Monday, December 12, 2022
HomeInvestmentThis Week on TRB - The Reformed Dealer

This Week on TRB – The Reformed Dealer


This previous week we stayed on the Submit Oak in Houston, one of many high ten inns in America, supposedly 6 or 7 stars – and let me let you know, that place was opulent. Extra marble in a single constructing than anyplace I’ve ever been, save for maybe the Vatican. Billionaire hospitality guru Tilman Fertitta, the lodge’s proprietor, furnished this place as if he would truly dwell there – and he does. On the highest ground. 

Because of Shirl and the Dynasty Monetary Companions crew for having us on the market.

It was a pleasure interviewing my pal Patrick O’Shaughnessy concerning the creation of Canvas and the customized indexing revolution we’re each main the cost on. We obtained into some nice tales about his eureka second developing with the concept and among the methods during which Ritholtz Wealth helped his agency develop in throughout the beta part. It’s been fairly a journey, the quantity of customization we’ve been capable of do for our shoppers will increase each month. 

Obtained to spend a while with my buddy Bryn Talkington who’s a rock star monetary advisor based mostly in Houston. Bryn got here on the podcast for our dwell taping at Dynasty. Hyperlinks under to hear or watch. 

The entire gang at Armadillo Palace, the place we threw down Lone Stars and Shiner Bocks beneath a Texas evening sky. From left to proper, that’s Duncan, me, Ben Carlson, one among our monetary planners Nick Sapienza and my associate Kris Venne.  

Thursday evening I used to be again in Manhattan for the Benzinga Fintech Awards Gala, an occasion I’ve been internet hosting because the first yr. It was nice to see so many entrepreneurs and risk-takers within the house. Additionally obtained to satisfy probably the most illustrious enterprise minds within the hip hop world, Mr. Jim Jones aka the Capo, whom you may know from his affiliation within the Diplomats with Cam’ron and Juelz Santana. Jim carried out and mentioned a number of phrases about his personal endeavors in fintech and crypto. It was very cool. 

We’re having a dwell podcast taping to learn one among our favourite charities, No Child Hungry. It’s The Compound’s first ever Fan Appreciation Evening and we’re becoming a member of forces with our mates on the On The Tape podcast to make it a fantastic expertise. Taping is December sixteenth on the Nasdaq Marketsite in Occasions Sq.. We’re reviewing the yr that was and looking forward to 2023. Only a few seats left, right here’s the location to seize your spot.

OK, right here’s the total dialog from this week’s TCAF on the YouTube channel…

Podcast model: 

And for those who haven’t subscribed but, don’t wait. Test it out under or wherever advantageous podcasts are performed

These have been essentially the most learn posts on the location this week in case you missed it: 



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