Sep 14, 2023
Our guest today is Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making, using his research to advise investors, business leaders, and policymakers. In 2023, he released the book,...
Aug 24, 2023
Our guest today is Orlando’s own fantasy football expert, KC Joyner. KC used to work for ESPN and now runs his own website called The Football Scientist. We’ve had lots of amazing podcast guests since we started in March 2020, but since last year’s episode with KC was the second most downloaded episode of any...
Aug 3, 2023
Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board member of the CFA Society of Orlando.
In today’s episode, Cameron talks about her overall view of the markets. She touches on value, emerging markets, alternatives,...
Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low cost insurance and Fee Only wealth management firms. On the other hand, Wade has...
Jun 1, 2023
In today’s episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on the map offering value and momentum factor exposures, but it doesn’t stop there. Wes and his group have evolved to offer advanced tax strategies in the form of...