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Best Justin Castelli podcasts we could find (updated February 2020)
Best Justin Castelli podcasts we could find
Updated February 2020
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Taylor Schulte, Founder of Define Financial, and Justin Castelli, Founder of RLS Wealth Management sit down with Phil at Inside ETFs to talk about their joint initiative, the Advisor Growth Community. Conversation highlights: Mindset of collaboration rather than competition Marketing and content generation How to effectively grow a financial adviso…
 
Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the… Co…
 
Phil is joined by Larry Swedroe to talk about factor investing and Larry’s new book, Your Complete Guide to a Successful and Secure Retirement. The conversation highlights include: How Larry got exposure early in his career 600 factors identified beyond Fama French Popularity versus crowding effects in ESG and Low Vol factors Larry’s Rubber Band Th…
 
Daniel McCabe, CEO of Precidian Investments joins Phil to talk about his career in trading and product development and to discuss Precidian’s solution for non-disclosed actively managed ETFs. They discuss: How Dan’s career got started Running a market-making firm on the Amex Developing CurrencyShares Phantom shorts ADR-plus and currency hedging How…
 
In a double episode focused on financial literacy and impact investing in Detroit, Phil is first joined by Godfrey Aguwa Jr. to learn about DCU NextGen, how Godfrey got involved in teaching financial literacy, and the impact of Godfrey’s Lemonade Day initiative in Washtenaw County, MI. That conversation is followed up by Michael Randall from the Am…
 
Dr. Forrest Morgeson, Director of Research at the American Customer Satisfaction Index joins the show to define customer satisfaction and talk about the quantitative process employed by the ACSI to measure it. • Intangible vs tangible assets • How to measure customer satisfaction • Managing statistical noise • Quantifying the value of a satisfied c…
 
Everyone struggles. In this episode we hear from all of our podcast guests from 2019 who have answered the question about what obstacle they have found a way to work around or persisted through, along their path to success. We’ll hear from Ben Johnson, Oliver Renick, Phil Huber, Kathleen Moriarty, Ben Hunt, Bill Kelly, Alex Chalekian, Perth Tolle, …
 
Matthew Stoller from the Open Markets Institute joins Phil to talk about his book Goliath and explain the history of the war against monopoly power in America. The history and cyclicality of monopolies as a political issue The damage done by monopolies America’s concentration crisis across all sectors Antitrust and monopoly concerns in the financia…
 
Note from Phil: please first listen to Epsilon Theory: Part One (episode 47) from August 19, 2019 Ben Hunt explains the meaning behind some of the most important of Epsilon Theory phrases and concepts. Always Go to the Funeral The Nudging Oligarchy Why am I reading this NOW? Narrative missionaries Too Clever by Half Clear Eyes & Full Hearts Thanks,…
 
Andy Stewart from Exchange Capital Management sits down with Exponential’s Phil Bak and Charles Ragauss to talk about the investing landscape. Highlights include: Complimenting ETFs with direct stock investing Concentration of cap weight indexes Tech stock valuations Active versus passive as a false debate The evolution and impact of commission fre…
 
Phil is joined by Sal Gilbertie, Founder and CEO of Teucrium Trading to discuss commodities. The conversation highlights include: Our connection to commodities and how everything we touch comes from commodities Launching Teucrium Trading and their ETFs How to forecast commodity prices Technology in the agriculture industry Geo-politics and the trad…
 
Scott Nations joins the podcast to talk about how options trading has evolved over his career and to give an overview of his book, The History of the United States in Five Crashes. Topics discussed: Options trading pits – how they have evolved What it takes to be a good options trader Creating a better VIX Imbalance of options premiums Closet index…
 
Dan Cupkovic, Director of Investments at Argi financial Group in Lousiville, KY talks to Phil about developing the BlackSwan index and why he set out to convert the SMA strategy into an ETF. They also discuss: The case for the SWAN index Lowering volatility while lowering correlation Where to use it in a portfolio The process of converting an SMA i…
 
“Family Governance–turning new wealth into old money” is front and center on Jason Howell’s website, and the concept of family governance is not one I was familiar with from a financial planning standpoint. From the quote, you can determine that the act of turning new wealth into old money is accomplished by involving the entire family. But what ex…
 
Phil talks to Alexandra Levis about marketing in the financial services industry and the challenges facing entrepreneurs. The topics include: What makes good marketing content The contrast between old and new financial companies How to disrupt the right way How to effectively get PR exposure Content generation and creating “micro moments” Millennia…
 
The lack of financial literacy in America is a well documented issue, and while many financial advisors discuss the statistics, few have built their firms to really make an impact. I briefly learned about Genti Cici’s mission at the Inside ETF’s Canada conference this summer as he and I spent about 30 minutes talking between sessions. I found out t…
 
Phil is joined by Nicole Boyson, Professor of Finance at Northeastern University, to talk about her research about the asset management industry and best practices. The conversation includes: How Nicole keeps her finger on pulse of the industry as an academic Hedge Fund contagion & LTCM Nicole’s research on Hedge Fund activists Brokerage and dual-r…
 
Life never goes as planned; sometimes it’s for the better and sometimes it not. Being flexible is important to handle life’s events and it’s important for your financial plan to be flexible as well. Check out this great post by my friend Jeremy Walter in addition to checking out my thoughts on today’s Rundown. Go ahead and subscribe to the RLS… Con…
 
Tobias Carlisle from Acquirers Funds joins Phil for a conversation about value investing. Conversation highlights: How Tobi discovered value investing An overview of Tobi’s books, including Quantitative Value, Deep Value, Concentrated Investing and The Aquirer’s Multiple The case for concentration and active share Launching a strategy in an ETF ver…
 
It only makes sense that today’s Rundown deals with risk tolerance–I am at the Riskalyze Fearless Investing Summit, after all. Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you…
 
Eventually, I’d like to find a way to incorporate wellness and health into my financial planning process–I haven’t figured out how to do it quite yet, so the most I can do is talk about it and encourage my clients to find ways to take care of themselves. A couple of weeks ago, I practiced what I always preached and… Continue Reading→ The post Rundo…
 
Wealth/Stack has been well covered–I did my own summary here, so there’s no need for me to revisit how great the conference was. While I was in Scottsdale, I managed to record another Project One Question episode for All About Your Benjamins The Podcast. If I’m being honest, I failed at this episode…not because what you are about to listen to… Cont…
 
Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he’s written. After talking about his personal story growing up, I knew how his run would turn out…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to… Continue Reading→ The post Rundown: Ashby Da…
 
Phil sits down with Perth Tolle, founder of Life and Liberty Indexes to talk about why freedom and liberty are personal to her and why she founded her company. They discuss: The connection between economic freedom and prosperity Freedom as both an ESG and alpha-seeking metric Investments born of passion and purpose Process of starting an index and …
 
Shoutout to my good friend Tyrone Ross for the motivation I needed earlier this morning with his Periscope. I usually don’t put Fed related Rundowns on the podcast, but I wanted to highlight Ty’s Periscope to bring it to your attention. Go watch this video as well! What’s done in the dark will come to light. https://t.co/zbXG3FwjHw — Tyrone V.… Con…
 
The Meeting Of The Minds in Dana Point was one of my favorite videos I’ve recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too… Continue Reading→ The post Meeting Of The Mi…
 
As much as financial advisors love to solve our clients’ financial planning needs and have all of the answers, the truth is sometimes we don’t have all of the answers. And sometimes we have the answer, but the solution isn’t necessarily easy to accomplish–the most common example/issue is the need for additional income. There are many families who h…
 
Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the puck is heading. The conversation includes: Differentiating financial planning vs portfolio management Going independent Growing by acquisitions and how to retain acquired clients Bene…
 
Exponential ETFs is excited to welcome Tyrone Ross Jr., as our Director of Financial Education. Josh Blechman and Tyrone discuss Exponential ETFs’ Detroit Invests in You initiative, aimed at increasing financial literacy across the city of Detroit. Tyrone discusses his personal connection to this cause and the life changing impact this program can …
 
Bill Kelly, CEO of the CAIA organization and self-described evangelist for alternative investment education and investor due diligence joins Phil to talk all things alts. The discussion includes: Bill’s background and why he joined the CAIA association CAIA’s mission and thought leadership What is an alternative investment? The viability of Hedge F…
 
Ben Hunt Co-Founder and partner at Second Foundation Partners & Author at Epsilon Theory explains how pricing power has evolved in the financial services industry and explains how narratives are formed. This is the first part of a breathtaking conversation between Ben and Phil about how the financial markets are being turned into government utiliti…
 
Kathleen Moriarty, Partner at Chapman and Cutler, and the lawyer who spearheaded countless ETF innovations joins Phil to talk about the legal and regulatory process. Kathleen shares stories from her career and jumps into several of today’s most important legal and regulatory issues. The discussion includes: Launching SPY and early expectations of t…
 
Phil heads to Huber Financial in Chicago to meet with their CIO, Phil Huber to talk about factor investing, blogging and more. They discuss: Providing client transparency through the blog Mixing active & passive strategies Having conviction in factors during cap weights run How the bps and pieces blog got started Why simple is an over-rated concept…
 
Oliver Renick from TD Ameritrade Network joins Phil to talk about how new media programming is shaking things up the financial media, and how TD Ameritrade Network is using digital tools to provide innovative content. They discuss: Digital media Utility of content Traditional media and the traditional television format Long-form content versus quic…
 
- WSJ - What You Gain—and Lose—When You Lock Money Up for the Long Run - NY Post - YouTube star Boram, 6, buys posh $8 million pad in South Korea - Financial Advisor Magazine - Why Most Millionaires Do Not Consider Themselves Rich - Financial Panther - Thoughts About Career Paths And Taking Risks - A Wealth of Common Sense - You May Have Longer Tha…
 
I’ve written about home country bias before, but I thought it would be great to revisit given the U.S. market’s outperformance of international markets for yet another year, well at least up until today. Over allocating to your home country is a common behavioral bias investors suffer from and for U.S. investors, it’s been a benefit over the last 1…
 
Balance is something I try to stress with clients when it comes to their financial plan and my friend Jeremy Walter shares reasons why this is so important. You can find his blog post below. Calibrating Capital: Today Vs. Tomorrowland Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should…
 
Ben Johnson, Director of Global Research at Morningstar joins Phil for a deep conversation about career and ETFs. They discuss: After a false start in architecture, Ben discovered finance Investing lessons from collecting baseball cards as kids Morningstar’s ETF rating approach, including classifications Persistence of top rated funds and predictiv…
 
Phil heads to the Arizona forest to talk to “Random Roger” Nusbaum about ETFs, blogging and being a fire chief. The discussion includes: Discovering ETFs early on The sweet spot for thematic ETF investing Correlations in up/down markets Active versus passive “does not matter” How active and passive can coexist in portfolios Buying closed end funds …
 
Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your …
 
Catherine Wood and Tom Staudt from Ark Invest join Phil to talk about the early days of Ark Invest and how they built their business. Cathie tells the story of her eureka moment when she had the idea for disrupting the asset management industry and how she battle-tested the idea. Tom tells us how he met Cathie and ultimately got an offer letter fil…
 
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