Wall Street Vision Investment Podcast

Mar 17 2024
Wall Street Vision Investment Podcast artwork

Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional and CFA charterholder. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.

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62. How Aaron Letzeiser raised $39M for his insurance startup (Obie Insurance)

Mar 17 2024 29 mins  
I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space

61. What does it take to become successful? Mark Murphy (CEO of Northeast Sequoia)

Dec 26 2023 15 mins  
In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve f

60. When will AI replace humans? Convo w/ Jake Buerke (founder of chtrbx.AI)

Dec 05 2023 55 mins  
Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!) -What can you do to avoid being replaced by artificial intelligence? -Jake's thoughts on the drama happening at openAI (company that created chatGPT -chtrbx.AI and the cool stuff they�

59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFP

Nov 01 2023 43 mins  
Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients. You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover: -Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing -Top m

58. Are we headed for a crash? Conversation with Sam Burns, CFA, MBA

Oct 24 2023 40 mins  
You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy? I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research. Tune in to find out: What is Sam’s take on the current state of the eco

57. Meme stocks, arbitrage and where to look for investing opportunities - Interview with Michael Robbins, CFA

Oct 23 2023 46 mins  
In this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG. In this episode, we discussed: Is the meme stock mania over,

56. Why Warren Buffett is not a fan of credit cards

Jun 21 2023 3 mins  
Warren Buffett has a beef with credit cards. Check out this episode to find out why. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple

55. How Jim Simons Beat Warren Buffett

Jun 01 2023 5 mins  
Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible feat through his Medallion Fund at Renaissance Technologies (Rentech). 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street

54. How Howard Schultz Built a Starbucks Empire

May 09 2023 16 mins  
In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg �

53. How Kirk Kerkorian went from Broke to Billionaire

Apr 12 2023 22 mins  
Kirk Kerkorian is one of the ultimate entrepreneurs of the 20th century. From rags to riches, Kerkorian's story is truly inspiring and a great example of hard work and determination paying off big time. In this episode we'll take you on a journey through his early days, his rise to the top, and all the challenges he faced along the way. We'll talk about his early years