S1 Ep188: Don't miss CAVALIA-the greatest show on earth!
Stop by and hear what's happening under the big tent being erected right off the 405 freeway here in Orange County as ODYSSEO rides into town and brings with it what's billed as "the greatest show on earth", a live extravaganza featuring aerialists, acrobats and over 40 horses performing in the largest traveling show of it's kind in the world.  As part of their month long engagement here in the...
18m Feb 03, 2016
18m
S1 Ep187: Bluerock Capital Management
Listen to Paul Dunn describe the rather unique real estate investment opportunities that Bluerock offers. Bluerock is an institutional real estate firm that develops, buys and manages large real estate projects in major U.S. cities. These types of properties are typically owned by institutional investors (pension funds, endowments, etc.) and Bluerock makes them available to the private investor...
23m Feb 03, 2016
23m
S1 Ep186: Alternative Direct Investment Securities Assoc (ADISA)
Tony Grego, Director of Business Development for ADISA discusses ADISA and the benefits and opportunities it offers.
7m Jan 21, 2016
7m
S1 Ep185: Peter Rucchiuti, Tulane University
A professor at Tulane University, Peter established the Burkenroad Reports, a twenty-two year old program, where the students visit and evaluate small companies located in the south, with the reports being published for investors.  Peter was a speaker at the ADISA Conference and has a very interesting interview.Please note that at the time of this interview, Partnervest Advisory Services, LLC d...
8m Jan 21, 2016
8m
S1 Ep184: Preferred Apartment Communities
John Isakson discusses the environment for opportunities in the  apartment communities investing.  PAC is a publicly traded REIT (Real Estate Investment Trust) that operates apartment complexes throughout the country.  He makes a strong case for the need for the productive acquisition and management of such properties today.Please note that at the time of this interview, Partnervest Advisory Se...
7m Jan 21, 2016
7m
S1 Ep183: Mark Kosanke
Mark is a CPA and current Financial Advisor who specializes in alternative, direct investments.  This interview occurred at the ADISA Conference (the Alternative Direct Investment Securities Assoc) of which Mark is a past President and current active Board Member,  and discusses the various investment categories that make up the ADISA landscape.  For many investors, these categories will be new...
8m Jan 21, 2016
8m
S1 Ep182: RMB Group
Listen to this brief FreedomFest interview with Barry  Potekin, a presenter at the Conference.   RMB Group are commodities traders, managing money for investors in the Futures market -  Investments in Gold, Oil, Platinum, Agricultural products, other metals, U.S. and foreign Stock Indexes,  etc.  These investments can be long or short, meaning they can be profitable or unprofitable whether the ...
7m Dec 21, 2015
7m
S1 Ep181: Jade Rhino Ventures
Listen to this brief FreedomFest Conference interview with Hoyt Smith of Jade Rhino Ventures, a presenter at the conference.  They focus on medical Biotech, Big Data and enegry companies.  Their clients are typically pre-IPO and Jade Rhino brings them to the public arena.
4m Dec 21, 2015
4m
S1 Ep180: Wall Street Research
In this FreedomFest Conference interview we talk briefly with Alan Stone, founder and CEO, a former research and fund manager on Wall Street, which publishes profiles, newsletters and research on emerging micro cap and small cap companies, who are often international companies.   They also put on investment forums for investors to be introduced to the companies that they have evaluated.
7m Dec 18, 2015
7m
S1 Ep179: Macro Trend Strategies
Listen to Louis Llanes, founder of Macro Trend Strategies, discuss his investing strategies, which include fundamental, technical and behavioral approaches to create what he calls an evidence based investment management. With a background from investment management firms, hedge funds, banks and quantitative analysis, he uses traditional asset allocation plus absolute return strategies for his p...
31m Dec 18, 2015
31m
S1 Ep178: Podcasts over Books
Each week, Chris Dyer (the host of our weekly HR show, TALENT TALK) asks his guests "what book are you reading?"  This week, Mike Fingado, the young co-founder and CEO of Mowdo, gave a suprising answer.  Rather than focusing on traditional books, he'd rather listen to podcasts and is a rabid consumer of them.  Does this represent a generational shift away from paper or a more practical admissio...
2m Nov 26, 2015
2m
S1 Ep177: ExchangeRight Real Estate
Warren Thomas, founder and CEO, explains the 1031 exchange approach to the sale and purchase of properties.  Their firm creates portfolios of properties for investors looking for replacement property options.  These properties are typically triple net lease arrangements, where there is little management and strong cash flow.  They purchase about $50 - 70 million of commercial properties every 9...
33m Nov 17, 2015
33m
S1 Ep176: DailyAlts.com
Brian Haskin, founder and Editor, explains what this unique website offers for investors. DailyAlts is focused on Alternative investment strategies and asset classes, providing valuable information to the private investor on this segment of investment opportunities. Brian's strong background in international investment product development for some major investment companies has positioned him w...
35m Nov 17, 2015
35m
S1 Ep175: Eagle Mountain Advisors
Dudley Lehmer, founder and CEO of Eagle Mountain Advisors, explains their very unusual proprietary investment strategy for investing in the SP 500 – They have developed algorithms designed to recognize patterns of daily US stock market behavior, then predicting the movement of the market on the following day. So, they invest in the SP 500 for one day at a time, either Long, Neutral (cash) or Sh...
29m Nov 11, 2015
29m
S1 Ep174: Ntnl. Assoc of Real Estate Investment Trusts
Dr. Brad Case, an economist with NAREIT, which represents the REIT industry, explains this method of allowing the smaller investor to invest in real estate of all kinds of property types. There are two basic types of REIT's - Equity REIT's (about 90% of all REIT's) and Mortgage REIT's (about 10%), which are both designed to provide a steady flow of income to investors. Anyone interested in inve...
33m Nov 06, 2015
33m
S1 Ep173: Dual Momentum Investing - by Gary Antonacci
Gary Antonacci is a Harvard MBA who has been in the investment industry since the 1970's, managing money as a hedge fund manager, trader, researcher, etc.  He semi-retired after about ten years and has continued to be active in investment management ever since.  Several years ago he began to create systems to do momentum investing, and has now written a book on his methodology, Dual Momentum In...
26m Oct 28, 2015
26m
S1 Ep172: Summary - ADISA and Angel Investors Network
This is a summary of the interviews - ADISA Executive Director and Greg Writer, CEO of Angel Investors Network.  We hope you enjoy them.
3m Oct 19, 2015
3m
S1 Ep171: Angel Investors Network
Greg Writer, founder and CEO of Angel Investors Network, isa longtime investment banker, investor and entrepreneur.  One of AngelInvestors Network’s founding partners is Kevin Harrington, one of the foundingand original “Shark Tank” sharks.  Angel Investors Network  connectsentrepreneurs with investors and is a resource to entrepreneurs to provide themthe coaching, mentoring, direction and huma...
32m Oct 19, 2015
32m
S1 Ep170: Sprott Global Resource Investments
Rick Rule, Pres and CEO of Sprott, discusses NaturalResource Investing.  Such investing includes mining, forestry, energy,farming, fisheries, what we eat, etc., all pursued on an internationalbasis.    Investors are able to invest in these categories thruETF’s, Separately Managed Accounts, pooled accounts, direct investments,etc.  Rick, and Sprott Global, are the leaders in this arena, which of...
22m Oct 08, 2015
22m
S1 Ep169: The Wealth Research Institute
Lou Petrossi, author and investment researcher, explainshis approach to investment success in long term investing and in Private Equityinvesting.  He discusses “Late Stage” Private Equity investing for the small investor and the way to approach it.  He believes heavily in assetallocation and a disciplined approach to investing and discusses his personalasset allocation formula.  Lou provides va...
25m Oct 08, 2015
25m
S1 Ep168: Sumary of interviews with Sprott Global and Wealth Research Institute
Here is the short summary of the interviews with Sprott Global and Wealth Research Institute.
2m Oct 08, 2015
2m
S1 Ep167: A Financial Minute from STRATEGIC INVESTOR RADIO
Join us for this week's first FINANCIAL MINUTE as heard on STRATEGIC INVESTOR RADIO with Bill Sherman, author of the authoritative Sherman Sheet Investment Newsletter as he talks about how to "let your winners run and cut your losers short" here on Orange County's only community radio station, www.OCTalkRadio.net.
2m Oct 08, 2015
2m
S1 Ep166: Is It a Law from THE CITY SQUARE 10-07-15
Don't miss this week's IS IT A LAW segment from our weekly public policy show, THE CITY SQUARE, hosted by The Association of California Cities (and sponsored by Rutan and Tucker law firm).  This week it's former Newport Beach mayor Keith Curry (also with Concordia University's Center for Public Policy) who takes the hot seat to play the hottest game in town. See how well he does with some of th...
3m Oct 08, 2015
3m
S1 Ep165: ADISA - The Alternative Direct Investment Securities Assoc
John Harrison, the Executive Director of ADISA, tells abouttheir association and the coming conference in Las Vegas.  StrategicInvestor Radio will be broadcasting from the conference.  ADISA is a national trade association of decision makers thatinfluence over 30,000 professionals who offer and manage alternative direct investments. These typically include non-traded REITs, real estatepartnersh...
28m Oct 06, 2015
28m
S1 Ep164: FairCap Partners
James Song is on a mission.  He and his firm, FairCapPartners, has quite a story.  He was a medical researcher from Harvard whowent to London for research and took the road to managing a Hedge Fund focusedon Bio Tech research.  His connection with an orphanage in Myanmar(formerly Burma) led him to investment opportunities in Myanmar, which hefirmly believes is the last frontier for capitalistic...
36m Oct 01, 2015
36m
S1 Ep163: TrimTabs Investment Research
Charles Biderman, founder and CEO of TrimTabs, has developeda   proprietary investment strategy based upon investorbehavior and supply and demand between buyers and sellers in the U.S. stockmarket, using 21 factors in evaluating market movements.  This strategy isused by dozens of Hedge Funds and many large institutions, and is now availableto the private investor.  This former Harvard M.B.A. h...
28m Oct 01, 2015
28m
S1 Ep162: Buy gold and Silver Safely
Doug Eberhardt, founder and owner of “Buy Gold and SilverSafely,” discusses how an investor can purchase gold and silver in a cost-effectiveway.  Investors can often pay substantial fees and charges in suchpurchases, and Doug’s insights are very helpful in this regard.  Thisinterview is for any investor who wants to have an allocation of gold or silverin their portfolio.
30m Oct 01, 2015
30m
S1 Ep161: AlphaCore Capital
Dick Pfister, founder and CEO, provides a compelling storyre: opportunities in investment strategies that are non-mainstream.  Thesestrategies are often called “Alternatives” and are available thru a variety ofasset managers with their own unique strategy.  AlphaCore specializesin  these “Alternative” investment strategies, managed by independentasset managers.  Anyone with an IRA or other liqu...
27m Oct 01, 2015
27m
S1 Ep160: Is It A Law-Show 48
Check out this week's popular IS IT A LAW segment that aired today on the ACC-OCs public policy show, THE CITY SQUARE, brought to you by law firm of Rutan and Tucker here on Orange County's only community radio station, www.OCTalKRadio.net.
6m Oct 01, 2015
6m
S1 Ep159: Wealth Empire
Ross Givens offers his insight for stock selection basedupon the “13-F Filing” of Hedge Funds, which show the positions in which theseHedge Funds are invested.  This approach allows investors to participatein the same trades and investments that these Hedge Funds use. He publishes a report and daily blog, focusing on about 25 Hedge Funds’ highconviction investments and informing his followers o...
32m Sep 17, 2015
32m
S1 Ep158: Summary of Interviews with National Retail Properties and Turk Capital
This is a summary of these two interviews.  Both are very interesting.
4m Sep 15, 2015
4m
S1 Ep157: Turk Capital
Turk Capital is a Commodities Trading Advisor (CTA) and aRegistered Investment Advisor (RIA).  Their investment strategy is basedcompletely on signals provided by Trimtabs Investment Research, who have aproprietary investment strategy based upon investor behavior and supply anddemand between buyers and sellers in the U.S. stock market, using 21 factors inevaluating market movements.  They inves...
26m Sep 15, 2015
26m
S1 Ep156: National Retail Properties (NNN)
Chris Barry, VP of Corporate Communications for NationalRetail Properties, a publicly traded Real Estate Investment Trust (REIT). NRP’s business model is to purchase stand alone, single occupancy retail storesand charge the occupant on a “Triple Net Lease” basis.  They own over 2000properties in 47 states and are all cash buyers of these properties, and havebeen in business for over thirty year...
28m Sep 15, 2015
28m
S1 Ep155: The Real Story Behind Hillary's "Email Server Scandal"
Charles Weaver, CEO of the MSP ALLIANCE (the trade group for over 25,000 "managed service providers" who help clients like Hillary Clinton move their email, websites and data to servers "in the cloud") joined myself and host Aaron Mangal on our weekly show THE CLOUD to try and clear up the issues involved in Hillary's ongoing "email server scandal" and what this means for the industry as a whol...
54m Aug 26, 2015
54m
S1 Ep154: Swiss Infinity Global
Natalie Caldalari discusses Swiss Infinity Global's role in benefiting U.S. investors by holding their investments in Switzerland and investing globally from a Swiss perspective.
6m Aug 19, 2015
6m
S1 Ep153: Investors Alley - Tim Plaehn
Listen to Tim Plaehn, editor of two newsletters – TheDividend Hunter and 30 Day Dividends – Tim is a longtime investor andinvestment analyst, and focuses on High Yield positions, looking typically atthose designed for higher yield – REIT’s, Business Development Companies,Master Limited Partnerships, Closed End Funds, etc.  These are investmentsdesigned for higher yields that need to be analyzed...
24m Aug 12, 2015
24m
S1 Ep152: HedgeCoVest
Listen to Rocky Emery discuss this unique way for the small,retail investor to invest in Hedge Funds.  Typically, Hedge Funds seek to protect investments through various techniques  that areunavailable in mutual funds and ETF’s.  Hedge Funds have grown inpopularity significantly, however they  have been available only to largeinstitutions and wealthy private investors, and they had significantl...
25m Aug 07, 2015
25m
S1 Ep151: Money Masters Stock Report and Greenwich Wealth Management
Vahan Jangigian has an impressive and long background in theworld of finance – A PhD in Finance, Chartered Financial Analyst, severalfaculty positions in academia, editor of the investment newsletter ForbesSpecial Situation Survey for many years, author of the book “Even Buffet isn’tPerfect” – After many years of a strong investment track record for the Forbesnewsletter he left to write his own...
25m Aug 07, 2015
25m
S1 Ep150: Fig Tree Capital Ventures
Listen to Ryan Wright tell about Fig Tree’s lease purchaseventures in oil leasing.  By aligning themselves with top tier publicdrillers, they buy non- operating lease holds, primarily in North Dakota, generating cash flow from the oil drilling, plus the potential capitalgain resulting from the value of the leasehold.  Like all oil explorationprojects, the tax benefits can be significant in the ...
33m Aug 05, 2015
33m
S1 Ep149: Summary of Vision Capital Management and Impact Investing of Texas
Here is a short summary of these two interviews.
4m Jul 27, 2015
4m
S1 Ep148: Impact Investing of Texas
John Majalca entered residential real estate in San Antonio,TX in 2001 and developed a unique and productive model  for residential real estate investing in SanAntonio that he has continued since that time.  He does fifty to onehundred property deals a year and has investors from throughout thecountry.  Anyone interested in  residential real estate investingwithout property management should li...
27m Jul 27, 2015
27m
S1 Ep147: Vision Capital Management
Dario Michalek is a Commodities Trader, focused onpattern recognition and trend following in commodities, currencies, equitiesand other markets, all thru the Futures markets.  He uses leverage andseeks to take advantage of directional moves of markets.  They can be either“Long” or “Short” in their positions and offer broad diversification from thetypical “Long Only” positions common with many i...
27m Jul 27, 2015
27m
S1 Ep146: Investors Alley - Bret Jensen
The writer of four different newsletters, Bret Jensen is alongtime investor, former Hedge Fund Manager and writer for SeekingAlpha.comand other sites.  Listen to how he evaluates and selects stocks, on a“Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotechgems.  Bret writes for Investors Alley.  Listen to his take on how heevaluates and makes stock selections.
25m Jul 22, 2015
25m
S1 Ep145: Summary of Dynasty Wealth and Dr. Mark Skousen Interveiws
This is a summary of these two interviews.
5m Jul 22, 2015
5m
S1 Ep144: Dr. Mark Skousen
Dr. Mark Skousen, Chair of Management at the Mark SkousenSchool of Business at Grantham University in New York, Presidential Fellow atChapman University, author of twenty-five books on economic issues, thirty-fiveyear publisher of his flagship Newsletter – Forecasts and Strategies - and now three additional investment newsletters,  investment analyst andthe owner and founder of the FreedomFest ...
29m Jul 22, 2015
29m
S1 Ep143: Dynasty Wealth Investing
Michael Markowski, longtime stock analyst, researcher andpart time financial columnist, discusses his “Social Community Investing”system.  By focusing on cash flow, he has developed his methodology forevaluating and determining the potential growth of emerging companies. Recognizing the opportunities of particular pockets of the digital economy overthe next few years  related to smart phone use...
32m Jul 22, 2015
32m
S1 Ep142: Turner Analytics and Turner Trends
Mike is a former software engineer and company owner who hasapplied his engineering skills to the world of finance.  He writesnewsletters and is an investment manager who looks to read markets, recommendbeing in the market or in cash or short the market, and recommends specificstocks, all through very sophisticated market analytics. He tells us about his“Intelligent Stop Loss, or Expected Move....
27m Jul 20, 2015
27m
S1 Ep141: Stock Trader's Almanac & Probabilities Fund
Jeff tells us about the Stock Trader’s Almanac’s plethora ofinformation re: the U.S. Stock market – As examples, some of the Table ofContents says “First month of Quarters is the Most Bullish” – “Don’t sellstocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The FifthYear of Decades” – The STA provides a history of performance for these and manyother situations and time periods...
21m Jul 20, 2015
21m
S1 Ep140: The Real Meaning of July 4th
We invite eveyone to pause and reflect on the true meaning of our upcoming 4th of July holiday (beyond the fun, food and fireworks we usually asociate with this weekend) as our public policy show, THE CITY SQUARE, explores the true spirit of this American holdiay, starting with a complete and moving recitation of our original Declaration of Independence (performed by a group of actors ranging f...
54m Jul 02, 2015
54m
S1 Ep139: Should Orange County be one big city?
Join host Jerry Amante on THE CITY SQUARE as he moderates a debate between Eric Spitz, the President of Freedom News Group (owner of the OC REGISTER) and Lacy Kelly from the Association of California Cities-OC on his controversial idea to turn Orange County into one big city like New York with different "boroughs" instead of 34 individual, independant municipalities.
57m Jun 25, 2015
57m