Ranked #1

The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM
The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM
My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He s... Read more
11 Dec 2019
•
43mins
Ranked #2

How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM
How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM
My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Bi... Read more
5 Feb 2020
•
34mins
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Ranked #3

How To Find 5-Star Stocks With Carl H. Scholtz
How To Find 5-Star Stocks With Carl H. Scholtz
My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 milli... Read more
20 Nov 2019
•
34mins
Ranked #4

How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management
How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management
Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in... Read more
19 Nov 2019
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46mins
Ranked #5

How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion
How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion
My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion ove... Read more
2 Dec 2019
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26mins
Ranked #6

Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger
Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger
Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 m... Read more
11 Nov 2019
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1hr 1min
Ranked #7

Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager
Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager
Justin E. Deutsch, Portfolio Manager, at Weybosset Research & Management with $250 million in assets under manageme... Read more
9 Jan 2020
•
28mins
Ranked #8

How To Preserve & Grow Your Money With Lauren Rich Fine
How To Preserve & Grow Your Money With Lauren Rich Fine
My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under mana... Read more
25 Nov 2019
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22mins
Ranked #9

Uncommon Cents Investing With Sheena Hanson CFP®
Uncommon Cents Investing With Sheena Hanson CFP®
My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some ti... Read more
18 Nov 2019
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17mins
Ranked #10

The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M
The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M
Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under mana... Read more
13 Nov 2019
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26mins
Ranked #11

Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion
Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion
My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets unde... Read more
15 Jan 2020
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24mins
Ranked #12

The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager
The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager
My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B i... Read more
22 Jan 2020
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24mins
Ranked #13

How This ETF Strategist Manages Assets For RIAs...
How This ETF Strategist Manages Assets For RIAs...
My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells y... Read more
14 Jan 2020
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33mins
Ranked #14

Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion
Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion
My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with ove... Read more
6 Feb 2020
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42mins
Ranked #15

5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM
5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM
My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundam... Read more
3 Feb 2020
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38mins
Ranked #16

Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUM
Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUM
My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under... Read more
12 May 2020
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38mins
Ranked #17

How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg Werlinich
How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg Werlinich
My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ende... Read more
11 May 2020
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39mins
Ranked #18

How To Buy Monster Stocks With A CANSLIM Master - Jim Roppel
How To Buy Monster Stocks With A CANSLIM Master - Jim Roppel
My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M... Read more
21 Apr 2020
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50mins
Ranked #19

X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey Wright
X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey Wright
My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright. Jay gives you a technical lo... Read more
17 Apr 2020
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41mins
Ranked #20

A Portfolio Manager’s Guide To Real Estate Equities At The End Of The Cycle
A Portfolio Manager’s Guide To Real Estate Equities At The End Of The Cycle
My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under... Read more
9 Apr 2020
•
38mins