))
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The people I’ve interviewed are inspiring. They aren’t just in this field for financial gain but are passionate about what they do. One year ago I had my first interview with Alex Krainer. In honor of the anniversary of this podcast, Alex Krainer will join me again. Alex is the founder of Krainer Analytics and the creator of I-System Trend Followin…
What do you know about gold? Why is it an asset that we see as valuable? Why are people drawn to it in times of uncertainty? Gold is often touted as a hedge against inflation. So is an investment in Gold worth it? Max Belmont—a Senior Research Analyst with First Eagle Management—joins me in this episode to cover all things AU 79. You will want to h…
U
UPTHINKING FINANCE
1
Financial Wisdom We Learn From Nature with Aaron Bott, Ep #25
40:55
40:55
Play later
Play later
Lists
Like
Liked
40:55
As humans, when should we be concerned about our impact on nature? I think there is an argument to be made for balance. I respect animals and their role on this earth. I believe they have souls and a purpose just like humans. Today’s guest, Aaron Bott, is going to help us navigate the economic and ecological concerns of humans interacting with natu…
U
UPTHINKING FINANCE
1
Come Sail Away with Tim and Stephany, Ep #24
41:58
41:58
Play later
Play later
Lists
Like
Liked
41:58
Tim & Stephany Mauer discovered the British Virgin Islands in 2000 while on a charter. The experience was intoxicating and changed the course of their lives. They made it their goal to buy a boat and spend their years sailing the Caribbean islands. In this episode of Upthinking Finance™, they share how they made their dream a reality. You will want…
U
UPTHINKING FINANCE
1
Of Two Minds with Charles Hugh Smith, Ep #23
43:38
43:38
Play later
Play later
Lists
Like
Liked
43:38
Today’s guest is Charles Hughes Smith, who’s been writing about socioeconomic and technology trends since 2005 on his blog, “Of Two Minds.” His blog hosts over 4,000 pieces of original content. His work is also on Patreon and ZeroHedge. Charles seeks to understand why our sociopolitical and economic systems are failing and lays out alternative ways…
I received my first securities license 30 years ago. Over these years, I’ve been exposed to many investment options. I’ve never been drawn to taxable bonds as an investment option. In my opinion, they’ve never been a good hedge against inflation and just don’t make sense. You’re giving the government money without any idea what it will be used for …
Steve Knight has been in the aviation industry for 50 years. He holds an airline transport pilot certificate, a commercial pilot certificate, a flight engineer certificate, and a certified flight instructor certificate. He’s flown more than 22,000 hours on seven types of aircraft, all over the world. He’s been Chief Pilot, Director of Operations, F…
U
UPTHINKING FINANCE
1
Taking Care of Business with Rich Solomon, Ep #20
46:14
46:14
Play later
Play later
Lists
Like
Liked
46:14
Today’s guest, Rich Solomon, is an attorney, author, and public speaker that runs a local radio station in New York. In this episode of Upthinking Finance™, we build on last week’s episode with Sunil Dovedy and cover the practical aspects of starting a business. What are the common roadblocks? Why do partnerships seemingly always fail? How do you k…
Starting a business is both challenging and exciting. I cannot deny the hand of God in my work at Capital Investment Advisors. I’m surrounded by some of the best people I could collaborate with daily. But a lot can go wrong when you run your own business. A lot can go wrong when you take an idea and create something that generates revenue and makes…
One of the challenges financial planners face is figuring out how to determine an individual's risk tolerance and explain it to them. The challenge is helping clients understand what a downside looks like and feels like. It’s hard to prepare people for the ups and downs of the market. In 2011, software was developed to more effectively communicate …
U
UPTHINKING FINANCE
1
Do What is Right, Not What is Expected, Ep #17
40:48
40:48
Play later
Play later
Lists
Like
Liked
40:48
Today’s guest built a successful career and preserved her personal integrity working in a high-pressure industry where most people succumb to the demands of political correctness and upward mobility at all costs. Today’s guest is my wife, Darci Fersch. Darci has a B.S. (Bachelor of Science) in Administration of Justice and a Master’s Degree in Cons…
U
UPTHINKING FINANCE
1
Adapt or Die with Rodrigo Gordillo ReSolve Asset Management, Ep #16
44:26
44:26
Play later
Play later
Lists
Like
Liked
44:26
The political and socio-economical world is changing rapidly. What’s happening isn’t just a part of the normal cycle. So how do we adapt in these changing times? In this episode of UpThinking Finance™, Rodrigo Gordillo shares why low inflation isn’t normal, talks about the Fed’s over-reliance on fiscal spending, and his company’s concept of return …
Kandee Anderson has worked for Marriott since December of 1988—34 years. How many people can say that? Her accomplishments are broad and deep. She started as a Sales Manager at a Residence Inn in Southern California. She worked her way up to a GM position at that property before moving into marketing and sales as a Regional Sales Director. Eventual…
U
UPTHINKING FINANCE
1
Oil & Gas with Chris Pusak, Cushing Asset Management, Ep #14
40:02
40:02
Play later
Play later
Lists
Like
Liked
40:02
Oil is a global commodity. When President Nixon took the United States off the Gold Standard, it created difficulty with global commodities. At that time, the major oil producers around the world agreed that oil would be priced in dollars globally (which led to the term “Petro-dollar”). When you link something to a currency, it can be inflationary …
Over 20% of Exxon Mobil stock is owned by Vanguard, BlackRock, and State Street. That means they have 20% of the voting rights. Starbucks is largely held by Vanguard, BlackRock, and State Street. Why is this important? These companies are some of the largest advocates for the World Economic Forum (WEF) which forces compliance with the objectives an…
Pastor Rodney Nichols learned at a young age that he was musically talented and was asked to direct the Pastor’s choir. But he knew God had a greater plan for him. In June of 2000, he accepted his calling to be a preacher. He became the Pastor of True Faith Holiness Church for four years. After he met his wife in 2008 and graduated from Bible Colle…
How do you make financial decisions as a couple? In church environments, there tends to be the idea that one partner gets to decide how to spend the money and takes control of finances. While there may be a primary point person, it is a partnership. Couples should make decisions together. My wife has an exceptional eye for property and is skilled a…
When the United States moved off of the gold standard in 1971, it allowed the government to print as much money as it wanted. When gold was the standard, they could only issue as much money as they had gold or assets to back it. It affixed a value. We operate on a fiat money system now, which means the market forces dictate the value of the currenc…
U
UPTHINKING FINANCE
1
The Angery American Chris Weatherman, Ep #9
40:00
40:00
Play later
Play later
Lists
Like
Liked
40:00
“True wealth is the ability to spend your time the way you want to. That is the ultimate resource.” – Chris Weatherman It’s important to prepare for retirement so that outside factors won’t impact whether or not you have the retirement you’ve dreamt of. Financial independence and self-reliance are important. But according to Chris Weatherman, it’s …
U
UPTHINKING FINANCE
1
Krispy Kreative with Chris Pelczynski, Ep #8
42:25
42:25
Play later
Play later
Lists
Like
Liked
42:25
Chris Pelczynski is a seasoned creative director, designer, and illustrator who spent most of his career in leadership at ESPN. Since starting his career as a graphic designer in the 1990s, he’s worked for companies of all sizes. His most notable roles were working with ESPN where he led the creative process for some of the world’s largest broadcas…
U
UPTHINKING FINANCE
1
The Asian Financial Crisis with Russell Napier, Ep #7
48:08
48:08
Play later
Play later
Lists
Like
Liked
48:08
Russell Napier is the author of The Solid Ground Newsletter. He began writing the global macro-strategy report in 1995 for CLSA, a capital markets and investment group based in Hong Kong. He forecast what was to become the Asian Economic Crisis and was voted Asia’s #1 equity strategist in all of the leading polls at the time. His forecasts were com…
Gina DiMaggio has always loved color. From the moment she could pick up a crayon, she drew rainbows. She was also drawn to black and white images because they were full of contrast. She learned to associate color with the contrast in the images and used them to illuminate the light. What’s born is truly striking vibrant images—and a thriving busine…
When people make small mistakes and deviations with their retirement portfolio, we can work through it. But there’s a BIG mistake that people make that not only destroys their financial future but also makes a generational impact. In this episode of Upthinking Finance™ I’ll share some stories about mistakes I’ve observed over the years. What’s the …
U
UPTHINKING FINANCE
1
A Leap of Faith with Lindsay Metcalf, Ep #4
35:42
35:42
Play later
Play later
Lists
Like
Liked
35:42
In 1995, I started my investment firm, Capital Investment Advisers. I left a job where I had a consistent client base, a good salary, employee benefits, and the hope that I would move up the corporate ladder. But I felt I could do a better job. Lindsay Metcalf holds the same belief. Lindsay is the sole owner of HomeConnect, a company created to eli…
U
UPTHINKING FINANCE
1
Interrupting Mass Incarceration with Chris Hoke, Ep #3
46:37
46:37
Play later
Play later
Lists
Like
Liked
46:37
In my role as a CFP, I’ve been introduced to some awesome people and organizations across the country and the world. Today’s guest, Pastor Chris Hoke, is one of those people. Chris is the co-founder of Underground Ministries, which serves to mobilize faith communities and businesses in the Pacific Northwest by connecting them to men and women being…
Today I want to share a risk that many people aren’t aware of as they approach retirement: sequence of returns risk. When you retire, there’s no way to predict what the market is going to look like. You’ve planned to withdraw from your retirement portfolio to fund your retirement. But what happens when you have to make withdrawals in a down market?…
You may never have heard of Trend Following as an investment strategy. That’s because it’s not a commonly followed approach for any of the Finance Experts you’ll find out there. It’s an investing approach that has been in existence for a long time but has only been used by hedge funds, until now. My guest on this episode is Alex Krainer, Founder of…
ciadvisers.com Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted fro…
