A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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History of Investing with Dr. Jason Thomas 05 - 25 - 2024
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Manage episode 425953898 series 1261169
Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.
…
continue reading
229 episodes
MP3•Episode home
Manage episode 425953898 series 1261169
Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.
…
continue reading
229 episodes
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