Navigating Compliance and Investment Risks

This chapter features advertisements from various sponsors focusing on trust in security and compliance solutions, including Vanta and OnRamp. It also delves into the risks of negative yielding debt, market uncertainties, and the implications of U.S. fiscal policies on investment strategies.

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Episode notes

In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets.

IN THIS EPISODE, YOU'LL LEARN:

(01:14) Starting out right as the GFC began.
(08:39) His stance on the banking sector in today’s environment.
(17:25) The most surprising metric of 2021 to date.
(38:56) And be sure to stick around towards the end where David offers a few stock selections that he’s bullish on.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
David Schawel Twitter.
Family Management Corp Website.
Adyen Payments .
Trey Lockerbie Twitter.

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