Anthony Zhang, Vinovest - From Barrel to Bank: How to Invest in Whiskey | #492

Anthony Zhang, Vinovest - From Barrel to Bank...

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Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612

My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. In today’s episode, Cullen walks through the principles o ...  Show more

What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611

Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins and outs of investing in founder-led co ...  Show more

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