Valuewalk's ValueTalks

Valuewalk's ValueTalks

By ValueWalkBusiness
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Valuewalk's ValueTalks episodes

  • Angel Investing with Sunmeet Jolly, Founder and CEO of GROTU app and 101 Islands, LLC
    Hello Podcast Listeners,
    Today is a very special episode with Sunmeet Jolly, Founder and CEO of GROTU app. He is also the founder and CEO of 101 Islands LLC. Sunmeet brings over 16 years of angel investing experience. He is a graduate of National Institute of Technology Kurkshetra with a BTech Electronics and Communication Engineering and earned his Master of International Business from Delhi University. In today’s episode we discuss his approach to investing in public markets and his way of investing as an angel investor.
    I encourage you to check his Linkedin profile at
    https://www.linkedin.com/in/sunmeet
    Also, the GROTU app which makes travel and event planning easy,
    https://www.101islands.com/grotu
    Enjoy and thanks for the listen!
    40 min
  • Are You Investing or Gambling with Justin Halverson, RICP, Partner Great Waters Financial
    Hello podcast listeners,
    Today is a very special episode with Justin Halverson, RICP, partner and lead advisor at Great Waters Financial. Before this he was an agent at Guardian Resources. He is a graduate of the University of Minnesota and studied Entrepreneurship. In today’s episode we discuss his approach to retirement planning and his views on margin investing.
    Enjoy and thanks for the listen!
    35 min
  • GSE Reform with Tim Pagliara and Grant Stark, CapWealth Group
    Good morning listeners,
    Today is a very special episode with Tim Pagliara, Founder, Chairman and CIO of CapWealth group. Tim was named as No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors for 2020. Tim brings over 30-plus years of experience. He earned his undergraduate degree at St. Louis University and his law degree from St. Louis University School of Law. Grant Stark, CFA, is director of research at CapWealth Group. Before joining CapWealth, Grant served as COO of VMAC Holdings and served as a Senior Investment Research Analyst at Fairholme Capital Management. Grant earned his Bachelor of Science in Finance from the University of Miami. In today’s episode we discuss the potential solution for GSE reform.
    Enjoy and thanks for the listen!
    42 min
  • Why You Should Analyze Proxy filings with Ben Claremon, Principal and PM, Cove Street Capital
    Hello Podcast listeners,
    Today is a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this he worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we discuss his approach to investing and the culture of Cove Street Capital.
    Enjoy and thanks for the listen!
    1 hr 28 min
  • The Finance Curse with Nicholas Shaxson
    Hello podcast listeners,
    Today is a very special episode with Nicholas Shaxson, journalist and investigator. He has written for Financial Times, Reuters, the Economist and Vanity fairs on global business and politics since 1993. He authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” In today’s episode we discuss the Finance Curse and the current state of the financial system.
    Enjoy and thanks for the listen!
    50 min
  • Trade of the Century with Kevin Smith and Tavi Costa, Crescat Capital
    Hello Podcast Listeners,
    Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss their approach and their trade of a century idea.
    Enjoy and thanks for the listen!
    1 hr 38 min
  • What Made ETFs Popular with Mark DiOrio, CFA, CIO at Brookstone Capital Management
    Good morning listeners,
    Today is a very special episode with Mark Diorio, CFA, CIO at Brookstone Capital Management. He started back in 2015 and leads the firm’s investment committee and drive’s the investment framework, portfolio construction and methodology. Mark is an experienced investor with nearly 20 years of experience. He received his MBA from Benedictine University and his BA from Eastern Illinois University. In today’s episode we discuss his overall investment approach and why ETFs have exploded in popularity.
    Enjoy and thanks for the listen!
    1 hr

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