OC Talk Radio

See all the characters in the MARVEL UNIVERSE from Spiderman to Ironman and The Avengers come to life at Orange County's HONDA CENTER, June 20-23.  As we interview the actor who portrays "Spiderman" in this action packed live show.  Go to www.MarvelUniverseLive.com to learn more...

Jason, Co-Founder and Sr. Portfolio Manager, discusses their unique tactical strategy, combining Efficient Frontier analysis together with longer term tactical strategies to provide a tactical approach that is designed to be less reliant on manager accuracy than typical tactical strategies.  Dissatisfied with the typical tactical strategies, they developed their "Frontier Based Tactical" strategy.  He explains their strategy and how and why it is unique in the world of tactical investing.  Listen to this very interesting interview for a unique way to use a tactical strategy to protect a portfolio.

A returning visit of Charles, who is always interesting and never lacks for opinions.  He discusses his view of stock price evaluation.  He sees supply and demand as being the critical elements in determining stock prices, and focues on 3 elements: Free Cash Flow - Number of Outstanding Shares - Asset to Debt Ratio.  Their ETF, TTAC, invests in the 100 companies that score the best in these areas.  You won't want to miss this interview.

This is one of the best of the best interviews with the incredible Dr. Betty Uribe, author of the best selliing book #Value - The Secret to Top Level Performance in Business and Life.

Dr. Betty Uribe is Executive Vice President of California Bank & Trust and a sought-after dynamic bilingual, bicultural, international speaker, consultant, coach, and author. A recognized authority on the psychology of leadership, organizational turnarounds, and peak performance, she has been honored consistently for her strategic intellect and humanitarian endeavors. With a drive for business and a heart for making a difference,

Dr. Betty shares her passion for values on a global scale. She also serves her local community on the boards of private companies, educational institutions, and non-profit organizations. Dr. Betty’s heart for serving others has opened doors as far-reaching as the White House, the Vatican, and beyond.

Listen ... Learn ... Lead.

You can also watch the U Tube video of our interview @ https://youtu.be/s_zmVjm1Q7U

In this interview with Interim VP of Marketing Erika Goldwater we discuss how PR must assume new responsibility and opportunities in its quest to more intimately engage its audience.  Erika says:

There are three steps the new PR person must take to be a PR content creator.

Must be that PR must also create content that the audience wants.

“It is no longer just a one and done press release,” she comments. 

PR must become an integral part of the marketing mix and strategy and create content.

 About Erika Goldwater----more----

Is an On Demand, VP of marketing. She is a B2B demand generation professional with extensive experience in driving revenue through integrated marketing programs. Before becoming a consultant, Goldwater was the VP of marketing for ANNUITAS, a demand generation strategy firm, and was the marketing manager, strategic and enterprise accounts and events for Eloqua. She was recognized as top B2B influencer by Onalytica in 2015 and 20 Women to Watch by SLMA. She has had her CIPP/US since 2008 and is a Chapter President for the Pajama Program, a national charity to help local children in need. [email protected] or @erikawg

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A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets.  He uses dividend stocks, Closed End Funds, Preferred Stock, ETF's and Mutual Funds, but no Short Selling.  He imploys options and options spreads to create hedges for his portfolios.

With Zeo Capital Advisors in San Fransisco, Venk discusses his experiences that keep him returning to NAAIM.  Zeo is a low volatility fixed income Bond Fund, a short duration Corporate Bond strategy, and buys bonds in the open marketplace.  This is a Mutual Fund, about six years old.

With Sojourn Financial Strategies in Ohio, Steve discusses the opportunities of NAAIM and Sojourn Financial Strategies, which provides trading signals for investors and Advisors, using Mutual Funds, with about ten strategies, lasting three to twelve months.  They provide daily signals of either Long, Short or in Cash, based on pure technical analysis.

With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm.  Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management.  They like High Yield Bonds and invest in Mutual Funds and ETF's, with "Go Anywhere" strategies.  Rob works directly with the clients as a relationship manager.

Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago,  serving retail clients, and has created a FinTech company, Emotomy.  A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing.  The platform automatically executes the trades, with unique features in the Client Portal.  It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.