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The Gordon Asset Management Podcast

Business & Economics Podcasts

Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Neither Gordon Asset Management, LLC, nor its podcast participants shall be held liable for losses resulting from actions taken based on information or viewpoints discussed on this podcast.

Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Neither Gordon Asset Management, LLC, nor its podcast participants shall be held liable for losses resulting from actions taken based on information or viewpoints discussed on this podcast.

Location:

United States

Description:

Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Neither Gordon Asset Management, LLC, nor its podcast participants shall be held liable for losses resulting from actions taken based on information or viewpoints discussed on this podcast.

Twitter:

@WealthQB

Language:

English

Contact:

919.313.6683


Episodes

#35 - Spring/Summer 2022 Market Review & Outlook with James Abate

5/13/2022
Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Duration:00:45:04

#34 - Macro Musings with Glenn & Z (05.06.22)

5/6/2022
Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession. For more information about the firm, please visit WealthQB.com.

Duration:00:37:38

#33 - Russia/Ukraine update: What's the deal with oil? w/ Brad Olsen of Recurrent

3/14/2022
What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.

Duration:00:40:00

#32 - Sustainable Target Date Fund Investing w/ Natixis

3/3/2022
Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis. For more information about Natixis, please visit im.natixis.com.

Duration:00:32:13

#31 - Fall/Winter Investment Outlook with James Abate 11.19.21

11/19/2021
Please join us for a fall/winter '21-'22 investment outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.

Duration:00:30:44

#30 - Weekend Update with Glenn & Z (11.12.21)

11/12/2021
On this special weekend update edition of the podcast, join Glenn & Z as they discuss inflation, the Rivian IPO, ESG investing, the liquidity-induced NFT craze, and other hot topics of the week. For more information about our firm, please visit www.WealthQB.com Music compliments of Id Obelus: https://idobelus.bandcamp.com/

Duration:00:35:38

#29 - The anatomy of a balanced fund wsg/ T. Rowe Price's Ira Carnahan

6/23/2021
The Gordon Asset Management Podcast welcomes Ira Carnahan to the show. Ira works on the portfolio management team for T. Rowe Price's Capital Appreciation Fund. T. Rowe Price Capital Appreciation is one of our favorite balanced funds; consistently ranking among the best performing of its peers. On the podcast Ira explains the management philosophy behind the fund and highlights some potential areas of growth. For more information, please visit troweprice.com. Music compliments of Id Obelus:...

Duration:00:37:38

#28 - QUICK TAKE: Is 401k Participant Data a Plan Asset? Todd Z's rundown on the Shell Oil 401k lawsuit

6/4/2021
Is your personal data a plan asset or can service providers use this data to cross-sell financial products? In this brief update Todd Zempel breaks down recent developments from the Shell Oil 401k lawsuit. For more information about our firm, please visit www.WealthQB.com

Duration:00:03:45

#27 - The 4th Industrial Revolution is Here w/ Tom Snyder, Executive Director of RIoT

5/19/2021
The Gordon Asset Management Podcast welcomes Tom Snyder to the show. Tom is the executive director of Raleigh NC's RIoT organization. RIoT is an organization that mentors entrepreneurs, a startup accelerator, and R&D lab, for companies and individuals in the IoT (Internet of Things) space. On the podcast Tom discusses what happening at RIoT, the business climate in North Carolina, and upside potential for technology during the 4th Industrial Revolution. For more information about Tom or...

Duration:00:26:27

#26 - A growthy way to invest in real estate w/ Burland East

3/30/2021
The Gordon Asset Management Podcast welcomes Burland East to the show. Burl is CEO at American Assets Capital Advisers and Portfolio Manager for the Altergris/AACA Opportunistic Real Estate Fund. On the episode Burl describes his process which has led to significant outperformance in his real estate fund and highlights areas he sees future potential for growth. For more information about Burl, please visit aacadvisers.com.

Duration:00:37:06

#25 - Entrepreneur legend Scot Wingo opines on everything

3/25/2021
The Gordon Asset Management Podcast welcomes Scot Wingo to the show. Scot is a successful serial entrepreneur and curator of the 'triangle tweeners' list--an index of North Carolina triangle region start-ups. On the episode Scot shares his thoughts on everything from the local Raleigh start-up scene, to blockchain, and the economy. For more information about Scot check out his podcast, the Jason & Scot Show at www.retailgeek.com or follow Spiffy at www.getspiffy.com.

Duration:00:36:24

#24 - The State of Free Enterprise w/ Northwood University's Dr. Dale Matcheck

3/6/2021
The Gordon Asset Management Podcast welcomes Dr. Dale Matcheck to the show. Dr. Matcheck is Professor and Department Chair of Economics at Northwood University--a college rooted in the ideology of the free market system. On the episode Dr. Matcheck addresses some of the challenges to the free enterprise system we face on the heels of COVID, as well as the shortfalls of higher education. For more information about Dr. Matcheck or Northwood University, please visit Northwood.edu.

Duration:00:34:30

#23 - What is Responsible Investing? wsg/Megan Fielding, Senior Director of Responsible Investing, TIAA/Nuveen

2/22/2021
The Gordon Asset Management Podcast welcomes Megan Fielding to the show. Megan is Senior Director of Responsible Investing for TIAA/Nuveen. On the episode Megan breaks down what Responsible Investing (also known as ESG or Sustainable Investing) is and the potential opportunity it has created for investors. For more information about Megan or TIAA/Nuveen, please visit nuveen.com.

Duration:00:28:31

#22 - "Meme Stonk" Special Report with James Abate, former hedge fund manager who co-authored the book on short selling

1/29/2021
Join the Gordon Asset Management Podcast for a special 'meme stonk' special report with James Abate. James is a former hedge fund Manager and author of the book "Short Selling: Strategies Risks and Rewards". James is also founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast, we discuss the wild action this week in 'meme stonks' like GameStop and the potential for knock-on effects in other areas of the market. For more information on James or Centre Funds,...

Duration:00:36:55

#21 - TIAA Target Date Fund Update wsg/Stephen Noll & Kyle Wall, Portfolio Managers, TIAA/Nuveen

1/28/2021
The Gordon Asset Management Podcast welcomes Stephen Noll & Kyle Wall to the show. Steve and Kyle are Portfolio Managers for TIAA/Nuveen's Multi Asset (target date) team. TIAA/Nuveen has been recognized by Lipper as the "best mixed asset large fund company" 5-years in a row (2016-2020). On the podcast Steve and Kyle lay out the philosophy behind the construction and management of TIAA/Nuveen's target date fund series which has resulted in stellar performance relative to their peers. For more...

Duration:00:27:11

#20 - Small-Cap Growth Update wsg/Samantha Lau, Co-CIO at Alliance Bernstein

1/21/2021
The Gordon Asset Management Podcast welcomes Samantha Lau to the show. Samantha is , Co-Chief Investment Officer for Small and SMID Cap Growth Equities at Alliance Bernstein. On the podcast Todd Zempel and Samantha discuss the process she and her team employ which has resulted in substantial outperformance in her investment strategies. For more information about Samantha or Alliance Bernstein, please visit https://www.alliancebernstein.com/

Duration:00:25:46

#19 - Market Update 01.12.21

1/12/2021
Join Todd Zempel and Joe Gordon as they discuss bright spots in the market and widening breadth of the market recovery including a resurgence in energy, industrials, and financials.

Duration:00:31:33

#18 - American Funds Target Date Fund update wsg/John Doyle, SVP & Retirement Strategist, American Funds

12/31/2020
The Gordon Asset Management Podcast welcomes John Doyle, Senior Vice President & Retirement Strategist for Capital Group / American Funds to the show. On the podcast we discuss the past, present, and future of Target Date Fund solutions, differentiators among TDF providers, and considerations for TDF suitability. For more information about Capital Group / American Funds, please visit https://www.capitalgroup.com/.

Duration:00:31:40

#17 - Market Update 12.29.20

12/29/2020
Join Todd Zempel, Joe Gordon, and Glenn Moore as they discuss the widening breadth of the market recovery, the COVID stimulus bill, potential problems in the labor market, and other market moving events of the week.

Duration:00:24:58

#16 - Special Guest: Brian Graff, CEO of the American Retirement Association

12/17/2020
The Gordon Asset Management Podcast welcomes Brian Graff, CEO of the American Retirement Association ("ARA") to the show to discuss the current retirement plan regulatory landscape. For more information about Brian, the ARA, or current retirement advocacy efforts, please visit usaretirement.org or araadvocacy.org.

Duration:00:24:10