Best of Investing 2023 AZ TRT - S04 EP47 (210) 11-26-2023
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Best of Investing 2023 AZ TRT S04 EP47 (210) 11-26-2023   What We Learned This Week:   Drew Niv on markets, Risk & Oil   Denver Nowicz of Wealth for Life on Taxes   Steve Zabilski of Piper Trust on Non Profits   Greg Talcott of Caliber Funds on Real Estate Investing & Opportunity Zones   Bryan McLaren of Zoned Properties on Specialized Cannabis Real Estate   Bob DeLean of Arizona Tech Investors & valuations   Rohan on Tech Stocks and careers       Seg. 1 – Clips From:   Assets, Interest Rates & Bubbles - Market Recap for 2022 w/ Drew Niv BRT S04 EP02 (164) 1-8-2023 What We Learned This Week Assets – Valuations have gone down, forces Investors to evaluate the worth of an Asset, Risk / Reward analysis, no more ‘free’ money Interest Rates – Don’t Fight The Fed, raising rates to lower value of assets Market Risk – can get Treasury Bills at 4 – 5%, risk-free, need good ROI to invest in stocks with 10 – 20% downside risk Oil Commodities – demand is up, supply is down, Gov’t will keep the price of oil at $70 / barrel Bubbles / Crypto – does not have good utility, market has collapsed, Bitcoin & Ethereum will survive, has use, plus the Black Market   Guest: Drew Niv, Trader Tools & former Forex Trader LKIN: https://www.linkedin.com/in/drew-niv-123812160/ Drew Niv had a 20 year career in trading and FX (currency) markets. He founded one of the largest Forex trading companies on Wall Street, took it public (IPO), managed hundreds of staff, and oversaw $ billions in daily trading. Currently he runs a bank software company called Trader Tools, that specializes in FX markets. - https://www.tradertools.com/ Drew Niv is a Strategic, Technology Savvy, and Detail-Oriented Board Member and Global Business Executive with a history of award-winning performance as a visionary leader. Founded company that disrupted the FX industry, resulted in retail FX becoming a major factor of the global FX market. Developed breakthrough technology that enabled customers to transact spot FX at 70–90% less cost than the largest exchanges and ECNs. He has forged strategic partnerships with 1,000 institutional customers, including major hedge funds, all large banks, and other brand name financial institutions, both domestically and globally. Drew possess a unique understanding of market microstructure - the inner plumbing of trade matching, how technology intersects with business, and how to grow a business from a small startup through an IPO. Well versed in managing through a crisis and positioning a mature business to meet the unique challenges of a shrinking industry. Experienced in software product development; able to design and build trading software that people want to use; and experienced in managing a diverse, international workforce remotely.   Full Show: HERE   Related Show: HERE Market Cycles, Risk, & Ben Graham’s Intelligent Investor - Finance Lessons from BRT BRT S04 EP29 (192) 7-23-2023   What We Learned This Week:     Mean Reversion & Market Cycles – Asset prices do not go up forever, but rather fluctuate Assets – Valuations have gone down, forces Investors to evaluate the worth of an Asset, Risk / Reward analysis, no more ‘free’ money Interest Rates – Don’t Fight The Fed, raising rates to lower value of assets Market Risk – can get Treasury Bills at 4 – 5%, risk-free, need good ROI to invest in stocks with 10 – 20% downside risk Wealthy own Assets, Business, Real Estate, Stocks are the best and most popular The Intelligent Investor Ben Graham's teaching, and seminal investing book - Ch. 8 on Mr. Market, & Ch. 20 on Margin of Safety     Seg. 2 – Clips From:   Wealth for Life – Own a Business, the Best Asset to Grow Wealth BRT S04 EP06 (168) 2-5-2023 Things We Learned This Week •          Wealthy use Different St
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