Money, Riches & Wealth - The Podcast

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.

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.

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.

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.

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.

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.

This week, Drew is joined on the air by Dr. Richard Vedder who authored the article Federal Student Aid and the Law of Unintended Consequences. Dr. Richard Vedder is Distinguished Professor of Economics at Ohio University in Athens, Ohio. He has written extensively on labor issues, authoring such books asThe American Economy in Historical Perspective and, with Lowell Gallaway,Out of Work: Unemployment and Government in Twentieth-Century America. Vedder has written over 100 scholarly papers published in academic journals and books, and his work has also appeared in numerous newspapers and magazines including the Wall Street Journal,Washington Post, Investor's Business Daily, Christian Science Monitor, and USA Today. Vedder has been an economist with the Joint Economic Committee of Congress, with which he maintains a consulting relationship. He has served as the John M. Olin Visiting Professor of Labor Economics and Public Policy at the Center for the Study of American Business at Washington University in St. Louis and has taught or lectured at many other universities.

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.

This week, Drew and Tim are joined on air by Maryland State Comptroller Peter Franchot discussing bringing business to Maryland. Learn more about Mr. Franchot and his work HERE.

This week, Drew and Tim are joined on air by Dan Zevin, author of the book Dan Gets A Minivan. Get more info on Dan and his book at www.DanZevin.com. Dan Zevin’s latest book is Dan Gets a Minivan: Life at the Intersection of Dude and Dad (Scribner, 2012), which has been optioned by Adam Sandler’s Happy Madison Productions along with his previous book, The Day I Turned Uncool. A finalist for the Thurber Prize for American Humor, Dan has followed his readers through each phase of life, from post-college coping (Entry-Level Life) to tying the knot (The Nearly-wed Handbook) to developing a disturbing new interest in lawn care and wine tastings (Uncool). And that was all before he had kids. Which leads us back to this minivan situation. Dan has been a comic correspondent for National Public Radio’s WBUR, the humor columnist for Boston Magazine and the Boston Phoenix, and a contributor to national publications including Rolling Stone, Maxim, Details, TheNewYorker.com, and Parents. He also wrote an original sitcom pilot for CBS and Warner Brothers. His latest project is Star Vehicle, a YouTube talk show he hosts inside his minivan.