Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Earl Yaokasin:

LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b

Facebook: https://www.facebook.com/earljordan.yaokasin

X: https://x.com/Earl_Jordan

Youtube: https://www.youtube.com/@WealthArchInvestmentServices

Timestamps: 
00:00 Introduction and Guest Welcome

00:57 Earl's Early Entrepreneurial Journey

02:20 Challenges and Hard Work in the US

04:45 Career Growth and Achievements

07:45 Starting Wealth Arch Investment Securities

11:21 Transitioning from Corporate to Entrepreneurship

16:03 Investment Strategies and Client Management

20:38 Detailed Investment Updates and Client Communication

25:45 Research Process and Daily Routine

26:38 Planning the Day with News and Research

27:01 Analyzing Netflix's Financial Projections

29:16 Current Stock Picks and Excitements

29:37 Vital Farms: A Deep Dive

33:27 Shift Four: The Payment Processor

36:31 PayPal's Long-Term Potential

38:19 AI and Nvidia's Future Prospects

42:35 Gold, Silver, and Cryptocurrency Insights

45:37 Energy Sector and GE Renova

47:57 Final Thoughts and Personal Insights

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Tad Fallows & Matt Shechtman:

Website: https://www.longangle.com/

Tad Fallows: https://www.linkedin.com/in/fallows/   

Matt Shechtman: https://www.linkedin.com/in/msheck/

Timestamps: 
00:00 Introduction to Long Angle Community

03:25 Meet the Founders: Tad and Matt

03:59 The Genesis of Long Angle

05:15 Community Growth and Member Demographics

05:55 Private Market Investments and Member Benefits

12:48 Maintaining Quality and Due Diligence

18:51 Investment Strategies and Member Insights

27:16 Digital Natives and Financial Comfort

28:15 Dissatisfaction with Financial Advisors

30:17 Asset Allocation Insights

32:22 Satisfaction Ratings and Personal Trainers

36:05 Wealth as an Asset for Children

37:02 Estate Planning and Golden Visas

41:02 Key Takeaways for New Wealth

43:17 Building the Long Angle Community

47:26 Future of Long Angle

49:28 In-Person Meetings and Community Culture

52:09 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Oktay Kavrak:

Website: https://leverageshares.com/en-eu/

X: https://x.com/OKavrak

LinkedIn: linkedin.com/in/kavrak

Timestamps:

00:00 Introduction and Overview

00:23 Leveraged Products and Market Trends

01:05 Educational Aspects of Leveraged Products

02:07 Interview with Octe: Leverage Shares

02:34 The Concept of Single Stock ETFs

04:17 Growth and Popularity of Leveraged Shares

04:51 Understanding ETPs in Europe

06:58 Regulatory Challenges and Market Adaptation

08:36 Options Income ETFs and Target Audience

12:40 Mechanics of Leveraged ETFs

15:07 European Market Nuances

16:50 Traction and Popularity of Leveraged Products

17:28 Finding the Sweet Spot in Leverage

18:18 Popular Leveraged Products

18:55 Art and Science of Stock Selection

20:04 White Label Platform for ETFs

22:07 Criteria for Partner Selection

24:19 Challenges in European Distribution

26:35 Innovative Income Products

29:50 Structuring Options Income Products

33:40 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Patrick Wood:

Website: https://www.delphx.com/
 

Timestamps:
00:00 Introduction and Overview

02:14 Guest Introduction: Patrick Wood

02:35 Patrick's Background and Career Journey

03:21 Challenges and Opportunities in Capital Markets

05:07 Delphx Capital Markets: The Early Days

06:47 Innovating in Credit Markets

09:28 Delphx's Unique Product Offering

12:45 Hedging Strategies for Crypto Treasuries

16:39 Market Dynamics and Risk Management

20:54 Mechanics of the Hedge Product

27:14 Hedge Funds and Treasury Strategies

28:15 Transparency and Risk Management

29:31 Institutional Investor Products

30:20 Market Timing and Treasury Management

33:28 Private Placement and Future Innovations

39:34 Challenges in the Current Market

47:34 Final Thoughts and Contact Information
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Yvonne Newlands:

Website: https://www.trekka.ai/

Timestamps:
00:00 Introduction and Initial Thoughts on AI in Fund Administration

01:42 Welcoming Yvonne Newlands to the Podcast

02:17 Yvonne's Background and Journey into AI

03:51 Challenges and Hesitations in AI Adoption

06:48 First Steps and Opportunities in AI Implementation

11:09 Specific AI Use Cases in Fund Administration

21:58 Addressing Concerns and Ensuring AI Reliability

25:34 Building Effective AI Workflows

32:58 Future Roadmap and Collaboration with Clients

36:02 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Kim Daly:
Company Website: www.TheDalyCoach.com 
LinkedIn: https://www.linkedin.com/in/dalykim

Facebook: https://www.facebook.com/createwealththrufranchising/ 
Instagram: https://www.instagram.com/thedalycoach/?hl=en

Timestamps: 
00:00 Introduction and Initial Thoughts

00:06 Diving into Franchising

03:17 Kim's Journey into Franchising

06:46 Success Stories and Lessons Learned

10:49 Understanding the Franchise Model

21:26 Mindset and Personal Growth

32:04 Franchise Opportunities and Pitfalls

35:52 The Power of Franchising: Equipment and Support

37:41 The Value of Brand Recognition

40:20 Economic Resilience of Franchises

45:06 Funding Your Franchise

49:22 The Intersection of Health and Business

55:37 Mindset and Quantum Physics in Business

01:00:28 Achieving and Redefining Success

01:06:45 Upcoming Projects and Final Thoughts
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Robert Grzesik:

Company Website: https://botspot.trade/ 
Youtube: https://www.youtube.com/c/Lumiwealth   
Facebook: https://www.facebook.com/lumiwealth/   
X: https://x.com/lumiwealth

Timestamps: 

00:00 Introduction and Recap of Previous Episode

01:44 Welcome to the Alt Funds Network Podcast

02:06 Robert Grzesik's Early Coding Journey

03:07 From Video Games to Business Ventures

04:41 Transition to Finance and Wall Street

06:19 The Birth of Lumi Wealth and Bots Spot

07:10 Introduction to Vibe Coding and Trading Strategies

12:55 Creating and Testing AI Trading Strategies

25:46 Backtesting and Analyzing Trading Strategies

29:29 Analyzing Risk and Performance Metrics

29:51 Exploring Detailed Analytics and Tools

30:42 CSV Files and Trading View Charts

32:57 Connecting and Trading with Brokers

35:56 AI Strategy Optimization

39:07 Marketplace for Trading Strategies

45:35 Future of AI in Trading

51:10 Vibe Coding and AI in Software Development

54:07 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Mikkel Thorup:

Website:

• ExpatMoney.com
• ExpatMoneyShow.com
• ExpatMoneySummit.com

Timestamps: 

00:00 Introduction and Episode Overview

02:13 Guest Introduction: Mikkel Thorup

03:05 Mikkel's Background and Early Life

05:31 Global Travel and Family Life

08:55 Business and Services Overview

11:09 Client Profiles and Common Scenarios

15:13 Popular Jurisdictions and Trends

18:17 Citizenship by Ancestry and Investment

24:07 Benefits of a Second Passport

29:46 Common Mistakes and Expert Advice

33:20 Key Steps for Starting Out

33:39 The Importance of Offshore Investments

33:59 Real Estate Strategies and Preferences

35:34 Managing and Structuring Real Estate Investments

38:28 Tax Responsibilities for US and Canadian Citizens

39:56 Financing and Purchasing Property Abroad

44:08 Navigating International Real Estate Markets

46:38 Challenges and Pitfalls in International Real Estate

50:12 Emotional Aspects of Moving Abroad

52:40 Educational Options for Expat Children

57:19 Family Legacy and Values

59:50 Favorite Travel Experiences and Final Thoughts

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Zac Townsend:

Twitter: @zactownsend, @meanwhilelife 

LinkedIn: linkedin.com/in/zactownsend 
Website: https://meanwhile.bm/

Timestamps: 

00:00 Introduction to the Alt Funds Network Podcast

00:02 Meet Zach Townsend: Co-Founder and CEO of Meanwhile

00:18 The Concept of Bitcoin-Denominated Life Insurance

01:08 Bitcoin Life Insurance: Regulatory and Market Insights

01:31 Diving into Bitcoin Life Insurance Benefits

03:02 Zach's Journey: From FinTech to Bitcoin Life Insurance

06:34 The Genesis of Meanwhile: A Bitcoin Life Insurance Company

10:27 Understanding the Product and Its Users

17:15 Mechanics of Bitcoin Life Insurance Policies

21:32 Starting an Insurance Company: Challenges and Insights

22:21 Choosing Bermuda for Insurance Approval

23:09 Launching the First Policies

23:44 Raising Capital and Investing in Bitcoin

25:35 Custody and Security Measures

27:22 Lending Bitcoin and Managing Risks

34:24 Tax Implications and Policy Loans

42:00 Future Roadmap and Expansion Plans

43:57 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Patrick Clancy:
Company Website: www.ottodigital.io

LinkedIn: https://www.linkedin.com/company/mg-stover-llc/

Twitter: https://x.com/mgstoverco?lang=en

Youtube: https://www.youtube.com/channel/UC9OBGiCDIlpttaqguu1ypKg

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Pat Clancy's Background and Crypto Journey

03:07 Early Crypto Experiences and Challenges

04:28 Transition to Digital Asset Practice

06:02 MG Stover and Fund Administration

16:22 Custody Market Evolution

23:34 Introduction to Auto and Its Mission

28:26 Operational Challenges in Fund Management

28:43 The Importance of Middleware in Automation

29:47 Decimal Points and Financial Reporting Nuances

31:27 Surprising Insights from Portfolio Management

36:26 The Complexity of Staking Data

37:14 Unique Partnerships and Compliance

40:17 Challenges in Staking Reporting

45:29 Exciting Market Trends and Investments

50:11 The Future of Stablecoins and Identity Proof

54:46 The Airstream Lifestyle and Remote Work

56:34 Connecting with Auto and Upcoming Events

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.