The Fat Pitch

This week Jay Jackson, CEO of Abacus Life, joins us to discuss life insurance policies as an alternative asset class. Jay highlights the evolution of the industry, shedding light on the changes in regulation, growth, and the institutionalization of this market. Jay also explains the potential integration of lifespan data into financial planning and investment strategies, emphasizing that life insurance policies are assets with value, suggesting that it’s crucial for financial advisors and clients to be educated about the options available in this space.

The conversation touches on liquidity, returns, and the potential for creating customized investment solutions and an innovative approach to life insurance policies as a unique asset class. 

Is there a fat pitch here? Tune in and find out. 

RECORDED AUGUST 4, 2023

Join us for an insightful journey into the world of economics, finance, and policy as we explore the implications of current global events and trends. In this thought-provoking podcast, we delve into the nature of economic inequality, monetary policy, and the role of central banks. Our guest, Hugh Hendry, renowned economist and the Acid Capitalist, challenges prevailing notions about money printing and offers a fresh perspective on where economic challenges and opportunities truly lie. We discuss the potential for a sovereign wealth fund in the US, the impact of China's economic growth, and the intricate dynamics that shape our financial landscape.

Tune in to gain a deeper understanding of the forces shaping our economy and discover bold, innovative ideas for a more equitable and prosperous future.

RECORDED JULY 26, 2023

Alexander McCaig, Co-Founder & CEO of TARTLE discusses the transformative potential of data in the context of AI and society. McCaig shares his journey and insights into creating a technology that empowers individuals to take ownership of their data and use it as a valuable asset. 

The conversation delves into the historical significance of data and its evolution in the digital age. McCaig highlights the benefit of shifting from a coercive-based model (where data is used to drive people in their behaviors) to a needs-based model (where individuals are empowered to control and benefit from their own data). He also touches on the broader implications of data ownership and its potential to drive decentralization and democratization. What's the fat pitch in data? Tune in and find out.

RECORDED JUNE 30, 2023

This week’s guest is Jack Dreifuss of Impatient Ventures, where he focuses on disruptive companies in the early stages of their growth cycle. In our discussion, Jack shares his views about innovation areas including chip manufacturing, AI-supported manufacturing, innovation on climate sustainability, decarbonization spaces, investing in reshoring U.S. manufacturing, and the future of the workforce. Jack also touches on his interest in local agriculture and commerce and reveals how poker has played a role in his life. 

Where in the tech and innovation space will you find the next fat pitch? Listen in and decide for yourself. 

RECORDED JUNE 15, 2023

In this episode, we are joined by Jerry Parker, founder of Chesapeake Capital, former turtle trader, trend follower extraordinaire, and big outlier hunter.

Jerry shares his views on letting profits run and taking small losses as being both incredibly profitable and psychologically challenging. We cover bagging big outlier trades, Jerry’s unique views on diversification, and we dig into this trend following philosophy.

RECORDED MAY 15, 2023

Meet Mike Melissinos, a successful trend-following trader and fund manager. With years of experience under his belt, Mike shares his invaluable insights into the world of trend following and behavioral finance.

In our conversation, we dive deep into trend-following principles, discussing how to identify and capitalize on market trends while minimizing risks. Mike provides a unique perspective on how our behavioral biases can impact our investment decisions and how trend-following can help combat these tendencies.

Furthermore, we explore the concept of "fat pitch investing" and why trend following may be considered a fat pitch opportunity. Mike's knowledge and experience provide listeners with a comprehensive understanding of this investment approach and how it can potentially lead to long-term success.

Whether you're an experienced investor or just starting your journey, this episode is packed with valuable information to help you navigate the world of trend following and behavioral finance. So tune in and learn from one of the best in the field as we uncover the secrets of fat pitch investing with Mike Melissinos!

RECORDED ON MAY 3, 2023

Aaron Dillon, AG Dillon & Co., discusses his passion to help advisors and independent broker-dealers access venture capital assets for their clients.  Aaron's experience in private markets, as well as seeing a need to assist RAs and IBDs, led him to become a leader in navigating venture capital opportunities. From Instacart to AI, Aaron believes there is a valuable opportunity in venture capital.

Tune in to hear if the next venture is your Fat Pitch.

RECORDED APRIL 11, 2023

On this episode we are joined by Tom Holliday, Founder & Chief Investment Officer, HIP Investments. Tom is an expert in niche investments. He touches all kinds of topics like the commodity super cycle, green transition, decentralization, deglobalization, and more.

RECORDED FEB 3, 2023

Brendan Ahern, Chief Investment Officer, KraneShares, uses his extensive knowledge in index methodologies to focus on the emerging market in China, which he proposes has not been properly represented and looks to be full of opportunity. Don’t miss this one as Brendan discusses his investment approach as it relates to China and emerging markets.

Is China a Fat Pitch Opportunity? Let’s dive in and you decide.

RECORDED JAN 20, 2023

Listen in as we are joined by Clark Briner, Founder & Principal of Revere Capital. With a unique background in institutional banking, real estate, private equity, and credit, Clark shares his philosophy of winning and eliminating binary risks. He looks for a high margin of safety and high current yields to provide investors with a fixed-income alternative absolute return strategy.

You won’t want to miss this discussion of his experience in institutional banking and the credit space.

RECORDED FEB 3, 2023