Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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The venture capital investment process is a series of steps that a venture capital firm goes through to identify and fund promising startups. Here Paulo Brignardello shares the process of venture capital investment
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Balderton Capital are one of Europe's largest tech VCs, investing the best breakthrough technology companies in the continent. This podcast will share weekly insights for those at the forefront of the European technology scene: our partners, investment team, portfolio companies, and other selected experts and contributors. The 'cast will be a worthwhile listen for anyone who is looking to raise venture capital investment, building a technology company from the ground up, or is enthusiastic a ...
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
Bulwark Capital Management
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Scott Bessent - Macro Maven (EP.415)
1:01:33
1:01:33
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Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…
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Know Your Risk Radio - November 2, 2024
52:45
52:45
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Zach has a market update and a discussion on this Tuesday's election. Sign up for the next virtual webinar November 21st at KnowYourRiskRadio.com.
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Leveraging Internet Reviews to Expand Your Business-Strategies for Growth and Success
5:16
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Joseph Stone Capital Financial Services takes a strategy-first approach by creating a unique and customized plan for each client that utilizes technical and fundamental analysis. We work through volatile markets and build relationships by committing ourselves to achieving our clients’ financial goals.…
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Zach breaks down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
1:05:35
1:05:35
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Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…
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Know Your Risk Radio - Bonus Episode
1:02:31
1:02:31
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Zach has a bonus discussion about financial responsibility and staying out of debt.
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Know Your Risk Radio - October 26, 2024
51:45
51:45
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Zach has a market update and a discussion about Tesla earning. Sign up for Zach's next Virtual Webinar on November 21 at KnowYourRiskRadio.com.
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WTT: Yale Backs Emerging Managers… and Then What?
16:05
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The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…
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Chase breaks down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Brad Briner - Family Office to Public Service (EP.413)
58:34
58:34
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Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family o…
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[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)
52:49
52:49
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Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and las…
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Know Your Risk Radio - October 19, 2024
52:45
52:45
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52:45
Zach has a market update and a discussion on the biggest bull market in history.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Zach and Chase break down the daily dots from today's action.
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Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
51:34
51:34
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Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path t…
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Know Your Risk Radio - October 12, 2024
52:45
52:45
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52:45
Zach has a market update and a discussion on annuities.
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Trevor Hall of Mining Stock Daily sits down with Zach.
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Zach and Chase break down the daily dots from today's action.
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Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
52:35
52:35
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Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment trusts, and historically, mutual funds. Kristof joined Harbor in 2018 and watched as the actively managed mutual fund company had $22 …
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[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
58:45
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Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conver…
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Zach and Chase break down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Chase breaks down the daily dots from today's action.
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Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
45:26
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45:26
Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110 billion, including $30 billion in private market interval funds that begin just five years ago. Steve founded Cliffwater in 2004 to serve the burgeoning institutional market for alternative i…
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