Money – 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.

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

By thetruthaboutwealth | February 8, 2023

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Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer.

In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian shares his approach to investing, what he believes 2023 has to offer, and some advice for nervous investors who want to pull their money out of the market completely.

Christian discusses:

The 2023 market outlook
A comparison of active and passive portfolio management
What’s a cover call strategy and its benefits if done properly
His advice for nervous investors and reasons to stay invested
And more!

Resources:

Looking into Future Economic Trends (Ep. 82)

Connect with Christian Hyldahl:

Connect with John and Michael Parise:

About Our Guest:

Christian Hyldahl, CFA®, is the founder and president of Varium Investment Partners. He has 27 years of portfolio management, investment strategy, and research experience across multiple investment styles and products under his belt. Christian is consistently a top portfolio manager in multiple equity categories. Christian is a chartered financial analyst and obtained his master’s of business administration from the Fuqua School of Business, Duke University. Before that, he attended the London School of Economics for their specialized program in international economics and asset management and obtained his Bachelor of Arts in English and History from Bucknell University.

The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)

By thetruthaboutwealth | August 10, 2022

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We’ve all heard the phrase “money can’t buy happiness.”

The COVID-19 pandemic has made the relationship between money and happiness more daunting and adding social media to the mix only complicates the matter.

In this episode of the Trust About Wealth, John and Michael Parise sit down with learning specialist Aprajita Anand. Known as the “Teen Whisperer” to her clients, Aprajita unpacks the empowering and enabling side of money while detailing how the pandemic and social media have impacted families and children.

Aprajita discusses:

Why money can’t cure all problems
Ways wealth can impact the relationship we have with our children
How the pandemic has affected the way families handle their wealth
The role of parents when it comes to handling and controlling social media
The impact of remote learning on children’s social media use
The value of resources for families and children
And more!

Connect with John and Michael Parise:

Connect with Aprajita Anand:

Aprajita Anand

About Our Guest:

Aprajita Anand is a learning specialist based in New York City. She graduated from Princeton University with a degree in Art History, a minor in visual arts, and took advanced courses in science and math. She has over a decade of experience working as a private tutor and coach and feels passionate about helping her students.

She works with a limited number of families each academic year, and propels her students to succeed, from elementary school to college, graduate school, and beyond.

Aprajita has a track record of increasing her student’s academic success (e.g. writing, math/science, test preparation); social and cognitive development (e.g. intrinsic love of learning, self-efficacy, confidence); and personal development (e.g. personal life plan, ethical code, leadership development). Her students get on a dramatically better trajectory for lifetime success.