Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 9 May 2017

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Josh Brown is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his decade-long, insightful blog, The Reformed Broker, his Twitter handle, Downtown Josh Brown, and his regular appearances on CNBC’s Halftime Report. Josh has written two books on personal finance and has been published in every major financial newspaper and periodical.

Josh’s personal story is one for the ages, rising from a start learning all the wrong lessons in a boiler room-style brokerage to embodying the moniker of the reformed broker. We spend some time hearing his story and then turn to how he applies the lessons he has learned to managing portfolios for individuals. The principles Josh employs at Ritholz are simple to say and hard to deliver.

Don’t be fooled by Josh’s casual speaking style and occasional, entertaining slip of the tongue; he has one of the sharpest minds in the business and is chock full of deep insights.

Please enjoy my conversation with Josh Brown.

For more episodes, go to capitalallocatorspodcast.com/podcast

Follow Ted on twitter at @tseides

Transcript

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0:00.0	Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets.
0:10.5	Ten East brings benefits of having your own family office without the cost and headaches of doing so.
0:16.8	It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner.
0:24.2	Michael and his investment team offer members the opportunity to co-invest by offering at their
0:29.1	discretion. Michael and his team source, diligence, and commit material personal capital to each
0:35.3	investment. The opportunities shared on the Ten East platform
0:38.9	offer exposure to private credit, real estate, niche venture and private equity, and other
0:44.5	idiosyncratic investments that typically aren't available through traditional channels.
0:49.2	The principles have over a decade track record of investing in these types of exposures
0:53.5	across more than 350
0:55.7	transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting,
1:01.8	just as you'd expect from an institutional investment organization. I've known Michael for about a
1:07.0	decade, and after becoming impressed by the quality of 10 East offerings, its research process,
1:12.2	and high-quality investment team, I became an advisor to the organization, an investor in multiple
1:18.0	offerings. You can learn more and join me as a member at 10-east.com. That's the number 10,
1:25.4	east.co.O.
1:33.5	Capital Allocators is also brought to you by SRS Aquium.
1:37.3	Want to make sure your M&A processes aren't stuck in the past?
1:43.6	How about partnering with a company that's been defining the future of dealmaking for nearly two decades instead?
1:44.4	When it comes to M&A innovation, SRS Aquium has reshaped the way deals get done more than anyone
1:50.9	else, streamlining processes for maximum efficiency and minimum headaches.
1:56.6	Professional shareholder representation? Online M&A payments, digital stockholder solicitation,
	...

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