Cocktail Auour

Joe discusses generative artificial intelligence with George Gilbert, Principal of TechAlpha Partners.

SPECIAL EPISODE: We had a nice conversation with an old friend and prior boss, Dan Goldfarb. Dan has been investing in banks for almost four decades (yes, he is old). We worked together at a few prior firms and I think he is a great person to put the current banking issues into context.

Have you heard of the term 'k-shaped recovery'? Well, Peter was the one that immortalized that term to describe the post pandemic shutdown economic recovery.Peter has a long history of being involved with the financial markets but changed his focus after the 2008 financial crisis and became a professor. His research focuses on confidence. Peter is an expert in how changes in confidence consistently and predictably impact our preferences, decisions and actions.Please note that this was recorde...

In the mid-90s, Peter and Will Halby and their wives, Ila and Vanessa, teamed up to create a non-profit with a mission of organizing specialty camps for the disabled themed around music, art, theatre and sports. We are fortunate to have Peter join us for this episode and introduce us to the great things they are doing.

Bob exemplifies positivity and entrepreneurism. A serial entrepreneur, Bob founded Agilathon, a technology consulting firm, and Extension Engine, which focuses on the digital transformation of the education space. Bob is driven by the idea of connecting good people with shared interests. This was a fun conversation for sure!

Jamie is a serial entrepreneur whose focus changed once he found out about his brothers illness. Jamie is pushing to change how medical research is performed and how it can be delivered in a more effective way.

Greg teaches the capstone course Sustainable Innovation in Healthcare: Managing Continuous Improvements in Developing Products and Services. He is also Chief Medical and Information Officer at PRA Health Sciences, a leading pharmaceutical service, healthcare data and contract research firm. Previously, he was President and Chief Medical Officer at Castle Creek Pharmaceuticals, President of Rare Disease at Moderna Therapeutics, and had leadership roles at McKinsey & Co., Quintiles, Inc., P...

This week we welcome Jennifer Jordan, a professor on leadership and organizational behavior at the Institute for Management Development (IMD) in Lausanne, Switzerland. Jennifer has focused her research on power and the changing leadership qualities as we move further into the digital world.

In this week's episode, we are honored to have as our guest Martin Palmer, a world-renown theologian, the religious adviser to the late Prince Philip, and the founder of FaithInvest. We also welcome back Mike Even, known as the invest side of FaithInvest. Within the episode, we look back at how the various global religions invested their funds and the work Martin is doing to align their investments to their faith. We hope you enjoy!

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.A frequent speaker at investment industry events and for various financial media including Barron’s, Bloomberg, CNBC, Cheddar,...