300 episodes

Join Charley Wright on Strategic Investor Radio as he speaks with leading portfolio managers, investors, authors, entrepreneurs and consultants who are making a difference in the world of alternative investments. From real estate, angel investing and hedge funds, to alternative mutual funds and natural resource investing, Charley covers it all. With an ever curious mind, Charley speaks frankly with his guests to find out what drives their investment strategies, ideas or approaches.

Strategic Investor Radio OC Talk Radio

    • Investing

Join Charley Wright on Strategic Investor Radio as he speaks with leading portfolio managers, investors, authors, entrepreneurs and consultants who are making a difference in the world of alternative investments. From real estate, angel investing and hedge funds, to alternative mutual funds and natural resource investing, Charley covers it all. With an ever curious mind, Charley speaks frankly with his guests to find out what drives their investment strategies, ideas or approaches.

    Private Asset Management - Harloff Capital Management - w/Gary Harloff

    Private Asset Management - Harloff Capital Management - w/Gary Harloff

    Gary, a PhD in Aeronautical Engineering, spent decades in this field, including time w/NASA.  In 1994 he started Harloff Capital to create investment strategies and manage assets. His focus is on market selection and rotation, not individual stocks.  Listen to his views of how to select those markets he believes are the most likely to rise in the near future.  Any equity investor should find this interview to be very interesting.

    • 27 min
    Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone

    Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone

    Listen to Michael, the Chief Investment Strategist for SSGA, which is the 3rd largest money manager in the world, w/ over $3 Trillion in Assets Under Management and the founders of the SPY ETF in 1993, the S&P 500 Index ETF, the first ETF and the largest traded security in the country.  Michael discusses his "3 Surprises" forecasts for 2020 and their Sector Rotation strategy.  Michael is in demand by the media and his ideas/views are sought after repeatedly.  You'll find this to be interesting.

    • 31 min
    Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

    Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

    Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.

    • 31 min
    Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer

    Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer

    Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects.  Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity.  Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones.  Investors should be aware of this new opportunity.

    • 29 min
    2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli

    2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli

    Always to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy.  It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time.  Sit back and listen, and be prepared to take notes.

    • 28 min
    Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis

    Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis

    APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country.  Ken discusses the importance of having a portion of one's portfolio in precious metals as a diversifier, primarily gold.  Listen to Ken discuss this important aspect of most every investor.

    • 29 min

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