Ep. 20 – Beware of Stock Tips. Do your Own Research with Alexander Burstein

Alexander Burstein works in the pharmaceutical industry, first doing a sales career in Merck KGA and Angelini, then a marketing career. And the last 18 years, he is in business development for Sanova, a company of the McKesson Group. In his leisure time, he loves to do sports like jogging and hiking, and he is…

Ep. 19 – Overlooking Growth and Expansion with Shagun Jain

Shagun Jain holds a Master’s degree in Management Studies (MBA) from Jamnalal Bajaj Institute (JBIMS), Mumbai specializing in Finance. He is also Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). His professional career exposed him to sales, research and consulting resulting in a rare blend of expertise in the financial services space. He worked as a…

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Ep. 18 – A Big House Can Lure Even a Behavioral Expert with Daniel Crosby

Dr. Daniel Crosby, Ph.D., is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the…

Ep. 17 – The Risk of Concentrated Bets with Brian Portnoy

Brian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles, including at…

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Ep. 16 – Stock Tips Can Work Until They Don’t with Frank Moffatt

Frank Moffatt is an International Best Selling Author, Motivational Speaker, Lifestyle Coach, Music Producer, Movie Producer, TV Producer, and founder of Your Second Fifty. Today Frank is focused on his position as CEO of Your Second Fifty (YSF)- home of inspirational education to improve and enhance one’s life throughout their second fifty. In addition, Frank looks…