short, cash, or leveraged.  This is a very interesting model that
any investor will find to be worth knowing about.

 NOTE:  The guest in
this interview discusses some performance returns which provide one snapshot of
performance.   Past performance is not
indicative or predicative of future performance.  For more complete performance figures, visit www.turkcapital.com. ]]>http://www.StrategicInvestorRadio.com/e/turk-capital/Tue, 15 Sep 2015 16:17:05 +0000OC Talk RadioTurk Capital is a Commodities Trading Advisor (CTA) and a Registered Investment Advisor (RIA).  Their investment strategy is based completely on signals provided by Trimtabs Investment Research, who have a proprietary investment strategy based upon...Registered Investment Advisor (RIA).  Their investment strategy is based
completely on signals provided by Trimtabs Investment Research, who have a
proprietary investment strategy based upon investor behavior and supply and
demand between buyers and sellers in the U.S. stock market, using 21 factors in
evaluating market movements.  They invest in the SP 500  and can
be long, short, cash, or leveraged.  This is a very interesting model that
any investor will find to be worth knowing about.

 NOTE:  The guest in
this interview discusses some performance returns which provide one snapshot of
performance.   Past performance is not
indicative or predicative of future performance.  For more complete performance figures, visit www.turkcapital.com. ]]>1541cleanfullhttps://www.spreaker.com/user/octr/national-retail-properties-nnnRetail Properties, a publicly traded Real Estate Investment Trust (REIT). 
NRP’s business model is to purchase stand alone, single occupancy retail stores
and charge the occupant on a “Triple Net Lease” basis.  They own over 2000
properties in 47 states and are all cash buyers of these properties, and have
been in business for over thirty years.  Anyone interested in commercial
real estate investing will find this to be a very interesting interview.

 NOTE:  This interview is not a solicitation to sell
NNN.  As of the date of this interview,
some Partnervest client accounts own shares of NNN.  These accounts are managed by an outside
advisor, and not directly by Partnervest.  ]]>http://www.StrategicInvestorRadio.com/e/national-retail-properties-nnn/Tue, 15 Sep 2015 16:10:27 +0000OC Talk RadioChris Barry, VP of Corporate Communications for National Retail Properties, a publicly traded Real Estate Investment Trust (REIT).  NRP’s business model is to purchase stand alone, single occupancy retail stores and charge the occupant on a “Triple...Retail Properties, a publicly traded Real Estate Investment Trust (REIT). 
NRP’s business model is to purchase stand alone, single occupancy retail stores
and charge the occupant on a “Triple Net Lease” basis.  They own over 2000
properties in 47 states and are all cash buyers of these properties, and have
been in business for over thirty years.  Anyone interested in commercial
real estate investing will find this to be a very interesting interview.

 NOTE:  This interview is not a solicitation to sell
NNN.  As of the date of this interview,
some Partnervest client accounts own shares of NNN.  These accounts are managed by an outside
advisor, and not directly by Partnervest.  ]]>1680cleanfullhttps://www.spreaker.com/user/octr/swiss-infinity-globalhttp://www.StrategicInvestorRadio.com/e/swiss-infinity-global/Wed, 19 Aug 2015 22:05:00 +0000OC Talk RadioNatalie Caldalari discusses Swiss Infinity Global's role in benefiting U.S. investors by holding their investments in Switzerland and investing globally from a Swiss perspective.361cleanfullhttps://www.spreaker.com/user/octr/investors-alley-tim-plaehnDividend Hunter and 30 Day Dividends – Tim is a longtime investor and
investment analyst, and focuses on High Yield positions, looking typically at
those designed for higher yield – REIT’s, Business Development Companies,
Master Limited Partnerships, Closed End Funds, etc.  These are investments
designed for higher yields that need to be analyzed to determine if the
dividend paid is appropriate for the cash flow and profitability of the company
or fund.  Tim tells listeners that his recommended portfolios usually
offer a yield ranging from 4 to about 10% per year, averaging about 7.5% per
year.  This is a popular subject that any investor would find to be
interesting, especially in light of the bond markets paying such low interest.]]>http://www.StrategicInvestorRadio.com/e/investors-alley-tim-plaehn/Wed, 12 Aug 2015 15:37:15 +0000OC Talk RadioListen to Tim Plaehn, editor of two newsletters – The Dividend Hunter and 30 Day Dividends – Tim is a longtime investor and investment analyst, and focuses on High Yield positions, looking typically at those designed for higher yield – REIT’s,...Dividend Hunter and 30 Day Dividends – Tim is a longtime investor and
investment analyst, and focuses on High Yield positions, looking typically at
those designed for higher yield – REIT’s, Business Development Companies,
Master Limited Partnerships, Closed End Funds, etc.  These are investments
designed for higher yields that need to be analyzed to determine if the
dividend paid is appropriate for the cash flow and profitability of the company
or fund.  Tim tells listeners that his recommended portfolios usually
offer a yield ranging from 4 to about 10% per year, averaging about 7.5% per
year.  This is a popular subject that any investor would find to be
interesting, especially in light of the bond markets paying such low interest.]]>1471cleanfullhttps://www.spreaker.com/user/octr/hedgecovest_1retail investor to invest in Hedge Funds.  Typically, Hedge Funds 
seek to protect investments through various techniques  that are
unavailable in mutual funds and ETF’s.  Hedge Funds have grown in
popularity significantly, however they  have been available only to large
institutions and wealthy private investors, and they had significant
limitations - very large minimum investments, high management fees, illiquid
for the investor, and do not market their services to the smaller, private
investor -  so this market has been closed to the private investor in the
past.  He explains how HedgeCoVest has eliminated these barriers and now
offers access to dozens of Hedge Funds for the private investor with minimum investments
of $30k.  This service is indeed unique in the world of investments for
retail investors.  You’ll find this interview to be very interesting.]]>http://www.StrategicInvestorRadio.com/e/hedgecovest/Fri, 07 Aug 2015 15:44:12 +0000OC Talk RadioListen to Rocky Emery discuss this unique way for the small, retail investor to invest in Hedge Funds.  Typically, Hedge Funds  seek to protect investments through various techniques  that are unavailable in mutual funds and ETF’s.  Hedge Funds have...retail investor to invest in Hedge Funds.  Typically, Hedge Funds 
seek to protect investments through various techniques  that are
unavailable in mutual funds and ETF’s.  Hedge Funds have grown in
popularity significantly, however they  have been available only to large
institutions and wealthy private investors, and they had significant
limitations - very large minimum investments, high management fees, illiquid
for the investor, and do not market their services to the smaller, private
investor -  so this market has been closed to the private investor in the
past.  He explains how HedgeCoVest has eliminated these barriers and now
offers access to dozens of Hedge Funds for the private investor with minimum investments
of $30k.  This service is indeed unique in the world of investments for
retail investors.  You’ll find this interview to be very interesting.]]>1491cleanfullhttps://www.spreaker.com/user/octr/money-masters-stock-report-and-greenwichworld of finance – A PhD in Finance, Chartered Financial Analyst, several
faculty positions in academia, editor of the investment newsletter Forbes
Special Situation Survey for many years, author of the book “Even Buffet isn’t
Perfect” – After many years of a strong investment track record for the Forbes
newsletter he left to write his own newsletter and manage money for investment
clients.  Vahan has developed a methodology for analyzing stocks called
Conservative Discounted Cash Flow Methodology, which seeks to identify stocks
that are selling for less than their intrinsic value.   Anyone
interested in domestic stock investing should listen to this interview.

NOTE: At the time of this interview, some Partnervest
clients’ portfolios owned shares of the VXUS stock discussed by Vahan.  This interview is not intended as a
recommendation of VXUS or as an offer to sell VXUS.]]>http://www.StrategicInvestorRadio.com/e/money-masters-stock-report-and-greenwich-wealth-management/Fri, 07 Aug 2015 15:41:19 +0000OC Talk RadioVahan Jangigian has an impressive and long background in the world of finance – A PhD in Finance, Chartered Financial Analyst, several faculty positions in academia, editor of the investment newsletter Forbes Special Situation Survey for many years,...world of finance – A PhD in Finance, Chartered Financial Analyst, several
faculty positions in academia, editor of the investment newsletter Forbes
Special Situation Survey for many years, author of the book “Even Buffet isn’t
Perfect” – After many years of a strong investment track record for the Forbes
newsletter he left to write his own newsletter and manage money for investment
clients.  Vahan has developed a methodology for analyzing stocks called
Conservative Discounted Cash Flow Methodology, which seeks to identify stocks
that are selling for less than their intrinsic value.   Anyone
interested in domestic stock investing should listen to this interview.

NOTE: At the time of this interview, some Partnervest
clients’ portfolios owned shares of the VXUS stock discussed by Vahan.  This interview is not intended as a
recommendation of VXUS or as an offer to sell VXUS.]]>1495cleanfullhttps://www.spreaker.com/user/octr/fig-tree-capital-venturesventures in oil leasing.  By aligning themselves with top tier public
drillers, they buy non- operating lease holds, primarily in North Dakota,
 generating cash flow from the oil drilling, plus the potential capital
gain resulting from the value of the leasehold.  Like all oil exploration
projects, the tax benefits can be significant in the first one or two years,
plus it offers potential for steady cash flow from the drilling and potential
capital gains from the increased value of the acreage.  Any investor in a
high Federal Income Tax bracket would be interested in this interview.]]>http://www.StrategicInvestorRadio.com/e/fig-tree-capital-ventures/Wed, 05 Aug 2015 18:31:24 +0000OC Talk RadioListen to Ryan Wright tell about Fig Tree’s lease purchase ventures in oil leasing.  By aligning themselves with top tier public drillers, they buy non- operating lease holds, primarily in North Dakota,  generating cash flow from the oil drilling,...ventures in oil leasing.  By aligning themselves with top tier public
drillers, they buy non- operating lease holds, primarily in North Dakota,
 generating cash flow from the oil drilling, plus the potential capital
gain resulting from the value of the leasehold.  Like all oil exploration
projects, the tax benefits can be significant in the first one or two years,
plus it offers potential for steady cash flow from the drilling and potential
capital gains from the increased value of the acreage.  Any investor in a
high Federal Income Tax bracket would be interested in this interview.]]>1982cleanfullhttps://www.spreaker.com/user/octr/summary-of-vision-capital-management-andhttp://www.StrategicInvestorRadio.com/e/summary-of-vision-capital-management-and-impact-investing-of-texas/Mon, 27 Jul 2015 16:50:31 +0000OC Talk RadioHere is a short summary of these two interviews.231cleanfullhttps://www.spreaker.com/user/octr/impact-investing-of-texasTX in 2001 and developed a unique and productive model  for residential real estate investing in San
Antonio that he has continued since that time.  He does fifty to one
hundred property deals a year and has investors from throughout the
country.  Anyone interested in  residential real estate investing
without property management should listen to John and hear his unique
story. 

 ]]>http://www.StrategicInvestorRadio.com/e/impact-investing-of-texas/Mon, 27 Jul 2015 16:43:31 +0000OC Talk RadioJohn Majalca entered residential real estate in San Antonio, TX in 2001 and developed a unique and productive model  for residential real estate investing in San Antonio that he has continued since that time.  He does fifty to one hundred property...TX in 2001 and developed a unique and productive model  for residential real estate investing in San
Antonio that he has continued since that time.  He does fifty to one
hundred property deals a year and has investors from throughout the
country.  Anyone interested in  residential real estate investing
without property management should listen to John and hear his unique
story. 

 ]]>1620cleanfullhttps://www.spreaker.com/user/octr/vision-capital-managementpattern recognition and trend following in commodities, currencies, equities
and other markets, all thru the Futures markets.  He uses leverage and
seeks to take advantage of directional moves of markets.  They can be either
“Long” or “Short” in their positions and offer broad diversification from the
typical “Long Only” positions common with many investors.  Listen to this
interview to be introduced to these large and significant worldwide markets
that offer opportunity.]]>http://www.StrategicInvestorRadio.com/e/vision-capital-management/Mon, 27 Jul 2015 16:36:17 +0000OC Talk RadioDario Michalek is a Commodities Trader, focused on pattern recognition and trend following in commodities, currencies, equities and other markets, all thru the Futures markets.  He uses leverage and seeks to take advantage of directional moves of...pattern recognition and trend following in commodities, currencies, equities
and other markets, all thru the Futures markets.  He uses leverage and
seeks to take advantage of directional moves of markets.  They can be either
“Long” or “Short” in their positions and offer broad diversification from the
typical “Long Only” positions common with many investors.  Listen to this
interview to be introduced to these large and significant worldwide markets
that offer opportunity.]]>1635cleanfullhttps://www.spreaker.com/user/octr/investors-alley-bret-jensenlongtime investor, former Hedge Fund Manager and writer for SeekingAlpha.com
and other sites.  Listen to how he evaluates and selects stocks, on a
“Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotech
gems.  Bret writes for Investors Alley.  Listen to his take on how he
evaluates and makes stock selections.]]>http://www.StrategicInvestorRadio.com/e/investors-alley-bret-jensen/Wed, 22 Jul 2015 15:56:32 +0000OC Talk RadioThe writer of four different newsletters, Bret Jensen is a longtime investor, former Hedge Fund Manager and writer for SeekingAlpha.com and other sites.  Listen to how he evaluates and selects stocks, on a “Bottoms-up” basis, for Small Cap, Blue Chip,...longtime investor, former Hedge Fund Manager and writer for SeekingAlpha.com
and other sites.  Listen to how he evaluates and selects stocks, on a
“Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotech
gems.  Bret writes for Investors Alley.  Listen to his take on how he
evaluates and makes stock selections.]]>1475cleanfullhttps://www.spreaker.com/user/octr/summary-of-dynasty-wealth-and-dr-mark-skhttp://www.StrategicInvestorRadio.com/e/summary-of-dynasty-wealth-and-dr-mark-skousen-interveiws/Wed, 22 Jul 2015 15:52:03 +0000OC Talk RadioThis is a summary of these two interviews.275cleanfullhttps://www.spreaker.com/user/octr/dr-mark-skousenSchool of Business at Grantham University in New York, Presidential Fellow at
Chapman University, author of twenty-five books on economic issues, thirty-five
year publisher of his flagship Newsletter – Forecasts and Strategies - 
and now three additional investment newsletters,  investment analyst and
the owner and founder of the FreedomFest Conference, in its ninth year in Las
Vegas.  Dr. Mark recommends specific stocks, mutual funds and ETF’s to his
subscribers, including trading recommendations.  Few newsletters have
survived thirty-five years, so he has a devoted following.  People are
always interested in Dr. Mark’s opinions and recommendations.  The second
half discusses the FreedomFest Conference, a unique conference that combines
politics and investing, with very high profile speakers.  You would not
want to miss this interview.]]>http://www.StrategicInvestorRadio.com/e/dr-mark-skousen/Wed, 22 Jul 2015 15:48:04 +0000OC Talk RadioDr. Mark Skousen, Chair of Management at the Mark Skousen School of Business at Grantham University in New York, Presidential Fellow at Chapman University, author of twenty-five books on economic issues, thirty-five year publisher of his flagship...School of Business at Grantham University in New York, Presidential Fellow at
Chapman University, author of twenty-five books on economic issues, thirty-five
year publisher of his flagship Newsletter – Forecasts and Strategies - 
and now three additional investment newsletters,  investment analyst and
the owner and founder of the FreedomFest Conference, in its ninth year in Las
Vegas.  Dr. Mark recommends specific stocks, mutual funds and ETF’s to his
subscribers, including trading recommendations.  Few newsletters have
survived thirty-five years, so he has a devoted following.  People are
always interested in Dr. Mark’s opinions and recommendations.  The second
half discusses the FreedomFest Conference, a unique conference that combines
politics and investing, with very high profile speakers.  You would not
want to miss this interview.]]>1712cleanfullhttps://www.spreaker.com/user/octr/dynasty-wealth-investingpart time financial columnist, discusses his “Social Community Investing”
system.  By focusing on cash flow, he has developed his methodology for
evaluating and determining the potential growth of emerging companies. 
Recognizing the opportunities of particular pockets of the digital economy over
the next few years  related to smart phone uses, Crowd Funding, and
others, he foresees that these changes in technology and public financing
systems will create dynamic, even explosive growth of ten to one hundred times
in hundreds of stocks over these next five years.   Using examples of
Uber, Air BNB, Fitbit and others, he sees explosive growth in certain
industries tied to the digital economy, partially due to Crowd Funding. 
No question, this is one fascinating, unique interview, even for our
show.  It is a must listen for our listeners.

 ]]>http://www.StrategicInvestorRadio.com/e/dynasty-wealth-investing/Wed, 22 Jul 2015 15:45:44 +0000OC Talk RadioMichael Markowski, longtime stock analyst, researcher and part time financial columnist, discusses his “Social Community Investing” system.  By focusing on cash flow, he has developed his methodology for evaluating and determining the potential growth...part time financial columnist, discusses his “Social Community Investing”
system.  By focusing on cash flow, he has developed his methodology for
evaluating and determining the potential growth of emerging companies. 
Recognizing the opportunities of particular pockets of the digital economy over
the next few years  related to smart phone uses, Crowd Funding, and
others, he foresees that these changes in technology and public financing
systems will create dynamic, even explosive growth of ten to one hundred times
in hundreds of stocks over these next five years.   Using examples of
Uber, Air BNB, Fitbit and others, he sees explosive growth in certain
industries tied to the digital economy, partially due to Crowd Funding. 
No question, this is one fascinating, unique interview, even for our
show.  It is a must listen for our listeners.

 ]]>1929cleanfullhttps://www.spreaker.com/user/octr/turner-analytics-and-turner-trendsapplied his engineering skills to the world of finance.  He writes
newsletters and is an investment manager who looks to read markets, recommend
being in the market or in cash or short the market, and recommends specific
stocks, all through very sophisticated market analytics. He tells us about his
“Intelligent Stop Loss, or Expected Move.”   Mike is an excellent
communicator and makes some compelling points that you will not want to
miss.  Mike’s enthusiasm and confidence are contagious and his
quantitative based systems combine to create a very interesting interview about
his systems and the markets.]]>http://www.StrategicInvestorRadio.com/e/turner-analytics-and-turner-trends/Mon, 20 Jul 2015 19:46:27 +0000OC Talk RadioMike is a former software engineer and company owner who has applied his engineering skills to the world of finance.  He writes newsletters and is an investment manager who looks to read markets, recommend being in the market or in cash or short the...applied his engineering skills to the world of finance.  He writes
newsletters and is an investment manager who looks to read markets, recommend
being in the market or in cash or short the market, and recommends specific
stocks, all through very sophisticated market analytics. He tells us about his
“Intelligent Stop Loss, or Expected Move.”   Mike is an excellent
communicator and makes some compelling points that you will not want to
miss.  Mike’s enthusiasm and confidence are contagious and his
quantitative based systems combine to create a very interesting interview about
his systems and the markets.]]>1639cleanfullhttps://www.spreaker.com/user/octr/stock-traders-almanac-probabilities-fundinformation re: the U.S. Stock market – As examples, some of the Table of
Contents says “First month of Quarters is the Most Bullish” – “Don’t sell
stocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The Fifth
Year of Decades” – The STA provides a history of performance for these and many
other situations and time periods to demonstrate how the market has performed
in patterns that are very interesting and can be quite accurate in
prognosticating future movements of markets.  Any investor will find this
interview to be very interesting.]]>http://www.StrategicInvestorRadio.com/e/stock-traders-almanac-probabilities-fund/Mon, 20 Jul 2015 19:42:03 +0000OC Talk RadioJeff tells us about the Stock Trader’s Almanac’s plethora of information re: the U.S. Stock market – As examples, some of the Table of Contents says “First month of Quarters is the Most Bullish” – “Don’t sell stocks on Monday or Friday” – “Seventh...information re: the U.S. Stock market – As examples, some of the Table of
Contents says “First month of Quarters is the Most Bullish” – “Don’t sell
stocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The Fifth
Year of Decades” – The STA provides a history of performance for these and many
other situations and time periods to demonstrate how the market has performed
in patterns that are very interesting and can be quite accurate in
prognosticating future movements of markets.  Any investor will find this
interview to be very interesting.]]>1281cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-summaryconducted at the National Association of Active Investment Advisors, at their
annual conference in Newport Beach, CA in May of this year.  Lots of
positive comments about NAAIM and good information on several unique investment
strategies.  We apologize for the poor audio of my voice during the
discussions.]]>http://www.StrategicInvestorRadio.com/e/naaim-conference-summary/Mon, 15 Jun 2015 22:06:31 +0000OC Talk RadioPaul and I play and discuss several short interviews that we conducted at the National Association of Active Investment Advisors, at their annual conference in Newport Beach, CA in May of this year.  Lots of positive comments about NAAIM and good...conducted at the National Association of Active Investment Advisors, at their
annual conference in Newport Beach, CA in May of this year.  Lots of
positive comments about NAAIM and good information on several unique investment
strategies.  We apologize for the poor audio of my voice during the
discussions.]]>3408cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-ben-warwick-quantitativdangers of “Buy Hold” investing.]]>http://www.StrategicInvestorRadio.com/e/ben-warwick-quantitative-equity-strategies/Mon, 15 Jun 2015 19:27:26 +0000OC Talk RadioBen discusses their services to RIA firms, primarily indices that they provide for mutual funds, and addresses the dangers of “Buy Hold” investing.dangers of “Buy Hold” investing.]]>165cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-david-walton-statis-traand development, David discusses the strategy and its application for active
investment management.]]>http://www.StrategicInvestorRadio.com/e/david-walton-statis-trade/Mon, 15 Jun 2015 19:26:02 +0000OC Talk RadioA previous year’s Wagner award winner for strategy creation and development, David discusses the strategy and its application for active investment management.and development, David discusses the strategy and its application for active
investment management.]]>228cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-ken-graves-capital-reseactive management and the seven investment models that their firm uses for
clients.]]>http://www.StrategicInvestorRadio.com/e/ken-graves-capital-research-advisors/Mon, 15 Jun 2015 19:24:39 +0000OC Talk RadioKen discusses the benefits of NAAIM, the importance of active management and the seven investment models that their firm uses for clients.active management and the seven investment models that their firm uses for
clients.]]>425cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-ralph-doudera-spectrum-discusses NAAIM and the uniqueness of Spectrum’s mutual fund management
strategies. ]]>http://www.StrategicInvestorRadio.com/e/ralph-doudera-spectrum-financial/Mon, 15 Jun 2015 19:23:21 +0000OC Talk RadioSpectrum is an RIA firm and manager of mutual funds.  Ralph discusses NAAIM and the uniqueness of Spectrum’s mutual fund management strategies. discusses NAAIM and the uniqueness of Spectrum’s mutual fund management
strategies. ]]>298cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-dudley-lehmer-eagle-moustatistical analysis of the daily movement of the SP 500, resulting in
daily positions of long, short or neutral/cash.]]>http://www.StrategicInvestorRadio.com/e/dudley-lehmer-eagle-mountain-advisors/Mon, 15 Jun 2015 19:22:02 +0000OC Talk RadioDudley discusses his presentation at the conference on the statistical analysis of the daily movement of the SP 500, resulting in daily positions of long, short or neutral/cash.statistical analysis of the daily movement of the SP 500, resulting in
daily positions of long, short or neutral/cash.]]>437cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-larry-mcmillan-mcmillandiscusses the importance of NAAIM and the primary options strategy that he uses
for his clients.

 ]]>http://www.StrategicInvestorRadio.com/e/larry-mcmillan-mcmillan-analysis-corp/Mon, 15 Jun 2015 19:20:43 +0000OC Talk RadioLarry, known by many as the face of options trading, discusses the importance of NAAIM and the primary options strategy that he uses for his clients.  discusses the importance of NAAIM and the primary options strategy that he uses
for his clients.

 ]]>230cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-jonathan-wallentine-actinsurance companies designing financial products, discusses his presentation at
the NAAIM Conference on the subject of his recently designed financial product
that protects the investment on the downside while receiving a large portion of
the growth on the upside.

 ]]>http://www.StrategicInvestorRadio.com/e/jonathan-wallentine-actuarial-management/Mon, 15 Jun 2015 19:18:54 +0000OC Talk RadioJonathan, an actuary who has worked in the past for large insurance companies designing financial products, discusses his presentation at the NAAIM Conference on the subject of his recently designed financial product that protects the investment on...insurance companies designing financial products, discusses his presentation at
the NAAIM Conference on the subject of his recently designed financial product
that protects the investment on the downside while receiving a large portion of
the growth on the upside.

 ]]>343cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-mike-dean-dfg-advisoryactive investment management and the particular strategy that he uses for his
clients’ portfolios.

 ]]>http://www.StrategicInvestorRadio.com/e/mike-dean-dfg-advisory/Mon, 15 Jun 2015 19:17:17 +0000OC Talk RadioMike discusses the importance of NAAIM, the benefits of active investment management and the particular strategy that he uses for his clients’ portfolios.  active investment management and the particular strategy that he uses for his
clients’ portfolios.

 ]]>413cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-michael-gayed-pension-pWagner award this year for their research and study on the signals provided by
the performance comparison of Lumber vs. Gold.  He discusses their
findings and the potential of this comparison in looking to determine when to
be in and out of the U.S. Stock Market.

 ]]>http://www.StrategicInvestorRadio.com/e/michael-gayed-pension-partners/Mon, 15 Jun 2015 19:16:03 +0000OC Talk RadioPension Partners was the First Place Winners of NAAIM’s Wagner award this year for their research and study on the signals provided by the performance comparison of Lumber vs. Gold.  He discusses their findings and the potential of this comparison in...Wagner award this year for their research and study on the signals provided by
the performance comparison of Lumber vs. Gold.  He discusses their
findings and the potential of this comparison in looking to determine when to
be in and out of the U.S. Stock Market.

 ]]>378cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-john-mcclure-profit-scoshort term market signals to its clients.

 ]]>http://www.StrategicInvestorRadio.com/e/john-mcclure-profit-score/Mon, 15 Jun 2015 19:14:40 +0000OC Talk RadioJohn discusses NAAIM and Profit Score’s methods of providing short term market signals to its clients.  short term market signals to its clients.

 ]]>237cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-tyler-wood-market-techninvestment management.]]>http://www.StrategicInvestorRadio.com/e/tyler-wood-market-technicians-association/Mon, 15 Jun 2015 19:13:15 +0000OC Talk RadioTyler discusses the MTA and the role it plays in active investment management.investment management.]]>377cleanfullhttps://www.spreaker.com/user/octr/naaim-conference-paul-schatz-heritage-caproprietary strategies he has created for his clients’ portfolios, and the
importance of active investment management.]]>http://www.StrategicInvestorRadio.com/e/paul-schatz-heritage-capital/Mon, 15 Jun 2015 19:11:45 +0000OC Talk RadioPaul discusses the NAAIM Conference, his twelve proprietary strategies he has created for his clients’ portfolios, and the importance of active investment management.proprietary strategies he has created for his clients’ portfolios, and the
importance of active investment management.]]>428cleanfullhttps://www.spreaker.com/user/octr/mcmillan-analysis-corphttp://www.StrategicInvestorRadio.com/e/mcmillan-analysis-corp/Thu, 11 Jun 2015 19:22:20 +0000OC Talk RadioLarry McMillian is the definitive voice for Options trading (Puts and Calls).  He wrote the book now considered by many to be the “Bible” of Options trading, writes several Newsletters concurrently and manages investors’ money, all using Options.  He...1749cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-mcmillan-analysis-cohttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-mcmillan-analysis-corp-and-the-great-american-dividend-machine/Thu, 11 Jun 2015 18:45:34 +0000OC Talk RadioHere is a 2 minute summary of the interviews with Larry McMillan and Bill Spetrino.162cleanfullhttps://www.spreaker.com/user/octr/the-great-american-dividend-machineHe is a self-educated investor who has developed his own evaluation system to
select stocks.  As a bottoms-up stock picker he tells his story of how he
has made millions selecting the right stocks.  His book, The Great
American Dividend Machine, tells his story and how he selects stocks.  His
Newsletter, "The Dividend Machine," provides his specific stock selections.
 Bill is anything but ordinary and is definitely full of opinions. 
This interview will keep your attention.

 ]]>http://www.StrategicInvestorRadio.com/e/the-great-american-dividend-machine/Thu, 11 Jun 2015 18:35:03 +0000OC Talk RadioBill Spetrino is an anomaly in the investment world.  He is a self-educated investor who has developed his own evaluation system to select stocks.  As a bottoms-up stock picker he tells his story of how he has made millions selecting the right...He is a self-educated investor who has developed his own evaluation system to
select stocks.  As a bottoms-up stock picker he tells his story of how he
has made millions selecting the right stocks.  His book, The Great
American Dividend Machine, tells his story and how he selects stocks.  His
Newsletter, "The Dividend Machine," provides his specific stock selections.
 Bill is anything but ordinary and is definitely full of opinions. 
This interview will keep your attention.

 ]]>1879cleanfullhttps://www.spreaker.com/user/octr/triton-pacific-investment-corp-business-http://www.StrategicInvestorRadio.com/e/triton-pacific-investment-corp-business-development-company/Fri, 05 Jun 2015 17:19:00 +0000OC Talk RadioCraig Faggen, Managing Partner at Triton Pacific, explains their approach to Private Equity investing with comparatively  low minimums.  They look for private companies that they consider to be successful and want to grow, and they purchase all or a...1446cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-stadion-money-managehttp://www.StrategicInvestorRadio.com/e/summary-of-stadion-money-management-and-asbury-research/Thu, 21 May 2015 19:08:04 +0000OC Talk RadioListen to this 2 minute summary of Stadion Money Management and Asbury Research.172cleanfullhttps://www.spreaker.com/user/octr/asbury-researchJohn is a former floor trader on the Chicago Mercantile Exchange and makes
recommendations on various markets and indices.  He looks at a variety of
data to determine where markets are today and where they are likely to head. He
works to keep his subscribers’ assets protected while finding ideas early in
their growth cycle.  He provides a broad overview of where to be invested,
through ETF’s, and when to exit markets/ETF’s.  He seeks to provide ideas
one step ahead of the markets. Anyone interested in actively managing
investments will find this to be very interesting.]]>http://www.StrategicInvestorRadio.com/e/asbury-research/Thu, 21 May 2015 19:05:09 +0000OC Talk RadioJohn Kosar writes newsletters and commentaries.  John is a former floor trader on the Chicago Mercantile Exchange and makes recommendations on various markets and indices.  He looks at a variety of data to determine where markets are today and where...John is a former floor trader on the Chicago Mercantile Exchange and makes
recommendations on various markets and indices.  He looks at a variety of
data to determine where markets are today and where they are likely to head. He
works to keep his subscribers’ assets protected while finding ideas early in
their growth cycle.  He provides a broad overview of where to be invested,
through ETF’s, and when to exit markets/ETF’s.  He seeks to provide ideas
one step ahead of the markets. Anyone interested in actively managing
investments will find this to be very interesting.]]>1940cleanfullhttps://www.spreaker.com/user/octr/stadion-money-managementcash.  Unlike almost all mutual funds, which apply a “Buy Hold”
strategy,  Stadion uses proprietary methodologies to assess the trends of
various markets, and makes market investment decisions accordingly.  Their
Trend Following system seeks to capture upside gains in markets while avoiding
downside moves, which is a rare endeavor in the mutual fund world.  Greg
is an author of several books on trend investing and a longtime student of the
markets.  He speaks throughout the country on this subject and offers some
very interesting insights on trend following opportunities.  NOTE:  As of the date
of this interview, Partnervest Advisory Services did not have any ownership
interest in any of the mutual funds offered by Stadion Money nor should this
interview be considered an offer to sell 
these mutual funds.  ]]>http://www.StrategicInvestorRadio.com/e/stadion-money-management/Thu, 21 May 2015 19:02:06 +0000OC Talk RadioListen to this interview with Greg Morris of Stadion on their unique strategy in determining when to be invested and when to be in cash.  Unlike almost all mutual funds, which apply a “Buy Hold” strategy,  Stadion uses proprietary methodologies to...cash.  Unlike almost all mutual funds, which apply a “Buy Hold”
strategy,  Stadion uses proprietary methodologies to assess the trends of
various markets, and makes market investment decisions accordingly.  Their
Trend Following system seeks to capture upside gains in markets while avoiding
downside moves, which is a rare endeavor in the mutual fund world.  Greg
is an author of several books on trend investing and a longtime student of the
markets.  He speaks throughout the country on this subject and offers some
very interesting insights on trend following opportunities.  NOTE:  As of the date
of this interview, Partnervest Advisory Services did not have any ownership
interest in any of the mutual funds offered by Stadion Money nor should this
interview be considered an offer to sell 
these mutual funds.  ]]>1474cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-silver-portal-capitahttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-silver-portal-capital-and-newfound-research/Mon, 18 May 2015 22:46:38 +0000OC Talk RadioHere is the 2 Minute Summary of the interviews with Silver Portal Capital and Newfound Research.199cleanfullhttps://www.spreaker.com/user/octr/newfound-researchrisk management through quantitative analysis applying tactica, , rules based
elements to asset allocation, using ETF's. 
They manage according to a risk adjusted momentum approach.  They basically determine when to be in and
out of various markets and sectors. 
Disclaimer - As of the date of this interview, Partnervest Advisory
Services did not have any ownership interest in the mutual funds nor the
investment strategies referenced by this guest, nor should the interview be
interpreted as an offer to sell any of the referenced mutual funds or
strategies.

 ]]>http://www.StrategicInvestorRadio.com/e/newfound-research/Mon, 18 May 2015 22:44:33 +0000OC Talk RadioNewfound Research has created ten strategies focused on risk management through quantitative analysis applying tactica, , rules based elements to asset allocation, using ETF's.  They manage according to a risk adjusted momentum approach.  They...risk management through quantitative analysis applying tactica, , rules based
elements to asset allocation, using ETF's. 
They manage according to a risk adjusted momentum approach.  They basically determine when to be in and
out of various markets and sectors. 
Disclaimer - As of the date of this interview, Partnervest Advisory
Services did not have any ownership interest in the mutual funds nor the
investment strategies referenced by this guest, nor should the interview be
interpreted as an offer to sell any of the referenced mutual funds or
strategies.

 ]]>1656cleanfullhttps://www.spreaker.com/user/octr/silver-portal-capitalabout real estate development investing. 
They advise large developers on new projects and help to raise funds
from large institutions.  Listen as Jon,
who speaks to high level investor gatherings throughout the country, tell why
he sees real estate as being in a prime position to move forward productively
in investors' portfolio.  He tells why he
prefers "Listed" REIT's over non-listed ones and why he thinks rising
interest rates will be beneficial to real estate investments and what type of
real estate projects will be the beneficiaries of future demographic trends.]]>http://www.StrategicInvestorRadio.com/e/silver-portal-capital/Mon, 18 May 2015 22:40:35 +0000OC Talk RadioWe talk with Jon Haahr, founder of Silver Portal Capital about real estate development investing.  They advise large developers on new projects and help to raise funds from large institutions.  Listen as Jon, who speaks to high level investor...about real estate development investing. 
They advise large developers on new projects and help to raise funds
from large institutions.  Listen as Jon,
who speaks to high level investor gatherings throughout the country, tell why
he sees real estate as being in a prime position to move forward productively
in investors' portfolio.  He tells why he
prefers "Listed" REIT's over non-listed ones and why he thinks rising
interest rates will be beneficial to real estate investments and what type of
real estate projects will be the beneficiaries of future demographic trends.]]>1530cleanfullhttps://www.spreaker.com/user/octr/altegris-investments-and-the-strategic-ithe Altegris sponsored “Strategic Investment Conference” to be held from 29
April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and is
packed with an impressive array of speakers from the highest echelons of
professional investing and related fields – Jeffrey Gundlach, Ian Bremmer and
others.  Co-sponsored by Altegris and
John Mauldin, this conference will provide great information and lots of
exposure to some of the best known investment professionals of today.  Listen to this promo on this special
conference.  We will be in attendance and
look forward to seeing many of our listeners there.

 ]]>http://www.StrategicInvestorRadio.com/e/altegris-investments-and-the-strategic-investment-conference-in-san-diego/Tue, 21 Apr 2015 16:31:31 +0000OC Talk RadioThis interview, with Matt Osborne of Altegris, focuses on the Altegris sponsored “Strategic Investment Conference” to be held from 29 April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and is packed with...the Altegris sponsored “Strategic Investment Conference” to be held from 29
April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and is
packed with an impressive array of speakers from the highest echelons of
professional investing and related fields – Jeffrey Gundlach, Ian Bremmer and
others.  Co-sponsored by Altegris and
John Mauldin, this conference will provide great information and lots of
exposure to some of the best known investment professionals of today.  Listen to this promo on this special
conference.  We will be in attendance and
look forward to seeing many of our listeners there.

 ]]>1133cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-closed-end-fund-advihttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-closed-end-fund-advisors-and-the-ultimate-wealth-report/Thu, 16 Apr 2015 17:20:28 +0000OC Talk RadioListen to this 2 minute summary of these two interviews.138cleanfullhttps://www.spreaker.com/user/octr/the-ultimate-wealth-reportrecommendations based upon a “Value” investing style.  Listen as he
explains his process in evaluating companies to select those he recommends to
his subscribers.  Sean has been a guest on CNBC and other major business
and finance shows.  Note that this interview is provided for educational
purposes regarding the Ultimate Wealth Report, only.  The opinions and recommendations expressed
during this interview are those solely of Mr. Hyman and not necessarily those
of Charley Wright or Partnervest Advisory Services, LLC.  Further, Mr. Hyman’s recommendations should
not be considered investment advice for any listener.  ]]>http://www.StrategicInvestorRadio.com/e/the-ultimate-wealth-report/Thu, 16 Apr 2015 17:19:17 +0000OC Talk RadioSean Hyman’s newsletter provides individual stock recommendations based upon a “Value” investing style.  Listen as he explains his process in evaluating companies to select those he recommends to his subscribers.  Sean has been a guest on CNBC and...recommendations based upon a “Value” investing style.  Listen as he
explains his process in evaluating companies to select those he recommends to
his subscribers.  Sean has been a guest on CNBC and other major business
and finance shows.  Note that this interview is provided for educational
purposes regarding the Ultimate Wealth Report, only.  The opinions and recommendations expressed
during this interview are those solely of Mr. Hyman and not necessarily those
of Charley Wright or Partnervest Advisory Services, LLC.  Further, Mr. Hyman’s recommendations should
not be considered investment advice for any listener.  ]]>1716cleanfullhttps://www.spreaker.com/user/octr/closed-end-funds-advisorspopular as mutual funds, but they can be a very productive investment,
especially for those seeking yield, and are a worthy consideration for many
investors.  John Cole Scott, second generation owner,  is their
Portfolio Mgr and publishes the Closed End Fund Report.  CEF Advisors an
excellent source for info on CEF’s.   John is a savvy investment
analyst and articulately makes his case on opportunities through Closed End
Funds.]]>http://www.StrategicInvestorRadio.com/e/closed-end-funds-advisors/Thu, 16 Apr 2015 17:16:56 +0000OC Talk RadioClosed End Funds are certainly not as known or as popular as mutual funds, but they can be a very productive investment, especially for those seeking yield, and are a worthy consideration for many investors.  John Cole Scott, second generation owner,...popular as mutual funds, but they can be a very productive investment,
especially for those seeking yield, and are a worthy consideration for many
investors.  John Cole Scott, second generation owner,  is their
Portfolio Mgr and publishes the Closed End Fund Report.  CEF Advisors an
excellent source for info on CEF’s.   John is a savvy investment
analyst and articulately makes his case on opportunities through Closed End
Funds.]]>1488cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-mcalvany-financial-ghttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-mcalvany-financial-group-and-theta-research/Thu, 16 Apr 2015 16:56:19 +0000OC Talk RadioListen to this 2 minute Summary of these two interviews.116cleanfullhttps://www.spreaker.com/user/octr/theta-researchinvestment performance of third party asset managers and market signal
providers for its subscribers.  Mike Posey describes this service, which
identifies the investment managers, typically smaller, tactically oriented
trend following strategists, and confirms their claimed investment performance
through the use of third party statements.  This is a very valuable
service for anyone pursuing alternatives to the “Buy Hold” approach to
investing.]]>http://www.StrategicInvestorRadio.com/e/theta-research/Thu, 16 Apr 2015 16:55:01 +0000OC Talk RadioTheta Research measures, confirms and monitors the investment performance of third party asset managers and market signal providers for its subscribers.  Mike Posey describes this service, which identifies the investment managers, typically smaller,...investment performance of third party asset managers and market signal
providers for its subscribers.  Mike Posey describes this service, which
identifies the investment managers, typically smaller, tactically oriented
trend following strategists, and confirms their claimed investment performance
through the use of third party statements.  This is a very valuable
service for anyone pursuing alternatives to the “Buy Hold” approach to
investing.]]>2307cleanfullhttps://www.spreaker.com/user/octr/mcalvany-financial-groupDurango, Colorado who offers commentary on the markets that is well worth the
listen.  He has his own market commentary published on a weekly podcast
and offers some very interesting and serious views on the current financial
environment.  The second half of the interview is especially insightful,
interesting and timely, especially his closing comments.  You may disagree
but he makes a compelling case for his current views and positions on an
overpriced stock market, a synthetic bond market and the need for protection of
positions in today’s markets.]]>http://www.StrategicInvestorRadio.com/e/mcalvany-financial-group/Thu, 16 Apr 2015 16:53:01 +0000OC Talk RadioDavid McAlvany is a second generation financial advisor in Durango, Colorado who offers commentary on the markets that is well worth the listen.  He has his own market commentary published on a weekly podcast and offers some very interesting and...Durango, Colorado who offers commentary on the markets that is well worth the
listen.  He has his own market commentary published on a weekly podcast
and offers some very interesting and serious views on the current financial
environment.  The second half of the interview is especially insightful,
interesting and timely, especially his closing comments.  You may disagree
but he makes a compelling case for his current views and positions on an
overpriced stock market, a synthetic bond market and the need for protection of
positions in today’s markets.]]>2148cleanfullhttps://www.spreaker.com/user/octr/summary-of-real-wealth-network-and-anchohttp://www.StrategicInvestorRadio.com/e/summary-of-real-wealth-network-and-anchor-capital/Wed, 15 Apr 2015 23:55:24 +0000OC Talk RadioListen to this 2 minute Summary of this day's interviews.144cleanfullhttps://www.spreaker.com/user/octr/anchor-capitalCapital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us how
he uses “Technical Analysis” to provide signals to enter and exit various
markets productively.  We focus on their “Equity” strategy, timing various
markets for entry and exit.  This is a very interesting interview for
anyone currently holding stock or equity mutual fund positions in their investment
portfolio.  This is a definite alternative strategy to “Buy Hold”]]>http://www.StrategicInvestorRadio.com/e/anchor-capital-1429141241/Wed, 15 Apr 2015 23:40:41 +0000OC Talk RadioAnchor Capital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us how he uses “Technical Analysis” to provide signals to enter and exit various markets productively.  We focus on their “Equity” strategy, timing various markets for...Capital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us how
he uses “Technical Analysis” to provide signals to enter and exit various
markets productively.  We focus on their “Equity” strategy, timing various
markets for entry and exit.  This is a very interesting interview for
anyone currently holding stock or equity mutual fund positions in their investment
portfolio.  This is a definite alternative strategy to “Buy Hold”]]>1756cleanfullhttps://www.spreaker.com/user/octr/real-wealth-networkWealth Network – This is a unique interview for us.  Real Wealth Network
is all about purchasing investment real estate.  Listen to Kathy Fettke,
host of her own radio show for the past 12 years, tell about their method of
providing real estate services to clients throughout the country that allows
their subscribers to find, purchase and manage properties throughout the U.S.,
regardless of the location of the purchaser.  This is a very interesting
model and service for real estate investing.  It is our first show on real
estate investing. Please note that this interview is intended for educational purposes only and should not be interpreted as an advertisement or endorsement for real estate investment.  Partnervest Advisory Services LLC nor Charley Wright are licensed to sell real estate.]]>http://www.StrategicInvestorRadio.com/e/real-wealth-network/Wed, 15 Apr 2015 23:35:51 +0000OC Talk RadioReal Wealth Network – This is a unique interview for us.  Real Wealth Network is all about purchasing investment real estate.  Listen to Kathy Fettke, host of her own radio show for the past 12 years, tell about their method of providing real estate...Wealth Network – This is a unique interview for us.  Real Wealth Network
is all about purchasing investment real estate.  Listen to Kathy Fettke,
host of her own radio show for the past 12 years, tell about their method of
providing real estate services to clients throughout the country that allows
their subscribers to find, purchase and manage properties throughout the U.S.,
regardless of the location of the purchaser.  This is a very interesting
model and service for real estate investing.  It is our first show on real
estate investing. Please note that this interview is intended for educational purposes only and should not be interpreted as an advertisement or endorsement for real estate investment.  Partnervest Advisory Services LLC nor Charley Wright are licensed to sell real estate.]]>1848cleanfullhttps://www.spreaker.com/user/octr/riskalyzeOfficer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance.  Many investors’
portfolios are not in sync with their risk tolerance and RiskAlyze assists the
investor to quantify each and recognize the disconnect between them. 
Listen to Mike describe the benefits of this software to define risk tolerance
and the investment strategies that apply.]]>http://www.StrategicInvestorRadio.com/e/riskalyze/Mon, 13 Apr 2015 18:50:52 +0000OC Talk RadioWe interview Mike McDaniel, Co-founder and Chief Investment Officer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with...Officer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance.  Many investors’
portfolios are not in sync with their risk tolerance and RiskAlyze assists the
investor to quantify each and recognize the disconnect between them. 
Listen to Mike describe the benefits of this software to define risk tolerance
and the investment strategies that apply.]]>2081cleanfullhttps://www.spreaker.com/user/octr/charles-nenner-research_1Research, which provides timing recommendations on various markets throughout
the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries.  Charles Nenner, who is an
MD, worked for Goldman Sachs for 15 years in their “Technical Analysis”
endeavors, now makes his “Cycle” based predictions available to the
public.  Their goal is to benefit the investor by exiting markets expected
to decline in value.  David is an eclectic guy who makes several
predictions here that you will find to be very interesting.  Note that the views and opinions expressed by Mr. Gurwitz do not
necessarily reflect those of Charley Wright or Partnervest Advisory Services,
LLC.  The information should not be interpreted
as investment advice or recommendations, and is provided to educate listeners
on Charles Nenner Research services only.]]>http://www.StrategicInvestorRadio.com/e/charles-nenner-research/Mon, 13 Apr 2015 18:45:02 +0000OC Talk RadioDavid Gurwitz is the Managing Director of Charles Nenner Research, which provides timing recommendations on various markets throughout the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60...Research, which provides timing recommendations on various markets throughout
the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries.  Charles Nenner, who is an
MD, worked for Goldman Sachs for 15 years in their “Technical Analysis”
endeavors, now makes his “Cycle” based predictions available to the
public.  Their goal is to benefit the investor by exiting markets expected
to decline in value.  David is an eclectic guy who makes several
predictions here that you will find to be very interesting.  Note that the views and opinions expressed by Mr. Gurwitz do not
necessarily reflect those of Charley Wright or Partnervest Advisory Services,
LLC.  The information should not be interpreted
as investment advice or recommendations, and is provided to educate listeners
on Charles Nenner Research services only.]]>1707cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-swan-global-investorhttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-swan-global-investors-interviews/Tue, 24 Mar 2015 21:33:17 +0000OC Talk RadioA 2 minute Summary of these interviews.150cleanfullhttps://www.spreaker.com/user/octr/swan-global-investments-interview-2demonstrates a variety of uses of their Defined Risk Strategy to protect
investors’ portfolios during down markets.  They discuss in greater detail
how this strategy can be applied to protect a current concentrated stock
position or a diversified portfolio held by an investor.  Again, this is a
unique and innovative investment strategy that you will find to be very
interesting.]]>http://www.StrategicInvestorRadio.com/e/swan-global-investments-interview-2/Tue, 24 Mar 2015 21:31:15 +0000OC Talk RadioOur second interview with Randy and Rob Swan demonstrates a variety of uses of their Defined Risk Strategy to protect investors’ portfolios during down markets.  They discuss in greater detail how this strategy can be applied to protect a current...demonstrates a variety of uses of their Defined Risk Strategy to protect
investors’ portfolios during down markets.  They discuss in greater detail
how this strategy can be applied to protect a current concentrated stock
position or a diversified portfolio held by an investor.  Again, this is a
unique and innovative investment strategy that you will find to be very
interesting.]]>1490cleanfullhttps://www.spreaker.com/user/octr/swan-global-investments-interview-1Risk Strategy method of investing.  This strategy buys the US Equities
market thru Sector ETF’s, then protects them thru the purchase of long term
puts, which they hold for about a year.  The cost of this protection is
designed to be reduced thru the collection of income thru option spread
positions sold throughout the year.  It is available in both Separately
Managed Acct’s and thru a Mutual Fund.  This is a very unique strategy
that you will find to be very interesting. 
As of the date of this interview,
Partnervest Advisory Services did not hold an ownership position of the SDRIX
mutual fund discussed during the interview.  Also, this interview is not
an offer to sell SDRIX to any listener.

 ]]>http://www.StrategicInvestorRadio.com/e/swan-global-investments/Tue, 24 Mar 2015 21:26:20 +0000OC Talk RadioThis is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their Defined Risk Strategy method of investing.  This strategy buys the US Equities market thru Sector ETF’s, then protects them thru the purchase of...Risk Strategy method of investing.  This strategy buys the US Equities
market thru Sector ETF’s, then protects them thru the purchase of long term
puts, which they hold for about a year.  The cost of this protection is
designed to be reduced thru the collection of income thru option spread
positions sold throughout the year.  It is available in both Separately
Managed Acct’s and thru a Mutual Fund.  This is a very unique strategy
that you will find to be very interesting. 
As of the date of this interview,
Partnervest Advisory Services did not hold an ownership position of the SDRIX
mutual fund discussed during the interview.  Also, this interview is not
an offer to sell SDRIX to any listener.

 ]]>1482cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-profitscore-capital-http://www.StrategicInvestorRadio.com/e/2-minute-summary-of-profitscore-capital-management-and-wwall-and-co/Mon, 23 Mar 2015 18:35:12 +0000OC Talk RadioListen to this short summary of these two interviews.167cleanfullhttps://www.spreaker.com/user/octr/profitscore-capital-managementwith John McClure, CEO of ProfitScore Capital Management, an asset manager who
provides consulting services for institutions using sophisticated active
management strategies.  They hedge certain market risks thru their
strategies.  They have created various indices and made them available
thru mutual funds that mirror these indices. 
As of the date of this interview, Partnervest Advisory Services
did not hold an ownership position of the ASFNX mutual fund discussed during
the interview.  Also, this interview is not an offer to sell ASFNX to any
listener.

 ]]>http://www.StrategicInvestorRadio.com/e/profitscore-capital-management/Mon, 23 Mar 2015 18:30:58 +0000OC Talk RadioWe talk with John McClure, CEO of ProfitScore Capital Management, an asset manager who provides consulting services for institutions using sophisticated active management strategies.  They hedge certain market risks thru their strategies.  They have...with John McClure, CEO of ProfitScore Capital Management, an asset manager who
provides consulting services for institutions using sophisticated active
management strategies.  They hedge certain market risks thru their
strategies.  They have created various indices and made them available
thru mutual funds that mirror these indices. 
As of the date of this interview, Partnervest Advisory Services
did not hold an ownership position of the ASFNX mutual fund discussed during
the interview.  Also, this interview is not an offer to sell ASFNX to any
listener.

 ]]>1697cleanfullhttps://www.spreaker.com/user/octr/w-wall-and-companymanagement services to clients and other advisors using an active, tactical
momentum strategy to determine when to be in and out of various markets. 
They tactically invest in index and sector ETF’s using their proprietary trend
following system.]]>http://www.StrategicInvestorRadio.com/e/warren-wall/Mon, 23 Mar 2015 18:27:43 +0000OC Talk RadioListen to this interview with Warren Wall, a CFP who offers asset management services to clients and other advisors using an active, tactical momentum strategy to determine when to be in and out of various markets.  They tactically invest in index and...management services to clients and other advisors using an active, tactical
momentum strategy to determine when to be in and out of various markets. 
They tactically invest in index and sector ETF’s using their proprietary trend
following system.]]>1945cleanfullhttps://www.spreaker.com/user/octr/nuveen-investments-closed-end-fundsInvestments, is the face of Nuveen for Closed End Funds, a lesser known
investment structure designed to generate consistent income for investors with
higher yields and distributions than mutual funds or direct fixed income
securities. Anne explains the ins and outs of this structure.  Anyone interested
in generating yield and income distributions should listen to this interview.]]>http://www.StrategicInvestorRadio.com/e/nuveen-investments-closed-end-funds/Thu, 05 Mar 2015 18:37:25 +0000OC Talk RadioAnne Kritzmire, Managing Director of Nuveen Investments, is the face of Nuveen for Closed End Funds, a lesser known investment structure designed to generate consistent income for investors with higher yields and distributions than mutual funds or...Investments, is the face of Nuveen for Closed End Funds, a lesser known
investment structure designed to generate consistent income for investors with
higher yields and distributions than mutual funds or direct fixed income
securities. Anne explains the ins and outs of this structure.  Anyone interested
in generating yield and income distributions should listen to this interview.]]>1633cleanfullhttps://www.spreaker.com/user/octr/cmg-opportunistic-all-asset-fund-of-fundthird party asset manager, explains their Opportunistic All Asset Mutual
Fund.  This is an actively managed, tactical strategy fund of funds that
seeks to select the leaders of various markets and sectors through trend
following and momentum selection.  It is a very interesting strategy, and
is somewhat unique among mutual funds.]]>http://www.StrategicInvestorRadio.com/e/cmg-opportunistic-all-asset-fund-of-funds/Thu, 05 Mar 2015 18:32:02 +0000OC Talk RadioSteve Blumenthal, CEO of Capital Management Group (CMG), a third party asset manager, explains their Opportunistic All Asset Mutual Fund.  This is an actively managed, tactical strategy fund of funds that seeks to select the leaders of various markets...third party asset manager, explains their Opportunistic All Asset Mutual
Fund.  This is an actively managed, tactical strategy fund of funds that
seeks to select the leaders of various markets and sectors through trend
following and momentum selection.  It is a very interesting strategy, and
is somewhat unique among mutual funds.]]>1687cleanfullhttps://www.spreaker.com/user/octr/tsp-radarprovides trading signal recommendations to participants in the Federal
Government’s Thrift Savings Plan. He recommends asset allocation among the
various mutual funds available in the plan.]]>http://www.StrategicInvestorRadio.com/e/tsp-radar/Thu, 05 Mar 2015 17:54:46 +0000OC Talk RadioListen to Ray Quick of TSP Radar.com, who provides trading signal recommendations to participants in the Federal Government’s Thrift Savings Plan. He recommends asset allocation among the various mutual funds available in the plan.provides trading signal recommendations to participants in the Federal
Government’s Thrift Savings Plan. He recommends asset allocation among the
various mutual funds available in the plan.]]>1443cleanfullhttps://www.spreaker.com/user/octr/prime-market-traderoffers a trading research service, PrimeMarketTrader.com, to traders and
investors, focused on Index trading and investing.  They provide signals
for investing in various Index funds. 
Please note that past performance of any trading strategy, including
PrimeMarketTrader.com, is not indicative of future performance and should not
be interpreted as such. ]]>http://www.StrategicInvestorRadio.com/e/prime-market-trader/Thu, 05 Mar 2015 17:52:41 +0000OC Talk RadioListen to Dr. Omar Shah, a surgeon, who offers a trading research service, PrimeMarketTrader.com, to traders and investors, focused on Index trading and investing.  They provide signals for investing in various Index funds.  Please note that past...offers a trading research service, PrimeMarketTrader.com, to traders and
investors, focused on Index trading and investing.  They provide signals
for investing in various Index funds. 
Please note that past performance of any trading strategy, including
PrimeMarketTrader.com, is not indicative of future performance and should not
be interpreted as such. ]]>1453cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-etf-trade-advisor-anhttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-etf-trade-advisor-and-mark-cook%e2%80%99s-trader-advisory/Sat, 28 Feb 2015 00:28:09 +0000OC Talk RadioListen to this short summary of these two interviews.163cleanfullhttps://www.spreaker.com/user/octr/mark-cook-s-trader-advisory-the-cook-cuman advisory service for clients and a mentoring service for potential
traders.  He has developed the Cook Cumulative Tick Indicator to guide his
trading signals.  He has written for Barrons, Market Watch and other
financial media.  This is a very interesting interview, which he gives
from his farm in Ohio.

 ]]>http://www.StrategicInvestorRadio.com/e/mark-cook%e2%80%99s-trader-advisory-%e2%80%93-the-cook-cumulative-tick-indicator/Sat, 28 Feb 2015 00:24:51 +0000OC Talk RadioMark Cook has been a full-time trader for 38 years, and has an advisory service for clients and a mentoring service for potential traders.  He has developed the Cook Cumulative Tick Indicator to guide his trading signals.  He has written for Barrons,...an advisory service for clients and a mentoring service for potential
traders.  He has developed the Cook Cumulative Tick Indicator to guide his
trading signals.  He has written for Barrons, Market Watch and other
financial media.  This is a very interesting interview, which he gives
from his farm in Ohio.

 ]]>1533cleanfullhttps://www.spreaker.com/user/octr/etf-trade-advisorservice in providing trading signals to online subscribers.  He recommends
when to be in and out of various markets.

 ]]>http://www.StrategicInvestorRadio.com/e/etf-trade-advisor-1425082792/Sat, 28 Feb 2015 00:19:52 +0000OC Talk RadioListen to Eric Kimia of ETF Trade Advisor describe his service in providing trading signals to online subscribers.  He recommends when to be in and out of various markets.  service in providing trading signals to online subscribers.  He recommends
when to be in and out of various markets.

 ]]>1532cleanfullhttps://www.spreaker.com/user/octr/t-t-capital-managementvalue based investment strategy.  He combines value investing with put and
call selling.  This is good ole fashion value investing, together with the
selling of options.  Our show usually discusses other type strategies, so
Tim’s approach is quite unique for our show’s interviews.  You’ll find it
interesting.]]>http://www.StrategicInvestorRadio.com/e/tt-capital-management/Mon, 23 Feb 2015 17:33:31 +0000OC Talk RadioListen to Tim Travis of TT Capital Management describe their value based investment strategy.  He combines value investing with put and call selling.  This is good ole fashion value investing, together with the selling of options.  Our show usually...value based investment strategy.  He combines value investing with put and
call selling.  This is good ole fashion value investing, together with the
selling of options.  Our show usually discusses other type strategies, so
Tim’s approach is quite unique for our show’s interviews.  You’ll find it
interesting.]]>1078cleanfullhttps://www.spreaker.com/user/octr/yieldpro-fixed-income-etfElements Group to learn about their unique fixed income mutual fund – YieldPro
Fund.    As of the date of this interview, Partnervest Advisory
Services did not hold an ownership position of the YPRO ETF discussed during
the interview.  Also, this interview is not an offer to sell YPRO to any
listener.]]>http://www.StrategicInvestorRadio.com/e/yieldpro-fixed-income-etf/Mon, 23 Feb 2015 17:30:21 +0000OC Talk RadioListen to this interview with Nick Scalzo of the Elements Group to learn about their unique fixed income mutual fund – YieldPro Fund.    As of the date of this interview, Partnervest Advisory Services did not hold an ownership position of the YPRO ETF...Elements Group to learn about their unique fixed income mutual fund – YieldPro
Fund.    As of the date of this interview, Partnervest Advisory
Services did not hold an ownership position of the YPRO ETF discussed during
the interview.  Also, this interview is not an offer to sell YPRO to any
listener.]]>1611cleanfullhttps://www.spreaker.com/user/octr/2-minute-summary-of-altegris-and-optionshttp://www.StrategicInvestorRadio.com/e/2-minute-summary-of-altegris-and-optionsellerscom-interviews-1423703674/Thu, 12 Feb 2015 01:14:34 +0000OC Talk RadioListen to this short summary of these two interviews from Jan 30, 2015.161cleanfullhttps://www.spreaker.com/user/octr/optionsellers-com_1http://www.StrategicInvestorRadio.com/e/optionsellerscom/Thu, 12 Feb 2015 01:02:18 +0000OC Talk RadioListen to this interview with James Cordier, founder and President of OptionSellers.com.  They sell calls and puts on commodities in the futures marketplace.  This is an income generating strategy that you will find to be very interesting.1597cleanfullhttps://www.spreaker.com/user/octr/altegris-investmentshttp://www.StrategicInvestorRadio.com/e/altegris-investments/Thu, 12 Feb 2015 00:56:45 +0000OC Talk RadioListen to Adam Gallegos of Altegris Investments tell about who they are and discuss their Evolution Mutual Fund.  This is a Managed Futures fund unlike others, managed by some large and prestigious international money managers.  It is a very...1597cleanfullhttps://www.spreaker.com/user/octr/summary-of-1-23-2015http://www.StrategicInvestorRadio.com/e/summary-of-1-23-2015/Fri, 30 Jan 2015 16:12:02 +0000OC Talk RadioListen to this summary of the interview of Nick Scalzo, founder and CEO of RiskPro.109cleanfullhttps://www.spreaker.com/user/octr/riskprohttp://www.StrategicInvestorRadio.com/e/riskpro/Fri, 30 Jan 2015 16:10:17 +0000OC Talk RadioListen to Nick Scalzo as he discusses his software, RiskPro, which offers the opportunity to create a portfolio designed around a particular level of risk.  This is a revolutionary product that is able to define risk for an investor and then helps to...1699cleanfullhttps://www.spreaker.com/user/octr/bill-sherman-with-the-sherman-sheethttp://www.StrategicInvestorRadio.com/e/bill-sherman-with-the-sherman-sheet/Wed, 21 Jan 2015 00:30:46 +0000OC Talk RadioThis interview with Bill Sherman offers an insight into The Sherman Sheet, a service in trend following and tactical investing.  This service has been available since 2003 and has a track record for that period of time.  Listen to this interview with...1747cleanfullhttps://www.spreaker.com/user/octr/summary-of-jan-16-2015-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-jan-16-2015-interviews/Wed, 21 Jan 2015 00:03:20 +0000OC Talk RadioListen to this Summary of our interviews with Bill Sherman of The Sherman Sheet, a trend following service to investment advisors and John Schmick of SCA who offers a unique fixed income investment.113cleanfullhttps://www.spreaker.com/user/octr/timertrac-comhttp://www.StrategicInvestorRadio.com/e/timertraccom/Wed, 14 Jan 2015 18:34:38 +0000OC Talk RadioThis is a very interesting interview with David Garrett, founder and CEO of TimerTrac.com.  This is a service to investors, describing and tracking the performance of over 700 professional market timing services.  It is a real eye opener of the...1696cleanfullhttps://www.spreaker.com/user/octr/summary-1-09-2015-interviewhttp://www.StrategicInvestorRadio.com/e/summary-1-09-2015-interview/Wed, 14 Jan 2015 18:30:25 +0000OC Talk RadioThis is a summary of the very interesting interview with TimerTrac.com.  Any investor should find this interview to be very interesting.103cleanfullhttps://www.spreaker.com/user/octr/summary-of-12-19-2014-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-12-19-2014-interviews-1420673175/Wed, 07 Jan 2015 23:26:15 +0000OC Talk RadioListen to this summary of  interviews with Charlie Bilello and MIke Williams.72cleanfullhttps://www.spreaker.com/user/octr/genesis-asset-management-mike-williamshttp://www.StrategicInvestorRadio.com/e/genesis-asset-management-mike-williams/Wed, 07 Jan 2015 23:23:48 +0000OC Talk RadioListen to this interview with Mike Williams, author of the blog "Hot Topics from Mike Williams."  As a longtime commentator and prognosticator, Mike always has interesting takes on the marketplace.  Listen to his story and comments in this interview.2059cleanfullhttps://www.spreaker.com/user/octr/pension-partnershttp://www.StrategicInvestorRadio.com/e/pension-partners/Wed, 07 Jan 2015 23:13:05 +0000OC Talk RadioListen to Charlie Bilello of PensionPartners tell about their two award winning papers, addressing the predictive power of the Utilities Sector and of Treasuries.  These are very interesting findings that anyone interested in equity investing should...1893cleanfullhttps://www.spreaker.com/user/octr/kraneshares-etfs-china-family-of-etfshttp://www.StrategicInvestorRadio.com/e/kraneshares-china-family-of-mutual-funds/Wed, 07 Jan 2015 20:48:07 +0000OC Talk RadioListen to Brendan Ahern of KraneShares tell about KraneShares ETF's, a family of ETF's that is totally focused on China. If you are interested in investing in China you will find this interview to be very interesting.  A reminder: Past performance is...1475cleanfullhttps://www.spreaker.com/user/octr/timing-cube-a-market-timing-service-to-ihttp://www.StrategicInvestorRadio.com/e/timing-cube-a-market-timing-service-to-investors/Wed, 31 Dec 2014 19:58:52 +0000OC Talk RadioListen to Don Lansing of Timing Cube to learn about their service to investors of when to be in and our of markets.  Remember - Past performance of any investment strategy is not indicative of future performance and results cannot be predicted.1310cleanfullhttps://www.spreaker.com/user/octr/summary-of-12-05-2014-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-12-05-2014-interviews/Wed, 31 Dec 2014 18:53:58 +0000OC Talk RadioListen to this summary of the interviews on 12-05-2014.79cleanfullhttps://www.spreaker.com/user/octr/foliometrix-home-of-the-riskx-tactical-fhttp://www.StrategicInvestorRadio.com/e/foliometrix-home-of-the-riskx-tactical-funds/Wed, 31 Dec 2014 18:29:18 +0000OC Talk RadioListen to this interview with Jerry Murphey of FolioMetrix describe their tactical strategy used in managing the several mutual funds that they offer.  This is definitely NOT your "Buy and Hold" mutual fund.1347cleanfullhttps://www.spreaker.com/user/octr/summary-of-11-21-2014-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-11-21-2014-interviews/Wed, 31 Dec 2014 18:25:59 +0000OC Talk RadioListen to this summary of the two interviews of this day.  It takes but a couple of minutes.75cleanfullhttps://www.spreaker.com/user/octr/closed-end-fundshttp://www.StrategicInvestorRadio.com/e/closed-end-funds/Tue, 30 Dec 2014 00:31:46 +0000OC Talk RadioListen as our Host, Charley Wright, discusses the benefits and potential pitfalls of Closed End Funds.  Only a fraction of the size of the mutual funds industry, Closed End Funds offer unique opportunity, especially for those seeking consistent income...1230cleanfullhttps://www.spreaker.com/user/octr/anchor-capital_1http://www.StrategicInvestorRadio.com/e/anchor-capital/Tue, 30 Dec 2014 00:28:21 +0000OC Talk RadioListen as we interview Eric Leake of Anchor Capital and discuss their unique methodology in their Long/Short Fixed Income investment strategy.  Very few fixed income investments offer the opportunity to determine when to be in and out of the Fixed...1331cleanfullhttps://www.spreaker.com/user/octr/401k-investment-selectionhttp://www.StrategicInvestorRadio.com/e/401k-investment-selection/Tue, 30 Dec 2014 00:23:25 +0000OC Talk RadioEvery 401k plan participant has the same problem - Determining which mutual funds to select.  Listen to this approach, provided by the Host, Charley Wright, that discusses how to invest in those mutual funds moving in an uptrend and how to avoid those...1339cleanfullhttps://www.spreaker.com/user/octr/bryan-perrys-high-yield-investinghttp://www.StrategicInvestorRadio.com/e/bryan-perrys-high-yield-investing/Tue, 30 Dec 2014 00:16:26 +0000OC Talk RadioListen to this interview with Bryan Perry re: his High Yield recommendations.  Bryan has been recommending high yield investments for many years and knows how to find those paying more than the marketplace.  Anyone looking for income or just high...1594cleanfullhttps://www.spreaker.com/user/octr/summary-of-11-14-2014-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-11-14-2014-interviews/Tue, 30 Dec 2014 00:09:29 +0000OC Talk RadioListen to this summary of this day's interviews.92cleanfullhttps://www.spreaker.com/user/octr/summary-of-11-07-2014-interviewshttp://www.StrategicInvestorRadio.com/e/summary-of-11-07-2014-interviews/Tue, 30 Dec 2014 00:06:28 +0000OC Talk RadioListen to this short summary of this day's interviews.  It lasts 2 minutes.116cleanfullhttps://www.spreaker.com/user/octr/probabilities-fundinformation provided has been obtained from sources we believe to be reliable,
the accuracy and completeness of such information and the opinions expressed
herein are those of the guest speaker and cannot be guaranteed by Partnervest.]]>http://www.StrategicInvestorRadio.com/e/probabilities-fund/Tue, 30 Dec 2014 00:02:05 +0000OC Talk RadioListen to Joe Childrey, founder of the Probabilities Fund, in a very interesting interview about their most unusual mutual fund.  Their investment strategy is fascinating.  Re: their returns as stated in the interview: Although the information...information provided has been obtained from sources we believe to be reliable,
the accuracy and completeness of such information and the opinions expressed
herein are those of the guest speaker and cannot be guaranteed by Partnervest.]]>1441cleanfullhttps://www.spreaker.com/user/octr/dynamic-portfolio-strategieshttp://www.StrategicInvestorRadio.com/e/dynamic-portfolio-strategies/Mon, 29 Dec 2014 23:52:18 +0000OC Talk RadioListen as Charlie White of Dynamic Portfolio Strategies discusses their strategy of investing with the trend into a diversified portfolio of mutual funds or ETF's.1298cleanfullhttps://www.spreaker.com/user/octr/capital-management-group-cmghttp://www.StrategicInvestorRadio.com/e/capital-management-group-cmg/Mon, 29 Dec 2014 23:49:13 +0000OC Talk RadioListen to Steve Blumenthal of CMG explain their strategies that use Trend and Leadership Following to determine when to be in and out of certain markets.1355cleanfullhttps://www.spreaker.com/user/octr/udirect-ira-serviceshttp://www.StrategicInvestorRadio.com/e/udirect-ira-services/Mon, 29 Dec 2014 23:46:52 +0000OC Talk RadioListen as Kaaren Hall, owner of uDirect IRA Services discusses the opportunity to Self-Direct IRA investments into a variety of qualifying investments.1196cleanfullhttps://www.spreaker.com/user/octr/sterling-global-strategieshttp://www.StrategicInvestorRadio.com/e/sterling-global-strategies/Mon, 29 Dec 2014 23:42:08 +0000OC Talk RadioListen as Mark Eicker of Sterling Global Strategies discusses their unique Trend Following/Momentum strategy using a diversified set of ETF's 1097cleanfullhttps://www.spreaker.com/user/octr/good-harbor-investmentshttp://www.StrategicInvestorRadio.com/e/good-harbor-investments-1418321893/Thu, 11 Dec 2014 18:18:13 +0000OC Talk RadioListen this week as Dave Armstrong from GOOD HARBOR INVESTMENTS discuss their unique investment strategy on Strategic Investor Radio heard locally on OC Talk Radio.net.1340cleanfull