In this podcast we take you with us on a journey about economics and investing. By being equipped with different perspective we strive to make better and more informed financial decisions. Welcome to Capital Confoes!

In episode 4 we had a conversation with AJ who runs the StraightTalks YouTube channel. He is CFA charter holder and CFP professional working in wealth management as a financial planner.

Check out his content:

• YouTube Channel
• Patreon Channel
• TikTok Channel

Episode Overview

• 0:00 - Getting AJ on the Podcast
• 5:01 - CFA and CFP explained
• 10:16 - Do these certifications translate well into non US markets?
• 13:22 - Sending out 172 job applications
• 17:35 - Getting your foot in the door
• 20:21 - Why wealth management?
• 22:47 - 401k and other accounts explained
• 25:30 - Entering the market as a non US individual
• 28:34 - Stock, bonds and portfolios explained
• 34:41 - The importance of psychology in investing
• 41:03 - How do wealth managers generate income?
• 47:16 - Is there a future for financial planners?
• 52:26 - Day trading and red flags
• 57:07 - Starting a YouTube channel
• 1:04:58 - What academic programs are there for people interested in finance?
• 1:09:59 - Closing off

The Hosts

• Diego Ameerali
• Gregory Bainathsah

Feel free to join our Discord Server.

Financial Disclaimer

** The information in this podcast is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics and images contained in this podcast is for general information purposes only and does not replace a consultation with your financial or tax professional **