Clint Sorenson on CoveredCalls with Kevin Simpson

CoveredCalls with Kevin Simpson

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State Secrets: Inside The Making Of The Electric State

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Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

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Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

3 jaar geleden 24:04

MP3•Thuis aflevering

Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.
Learn more about WealthShield:
Website: https://www.wealthshield.co/
LinkedIn: https://www.linkedin.com/company/wealthshield-llc/
Connect with Clint on social:
LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
Twitter: https://twitter.com/clint_sorenson
About Clint Sorenson:
Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1.
Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.
Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.
Follow Kevin Simpson & Capital Wealth:
--Twitter: https://twitter.com/CoveredCalls
--LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
--LinkedIn: https://www.linkedin.com/company/capital-wealth-planning/
Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/

29 afleveringen

#Trading #Business #Kevin Simpson

Clint Sorenson on CoveredCalls with Kevin Simpson

CoveredCalls with Kevin Simpson

published 3 jaar geleden

MP3•Thuis aflevering

29 afleveringen

#Trading #Business #Kevin Simpson

Alle afleveringen

1
Jenny Harrington on CoveredCalls with Kevin Simpson 32:32

1 year geleden32:32

32:32

Kevin Simpson hosts Jenny Harrington on this episode of CoveredCalls. Learn more about Gilman Hill . Follow Kevin Simpson & Capital Wealth on Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting https://capitalwealthplanning.com Disclosures

1
Rob Sechan on CoveredCalls with Kevin Simpson 23:41

2 years geleden23:41

23:41

Kevin Simpson hosts Rob Sechan on this episode of CoveredCalls. Learn more about NewEdge Wealth Follow Kevin Simpson & Capital Wealth: Twitter LinkedI n LinkedIn Learn more about Capital Wealth Planning Disclosures

1
Tim Seymour on CoveredCalls with Kevin Simpson 29:59

2 years geleden29:59

29:59

Kevin Simpson hosts Tim Seymour on this episode of CoveredCalls. Follow Kevin Simpson & Capital Wealth on Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting https://capitalwealthplanning.com Disclosures #etf #etfs #exchangeetfconference #investing #financialadvisor

1
Stephanie Link on CoveredCalls with Kevin Simpson 18:52

2 years geleden18:52

18:52

A look at the markets and investing today with Stephanie Link and Kevin Simpson. Learn more about Hightower Advisors Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures #etf #etfs #exchangeetfconference #investing #financialadvisor Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com…

1
Bryn Talkington on CoveredCalls with Kevin Simpson 21:36

2 years geleden21:36

21:36

Bryn Talkington sits down with Kevin Simpson for a wide ranging interview about investing and the markets today. DIVO and IDIVO are ETF’s offered through Amplify. CWP is a sub-advisor to both portfolios. Connect and Follow Bryn: Website: https://requisitecm.com Twitter: https://mobile.twitter.com/bryntalkington LinkedIn: https://www.linkedin.com/in/bryn-talkington-70247443 LinkedIn: https://www.linkedin.com/company/requisite-capital-management/about About Bryn: Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior. Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. Bryn is a CNBC contributor and a frequent guest on “Fast Money Halftime Report” and “Overtime.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack. Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures #etf #etfs #exchangeetfconference #investing #financialadvisor Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com…

1
A Look At Managing Money Today with Gary Kaminsky 11:10

2 years geleden11:10

11:10

Gary Kaminsky joins Kevin Simpson to share his thoughts on managing money in this type of environment. Follow Kevin Simpson & Capital Wealth: Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures #etf #etfs #exchangeetfconference #investing #financialadvisor Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com…

1
The State of ETFs Tom Lydon on CoveredCalls with Kevin Simpson 18:32

2 years geleden18:32

18:32

Tom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi. Follow Tom Lydon & VettaFi: Website: https://vettafi.com Twitter: https://twitter.com/vetta_fi Twitter: https://twitter.com/TomLydon LinkedIn: https://www.linkedin.com/in/tomlydon LinkedIn: https://www.linkedin.com/company/vettafi Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures…

1
Jeff Concepcion on CoveredCalls with Kevin Simpson 20:10

3 years geleden20:10

20:10

Jeff Concepcion , Founder and CEO of Stratos Wealth Partners , joins Kevin Simpson on this episode of CoveredCalls. About Jeff: Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business. Learn more about Stratos Wealth Partners: Twitter LinkedIn Website Connect with Jeff on LinkedIn Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures…

1
Joe Terranova on CoveredCalls with Kevin Simpson 31:54

3 years geleden31:54

31:54

Joe Terranova of Virtus Investment Partners joins Kevin Simpson on CoveredCalls. Guest Bio: Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $175 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS. In his current role, Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global multi-asset investment landscape. Prior to joining Virtus Investment Partners in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries. Since 2008, Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box and contributing financial content throughout the CNBC media and digital platforms. Connect with Joe Terranova: LinkedIn Twitter Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures…

1
Nancy Davis on CoveredCalls with Kevin Simpson 24:45

3 years geleden24:45

24:45

Nancy Davis joins Kevin Simpson for a discussion on the markets, investing and how to look at fixed income today. Connect with Nancy Davis Twitter LinkedIn Website Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Nancy Davis is the founder and managing partner of Quadratic Capital Management. Ms. Davis is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL) and the Quadratic Deflation ETF (NYSE Ticker: BNDD). Ms. Davis founded Quadratic Capital in 2013. She began her career at Goldman Sachs where she spent nearly ten years, the last seven with the proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she served as a portfolio manager at Highbridge Capital Management where she managed $500 million of capital in a derivatives only portfolio. She later served in a senior executive role at AllianceBernstein. She has been the recipient of numerous industry recognitions. She was named by Barron’s as one of the “100 Most Influential Women in U.S. Finance.” Institutional Investor called her a “Rising Star of Hedge Funds.” The Hedge Fund Journal tapped her as one of “Tomorrow’s Titans.” Ms. Davis is considered a leading expert in the global financial markets and writes and speaks frequently about markets and investing. She has been published in Institutional Investor, Absolute Return and Financial News, and has contributed articles to two books. Ms. Davis has been profiled by Forbes, and interviewed by The Economist, The Wall Street Journal, and The Financial Times among others. Ms. Davis is a frequent guest on financial television including CNBC, CNN, Sina, Fox and Bloomberg. She is a sought-after speaker for industry events. Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures…

1
Kristin Myers on CoveredCalls with Kevin Simpson 30:05

3 years geleden30:05

30:05

Kristin Myers joins Kevin Simpson for a discussion on Millennials, Bear Markets and investing today. Kristin Myers is an award-winning journalist, producer, and Editor-in-Chief of The Balance. Before joining The Balance, Kristin was a senior writer at Yahoo Finance and anchor of Yahoo Finance Live. She hosted Yahoo Finance Live daily, and was one of the creators and hosts of “A Time for Change,” a weekly program that explores race, diversity, and inclusion in the world of business, finance, and politics. Earlier in her career, Kristin helped launch Al Jazeera America, where she produced high-profile guest segments and was part of field teams for special coverage, including the riots in Ferguson, and the funeral of Nelson Mandela in South Africa. She has also worked with other news organizations including Bloomberg News, MSNBC, and others, in the U.S. and abroad. As the Editor-in-Chief of The Balance, Kristin plays a key role in leading and shaping the publication's high-quality service journalism for The Balance's millions of readers. Learn more about The Balance: Website: https://www.thebalance.com/ Twitter: https://twitter.com/thebalance/ Instagram: https://www.instagram.com/thebalancecom/ LinkedIn: https://www.linkedin.com/company/the-balance.com/ Facebook: https://www.facebook.com/thebalancecom/ Connect with Kristin Myers: Website: http://www.kristinmmyers.com Twitter: https://twitter.com/KristinReports Follow Kevin Simpson & Capital Wealth: Twitter: https://twitter.com/CoveredCalls LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp LinkedIn: https://www.linkedin.com/company/capital-wealth-planning Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures…

1
Clint Sorenson on CoveredCalls with Kevin Simpson 24:04

3 years geleden24:04

24:04

Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed. Learn more about WealthShield: Website: https://www.wealthshield.co/ LinkedIn: https://www.linkedin.com/company/wealthshield-llc/ Connect with Clint on social: LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/ Twitter: https://twitter.com/clint_sorenson About Clint Sorenson: Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view. Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term. In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1. Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing. Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician. Follow Kevin Simpson & Capital Wealth: --Twitter: https://twitter.com/CoveredCalls --LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp --LinkedIn: https://www.linkedin.com/company/capital-wealth-planning/ Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures/…

1
Pete Najarian on CoveredCalls with Kevin Simpson 27:29

3 years geleden27:29

27:29

Pete Najarian , options trader, television personality, market analyst, and co-founder of optionMONSTER, joins Kevin Simpson on CoveredCalls to talk about the storied Najarian family and discuss his current venture, Market Rebellion . Connect with Pete Najarian: Twitter Instagram Learn more about Market Rebellion: Website Twitter Instagram YouTube Facebook Follow Kevin Simpson & Capital Wealth: Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures/…

1
Michael Farr on CoveredCalls with Kevin Simpson 20:06

3 years geleden20:06

20:06

Michael K. Farr , President and CEO of Farr, Miller & Washington, LLC , a Washington, DC-based wealth management firm, and Chairman of the Investment Committee comes on CoveredCalls, hosted by Kevin Simpson Connect with Michael Farr: Website Twitter LinkedIn Follow Kevin Simpson & Capital Wealth: Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures/…

1
Financial Literacy with Nan Morrison on CoveredCalls with Kevin Simpson 23:57

3 years geleden23:57

23:57

Nan Morrison , President & CEO of the Council for Economic Education , comes on CoveredCalls with Kevin Simpson to talk about financial education and literacy today. Learn more about the Council for Economic Education: Website LinkedIn Twitter Connect with Nan Morrison: LinkedIn Twitter About Nan Morrison: Nan J. Morrison is President and Chief Executive Officer of the Council for Economic Education. She has overall responsibility for deepening and expanding CEE’s work to deliver on its mission, including working closely with CEE’s over 200 affiliates across the country. This role marries her passion to give kids the tools and confidence to achieve their dreams with her experience in the business world, to keep CEE’s mission relevant and leadership in the field strong. Prior to joining CEE, she was as a Partner at Accenture, working with senior leaders at several major universities and the NYC Department of Education. She was also a partner at the Boston Consulting Group (BCG), Mercer Management Consulting. Nan has also held operational roles at Morgan Stanley and General Electric. Nan serves on the Advisory Board of the MIT Center for Finance and Policy and CNBC’s Financial Wellness Advisory Council. She co-chaired the Executive Committee of a $100M agency serving the aging in the NYC, and served on the Federal Reserve’s Centennial Advisory Council. She was a founder of ReStart Central, an organization that was started to help small businesses recover in the aftermath of 9/11. Nan holds a B.S. in Applied Mathematics from Yale University (magna cum laude) and an M.B.A. from the Harvard Business School, with second year honors. She has completed 5 triathlons. Follow Kevin Simpson & Capital Wealth: Twitter LinkedIn LinkedIn Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com Disclosures: https://capitalwealthplanning.com/social-media-disclosures/…

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