I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space. ? Listen to this episode to discover: ? The steps Aaron took to raise $39M for his startup ⭐ What it’s like being a nimble startup in an industry with behemoth competitors ✅ How Aaron faced and overcame failure in his star ..read more

In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group.  Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve financial success (he didn’t grow up rich) Why it’s important to compete against yourself (instead of competing against others) How to cultivate the right mindset for success   The correct way to view f ..read more

Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!)  -What can you do to avoid being replaced by artificial intelligence?  -Jake's thoughts on the drama happening at openAI (company that created chatGPT -chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights Don't miss out on a special offer - Use coupon WSV2023 for 50% off all plans at chtrbx.AI for the first 2 months Jake’s company: chtrbx.ai Follow Jake on Twitte ..read more

Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients.  You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover: -Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing -Top mistakes that he sees investors making  -How people’s past experiences with investing can cause them to make poor decisions, and what to do about it -Also, the importance of diversification and limiting exposure ..read more

In this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG. In this episode, we discussed: Is the meme stock mania over, or here to stay? What are the characteristics of markets where arbitrage may be possible How computers and chatGPT are changing investing Investing biases that can lead to bad investments What factor investing is, an ..read more

In this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG. In this episode, we discussed: Is the meme stock mania over, or here to stay? What are the characteristics of markets where arbitrage may be possible How computers and chatGPT are changing investing Investing biases that can lead to bad investments What factor investing is, an ..read more

Warren Buffett has a beef with credit cards. Check out this episode to find out why. ?Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg ? Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ ? Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl ? Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #CreditCard Disclaimer: This content is for entertainment purposes only and should not be relied upon as the basis ..read more

Warren Buffett has a beef with credit cards. Check out this episode to find out why. ?Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg ? Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ ? Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl ? Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #CreditCard Disclaimer: This content is for entertainment purposes only and should not be relied upon as the basis ..read more

Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible feat through his Medallion Fund at Renaissance Technologies (Rentech). ?Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg ? Wall Street Vision Investing Podcast: website: https://wallstreetvision.com/ ? Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl ? Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podca ..read more

In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision. ?Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg ? Wall Street Vision Investing Podcast website:  https://wallstreetvision.com/  ? Subscribe and Listen on Spotify:  https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl  ? Subscribe and Listen on Apple podc ..read more