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Thanks for watching Beyond the Exchange, sponsored by LODAS Markets: The marketplace for alternative investments:

LODAS Markets is the first marketplace for alternative investment transactions. Think stock market style access for non-traded REITs, business development companies, and private real estate funds. It’s simple, fast, and cost-aware.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 X - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

Episode Topics:

We open with a running joke about “no exchanges,” Bruno, and the kids setting

A live stop in Lawrence for Skeptics’ Guide to the Universe

Nate Bargatze in KC, four openers, and the peanut butter bit that stole the night

Podcast picks: My History Can Beat Up Your Politics, This Week in Startups, All-In, We the People, BG2, Founders, SmartLess

Why some shows fit different moods, and why 1.1x speed hits just right

Taylor Swift as a sharp operator, Dolly Parton parallels, and leverage in music

Cleveland to Kansas City ties, New Heights clips, and the Travis Kelsey chatter

Unnecessary censorship, dog-leash chaos, and friends who roast without breaking up

Drop your current top podcast in the comments, and tell us if floor seats ever matter at comedy.

What do Elon Musk’s $29 billion pay package, the great “pecan” vs. “pecan” debate, and modern parenting have in common? Less than you think. And we're gonna talk about it

Beyond the Exchange is sponsored by LODAS Markets: The Marketplace for Alternative Investments:

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 Twitter - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

In this episode of Beyond The Exchange, Brian King and Jeremy Smith take a break from finance to dive deep into something even more complicated—parenting, personal growth, and the power of great quotes.

From their favorite one-liners to first-principles thinking, the conversation zigzags through dad jokes, Teddy Roosevelt trivia, and how to actually use the word "literally." Jeremy shares the surprisingly structured way he approached a major life transition, and Brian tries (unsuccessfully) to keep things on the rails.

Along the way, they explore how comparison steals happiness, why being different is a strength, and how overthinking everything might just be a superpower.

It's one of the most unexpectedly honest and hilarious episodes yet.

Join us for another episode of Beyond The Exchange!

LODAS Markets: The Marketplace for Alternative Investments

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 Twitter - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Jay Frank, President & COO of Cantor Fitzgerald Asset Management. With nearly 20 years of experience in financial services, Jay has played a key role in asset management, real estate, infrastructure, private credit, and tax-driven solutions. At Cantor Fitzgerald Asset Management, he oversees distribution, strategy, operations, and growth, driving innovative investment solutions for institutional and private wealth clients.

Jay has been instrumental in structuring, launching, and managing private market strategies totaling over $35 billion in aggregate value. He also serves on the Institute for Portfolio Alternatives (IPA) Board of Directors and contributes to key industry initiatives, including advocacy for Qualified Opportunity Zones and thought leadership in alternative investments.

In this episode, Jay discusses his passion for sports, Cantor Fitzgerald’s partnership with Lodas Markets, and the importance of giving back to the community.

Join us for another episode of Beyond The Exchange!

LODAS Markets: The Marketplace for Alternative Investments

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 Twitter - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Kimberly Flynn, President of XA Investments.

With over 20 years of experience in financial services, Kim is a recognized leader in alternative investments, specializing in closed-end funds, interval funds, and innovative product development. At XA Investments, she oversees product and business development, driving the firm’s proprietary fund platform and consulting practice to deliver institutional-caliber alternative investment solutions to a broader range of investors.

Kim has been instrumental in launching and managing alternative investment strategies, including the development of over 40 closed-end funds during her tenure at Nuveen Investments, raising approximately $13 billion in capital. She is a frequent speaker at industry events and contributes thought leadership on topics such as interval funds, private credit, and the democratization of alternative investments. Kim holds an MBA from Harvard Business School and a BBA in Finance and Business Economics from the University of Notre Dame, where she graduated summa cum laude.

In this episode, Kim discusses her passion for making alternative investments more accessible, XA Investments’ partnership with Lodas Markets, and the importance of investor education in navigating private markets.

Join us for another episode of Beyond The Exchange!

Kim's LinkedIn: Kimberly Flynn

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

• Website: https://lodasmarkets.com

The university system is broken... but we may have a solution.

Brian King and Jeremy Smith take a hard look at the state of modern universities and why they may no longer be the golden ticket to success. From skyrocketing tuition costs to outdated curriculums, they break down the biggest issues plaguing higher education today.

Jeremy also introduces Pega6, his new venture aimed at redefining education. Pega6 runs product manager and software developer career accelerators that professionalize students specifically for those career paths. These accelerators offer a highly efficient, affordable education model that transforms recent high school graduates into entry-level employees who are job-ready on day one.

Is the traditional college model failing students? Are alternative education paths, like apprenticeships and self-directed learning, the future? Brian and Jeremy take a look at what’s next for higher education and whether degrees still hold the same value in today’s job market.

LODAS Markets is the first marketplace for Alternative Investment transactions. It’s like the stock market, but for non-traded real estate investment trusts (REITs), business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

Website - https://lodasmarkets.com/

Linkedin - https://www.linkedin.com/company/lodasmarkets/

X/Twitter - https://x.com/LODASMarkets

Facebook - https://www.facebook.com/LODASMarkets

In this episode of "Beyond The Exchange" presented by LODAS Markets, hosts Brian King and Jeremy Smith take you on a cosmic journey as they explore the fascinating (and sometimes hilarious) realities of space travel. From the dangers of radiation on the way to Mars to the high cost of floating in orbit, the duo debates the ultimate question: How much would you pay for a ticket to space?They also dive into the bizarre science of time dilation, sprinkle in some Star Trek references, and share their differing views on whether today’s space travel is worth the risk—or if it’s better to wait for the space elevator of the future.

[0:00] Introduction

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Julie Cooling, Founder and CEO of RIA Channel. Before establishing RIA Channel, Julie founded RIA Database in 2005, a leading provider of financial advisor data and software. She began her career at SEI Investments and has held roles in product development, marketing, and sales at Montgomery Asset Management and Forward Funds. Julie graduated from Bucknell University with a degree in Economics and a minor in Finance.

In this sixth episode of "Beyond The Exchange," our hosts Brian King and Jeremy Smith from Lodas Markets unpack potentially controversial opinions on popular sport legends and their positions within the Hall of Fame. They also give their top choices for desserts, for some reason. Join the conversation for another laid-back podcast taking place Beyond The Exchange

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Michael Blaugrund, CEO of DriveWealth. Before DriveWealth, Michael Blaugrund served as COO of the New York Stock Exchange, with extensive experience in financial services and leadership roles at Tower Research Capital, NASDAQ, and Thomson Reuters.