Listen in on conversations and contemplations about potential fat pitch strategies in today's market. Where is the next fat pitch investment? Financial industry veterans Paul Barausky, Chief Distribution Officer of Sealy Investment Securities and Clint Sorenson, founder of WealthShield, host weekly interviews with thought leaders, legends, luminaries, and even a few lunatics from the world of alternative investing. Guests with the sharpest minds from across the investment spectrum weigh in o ...
…
continue reading

1
Market Moves and Monetary Mysteries: Navigating the Current Economic Landscape
19:03
19:03
Play later
Play later
Lists
Like
Liked
19:03In this episode of the Fat Pitch Podcast, hosts Paul Barausky and Clint Sorenson dive into the latest developments in U.S. monetary policy and global economic trends. They explore the implications of recent Federal Reserve decisions, the impact of China's stimulus measures, and the shifting dynamics in market structures. With insights on inflation,…
…
continue reading
In this episode of Fat Pitch, hosts Paul Barausky and Clint Sorensen discuss several pressing financial topics. They cover recent changes and expectations in Federal Reserve policy, particularly concerning interest rates and their impact on various markets. They debate the potential for rate cuts and the implications of current economic conditions,…
…
continue reading
In this episode, our guest is Luke Oliver, Managing Director and Head of Climate Investments and Head of Strategy at KraneShares. Luke brings his carbon markets expertise to the show as we dive into a discussion about the trillion-dollar world of carbon trading. From tracing its growth over the past decade to projecting its future potential, Luke c…
…
continue reading

1
Navigating the Multifamily Market, Opportunity Zones, and Economic Uncertainties
37:10
37:10
Play later
Play later
Lists
Like
Liked
37:10Nick Rosenthal, Co-CEO of Griffin Capital shares his thoughts about the affordable housing crisis in the United States with a focus on the multifamily sector. The conversation includes the origin of the housing issue, challenges in single-family home production, the shift towards renting, and the impact of factors like increased home prices and sta…
…
continue reading

1
From the Dugout: Navigating 2024: From Financial Insights to Political Realities
16:31
16:31
Play later
Play later
Lists
Like
Liked
16:31Welcome to the Dugout 2024. In this 15-minute segment Paul and Clint have a casual and semi off-the-cuff conversation about topics that range from Paul's upcoming visit to see Clint's Tar Heels play in the Dean Dome to their thoughts on “anyone under 80”. Conversation points include the Federal Reserve rate cuts, cash, employment, America’s spendin…
…
continue reading
By Clint Sorenson and Paul Barausky
…
continue reading

1
Navigating the Wild West of Private Markets: Insights from Nick Fusco of ApeVue
32:12
32:12
Play later
Play later
Lists
Like
Liked
32:12In this episode Nick Fusco, co-founder of ApeVue, talks about the dynamic world of private markets. From the rise of credit funds to the evolving landscape of equity valuations, Nick provides a unique perspective on the challenges and opportunities in this often-overlooked sector. Discover the significance of long-duration plays, the role of data o…
…
continue reading

1
From The Dugout: Navigating Economic Crossroads: Inflation, Manufacturing, and Global Shifts
27:49
27:49
Play later
Play later
Lists
Like
Liked
27:49Introducing the Dugout, a new segment of the podcast where hosts Paul and Clint go one-on-one and talk about what’s going on in the world. In this Dugout episode, Paul and Clint hit on inflation trends, the consumer's spending behavior, the potential impact of the Xi-Biden meeting, and deglobalization. The conversation also includes insights into t…
…
continue reading

1
The Transition from Public to Private Markets with Chris Nero
33:04
33:04
Play later
Play later
Lists
Like
Liked
33:04Chris Nero, Founder and CEO of Bridgeport Financial Technology, brings 34 years of industry expertise to the show, where we discuss the financial markets evolution and the transition from public to private markets and the challenges and nuances of this shift. We cover key aspects such as the importance of education in bridging the gap between publi…
…
continue reading
Our guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs.…
…
continue reading

1
Longevity Data and the Value of Your Life Insurance Policy
29:15
29:15
Play later
Play later
Lists
Like
Liked
29:15This week Jay Jackson, CEO of Abacus Life, joins us to discuss life insurance policies as an alternative asset class. Jay highlights the evolution of the industry, shedding light on the changes in regulation, growth, and the institutionalization of this market. Jay also explains the potential integration of lifespan data into financial planning and…
…
continue reading
Join us for an insightful journey into the world of economics, finance, and policy as we explore the implications of current global events and trends. In this thought-provoking podcast, we delve into the nature of economic inequality, monetary policy, and the role of central banks. Our guest, Hugh Hendry, renowned economist and the Acid Capitalist,…
…
continue reading

1
Data Ownership - A Fat Pitch with Alexander McCaig
40:31
40:31
Play later
Play later
Lists
Like
Liked
40:31Alexander McCaig, Co-Founder & CEO of TARTLE discusses the transformative potential of data in the context of AI and society. McCaig shares his journey and insights into creating a technology that empowers individuals to take ownership of their data and use it as a valuable asset. The conversation delves into the historical significance of data and…
…
continue reading

1
Manufacturing Renaissance in the US with Jack Dreifuss
38:59
38:59
Play later
Play later
Lists
Like
Liked
38:59This week’s guest is Jack Dreifuss of Impatient Ventures, where he focuses on disruptive companies in the early stages of their growth cycle. In our discussion, Jack shares his views about innovation areas including chip manufacturing, AI-supported manufacturing, innovation on climate sustainability, decarbonization spaces, investing in reshoring U…
…
continue reading
In this episode, we are joined by Jerry Parker, founder of Chesapeake Capital, former turtle trader, trend follower extraordinaire, and big outlier hunter. Jerry shares his views on letting profits run and taking small losses as being both incredibly profitable and psychologically challenging. We cover bagging big outlier trades, Jerry’s unique vie…
…
continue reading

1
Trend Following and Fat Pitch Investing with Mike Melissinos
32:14
32:14
Play later
Play later
Lists
Like
Liked
32:14Meet Mike Melissinos, a successful trend-following trader and fund manager. With years of experience under his belt, Mike shares his invaluable insights into the world of trend following and behavioral finance. In our conversation, we dive deep into trend-following principles, discussing how to identify and capitalize on market trends while minimiz…
…
continue reading

1
Accessing the Venture Capital Asset Class with Aaron Dillon
36:57
36:57
Play later
Play later
Lists
Like
Liked
36:57Aaron Dillon, AG Dillon & Co., discusses his passion to help advisors and independent broker-dealers access venture capital assets for their clients. Aaron's experience in private markets, as well as seeing a need to assist RAs and IBDs, led him to become a leader in navigating venture capital opportunities. From Instacart to AI, Aaron believes the…
…
continue reading

1
Is China a Fat Pitch Opportunity with Brendan Ahern
27:11
27:11
Play later
Play later
Lists
Like
Liked
27:11Brendan Ahern, Chief Investment Officer, KraneShares, uses his extensive knowledge in index methodologies to focus on the emerging market in China, which he proposes has not been properly represented and looks to be full of opportunity. Don’t miss this one as Brendan discusses his investment approach as it relates to China and emerging markets. Is …
…
continue reading

1
Innovation as an Asset Class with Mark Yusko
41:48
41:48
Play later
Play later
Lists
Like
Liked
41:48Listen in as we are joined by Mark Yusko, CEO & CIO of Morgan Capital Management, LLC, as he discusses “Innovation as an Asset Class”. Most people think of stocks, bonds, currencies, or commodities when thinking about classical asset classes. And while that's certainly true, those wouldn’t exist without innovation, right? From Bitcoin to AI, there'…
…
continue reading

1
Is it time for Private Credit with Clark Briner
31:35
31:35
Play later
Play later
Lists
Like
Liked
31:35Listen in as we are joined by Clark Briner, Founder & Principal of Revere Capital. With a unique background in institutional banking, real estate, private equity, and credit, Clark shares his philosophy of winning and eliminating binary risks. He looks for a high margin of safety and high current yields to provide investors with a fixed-income alte…
…
continue reading

1
Finding Niche Investments through Assessing Risk with Tom Holliday
40:03
40:03
Play later
Play later
Lists
Like
Liked
40:03On this episode we are joined by Tom Holliday, Founder & Chief Investment Officer, HIP Investments. Tom is an expert in niche investments. He touches all kinds of topics like the commodity super cycle, green transition, decentralization, deglobalization, and more. RECORDED FEB 3, 2023By Clint Sorenson and Paul Barausky / Tom Holliday, Founder & Chief Investment Officer, HIP Investments
…
continue reading
I bet everyone's heard of Ted Williams, one of the greatest baseball players of all time. Ted famously described his approach to hitting as waiting for the fat pitch. What he meant was that he would only swing at pitches that were in the strike zone, and were exactly where he wanted them. In other words, he was willing to be patient and wait for th…
…
continue reading
With guest Luke Oliver, Managing Director, Head of Climate Investments; Head of Strategy at KraneShare. RECORDED JAN 20, 2023By Clint Sorenson and Paul Barausky
…
continue reading