Podcast Bios

Posted: Monday, February 22, 2021

Richard Bernstein

Richard Bernstein Advisors LLC

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money … Read More

Posted: Tuesday, February 9, 2021

Grant Williams
Vulpes Investment Mgmt, Matterhorn Asset Mgmt

Much to his chagrin, Grant Williams has reached 35 years in finance.

Over that period, he has held senior positions at a number of investment banks and brokers including Robert Fleming, UBS, Banc of America … Read More

Posted: Tuesday, January 26, 2021

Gerard Minack
Minack Advisors

Gerard Minack has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard has a poor track record … Read More

Posted: Tuesday, December 15, 2020

Dr. Ben Hunt
Chief Investment Officer, author of Epsilon Theory
Second Foundation Partners

Dr. Ben Hunt is the Chief Investment Officer and co-founder of Second Foundation Partners, an independent financial research firm and registered investment adviser, and the author of Epsilon Theory, a … Read More

Posted: Wednesday, December 9, 2020

Liz Ann Sonders
Senior Vice President and Chief Investment Strategist
Charles Schwab & Co., Inc.

As Chief Investment Strategist at Charles Schwab, Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused … Read More

Posted: Wednesday, November 18, 2020

James Grant
Grant’s Interest Rate Observer

James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His book, The Forgotten Depression, 1921: The Crash that Cured Itself, a history … Read More

Posted: Monday, November 9, 2020

Dr. Edward Yardeni
Yardeni Research, Inc.

Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche … Read More

Posted: Tuesday, October 27, 2020

Anthony Scaramucci

Founder and Managing Partner
SkyBridge Capital

Anthony Scaramucci is Founder and Co-Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger … Read More

Posted: Tuesday, October 13, 2020

Ivy Zelman

Chief Executive Officer

Zelman & Associates

Ivy Zelman is Chief Executive Officer of Zelman & Associates holding roughly 30 years of experience covering housing and housing-related industries. In 2007, Ivy co-founded Zelman & Associates. The firm provides … Read More

Posted: Tuesday, September 29, 2020

Ryan Simonetti

CEO & Co-Founder


Ryan Simonetti is the CEO and co-founder of Convene, the company that designs and services premium places to work, meet, and host inspiring events. His unique expertise in real estate acquisitions, development, and structured finance has … Read More



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