Money, Riches & Wealth - The Podcast

MRW Podcast - Dr. Scott Atlas (Guest)

This week, Drew and Tim are joined on the air by Dr. Scott Atlas, author of In Excellent Health: Setting the Record Straight on America’s Health Care. Scott W. Atlas, MD, is the David and Joan Traitel Senior Fellow at the Hoover Institution, and senior fellow by courtesy at the Freeman Spogli Institute for International Studies at Stanford.

MRW Podcast - Jim Rogers (Guest)

This week, Drew was joined on air by investing legend Jim Rogers who has authored Street Smarts: Adventures on the Road and in the Markets. Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, and most publications dealing with the economy or finance. He has also appeared as a regular commentator and columnist in various media and has been a visiting professor at Columbia University. After attending Yale and Oxford University, Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Jim Rogers kept busy serving as a professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'. In 1990-1992, Jim Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records.

MRW Podcast - Larry Swedroe (Guest)

This week, Drew and Tim are joined on air by Larry Swedroe, author of Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals. Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.

MRW Podcast - Kevin Freeman (Guest)

This week, Drew and Tim were joined on air by Kevin Freeman, author of the book Secret Weapon. Kevin D. Freeman, CFA, is founder and CEO of Cross Consulting and Services, LLC, DBA, Freeman Global Investment Counsel, an Investment Advisory firm serving High Net-Worth Clients and Institutional Investors. He is considered one of the world’s leading experts on the issues of Economic Warfare and Financial Terrorism. He has consulted for and briefed members of both the U.S. House and Senate, present and past CIA, DIA, FBI, SEC, Homeland Security, the Justice Department, as well as local and state law enforcement. He has traveled extensively with research trips to Russia and China and throughout Europe and the Americas.

MRW Podcast - Joe Carlen (Guest)

This week, Drew and Tim are joined on air by Joe Carlen, author of The Einstein of Money. From consumer products to cancer diagnostic devices, alternative energy to automotive products, Joe Carlen has worked on projects of almost every conceivable industry in his 12+ years of market assessment experience. Mr. Carlen, the author of the business bestseller "The Einstein of Money" about Warren Buffett's mentor Benjamin Graham (read the Economist review here), brings his strong financial analysis skills to bear on all market assessment projects.

MRW Podcast - Moshe Silver (Guest)

This week, Drew and Tim are joined on air by Moshe Silver, author of Fixing a Broken Wall Street. Moshe Silver has spent three decades on Wall Street and is Chief Compliance Officer at Hedgeye Risk Management.  In addition to his Columbia MBA, Moshe’s depth and breadth of experience are unique for a compliance professional.  He was a producing broker at Bear Stearns and PaineWebber, and more recently a hedge fund compliance officer at Millennium and Carlyle Blue-Wave Partners.  In between, he has run brokerage branch operations and been director of compliance at the regional, national and global level.  Moshe’s talent with language and expertise with a pen (he holds a Masters Degree in creative writing from The New School) make him a multiple threat player.  Moshe authors the regular Hedgeye featured column “Slouching Towards Wall Street” and scours the Latin American press daily to add detail – and the occasional scoop – to Hedgeye’s in-depth coverage of Brazil.

MRW Podcast - Zack Pace (Guest)

This week, Drew is joined by Zack Pace - Senior Vice President of Benefits Consulting at CBIZ. Zack joins the program to discuss the impact the Affordable Health Care Act will have on small businesses.

MRW Podcast - Greg Valliere (Guest)

This week, Drew and Tim are joined by political strategist Greg Valliere discussing the Fiscal Cliff. With over 30 years of experience in covering Washington for institutional investors, Greg Valliere coordinates political and economic research for Potomac Research Group. He focuses on how Congress and the White House shape fiscal policies and monitors the Federal Reserve Board’s interest rate policies. Prior to joining Potomac Research, Mr. Valliere served as Chief Policy Strategist for Soleil Securities Corporation. He previously held key strategy roles at Charles Schwab’s Washington Research Group and The Washington Forum. Mr. Valliere co-founded The Washington Forum in 1974, serving as Chief Political Analyst and editor of the group’s publications, and ultimately as Research Director.

MRW Podcast - Kathleen Burns Kingsbury (Guest)

This week, Drew is out but Tim is joined by wealth psychology expert and behavioral change specialist Kathleen Burns Kingsbury. Kathleen teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability. Learn more at her site.

MRW Podcast - James Rickards (Guest)

This week, Drew is joined by James Rickards, author of the book Currency Wars. James G. Rickards is a seasoned counselor, investment banker and risk manager with over thirty-five years experience in capital markets including all aspects of portfolio management, risk management, product structure, financing, regulation and operations. Mr. Rickards’ market experience is focused in alternative investing and derivatives in global markets. He has also served as General Counsel at several alternative asset management companies and a stock exchange facility and is expert in fund governance and international fund structures. Mr. Rickards is a graduate school visiting lecturer in finance at Northwestern University and the School of Advanced International Studies. He has delivered papers on econophysics at the Applied Physics Laboratory and the Los Alamos National Laboratory. Mr. Rickards has written articles published in academic and professional journals in the fields of strategic studies, cognitive diversity, network science, and risk management. He is an advisor on capital markets to the Office of the Director of National Intelligence.