16 episodes

Bill Ullman (Founder, The Daily FinQ) sits down and discusses FinTech and investing with various leaders, experts and CEOs in the finance world.

Squashing the Market with Bill Ullman Bill Ullman

    • Business
    • 5.0 • 22 Ratings

Bill Ullman (Founder, The Daily FinQ) sits down and discusses FinTech and investing with various leaders, experts and CEOs in the finance world.

    Jean Chatzky - CEO of HerMoney Media

    Jean Chatzky - CEO of HerMoney Media

     "Squashing the Market" welcomes Jean Chatzky, one of America's leading voices in personal finance.  Jean is the CEO and co-founder of HerMoney, is the financial editor of NBC’s “Today” show, the best-selling author of 11 books, an award-winning magazine columnist and the host of the HerMoney podcast. She was also an English major in college. Through decades of reporting on personal finance - at Forbes, SmartMoney and NBC's "Today" show - Jean has developed a keen understanding of the financial and media industries.  She has built a huge following by taking complex financial issues and making them understandable to ordinary Americans.  Our discussion covers Jean's journey from her start in journalism to her current role as entrepreneur, CEO and financial media maven.  Along the way, Jean provides insightful commentary on investing, choosing information sources carefully and starting a business.  With the HerMoney team, Jean is on a mission to help you find financial success. Find her at @JeanChatzky on Twitter or at www.HerMoney.com.

    Produced, engineered, and edited by Sam Swanson. Music by Alex Atchley.

    • 33 min
    David Klein - Founder and CEO of Commonbond

    David Klein - Founder and CEO of Commonbond

    From the home studio in Brooklyn, Bill Ullman talks with David Klein, Founder and CEO of CommonBond, one of the leading financial technology and student lending companies in America in this latest “Squashing the Market” podcast.  Bill and David discuss a wide range of topics including how and why David started this student lending company while still an MBA candidate at Wharton, how he grew CommonBond into one of the largest student lenders with over $4 billion of loans originated, how he has managed a large and complex organization through the Covid-19 pandemic and the current crises in student debt and exorbitant college tuition levels.  David is a thoughtful entrepreneur and visionary FinTech leader.  CommonBond has helped tens of thousands of students, saving them hundreds of millions of dollars of interest expense annually.  Recently, the Company was ranked #1 Most Innovative Company in Education by FastCompany.  David earned his MBA from the Wharton School and is a graduate of Brandeis University.  He is a Trustee of the Bronx Charter School for the Arts and member of the Forbes Finance Council.

    Produced, engineered, and edited by Sam Swanson. Music by Alex Atchley.

    • 29 min
    Bruce Cameron - Managing Partner, Berkshire Global Advisors

    Bruce Cameron - Managing Partner, Berkshire Global Advisors

    Re-starting the Squashing the Market podcast series from his home studio in Brooklyn, NY, Bill talks investment management with Bruce Cameron, co-founder of Berkshire Global Advisors, one of the leading firms in the specialized world of advising money managers on mergers and acquisitions and corporate strategy.  Bill serves as a Senior Advisor to the firm.  Founded in 1983, Berkshire today has a global presence with offices across the US and in Australia and the UK.  Bruce’s experience in the investment industry spans nearly 4 decades.  In addition to providing expert advice to his clients, Bruce is helping to lead and navigate Berkshire Global through volatile markets and the global pandemic.  In this podcast, Bill and Bruce discuss the trends, the issues and the challenges of the investment management industry and managing a successful advisory firm through Covid.  Bruce is a graduate of Trinity College and Harvard Business School. Produced, engineered, and edited by Sam Swanson. Music by Alex Atchley.

    • 28 min
    Jeff Glickman - Rocket Scientist and CEO of J4 Capital

    Jeff Glickman - Rocket Scientist and CEO of J4 Capital

    Bill invites “rocket scientist” Jeff Glickman to the studio for this latest episode of “Squashing the Market." Bill and Jeff explore one of the most complex and intriguing topics in finance and technology today: the development of Artificial Intelligence (AI) and its use in the investment world. Jeff is uniquely positioned to explain this topic.  An information systems guru, Jeff built his first computer at age nine. At age sixteen, he taught semiconductor physics at the University of Illinois Urbana Champaigne. He has delivered advanced technology and services to a range of organizations including The Department of Defense, Ford Motor Company, The International Group for Historic Aircraft Recovery and NASA, among many others. Most of Jeff’s work has been in artificial and machine intelligence, image processing and pattern recognition. He holds approximately 50 patents in multiple disciplines including machine intelligence, computer architecture, communications and pattern recognition. Jeff is the founder and CEO of J4 Capital, a Registered Investment Advisor that uses AI and machine learning to implement its investment strategy. Produced, engineered, and edited by Sam Swanson. Music by Alex Atchley.

    • 27 min
    Rhian Horgan - CEO and Founder of Kindur

    Rhian Horgan - CEO and Founder of Kindur

    “Squashing the Market” welcomes Rhian Horgan to the studio in this special podcast episode. Bill and Rhian explore one of the most pressing and important problems facing tens of millions of Americans today: saving for retirement. Rhian also shares the key moments of her journey into entrepreneurship and running a company after 16 years of serving in a variety of senior roles in JP Morgan's Wealth Management business. Rhian is the founder and CEO of Kindur, a “Silicon Alley” (NYC) start-up that is focused on helping baby boomers embrace modern retirements by providing them with straightforward, digital financial advice. Rhian left JP Morgan to start Kindur in 2017. She is a graduate of the College of William and Mary, where she studied Finance and Public Policy and now serves as a Trustee of the William and Mary Foundation. Produced by Sam Swanson, music by Alex Atchley.

    • 29 min
    Phil Bartow - Portfolio Manager, Sound Point Capital

    Phil Bartow - Portfolio Manager, Sound Point Capital

    “Squashing the Market” brings Phil Bartow into the studio to discuss investing in loans originated by FinTech companies. The first institutional investor in this podcast series, Phil has emerged as an expert and leading player in FinTech loan and credit investing. Phil is the Head of FinTech and Marketplace Lending at Sound Point Capital in New York City, a firm with over $20 billion of assets under management and focused on credit strategies. Prior to joining Sound Point in 2019, Phil was a Portfolio Manager of RiverNorth Capital, where he helped to launch and manage the first SEC registered closed end fund to invest in loans originated by FinTech companies. Phil is a graduate of Williams College and Columbia Business School.  Produced by Sam Swanson, music by Alex Atchley.

    • 28 min

Customer Reviews

5.0 out of 5
22 Ratings

22 Ratings

Clarisse Gomez ,

Awesome Podcast!!!

Bill, host of the Squashing the Market podcast, highlights all aspects of fintech, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

MM CreditWorks ,

Definitely time well spent

Great guest list and smart questions - totally interesting and enjoyable!

ineedtaknow ,

Super listening

Thoughtful provocative detail fantastic storytelling applicable real world insights thanks for binging this info to us Bill.

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