Wall Street Vision Investment Podcast

Wall Street Vision is back after a break! 

You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours! 

I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again. 

This episode is all about AI. 

Join us for a comprehensive overview of artificial intelligence (AI), covering its recent developments, potential future impacts, and practical applications for listeners. 

"You don't want to be the person using fax when everyone else is emailing. If you're a carpenter operating with a handsaw, and someone comes along with an electric saw, you have to incorporate that into your practice to keep up."

Wall Street Vision Podcast:

⁠⁠wallstreetvision.com⁠⁠

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient.

Aaron told me about his startup journey and the steps he took to raise capital for his firm.

Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space.

🎧 Listen to this episode to discover:

👉 The steps Aaron took to raise $39M for his startup

⭐ What it’s like being a nimble startup in an industry with behemoth competitors

✅ How Aaron faced and overcame failure in his startup journey

👀 Aaron’s thoughts on insurance trends in an environment of increasing natural disasters

Obie Insurance:

https://www.obieinsurance.com/

Connect with Aaron:

https://www.linkedin.com/in/letzeiser/

Wall Street Vision podcast:

https://WallStreetVision.com

#InvestingPodcast #Entrepreneur #StartUp #RaisingCapital #Ycombinator

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. 

Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets.

In this episode we covered:

Connect with Mark on Facebook:

https://www.facebook.com/mark.murphy.58323  

https://www.facebook.com/NortheastPrivateClient/ 

Connect with Mark on Instagram:

https://www.instagram.com/mark_b_murphy 

Mark’s Websites:

https://markbmurphy.com 

https://www.northeastprivate.com

Connect with Mark on LinkedIn:

https://www.linkedin.com/in/mark-b-murphy-813b105  / https://www.linkedin.com/company/northeast-private-client-group 

Check out Mark’s book on Amazon:

https://www.amazon.com/Ultimate-Investment-Roadmap-Business-Multigenerational/dp/1955884250

Wall Street Vision podcast:

https://WallStreetVision.com

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI

Tune in to discover:

-What’s happening in the AI space

-When we might have AI that can replace humans (wow!) 

-What can you do to avoid being replaced by artificial intelligence? 

-Jake's thoughts on the drama happening at openAI (company that created chatGPT

-chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights

Don't miss out on a special offer - Use coupon WSV2023 for 50% off all plans at chtrbx.AI for the first 2 months

Jake’s company:

chtrbx.ai

Follow Jake on Twitter X:

twitter.com/chtrbx_ai

Wall Street Vision Podcast:

wallstreetvision.com

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients. 

You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover:

-Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing

-Top mistakes that he sees investors making 

-How people’s past experiences with investing can cause them to make poor decisions, and what to do about it

-Also, the importance of diversification and limiting exposure to any one specific investment

-Ted’s market outlook

Learn more about Ted:

https://oxbowadvisors.com/

Ted’s Twitter:

https://twitter.com/Oxbow_Advisors

Check out Ted on YouTube:

https://www.youtube.com/@OxbowAdvisors

Wall Street Vision Podcast:

www.wallstreetvision.com

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy?

I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research. 

Tune in to find out:

What is Sam’s take on the current state of the economy and his outlook to later this year and 2024?

Why do we sometimes see scary headlines while the stock market keeps hitting new highs?

Is inflation finally under control, or are there nasty surprises on the horizon?

Where are some great hunting grounds for the best investment opportunities today?

Sam has a wealth of knowledge and I learned a lot during our conversation. Check out more from Sam below:

Follow Sam on Twitter/X:

https://twitter.com/MillStResearch

Connect with Sam on LinkedIn:

https://www.linkedin.com/in/sam-burns-cfa-53a51a4/

Check out Mill Street Research for their in-depth high quality research services:

https://www.millstreetresearch.com/

Wall Street Vision podcast:

https://wallstreetvision.com

In this episode I had the privilege of speaking with Michael Robbins, CFA.

Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG.

In this episode, we discussed:

Buy Michael’s awesome book here:

https://www.amazon.ca/Quantitative-Asset-Management-Michael-Robbins/dp/1264258445

Readings/interviews/code from the book:

http://www.quantitativeassetmanagement.com/

Warren Buffett has a beef with credit cards. Check out this episode to find out why.

Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them!

In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision.

🎬Wall Street Vision on YouTube:

https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg

🚀 Wall Street Vision Investing Podcast website: 

https://wallstreetvision.com/ 

🎧 Subscribe and Listen on Spotify: 

https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 

🎧 Subscribe and Listen on Apple podcasts:

https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 

#investingpodcast #starbucks #HowardSchultz

Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities discussed on this podcast. This show is copyrighted by the Wall Street Vision, written permission must be granted before syndication or rebroadcasting.