In this episode of How I Invest, David Weisburd speaks with Ron Diamond, a renowned expert in the family office space and the founder of Diamond Wealth. Together, they explore the transformative role family offices are playing in private markets, the impending $84 trillion wealth transfer, and the challenges of professionalizing family office operations. Ron ... Show More
Nov 21
E247: Why Wall Street Is Wrong About AI w/ Dan Ives
Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place?
In this episode, I talk with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, and one of Wall Street’s most fol ... Show More
50m 30s
Nov 20
E246: Private Equity in 2025: Fees, Rates, and the Law of Large Numbers
Is private equity still worth it — or has the industry scaled its way into mediocre returns?
In this episode, I talk with Nolan Bean, CFA, CAIA, Chief Investment Officer and Head of Portfolio Management at FEG Investment Advisors, an independent, employee-owned firm advising on ... Show More
59m 5s
Nov 18
E245: From $0 to Billions in a Regulated Market
How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact?
In this episode, I talk with Pete Kadens, one of America’s most respected first-generation wealth creators and one of the leading ph ... Show More
51m 35s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Apr 2023
Building To Billions: How To Vertically Integrate To One BILLION+ Net Worth w/ Mike McMullen (Replay)
<p>Mike McMullen is the founder and CEO of the Mike McMullen & Associates franchise in Birmingham, AL, a real estate brokerage selling over $300 million annually to domestic and international investors. </p><p>Additionally, Mike is the founder and CEO of <a href='https://myp ... Show More
41 m
Dec 2024
$1B and Counting: Steve Houghton’s Five Pillars for Living a Truly Wealthy Life
<p>What’s the real cost of building wealth—and how do you stay grounded after achieving it?</p><p>Steve Houghton, a billionaire entrepreneur, has a life philosophy that’s as intentional as his business strategies. From self-made success to crafting a fulfilling personal life, Ste ... Show More
39m 33s
Nov 2024
$7 Million at 18 to $112 Million in Assets: How Jacob Turner Built a Business After the MLB
<p>What would you do if you became a millionaire at 18? For MLB pitcher Jacob Turner, the real question was: how do I make sure I don't lose it all?</p><p>Jacob signed a $7 million contract with the Detroit Tigers as a teenager, and suddenly, his life changed overnight. While mos ... Show More
41m 9s
Aug 2024
The Journey From A Family Office Intern To Becoming A Real Estate Development Mogul | Anthony Scavo
<p dir="ltr"><span style="font-size: 12pt;">In this episode of Money Moves, Matty A. sits down with Anthony Scavo, a seasoned real estate investor and developer, to discuss the current state of the commercial real estate market. They dive into topics such as the importance of ada ... Show More
53m 38s