Better retirement planning and investing – with Mike Egan

retirement investing with Income&

Mike Egan has heard numerous investment myths bandied about for decades.mike egan

In his new book, Your Stronger Financial Future: The Essential 8 Strategies for Making Profitable Investments sets out to correct those misunderstandings.

In our interview, Egan addresses:

  • social security and how it should fit into a retirement plan
  • how unprepared most of us are for retirement
  • the role of financial professionals in the investing process
  • why debt makes success harder

Continue reading “Better retirement planning and investing – with Mike Egan”

Launch your fund with the help of your friends (and $$ off)

Cale Smith is a long time Tradestreaming supporter as we are of him and his efforts.

He’s a money manager and growing a movement, SpokeFund, to assist others in getting their ideas and businesses off the ground.

It’s an interesting bootstrapping model — one that aligns the small business owner/asset manager and investor — and one we spent considerable time understanding and learning about in one of Tradestreaming’s live events.  (See the presentation deck From the Ground Up: Building a Successful Money Management Business.)

Think of Spoke Fund as Lean Startup for investment businesses.

Now for the good part…

Continue reading “Launch your fund with the help of your friends (and $$ off)”

Making sense of the Google, Motorola Deal – with Dan Hoffman

M&A crowdsourcing

We’re doing something a little different with this interview.In the wake of the announcement that Google ($GOOG) was buying Motorola Mobility ($MMI), I wanted to understand the deal dynamics better.

I spoke with Dan Hoffman, CEO and President of M5, a managed VOIP solutions provider.Dan’s an Internet pioneer, founding an early ISP. M5 services enterprise clients with cloud telephony, on the forefront of telecommunications service.

In this interview, we address

Tradestreaming in the European Financial Review

As Tradestreaming — and our methodology of learning from investing experts — is gaining momentum, other periodicals are taking notice.

I appeared in this quarter’s print edition of the European Financial Review. I essentially wrote about Tradestreaming — how investors are taking advantage of the new media and research tools that social media is enabling.

As regular readers would recognize, I wrote about 3 strategies that investors can employ today to begin making better investment decisions (Ride the Long Tail, Piggyback the Pros, Commune with Experts)

I also included a paragraph about what I think the future has in store for investors: Continue reading “Tradestreaming in the European Financial Review”

Busting jackass myths to find more profitable investment strategies – with Mike Dever

finding a job in finance

I’ve been a fan of Mike Dever and his firm, Brandywine Asset Management since I first began learning about mutual funds 20 years ago. Mike joins us today on Tradestreaming Radio to discuss his new book, Jackass Investing— a book with 30 years of hard-earned investment experience. Mike describes multiple myths investors (and the media!) have about investing — and then proceeds to bust them. In this podcast, you’ll learn:

Insight into the Twitter hedge fund

This is interesting.  Here’s an interview with Paul Hawtin, founder of Derwent Capital Markets (the Twitter hedge fund).

the twitter hedge fundI find this compelling because it’s one of the first hedge funds that’s designed (so publicly, at least) to trade on changes in social media sentiment.

According to MoneyScience, you’ll learn:

  • How the Twitter hedge funds’s signals are computer
  • Operational set up and infrastructure of Derwent
  • Trade generation
  • The “Michael Jackson” Test: Is the Twitter hedge fund an automated black box?
  • Risk Management
  • Will large scale analysis of social media be part of quant trading and investing from now on?
  • Who is invested in the Twitter hedge fund?
  • Capacity, Target return

Making 16% a year investing in taxi medallions – with Andrew Murstein

Did you know corporate taxi medallions in New York City fetch close to $1M?

how to invest in taxi medallionsContinuing to look at alternative investments, I stumbled upon investing in taxi medallions. The data show that a NYC taxi medallion would have returned 16% per year on average for the past 60 years — smoking traditional asset classes.

Medallion Financial’s (Nasdaq: TAXI) CEO, Andrew Murstein joins us to talk about the particulars of the taxi business and how he’s grown his firm into the largest financing arm of taxi medallions.

You’ll learn:

  • how to purchase a medallion
  • how much a taxi driver makes
  • how to finance a medallion
  • why industry dynamics have made taxi medallions great investments over the long term
  • what the future holds for the investment

Continue reading “Making 16% a year investing in taxi medallions – with Andrew Murstein”