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Ep746: James M. Dahle – Don’t Buy More Insurance Than You Need

By Andrew Stotz | 11/06/2023 | 0

James M. Dahle, MD, is a practicing emergency physician who took an interest in personal finance and investing in residency after getting ripped off by every financial professional he came into contact with. He founded The White Coat Investor in 2011 to help fellow docs get a fair shake on Wall Street.

Ep745: Harley Bassman – Sizing Is More Important Than Entry Level

By Andrew Stotz | 11/02/2023 | 0

Harley Bassman is an industry thought leader and commentator on macroeconomic issues spanning decades.

Ep744: Mike Philbrick – Just Because You’re Winning Doesn’t Mean You’re Smart

By Andrew Stotz | 11/01/2023 | 0

Mike Philbrick is the CEO of ReSolve Asset Management. He has over 30 years of experience in investment management, serving in senior investment industry positions with several major financial services firms, and is responsible for investment decisions, coaching, and strategic leadership.

Ep743: Sam Burns – Understand What You’re Really Betting On

By Andrew Stotz | 10/30/2023 | 0

Sam Burns is Chief Investment Strategist at Mill Street Research, an independent investment research firm based near Boston, MA. For 25 years, he has focused on global asset allocation and quantitative stock selection, primarily for institutional investors.

Ep742: Jay Pelosky – You Can Be Right but at the Wrong Time

By Andrew Stotz | 10/26/2023 | 0

Jay Pelosky has over 35 years of both buy and sell side financial market experience. While at Morgan Stanley, he was ranked # 1 in Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.

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