Money & Markets Podcast

In this week's episode, I chat with my friend Alex Schober on a wide array of topics. In particular, we discuss his macroeconomic investment focus, his pursuit of the highly-coveted CFA designation, and his thoughts on the GameStop 'stonk' phenomenon.

Alex is a Latin American Research Analyst for FrontierView, a research firm based in New York City. Alex focuses heavily on the Southern Cone, a region that includes Argentina, Peru, Uruguay, and others. I found his commentary on the above issues to be very insightful. I hope you enjoyed our conversation as much as I did, and I hope you learned something in the process.

If you'd like to connect with Alex, you can find him on Twitter at his username @Schobetrotter. His Twitter link is here: https://twitter.com/schobetrotter. Finally, he can be found on LinkedIn here: https://www.linkedin.com/in/aschobe10/.

A lot of crazy things have happened in financial markets over the past few weeks: we had company earnings reports, a Reddit-fueled market frenzy, and the continuation of meme culture firmly entrenching itself into the realm of Wall Street. For this week's episode, I wanted to interview a guest who has a background in fundamental analysis and who brings a fresh perspective on finance and investing. Eli Joyner, a friend I met through a student-run hedge fund at Baruch College, fits these criteria to a tee.

Eli and I had a wonderful conversation that spanned several topics, including his thoughts on crafting an investment philosophy and how certain parts of the U.S. stock market could be overvalued. We also talked about his most recent project, a paper trading fund called the Joyner Fund. His aim is to share his investment ideas with the world and create a professional presence that demonstrates his equity research skills. You can follow his journey both at his website, joynerfund.com, and on Instagram at @joynerfund.

I hope you found this chat as useful as I did. Thank you for listening!

In this episode, I had the pleasure of interviewing my first guest on the show. I'm pleased to welcome Alex Gaston, a 27-year-old investment professional who was happy to come on the show and chat with me. Alex and I discussed the new role he recently earned, a Client Advocate position at Hilltop Securities, which is a wealth management firm based in beautiful Dallas, Texas. Other topics of conversation include the current real estate market, how we are currently allocating our investment portfolios for 2021, and how he became a Tom Brady fan even though he has never resided on the East Coast. Tune in and enjoy this episode of the Money & Markets Podcast, Presented by Hromin Finance.

Alex can be found on Instagram at his podcast page: @beardownbulluppodcast. He also has a personal account, which can be found here: @alexjaygaston. 

In this episode, Steve touches how the fallout from the Capitol riots will affect social media companies. He also considers how you can dissect news that will affect your portfolio. Lastly, Steve gives his thoughts on how to think about risk tolerance, emotional management, and other key qualitative investing concepts.

In this segment, Steve Hromin details the story of his first stock investment. Back in May of 2012, Steve purchased 10 shares of Microsoft. Little did he know that investing would eventually become his chief passion and interest. Steve also gives credit to his father for giving him the tools needed to succeed. Finally, Steve offers advice on how you can commence your journey today, even if you don't have a lot saved up right now.

In today's polarized world, political risk remains an important consideration for investors. In this episode, I offer a definition of political risk, how we can analyze it, and what steps we can take to mitigate and budget risks within our portfolios. This segment makes frequent reference to the investigations currently plaguing Alibaba and Facebook. These legal battles represent a relevant benchmark for the perils of when political risk rears its ugly head. Finally, I offer a framework for how you can think about political and regulatory risks when investing your money.

In this second episode, I discuss the current frenzy surrounding cryptocurrency. I also touch on Bitcoin, the most visible constituent of this new asset class. Of course, one cannot discuss crypto without thinking about Robinhood, the startup whose app has introduced millions of people to the wonderful world of investing. I marry these two topics together and openly wonder whether we are at the precipice of a transformation in the investing landscape.   

If you have an opinion on anything related to cryptocurrency, alternative assets, or Robinhood, I would love to hear it! If so, reach out to me on Instagram @hrominfinance.

In this first episode, I explain what an IPO is and how the process works. I also cover the IPOs of C3 AI, DoorDash, and Airbnb, three companies that intend to change the world as we know it today. Tune in to learn about the importance of IPOs and investors can think about them going forward.