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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter inves... more
FAQs about Smart Money Circle:How many episodes does Smart Money Circle have?The podcast currently has 360 episodes available.
May 12, 2020Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUMMy guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. ...more39minPlay
May 11, 2020How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg WerlinichMy guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor. ...more40minPlay
April 21, 2020How To Buy Monster Stocks With A CANSLIM Master - Jim RoppelMy guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken...more51minPlay
April 17, 2020X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey WrightMy guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright.Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street....more42minPlay
April 09, 2020A Portfolio Manager’s Guide To Real Estate Equities At The End Of The CycleMy guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management. Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities. ...more39minPlay
March 10, 2020How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 BillionMy guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies. Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy. ...more32minPlay
March 09, 2020How To HEDGE Your Portfolio With Brad Lamensdorf Co-Portfolio Manager Of The $HDGE ETFMy guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market. ...more21minPlay
March 02, 2020The Riddle Of Money With Julie Johnson McVeigh With Approximately $2 Billion In AUMJulie Johnson McVeigh, CFA Managing Director of Fresh Pond Capital a division of Reynders McVeigh Capital Management, LLC with approximately $2 Billion In Assets Under Management (AUM).Julie is a long-term socially responsible investor and tells you how to build a portfolio that is both diversified and concentrated....more34minPlay
February 17, 2020How To Use Earnings To Beat The Market With John B. Guerard Jr., Ph.D, With Over $4 Billion In AUMMy guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns. ...more54minPlay
February 11, 2020Be Happy & Focus On What You Can Control In The Market With Jim Bruyette - $4.3 billion money managerMy guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless lessons you will learn from Jim are priceless. I hope you enjoy the show......more37minPlay
FAQs about Smart Money Circle:How many episodes does Smart Money Circle have?The podcast currently has 360 episodes available.