Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with William Green, Author, Editor, Journalist and Public Speaker, and Moderator. Prior to this, William was the Editor-at-large at Bloomberg News. He also worked at Time Magazine where he was Editor, Time Europe, Asia Editor, Time, and Deputy Editor, Time Asia. William authored several books and the most recent one, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life” is the topic of our conversation. We will go over the lessons you can apply not only to investing but in life. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Dan Pipitone, co-founder of TradeZero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we discuss his recent study on retail investing trends. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mark Giambrone, Managing Director and Portfolio Manager at Barrow Hanley Global Investors. Before this Mark, served as a portfolio consultant at Holt Value Associates. Mark earned his MBA from the University of Chicago and his BS in Business from Indiana University. In today’s episode we discuss his approach to investing and where he finds opportunity. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today’s episode we discuss what beginning investors should understand about investing and why you should speculate responsibly. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss how to analyze family businesses and preparation for transition. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Howard, Executive Director of the National Rental Home Council. Before this, David was the Chief Development Officer of the Home Builders Institute. David also served in executive roles at Urban Land Institute and the National Association of Real Estate Investment Trusts. He earned his MBA from George Mason University and his Bachelor’s from William and Mary. In today’s episode we discuss the current state of the single family home rental market. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk University and his BA in Political Science and Philosophy from Boston College. In today’s episode we discuss thematic ETFs in general and specially Fallen Knives and Moonshot. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with John Mowrey, CIO at NFJ Investment Group. Prior to NFJ, John was the Chief Investment Officer Value Equity, US at Allianz Global Investors. He earned his MBA from Southern Methodist University and his Bachelor of Arts from Rhodes College. In today’s episode we discuss his investment approach and why the current environment is speculative. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss the financial service industry and social media. I welcome anyone listening to reach out to me about Bob's offer at the end. rpanganiban@valuewalk.com Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mark Travis, CEO, Co-Founder, and President of Intrepid Capital. Mark brings over 30 years of experience in asset management. Mark earned his BA in Economics from the University of Georgia. In today’s episode we discuss his approach to investing and where he finds opportunity in today’s environment. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Peter Coffin, founder and president of Breckinridge Capital Advisors. Peter founded Breckinridge Capital Advisors back in 1993. Peter began his career as a credit analyst in the Bond and Money Market group of the Connecticut National Bank and then in Aetna’s Bond investment division. After this he worked as a Senior Vice President at Massachusetts Financial Services. He earned his BA with honors in Classical Studies from Hamilton College. In today’s episode we discuss his approach to bond investing and why it is better for investor’s to own the bonds directly. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with JP Lee, Product Managers at VanEck. Before this, JP worked as a RIA Analyst at Transamerica Financial Advisors. He also worked as an Advisor Representative at Dorsey, Wright & Associates. JP earned his Bachelor from William and Mary. In today’s episode discuss the video gaming industry. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors. Before this George was Gold Expert, Independent Consultant, at George Milling-Stanley on Gold LLC. He was also the Managing Director of Government Affairs at the World Gold Council. George earned his degree in Modern Languages from the University of Reading. In today’s episode we discuss the investment case for gold and what he is seeing the present environment. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Beau Henderson, RICP, CLTC, founder of RichLife Advisors. Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business Radio X. Before founding Richlife Advisors, Beau worked as a financial advisor at AIG. He also worked as a retail banking officer at Regions bank. Beau earned his Bachelor’s in Psychology and Finance from the University of Georgia. In today’s episode we discuss risk tolerance and staying unemotional about investing. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in Enjoy and thanks for the listen!