Dec 11, 2020

In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their...

Dec 9, 2020

In this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report.  We discuss the shifting market landscape that could see a handoff from the government to the private sector as the world recovers from the coronavirus epidemic.  A bigger debate concerns...

Nov 6, 2020

In this episode, we dive into PIMCO’s newly released Secular Outlook and why we should expect a lower for longer scenario as the world tries to move past the COVID-19 pandemic.  We discuss implications around 1) China’s continuing emergence as a global economic growth driver, 2) continued electoral pressures...

Oct 1, 2020

Since the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious and industrial metals, energy, agriculture) have enjoyed a strong recovery alongside other reflationary asset beneficiaries like equities.  Robert (Bob) Minter, Head of Investment Strategy at Aberdeen Standard Investments,...

Sep 8, 2020

In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost.  In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they...