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Kandungan disediakan oleh TriCord Advisors Podcast and Randy Barkley. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TriCord Advisors Podcast and Randy Barkley atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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History of Investing with Dr. Jason Thomas 05 - 25 - 2024

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Manage episode 425953898 series 1261169
Kandungan disediakan oleh TriCord Advisors Podcast and Randy Barkley. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TriCord Advisors Podcast and Randy Barkley atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.
  continue reading

246 episod

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iconKongsi
 
Manage episode 425953898 series 1261169
Kandungan disediakan oleh TriCord Advisors Podcast and Randy Barkley. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh TriCord Advisors Podcast and Randy Barkley atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.
  continue reading

246 episod

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