Oct 18
RWH074: True Wealth w/ Matt Ludmer
In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of dollars. After decades working ... Show More
2h 33m
Oct 15
TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand with exceptional store-based ... Show More
1h 23m
Oct 11
RWH073: Unstoppable w/ Sir Michael Moritz
In this episode, William Green speaks with multibillionaire Sir Michael Moritz, arguably the most successful venture capitalist ever. He spent nearly four decades at Sequoia Capital, which invested in early-stage companies like Nvidia, Google, YouTube, PayPal, Airbnb, LinkedIn & ... Show More
1h 28m
Nov 2025
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ... Show More
50m 14s
Jun 2023
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!
Find c ... Show More
39m 4s
Mar 2024
Diversifying Real Estate with Stock Options - Bespoke Options Academy
<p>Welcome to AJ podcast, where we explore innovative investment strategies and uncover the secrets of financial growth. In this enlightening episode, we sit down with the visionary behind Bespoke Options Academy, delving deep into the synergy between real estate and the stock ma ... Show More
37m 27s
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes.
IN THIS EPISODE, YOU'LL LEARN:
(01:54) Why you should consider diversifying into alternative assets
(22:20) How these investments have long been inaccessible for retail invest ... Show More
<p>Today’s guest is Michael Frazis, founder of <a href="https://www.fraziscapitalpartners.com/" rel="noopener noreferrer" target="_blank">Frazis Capital Partners.</a> </p><br><p>Michael is noted for his growth-investing framework searching for companies that are fast growing with ... Show More
