Gold – The Truth About Wealth

The Intersection of Energy and Wealth: Key Trends to Watch with Mitch Kerr (Ep. 130)

By thetruthaboutwealth | December 18, 2024

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Are you ready for the next energy revolution?

John and Michael Parise from Copper Beech Financial Group explore this critical topic with Mitch Kerr, Senior Portfolio Manager at Ategenos Capital.

John, Michael, and Mitch examine the forces shaping global energy markets, from record-breaking oil production to the innovative potential of Small Modular Reactors (SMRs). Mitch unpacks the complexities of LNG exports, the challenges renewables face in scaling, and how nuclear innovations are changing the energy landscape.

Tune in as they also discuss strategies for building future-ready portfolios, the role of cryptocurrencies and precious metals in uncertain markets, and the path forward for investors navigating a rapidly evolving global energy economy.

Key Talking Points:

(03:09) Oil production: Why high production meets low prices—and what it means for the future
(04:07) LNG exports: How natural gas is shaping geopolitics and global energy security
(14:29) Renewable energy: Addressing AI-driven electricity demand and scaling challenges
(16:40) Small Modular Reactors (SMRs): Why nuclear technology is poised for growth
(31:02) US energy independence: Policy shifts and their implications for global dominance
(32:14) Bitcoin, gold, and silver: Smart diversification strategies for an evolving economy
And much more!

Connect with Michael Kerr, CFA:

Connect with John and Michael Parise:

About Our Guest:

Mitch Kerr is a Senior Portfolio Manager for Ategenos Capital. As part of the Private Wealth team, he partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee.

Before joining Ategenos Capital, Mitch was the associate head of the wealth advisory practice at Brinker Capital Investments. He and his team collaborated with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions.

Mitch brings over 22 years of experience in the investment management industry, with previous roles in portfolio management and investment research at TD Wealth, Wells Fargo Private Bank, and Gardner Lewis Asset Management.

Mitch received his Bachelor’s degree in Finance with a minor in Japanese from the University of Notre Dame. He holds his FINRA Series 7 and 66 licenses and is a CFA charter holder.

The Future of Money: Gold, Silver, and You with Andy Schectman (Ep. 129)

By thetruthaboutwealth | November 6, 2024

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What happens when gold outpaces all expectations in a world where currency devalues?

In this episode, John and Michael Parise from Copper Beech Financial Group delve into this intriguing question with Andy Schectman from Miles Franklin.

John and Michael take you on an exploration of gold and silver markets, challenging the notion of free markets as Andy unravels the complexities of managed markets and manipulated perceptions.

So, tune in as they discuss the intriguing dynamics behind currency devaluation, the Western financial manipulation that impacts precious metals, and the growing global interest in precious metals.

Talking points include:

(01:38) The historical and ongoing manipulation of precious metals markets
(13:35) The role of central banks in gold accumulation and market dynamics
(16:44) The implications of the dollar devaluation on gold prices
(34:08) The emergence of a new BRICS settlement currency and its impact on global finance
And more!

Resources:

Connect with Andy Schectman:

Connect with John and Michael Parise:

About Our Guest:

Andy Schectman is the president and owner of Miles Franklin. Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $9 billion in sales, Andrew has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions, including strategy and planning, account management, finance, and new business.