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
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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
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36mins
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
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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
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27mins
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
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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
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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
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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
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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
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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
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17mins