Clint Sorenson

10 Podcast Episodes

E76: OpenAI + Microsoft CEO shuffle, SpaceX Starship successful test flight, Brex/Ramp new AI tools | Pre-IPO Stock Podcast – Nov 20, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon

E76: OpenAI + Microsoft CEO shuffle, SpaceX Starship successful test flight, Brex/Ramp new AI tools | Pre-IPO Stock Podcast – Nov 20, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon

00:15 | OpenAI + Microsoft CEO shuffle- Sam Altman (CEO) fired on Friday by board of directors- Greg Brockman (President... Read more

21 Nov 2023

28mins

E71: Plaid IPO?, NY State sues Gemini, Amazon + humanoid robots, AI and your kids/business | Pre-IPO Stock Podcast – Oct 23, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon

E71: Plaid IPO?, NY State sues Gemini, Amazon + humanoid robots, AI and your kids/business | Pre-IPO Stock Podcast – Oct 23, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon

00:18 | Plaid IPO?- Plaid hired former Expedia exec, Eric Hart, as their CFO, sparking IPO rumors- Plaid laid off 20% of... Read more

24 Oct 2023

36mins

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E61: SPECIAL POD! New SEC Private Fund Advisors Rule – PE/VC Perspectives & Highlights | Clint Sorenson, Nick Fusco, Aaron Dillon

E61: SPECIAL POD! New SEC Private Fund Advisors Rule – PE/VC Perspectives & Highlights | Clint Sorenson, Nick Fusco, Aaron Dillon

01:13 | Enhanced performance reporting requirements for VC/PE/RE funds- Private funds are required to deliver a fee tabl... Read more

29 Aug 2023

31mins

Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson

Episode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint Sorenson

Barrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing ... Read more

21 Sep 2020

27mins

Most Popular

EP127 Finding A Margin Of Safety In Today's Markets With Clint Sorenson

EP127 Finding A Margin Of Safety In Today's Markets With Clint Sorenson

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Ma... Read more

24 Jul 2020

39mins

EP124 Quant Models And Coronavirus with Clint Sorenson

EP124 Quant Models And Coronavirus with Clint Sorenson

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment frame... Read more

29 May 2020

27mins

Ep 88 - Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)

Ep 88 - Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)

Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real ... Read more

20 Nov 2019

13mins

008 - Clint Sorenson - Virtual CIOs & Markets

008 - Clint Sorenson - Virtual CIOs & Markets

Clint Sorenson - Co-Founder of WealthShield. Topics: Virtual CIOs, Factors, ETF Flash Crash, Market Lessons, Systematic ... Read more

28 Jul 2019

13mins

3 Questions On Today's Markets (10-12-18) With Clint Sorenson

3 Questions On Today's Markets (10-12-18) With Clint Sorenson

This series brings listeners thought leaders who share timely insights on today markets. 

12 Oct 2018

19mins

Why Advisors Should Consider A TAMP With Clint Sorenson

Why Advisors Should Consider A TAMP With Clint Sorenson

On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today an... Read more

17 May 2018

17mins

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