Please listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market, an impending recession, and the greatest risks facing investors today.

Brandon Steiner is Founder & President of The Steiner Agency, the nation's premiere independent athlete procurement source, and CollectibleXchange, an online platform to buy and sell collectibles. Throughout his decorated career, Brandon amassed great success through serial entrepreneurism and marketing savvy. From sports marketing to memorabilia, and most recently to authorship, Brandon has become proficient in marketing strategy and personal branding as a way to scale success and continue growth. He is also a premier motivational and inspirational speaker. In this episode, Phil and Brandon talk creating value, staying hungry, and looking at your business differently. Contact Brandon: Website: brandonsteiner.com Facebook: Brandon Steiner Instagram: @brandonsteiner YouTube: @brandonsteiner7087

John Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments, a first vice president at Merrill Lynch Private Client Group, and a board member - later chairman - of the Investments and Wealth Institute. He is also a faculty member for the IWI Certified Private Wealth Advisor and Certified Investment Management Analyst education programs held at Yale University and The University of Chicago. In this episode, Phil sits down with John to discuss the psychology behind investing, top mistakes investors make, and the importance of a long-term perspective. Contact John: Website: pimco.com LinkedIn: John Nersesian

Marc Pentopoulos has over 20 years of experience investing in healthcare companies, as well as working with small life sciences companies to help them develop their products, create pharmaceutical development and licensing partnerships, and finance their businesses. Marc began his investing career at EGM Capital where he founded the firm's EGM Medical Technology Fund. He currently serves as Founder & Managing Partner at Vista Point Capital and recently co-founded a pharmaceutical company. Tune in to hear Phil and Marc's conversation about the complex process of getting drugs approved, selecting stocks, and the future of the healthcare industry.

John Lunt has created a variety of diversified, tactical investment strategies used by financial advisors around the country. He co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices. John has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. He is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management. From 2001 to 2014, John served on the board of Utah Retirement Systems (URS), a multi-billion pension fund. From 2004 to 2007, he was elected by his peers as board president. John is currently a member of the investment committee for the $10+ billion Utah Educational Savings Plan (UESP/My529). In this episode, Phil and John discuss market trends, investment strategies, and the potential of AI in this space.

Michael Balboni is the founder and Managing Partner of Redland Strategies Inc., a consulting firm that aids companies and government agencies. He also serves on several homeland security think tanks, charitable boards dealing with public health, and is a regular contributor as a terrorism expert on national and local television and print media. Before starting Redland Strategies, Michael had been a leader in New York security, politics, and government. He served as New York State Senator and the first Chairman of the Senate Homeland Security Committee. In 2007, Michael become Deputy Secretary for Public Safety and Homeland Security Advisor for New York State and oversaw the creation of many innovative programs, the first of their kind in the nation. This week, Phil sits down with Michael to find out what you need to know about our political climate, cybersecurity, and the private sector.

Marc Weiss is the Co-founder and Chief Investment Officer of Open Field Capital, an SEC registered investment advisor managing over $100 million in emerging technology assets. Marc co-founded Open Field in 2005 to invest exclusively in emerging technology companies, capitalizing on the partners’ deep experience and networks, with the objective of maximizing capital growth for their investors. Prior to Open Field, Marc was the Director of Research at Amerindo Investment Advisors, Inc., a multi-billion dollar institutional advisor managing public and private emerging technology companies. In this episode, Phil sits down with Marc to discuss the future of artificial intelligence and what it means for our economy.

Please listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market. Key points are as follows:   Current municipal bond yields offer more value than investing in the S&P 500. States are very healthy today due to capital that they received during COVID. Why locking in longer duration bonds make sense relative to short term treasury bills. How an active municipal bond manager can add value over laddering individual bonds. Why a recession will happen sometime this year.

Mark G. Charest, Ph.D. is a founding partner of LifeSci Fund Management, LLC and a portfolio manager for the AlphaCentric LifeSci Healthcare Fund. He is an inventor on 8 drug patents and has more than a decade of healthcare investing experience at several specialized $1B+ AUM healthcare technology funds. Mark was a Kauffman Fellow at Panorama Capital where he served on the board of directors of Itero Biopharmaceuticals and was a board observer at Presidio Pharmaceuticals and PowerVision. Prior to his investment career, Mark held an operating role in the oncology area as a Medicinal Chemistry Lab Manager at the Novartis Institutes for BioMedical Research. In this episode, Phil sits down with Mark to learn more about biotech investing, drug pricing, the FDA approval process, and what's being valued in the marketplace.

This week, Phil is joined by top franchise consultant Kim Daly. Kim has spent the last 20 years helping people achieve financial freedom by enabling them to find the perfect franchise opportunities. Her skill for matching a client’s background, interests, skills, finances and life goals to the ideal opportunity has made her one of the top franchise consultants in the country. She is the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting in 2012. Listen in to find out what franchising entails, how Kim helps clients find the best franchise for them and how franchising mitigates risk.