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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Category: general
Mar 8, 2021

The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and an expert on issues surrounding investmenting in China.

Follow Jason On Social Media

LinkedIn: https://www.linkedin.com/in/jasonchsu/

Twitter: https://twitter.com/hsu_jason Follow

Raylaint LinkedIn: https://www.linkedin.com/company/rayliantglobaladvisors/

Twitter: https://twitter.com/rayliant

About Jason:

Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$25 billion in assets managed using its strategies, as of Dec 31, 2020. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$145 billion in assets managed using its strategies. Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009. Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Mar 1, 2021

In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.

Where Juva Trades:

CSE: JUVA

OTC: JUVAF

Company Website: https://juvalife.com

From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website):
Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of knowledge in the science and medicinal effects of cannabis. Their vertically integrated approach allows Juva Life to carefully oversee every aspect of development, from cultivation to consumer, with deep expertise in research, testing and efficacy. It’s an approach that enables not only quality and consistency of product but, most importantly, it assures accuracy and legitimacy of testing and research data.
 
Juva Life has always taken a knowledge-driven approach to advancing the therapeutic effects of cannabis. Today, that approach has them uniquely poised to unlock the complex chemistry of cannabis to efficiently bring evidentiary consumer products to market that generate revenue and numerous insights while also deploying our platform to target consumer and pharma applications. At a time of declining trust and efficiency in all levels of healthcare, the opportunity to help people feel more in control of their health is welcome and exciting for patients and a potential game-changer for the healthcare industry.
 
ABOUT DOUG CHLOUPEK:
Doug brings a passion for the cannabis industry as a medicinal means to helping people feel better. He has worked across a range of verticals and brought multiple new businesses to life. Valley Grown Enterprises, Lux Wellness, and Medmar Healing Center, to name a few, have created tangible value for both consumers and investors alike. His work co-founding BAS Research led to it being granted the first California license, issued by the City of Berkeley in 2016, for medical cannabis manufacturing and research. Doug is a founding Board Member of Citizens Coalition for Patient Care, and a founding member of the California Cannabis Industry Association.
 
Follow Resilient Advisor™ On Social:
 
Learn more about Resilient Advisor™: https://www.resilientadvisor.com​​
 
Important Information:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security and you should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
 
© Resilient Advisor. All Rights Reserved
 
 
Feb 25, 2021

Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.

Feb 23, 2021

Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.

Feb 18, 2021

Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.

Feb 10, 2021

Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.

Feb 7, 2021

Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.

Feb 6, 2021

Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.

Jan 28, 2021

Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.

Jan 28, 2021

Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.

Jan 18, 2021

Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.

Jan 15, 2021

The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.

Dec 30, 2020
Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction. 
Dec 22, 2020
Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi Johnsen.
Dec 17, 2020
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
 
On this episode, Michael and Jay Coulter discuss portfolio positioning heading into the new year.
Dec 11, 2020

Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.

Nov 3, 2020
Chris Versace of Tematica Research came on the show to share some stock idea's for this market.
 
$MKR $WMT $TGT $SWKS $QCOM $KR
Oct 31, 2020
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
Oct 24, 2020
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
 
On this episode we discuss the death of the 60/40 portfolio, bitcoin, investing during an election cycle and the challenges of fixed income investing.
Oct 13, 2020
Matt Hougan of Bitwise Asset Management came on the show for the first of two interviews discussing topics around crypto-assets. In this one, we discuss how Financial Advisors can have the crypto conversation and why it is important.
Oct 9, 2020
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
Oct 2, 2020
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
Sep 29, 2020
Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market.
 
What you will learn:
 
  • When to use an ETF and when to use a Separately Managed Account for exposure to covered calls.
  • How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation.
  • How the ETF DIVO can be utilized in a 60/40 portfolio.
 
Learn More about the Capital Wealth Planning strategies:
 
Capital Wealth Planning: https://capitalwealthplanning.com
Sep 10, 2020
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
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