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Bill Brewster, CFA: Value, Robinhood and #FinTwit

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Manage episode 288902542 series 2644135
Content provided by CFA Society Orlando. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Orlando 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.
Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor. In today’s episode, Bill starts by explaining his windy road to be the value investor he is today. Then we spend some time talking about Robinhood and the gamification of the app. Bill shares the tragic story of his cousin-in-law who took his own life after Robinhood incorrectly showed he owed over $100,000 in his account and did not respond to his messages until after he passed. As we see more and more younger individuals start to trade on platforms like Robinhood over the past year, this is a really important conversation to be had. Finally, we talk about Bill’s personal journey to be open minded and talk with people who have opposing views, and share his conversations publicly through both podcasts he hosts. Resources Discussed: Freetrade podcast Today’s episode is co-hosted by Chris Cannon, CFA, and Colby Donovan. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
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85 episodes

Artwork
iconShare
 
Manage episode 288902542 series 2644135
Content provided by CFA Society Orlando. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Orlando 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.
Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor. In today’s episode, Bill starts by explaining his windy road to be the value investor he is today. Then we spend some time talking about Robinhood and the gamification of the app. Bill shares the tragic story of his cousin-in-law who took his own life after Robinhood incorrectly showed he owed over $100,000 in his account and did not respond to his messages until after he passed. As we see more and more younger individuals start to trade on platforms like Robinhood over the past year, this is a really important conversation to be had. Finally, we talk about Bill’s personal journey to be open minded and talk with people who have opposing views, and share his conversations publicly through both podcasts he hosts. Resources Discussed: Freetrade podcast Today’s episode is co-hosted by Chris Cannon, CFA, and Colby Donovan. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
  continue reading

85 episodes

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