Valuewalk's ValueTalks

Hello Podcast listeners,

Today is a very special episode with Spuds Powell, Managing Director at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick, Spuds worked as the National Mid-Plan Sales Manager for Financial Engines. Prior to this, he was a Retirement Plan Consultant for Retirement Plan Strategies. He earned his BS in Industrial and Labor Relations from Cornell University. In today’s episode we discuss his approach to financial planning and the importance of playing defense.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Amit Anand, Co-Founder of INDF, the first pure-play India Financials ETF listed on the NYSE. Previously Amit Co-Founded Adi Capital Management and was an analyst at Axial Management, a “Tiger Cub”. He started his career at Merrill Lynch in New York. In today’s episode we discuss his approach to investing and why India Financials are very attractive today.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Michelle Seiler Tucker, Founder and President of Seiler Tucker. She has sold over 500 businesses to date and operates several successful businesses. Michelle holds several professional designations and certifications which include The Merger and Acquisition Intermediary and Certified Senior Business Analyst. In today’s episode we discuss her recent book that she co-authored, Exit Rich where we discuss why business owners should think about their exit, the 6 ps, and the ST GPS Exit model.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today’s episode we discuss why investors should consider gold.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Bob Shea, CEO and CIO at TrimTabs Asset Management. Before this, Bob was President and CO-CIO at W.E. Donoghue/ J.A Forlines Global. Bob was also the Co-Founder and Portfolio Strategist at JA Forlines Global. Bob earned his BS in Finance from St. John’s University. In today’s episode we discuss his approach to investing and why investors should look at cash flow.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Rahul Sen Sharma, managing partner at Indxx. Prior to joining Indxx, he was director of investment research for RR Advisory Group, now part of Mariner Wealth Advisors. He is a graduate of Boston College and earned his MBA with Beta Gamma Sigma honors from Georgetown University's McDonough School of Business. In today's episode we discuss thematic ETFs, his take on SPACs and ESG.

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Hello Podcast listeners,

Today is a very special episode with Cheryl Pate, Portfolio Manager at Angel Oak Capital Advisors. Cheryl brings over 15 years of investment experience where her focus is on investment research and management across the firm’s financial sector focused strategies. Before this, Chery was an Executive Director and Head of Consumer & Specialty Finance Equity Research at Morgan Stanley. She earned her BS in Finance from the University of British Columbia and her MBA from Duke. She also holds the Charted Financial Analyst designation. In today’s episode we discuss her approach to investing, community banks, and ESG.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Kristin Boggiano, Co-Founder and President of CrossTower. Kristin is also the Founder and Co-Chair of DARLA, Digital Asset Regulatory & Legal Alliance and Executive at AI & Alternative Investments. Kristin earned her Juris Doctor and MBA from Northeastern University and her BA at Sarah Lawrence College. In today’s episode we discuss the 3rd Annual Global Crypto Hedge Fund Report and the key findings.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Brandon Rakszawski, Director, ETF Product Development at VanEck. Prior to his current role, Brandon was Product Manager where he was responsible for product management and marketing of VanEck Vectors Exchange-Traded Funds. Before joining VanEck, Brandon was Senior Marketing Specialist at Federated Investors. He earned his BS in Finance and Marketing from Slippery Rock University of Pennsylvania. In today’s episode we discuss Moat investing and why investors should look for Moats.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with William Burckart, The Investment Integration Project’s President and COO. He is also a Fellow at High Meadows Institute and a Member of the Global Advisory Council. William earned his Master’s in Public Policy from John Hopkin’s University and his Bachelors in International Affairs from George Washington University. In today’s episode we discuss his recent book that he co-authored, “21st Century Investing: Redirecting Financial Strategies to Drive System Change”.

"TIIP is delighted to offer ValueWalk listeners a 30% discount for "Bill Burckart and Steve Lydenberg's book, 21 Century Investing. Click the link below and be sure to enter ValueWalk30 at check out."

http://www.bkconnection.com/specials/valuewalk30

Enjoy and thanks for the listen!