Phil DeMuth - “Nothing in My Global Outlook i...

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 ...  Afficher plus

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 ...  Afficher plus

Many businesses do not optimally perform. It can be frustrating, but you don’t need to suffer today. In this episode, Philip (Phil) Krichilsky< ...

Welcome to the premiere episode of the Millionaire Real Estate Agent podcast, your gateway into the dynamic realm of real estate mastery. On this podcast, we're set to demystify the success stories that rock the real estate world. What fuels the drive of top-notch agents? ...

My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and c ...  Afficher plus

In this episode, William Green chats with famed investor Bruce Berkowitz, whose Fairholme Fund has beaten the S&P 500 by 529 percentage points over 23 years. Bruce, who was named Morningstar’s Domestic Stock-Fund Manager of the Decade in 2009, talks here about the ups & downs of ...  Afficher plus