Wall Street Vision Investment Podcast Vlad Dolgocheev, CFA

I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient.

Aaron told me about his startup journey and the steps he took to raise capital for his firm.

Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space.



🎧 Listen to this episode to discover:

👉 The steps Aaron took to raise $39M for his startup

⭐ What it’s like being a nimble startup in an industry with behemoth competitors

✅ How Aaron faced and overcame failure in his startup journey

👀 Aaron’s thoughts on insurance trends in an environment of increasing natural disasters



Obie Insurance:

https://www.obieinsurance.com/

Connect with Aaron:

https://www.linkedin.com/in/letzeiser/

Wall Street Vision podcast:

https://WallStreetVision.com

#InvestingPodcast #Entrepreneur #StartUp #RaisingCapital #Ycombinator

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. 

Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets.

In this episode we covered:


The steps Mark took to achieve financial success (he didn’t grow up rich)
Why it’s important to compete against yourself (instead of competing against others)
How to cultivate the right mindset for success  
The correct way to view failure
The mindset of investing in yourself or your own business
How Mark went from an entry level role to CEO at his firm

Connect with Mark on Facebook:

https://www.facebook.com/mark.murphy.58323  

https://www.facebook.com/NortheastPrivateClient/ 

Connect with Mark on Instagram:

https://www.instagram.com/mark_b_murphy 

Mark’s Websites:

https://markbmurphy.com 

https://www.northeastprivate.com

Connect with Mark on LinkedIn:

https://www.linkedin.com/in/mark-b-murphy-813b105  / https://www.linkedin.com/company/northeast-private-client-group 

Check out Mark’s book on Amazon:

https://www.amazon.com/Ultimate-Investment-Roadmap-Business-Multigenerational/dp/1955884250

Wall Street Vision podcast:

https://WallStreetVision.com

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI

Tune in to discover:

-What’s happening in the AI space

-When we might have AI that can replace humans (wow!) 

-What can you do to avoid being replaced by artificial intelligence? 

-Jake's thoughts on the drama happening at openAI (company that created chatGPT

-chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights

Don't miss out on a special offer - Use coupon WSV2023 for 50% off all plans at chtrbx.AI for the first 2 months

Jake’s company:

chtrbx.ai

Follow Jake on Twitter X:

twitter.com/chtrbx_ai

Wall Street Vision Podcast:

wallstreetvision.com



Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients. 

You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover:

-Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing

-Top mistakes that he sees investors making 

-How people’s past experiences with investing can cause them to make poor decisions, and what to do about it

-Also, the importance of diversification and limiting exposure to any one specific investment

-Ted’s market outlook

Learn more about Ted:

https://oxbowadvisors.com/

Ted’s Twitter:

https://twitter.com/Oxbow_Advisors

Check out Ted on YouTube:

https://www.youtube.com/@OxbowAdvisors

Wall Street Vision Podcast:

www.wallstreetvision.com

Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy?

I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research. 

Tune in to find out:

What is Sam’s take on the current state of the economy and his outlook to later this year and 2024?

Why do we sometimes see scary headlines while the stock market keeps hitting new highs?

Is inflation finally under control, or are there nasty surprises on the horizon?

Where are some great hunting grounds for the best investment opportunities today?

Sam has a wealth of knowledge and I learned a lot during our conversation. Check out more from Sam below:

Follow Sam on Twitter/X:

https://twitter.com/MillStResearch

Connect with Sam on LinkedIn:

https://www.linkedin.com/in/sam-burns-cfa-53a51a4/

Check out Mill Street Research for their in-depth high quality research services:

https://www.millstreetresearch.com/

Wall Street Vision podcast:

https://wallstreetvision.com

In this episode I had the privilege of speaking with Michael Robbins, CFA.

Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG.

In this episode, we discussed:


Is the meme stock mania over, or here to stay?
What are the characteristics of markets where arbitrage may be possible
How computers and chatGPT are changing investing
Investing biases that can lead to bad investments
What factor investing is, and the proper way to invest with factors

Buy Michael’s awesome book here:

https://www.amazon.ca/Quantitative-Asset-Management-Michael-Robbins/dp/1264258445

Readings/interviews/code from the book:

http://www.quantitativeassetmanagement.com/