“This idea of mean-variance optimization simply doesn’t make sense in modern investing anymore” Daniel Peris DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Listen Podcast
“We got invited to JP Morgan’s after party by the vice president of JP Morgan” Sam Marks Explore the future of money with Sam Marks Listen Podcast
“Self-storage is almost for everybody.” Kevin Shee Kevin Shee is the owner of SC Storage, Hong Kong’s leading low-cost self-storage provider with over 60 convenient Listen Podcast
“I came from a middle-class background and worked my way up.” Zach Zach, Sam’s new road trip buddy, is a nomad who recently had a Listen Podcast
“Always remember, you concentrate to grow wealth and you diversify to protect it.” Sam & Johnny Co-hosts Sam & Johnny are up for the first Listen Podcast
“Short-term rentals, vacation rentals, that industry, has grown tremendously.” Frank Valencia Frank Valencia is the Sr. Managing Partner at Bongo Property Management; a fast-growing AirBnB Listen Podcast
“You need to meet a physical presence, the closer connection, and the tax home to be a bona fide resident of Puerto Rico.” Jorie Roberts Listen Podcast
“The whole world is completely changed because of that tax law.” Jordan Goodman Jordan Goodman is considered America’s Money Answers Man because he is the Listen Podcast
“The best portfolio is the one that you can keep.” Sam Marks Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies Listen Podcast
“I think it’s fairly accurate to say that 1 in 4 Bitcoins have been lost or stolen.” Gregor Gregersen Gregor Gregerson is the founder of Listen Podcast