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
S1 Ep138: Bella Shaw talks about CNN, New Media and dating again
Hear this fascinating, freewheeling talk with former CNN anchor and ShowBiz Tonight host Bella Shaw as she talks about her life since CNN and the clever "deal breaker rules" she put in place before she'd allow herself to start dating again (after her long and happy marriage and the death of her husband). From our show THE RAAD LIFE with "age explorer" Raad Ghantous.
57m Jun 25, 2015
57m
S1 Ep137: NAAIM Conference Summary
Paul and I play and discuss several short interviews that weconducted at the National Association of Active Investment Advisors, at theirannual conference in Newport Beach, CA in May of this year.  Lots ofpositive comments about NAAIM and good information on several unique investmentstrategies.  We apologize for the poor audio of my voice during thediscussions.
57m Jun 15, 2015
57m
S1 Ep136: NAAIM Conference - Ben Warwick - Quantitative Equity Strategies
Ben discusses their services to RIA firms, primarily indices that they provide for mutual funds, and addresses thedangers of “Buy Hold” investing.
3m Jun 15, 2015
3m
S1 Ep135: NAAIM Conference - David Walton - Statis Trade
A previous year’s Wagner award winner for strategy creationand development, David discusses the strategy and its application for activeinvestment management.
4m Jun 15, 2015
4m
S1 Ep134: NAAIM Conference - Ken Graves - Capital Research Advisors
Ken discusses the benefits of NAAIM, the importance ofactive management and the seven investment models that their firm uses forclients.
7m Jun 15, 2015
7m
S1 Ep133: NAAIM Conference - Ralph Doudera - Spectrum Financial
Spectrum is an RIA firm and manager of mutual funds.  Ralphdiscusses NAAIM and the uniqueness of Spectrum’s mutual fund managementstrategies.
5m Jun 15, 2015
5m
S1 Ep132: NAAIM Conference - Dudley Lehmer - Eagle Mountain Advisors
Dudley discusses his presentation at the conference on thestatistical analysis of the daily movement of the SP 500, resulting indaily positions of long, short or neutral/cash.
7m Jun 15, 2015
7m
S1 Ep131: NAAIM Conference - Larry McMillan - McMillan Analysis Corp
Larry, known by many as the face of options trading,discusses the importance of NAAIM and the primary options strategy that he usesfor his clients.
4m Jun 15, 2015
4m
S1 Ep130: NAAIM Conference - Jonathan Wallentine - Actuarial Management
Jonathan, an actuary who has worked in the past for largeinsurance companies designing financial products, discusses his presentation atthe NAAIM Conference on the subject of his recently designed financial productthat protects the investment on the downside while receiving a large portion ofthe growth on the upside.
6m Jun 15, 2015
6m
S1 Ep129: NAAIM Conference - Mike Dean - DFG Advisory
Mike discusses the importance of NAAIM, the benefits ofactive investment management and the particular strategy that he uses for hisclients’ portfolios.
7m Jun 15, 2015
7m
S1 Ep128: NAAIM Conference - Michael Gayed - Pension Partners
Pension Partners was the First Place Winners of NAAIM’sWagner award this year for their research and study on the signals provided bythe performance comparison of Lumber vs. Gold.  He discusses theirfindings and the potential of this comparison in looking to determine when tobe in and out of the U.S. Stock Market.
6m Jun 15, 2015
6m
S1 Ep127: NAAIM Conference - John McClure - Profit Score
John discusses NAAIM and Profit Score’s methods of providingshort term market signals to its clients.
4m Jun 15, 2015
4m
S1 Ep126: NAAIM Conference - Tyler Wood - Market Technicians Association
Tyler discusses the MTA and the role it plays in activeinvestment management.
6m Jun 15, 2015
6m
S1 Ep125: NAAIM Conference - Paul Schatz - Heritage Capital
Paul discusses the NAAIM Conference, his twelveproprietary strategies he has created for his clients’ portfolios, and theimportance of active investment management.
7m Jun 15, 2015
7m
S1 Ep124: McMillan Analysis Corp
Larry McMillian is the definitive voice for Options trading (Puts and Calls).  He wrote the book now considered by many to be the “Bible” of Options trading, writes several Newsletters concurrently and manages investors’ money, all using Options.  He reveals his current strategy for investing through options (primarily a “Selling Puts”  strategy).  Listen to this very interesting interview with...
29m Jun 11, 2015
29m
S1 Ep123: 2 Minute Summary of McMillan Analysis Corp and The Great American Dividend Machine
Here is a 2 minute summary of the interviews with Larry McMillan and Bill Spetrino.
3m Jun 11, 2015
3m
S1 Ep122: The Great American Dividend Machine
Bill Spetrino is an anomaly in the investment world. He is a self-educated investor who has developed his own evaluation system toselect stocks.  As a bottoms-up stock picker he tells his story of how hehas made millions selecting the right stocks.  His book, The GreatAmerican Dividend Machine, tells his story and how he selects stocks.  HisNewsletter, "The Dividend Machine," provides his speci...
31m Jun 11, 2015
31m
S1 Ep121: Triton Pacific Investment Corp - Business Development Company
Craig Faggen, Managing Partner at Triton Pacific, explains their approach to Private Equity investing with comparatively  low minimums.  They look for private companies that they consider to be successful and want to grow, and they purchase all or a portion of such companies.  They have structured this  investment as a Business Development Company (a BDC). He discusses one of their holdings, a ...
24m Jun 05, 2015
24m
S1 Ep120: 2 Minute Summary of Stadion Money Management and Asbury Research
Listen to this 2 minute summary of Stadion Money Management and Asbury Research.
3m May 21, 2015
3m
S1 Ep119: Asbury Research
John Kosar writes newsletters and commentaries. John is a former floor trader on the Chicago Mercantile Exchange and makesrecommendations on various markets and indices.  He looks at a variety ofdata to determine where markets are today and where they are likely to head. Heworks to keep his subscribers’ assets protected while finding ideas early intheir growth cycle.  He provides a broad overvi...
32m May 21, 2015
32m
S1 Ep118: Stadion Money Management
Listen to this interview with Greg Morris of Stadion on their unique strategy in determining when to be invested and when to be incash.  Unlike almost all mutual funds, which apply a “Buy Hold”strategy,  Stadion uses proprietary methodologies to assess the trends ofvarious markets, and makes market investment decisions accordingly.  TheirTrend Following system seeks to capture upside gains in m...
25m May 21, 2015
25m
S1 Ep117: 2 Minute Summary of Silver Portal Capital and Newfound Research
Here is the 2 Minute Summary of the interviews with Silver Portal Capital and Newfound Research.
3m May 18, 2015
3m
S1 Ep116: Newfound Research
Newfound Research has created ten strategies focused onrisk management through quantitative analysis applying tactica, , rules basedelements to asset allocation, using ETF's. They manage according to a risk adjusted momentum approach.  They basically determine when to be in andout of various markets and sectors. Disclaimer - As of the date of this interview, Partnervest AdvisoryServices did not...
28m May 18, 2015
28m
S1 Ep115: Silver Portal Capital
We talk with Jon Haahr, founder of Silver Portal Capitalabout real estate development investing. They advise large developers on new projects and help to raise fundsfrom large institutions.  Listen as Jon,who speaks to high level investor gatherings throughout the country, tell whyhe sees real estate as being in a prime position to move forward productivelyin investors' portfolio.  He tells why...
25m May 18, 2015
25m
S1 Ep114: Altegris Investments and the Strategic Investment Conference in San Diego
This interview, with Matt Osborne of Altegris, focuses onthe Altegris sponsored “Strategic Investment Conference” to be held from 29April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and ispacked with an impressive array of speakers from the highest echelons ofprofessional investing and related fields – Jeffrey Gundlach, Ian Bremmer andothers.  Co...
19m Apr 21, 2015
19m
S1 Ep113: 2 Minute Summary of Closed End Fund Advisors and The Ultimate Wealth Report
Listen to this 2 minute summary of these two interviews.
2m Apr 16, 2015
2m
S1 Ep112: The Ultimate Wealth Report
Sean Hyman’s newsletter provides individual stockrecommendations based upon a “Value” investing style.  Listen as heexplains his process in evaluating companies to select those he recommends tohis subscribers.  Sean has been a guest on CNBC and other major businessand finance shows.  Note that this interview is provided for educationalpurposes regarding the Ultimate Wealth Report, only.  The op...
29m Apr 16, 2015
29m
S1 Ep111: Closed End Funds Advisors
Closed End Funds are certainly not as known or aspopular as mutual funds, but they can be a very productive investment,especially for those seeking yield, and are a worthy consideration for manyinvestors.  John Cole Scott, second generation owner,  is theirPortfolio Mgr and publishes the Closed End Fund Report.  CEF Advisors anexcellent source for info on CEF’s.   John is a savvy investmentanal...
25m Apr 16, 2015
25m
S1 Ep110: 2 Minute Summary of McAlvany Financial Group and Theta Research
Listen to this 2 minute Summary of these two interviews.
2m Apr 16, 2015
2m
S1 Ep109: Theta Research
Theta Research measures, confirms and monitors theinvestment performance of third party asset managers and market signalproviders for its subscribers.  Mike Posey describes this service, whichidentifies the investment managers, typically smaller, tactically orientedtrend following strategists, and confirms their claimed investment performancethrough the use of third party statements.  This is a...
38m Apr 16, 2015
38m
S1 Ep108: McAlvany Financial Group
David McAlvany is a second generation financial advisor inDurango, Colorado who offers commentary on the markets that is well worth thelisten.  He has his own market commentary published on a weekly podcastand offers some very interesting and serious views on the current financialenvironment.  The second half of the interview is especially insightful,interesting and timely, especially his closi...
36m Apr 16, 2015
36m
S1 Ep107: Summary of Real Wealth Network and Anchor Capital
Listen to this 2 minute Summary of this day's interviews.
2m Apr 15, 2015
2m
S1 Ep106: Anchor Capital
AnchorCapital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us howhe uses “Technical Analysis” to provide signals to enter and exit variousmarkets productively.  We focus on their “Equity” strategy, timing variousmarkets for entry and exit.  This is a very interesting interview foranyone currently holding stock or equity mutual fund positions in their investmentportfolio.  Thi...
29m Apr 15, 2015
29m
S1 Ep105: Real Wealth Network
RealWealth Network – This is a unique interview for us.  Real Wealth Networkis all about purchasing investment real estate.  Listen to Kathy Fettke,host of her own radio show for the past 12 years, tell about their method ofproviding real estate services to clients throughout the country that allowstheir subscribers to find, purchase and manage properties throughout the U.S.,regardless of the l...
31m Apr 15, 2015
31m
S1 Ep104: Riskalyze
We interview Mike McDaniel, Co-founder and Chief InvestmentOfficer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance.  Many investors’portfolios are not in sync with their risk tolerance and RiskAlyze assists theinvestor to quantify each and ...
35m Apr 13, 2015
35m
S1 Ep103: Charles Nenner Research
David Gurwitz is the Managing Director of Charles NennerResearch, which provides timing recommendations on various markets throughoutthe world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries.  Charles Nenner, who is anMD, worked for Goldman Sachs for 15 years in their “Technical Analysis”endeavors, now makes his “Cycle” based predictio...
28m Apr 13, 2015
28m
S1 Ep102: 2 Minute Summary of Swan Global Investors Interviews
A 2 minute Summary of these interviews.
2m Mar 24, 2015
2m
S1 Ep101: Swan Global Investments Interview 2
Our second interview with Randy and Rob Swandemonstrates a variety of uses of their Defined Risk Strategy to protectinvestors’ portfolios during down markets.  They discuss in greater detailhow this strategy can be applied to protect a current concentrated stockposition or a diversified portfolio held by an investor.  Again, this is aunique and innovative investment strategy that you will find ...
25m Mar 24, 2015
25m
S1 Ep100: Swan Global Investments Interview 1
This is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their DefinedRisk Strategy method of investing.  This strategy buys the US Equitiesmarket thru Sector ETF’s, then protects them thru the purchase of long termputs, which they hold for about a year.  The cost of this protection isdesigned to be reduced thru the collection of income thru option sprea...
25m Mar 24, 2015
25m
S1 Ep99: 2 Minute Summary of ProfitScore Capital Management and W.Wall and Co.
Listen to this short summary of these two interviews.
3m Mar 23, 2015
3m
S1 Ep98: ProfitScore Capital Management
We talkwith John McClure, CEO of ProfitScore Capital Management, an asset manager whoprovides consulting services for institutions using sophisticated activemanagement strategies.  They hedge certain market risks thru theirstrategies.  They have created various indices and made them availablethru mutual funds that mirror these indices. As of the date of this interview, Partnervest Advisory Serv...
28m Mar 23, 2015
28m
S1 Ep97: W. Wall and Company
Listen to this interview with Warren Wall, a CFP who offers assetmanagement services to clients and other advisors using an active, tacticalmomentum strategy to determine when to be in and out of various markets. They tactically invest in index and sector ETF’s using their proprietary trendfollowing system.
32m Mar 23, 2015
32m
S1 Ep96: Luxury Living-Designer Raad Ghantous
Don't miss this episode of LUXURY LIVING w/high end commercial and home designer Raad Ghantous as he talks with Scott Cross of SC HOMES about the redesigns he's done for several high end health spas at hotels like The Four Seasons in Beverly Hills and the work he's doing now re-imagining high end homes for aging baby boomer customers for "multi-generational living" (as it's being called) as the...
55m Mar 23, 2015
55m