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#8 Beyond Bonds: Exploring Alternative Asset Classes for Inflation Protection w/ Michael Furla, Managing Director And Head of Fixed Income, The Mather Group, LLC

https://youtu.be/arNT6M-TVDI Michael Furla is the Managing Director at The Mather Group, LLC. He assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. In this episode, Zack and Michael discuss: Diversifying Your Portfolio During Elevated Inflation Timing the Market vs. Time In the Market Venture Debt: Is it Really as Risky as …

#8 Beyond Bonds: Exploring Alternative Asset Classes for Inflation Protection w/ Michael Furla, Managing Director And Head of Fixed Income, The Mather Group, LLC Read More »

#7 AI and Data: Powerful Tools to Maximize Investment Returns w/ Mike Ryan, Co-Founder, Bullet Point Network

https://youtu.be/BfEqZdmp2c0 Mike Ryan (@mikeryanbpn), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss: Balancing Growth and …

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#6 Investing In What You Know: Maximizing Returns Through Familiarity w/ Michael Nicks, Deputy Chief Investment Officer, Pepperdine University

https://youtu.be/5gf981MwMME Michael Nicks is the Deputy Chief Investment Officer at Pepperdine University and a member of the Investment Steering Committee for the Alternative Investment Management Association. In this episode, Zack and Michael discuss: The Failure of Self-Regulation in Digital Asset Markets You Don’t Have to Do It All How to Build a Resilient Investment Plan …

#6 Investing In What You Know: Maximizing Returns Through Familiarity w/ Michael Nicks, Deputy Chief Investment Officer, Pepperdine University Read More »

#5 The Stability of Big Banks and the Struggles of Regional Banks w/ Paul Dietrich, Chief Investment Strategist, B. Riley Wealth

https://youtu.be/7dWBBZml2eU Paul Dietrich is the Chief Investment Strategist at B. Riley Wealth. Join us as we discuss Paul’s unconventional background, his expertise in business cycles, leading economic indicators, behavioral biases, and the biggest risks in today’s market. In this episode, Zack Ellison and Paul Dietrich discuss: The Domino Effect of Lease Defaults on Banks The Global …

#5 The Stability of Big Banks and the Struggles of Regional Banks w/ Paul Dietrich, Chief Investment Strategist, B. Riley Wealth Read More »

#4 Venture Debt: Double-Digit Income with Upside Potential w/ Chris Osmond, Chief Investment Officer, Centura Wealth Advisory

https://youtu.be/gAfNiOPE0j4 Chris Osmond (@ChrisOsmondCFA) has extensive experience in investment management, including market and economic analysis in the United States, alternative investments, private equity, and asset allocation recommendations for individual, corporate, and institutional investors. In this episode, Zack and Chris discuss: Maximizing Your Wealth With Above-the-Line Planning How to Remove Emotion From Investment Decisions The Pitfalls …

#4 Venture Debt: Double-Digit Income with Upside Potential w/ Chris Osmond, Chief Investment Officer, Centura Wealth Advisory Read More »

#3 Understanding The Benefits Of High-Growth Lending w/ Paul Squarcia, Founding Partner, One Charles Private Wealth

https://youtu.be/OQ_vpW_WpBQ Paul Squarcia (https://ocpws.com/) is a founding partner at One Charles Private Wealth. Paul is a financial advisor in Hingham, Massachusetts, with 22 years of experience in the field. In this episode, Zack and Paul discuss: The Dangers of Overweighted Investments The Invisible Workload: Why Execution is the Backbone of Your Business The Role of …

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#2 Fighting FOMO: Staying Disciplined While Everyone Else Is Chasing Hot Trends w/ Christian Gannon, Director of Investments, Twickenham Advisors

https://youtu.be/8l0SflruH4A Christian Gannon is the Director of Investments at Twickenham Advisors. He partners with advisors to craft investment solutions that help clients meet their goals. In this episode, Christian and Zack discuss: Mistakes Make Us Better Investors Investing in Times of Economic Uncertainty How to Stay Ahead of the Game in a Rapidly Changing Market Just …

#2 Fighting FOMO: Staying Disciplined While Everyone Else Is Chasing Hot Trends w/ Christian Gannon, Director of Investments, Twickenham Advisors Read More »