Gaining Perspective

Latest Episodes:

Minisode - What Was Behind Last Year’s Outperformance in Precious Metals? Feb 14, 2020

Show notes

Last year – 2019 – was a strong year for precious metals. Gold had its strongest increase since 2010. Silver and platinum also saw their largest annual gains in several years. But the big winner was palladium, which gained over 50%.

TIGER 21: How the ultra-wealthy are investing Feb 10, 2020

Show notes

Founded in 1999, Tiger 21 is a peer-to-peer network of wealthy individuals who meet on a regular basis to discuss the issues that matter most to them. Many of those discussions are focused on investing.

Its 700+ members include entrepreneurs who have created, built, and sold their own businesses. Others are Wall Street executives, CEOs of major companies, and real estate investors. All have been successful in their chosen fields and have a minimum of $10 million in assets to invest and the average member has $100 million in assets.

Minisode - The Role of Succession Planning in Taking on Institutional Capital Feb 08, 2020

Show notes

A recent study by Charles Schwab revealed that succession planning ranks last on the list of top priorities for RIAs. Moreover, 92% of firms are considering internal succession. As someone who has first-hand experience selling a business, my guest, Stuart Silverman, will explain why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.

Minisode - A New Tool to Forecast ETF Performance Feb 07, 2020

Show notes

After 40 years on Wall Street, stock market expert Marc Chaikin, whose technical indicators are industry standards, introduced a suite of groundbreaking tools to provide a directional edge for investors and advisors. Chaikin Analytics was launched in March 2011 and is a suite of research tools and portfolio management services that help pick winning stocks and ETFs and drop losers ahead of market shifts.

Minisode - The New ETF That Avoids Losers Instead of Picking Winners Feb 06, 2020

Show notes

Granite Shares is an ETF company focused on simple, cost-effective access to commodity and alternative investments.

Minisode - The Extraterrestrial ETF (UFO) Feb 04, 2020

Show notes

Since the beginning of humankind, we have looked to the skies with immense curiosity in search of answers. Space has always captured human interest, but recently, the space economy has also captured commercial interest like never before. UFO, the Procure Space ETF, is positioned to provide diversification beyond the limitations of solely earthbound companies.

Will Large-Cap Growth Continue to Outperform? Jan 27, 2020

Show notes

This year, 2019, may be remembered as the year to be invested in large-cap growth stocks, with the Russell 1000 large-cap growth index returning over 30% year-to-date. One of the standout funds this year is the William Blair Large Cap Growth (LCGNX), which has returned over 35% with less than a week to go in the year. But its strong track record extends back even longer. It has returned 9.78% annually over the last 15 years, beating the Morningstar large-cap growth category average by 47 basis points.

Contrarian views from Rupal Bhansali, CIO-Global Equities & Author, ‘Non-Consensus Investing’ Jan 21, 2020

Show notes

Only 2% of mutual fund assets are managed by women. One of them is Rupal Bhansali, who also happens to be a woman of color. She offers some insights into the keys to her successful career path, as well as the top contrarian opportunities she sees in the non-U.S. markets.

The Future of Advisor Technology Jan 10, 2020

Show notes

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want. My guest today has seen the advisory technology industry evolve from a collection of stand-alone software packages to an integrated, web-based platform, and she will give us her predictions for what the next decade will bring.

How This Small-Cap Value Fund Keeps Outperforming Dec 31, 2019

Show notes

Hotchkis & Wiley is true value investor that has performed well in a growth-dominated equity market. It also has a large following among advisors. Its Small Cap Diversified Value Fund has strong numbers and a history of outperformance versus its benchmark. The fund has considerable exposure to micro caps, which has helped it to consistently outperform on a rolling three-year basis since its inception in 2014.

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