FirsTrust CIO Chris Cannon interviews Brent Sullivan of The Tax Alpha Insider on tax alpha strategies, direct indexing, 351 exchanges, and why now may be one of the best times in history to be a taxable investor.
On the latest episode of the Investors First Podcast, co-hosts Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) and Chris Cannon, CFA (CIO/Principal, FirsTrust) sat down with Joe Davis, Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group.
BlackRock's Rick Rieder joins the Investors First Podcast to discuss his path from betting lunch money to managing $2.4 trillion, his "make a little bit of money a lot of times" philosophy, and why 2026 will separate investors from gamblers.
In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what his top red flags are today, along with much more.
Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnership they have had over the last couple of decades. We also dive into currency hedging in equity markets, the calculus behind launching a new ETF, his podcast and more.
In this episode, we have the pleasure of hosting Michael Mauboussin. Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing.
In this episode, we host Ali Hamed, a co-founder and partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem.
Howard Marks of Oaktree Capital Management discusses investing during a regime change. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
