Podcasts

 October 22, 2020- Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on: (more…)

 October 19, 2020—SPAC IPOs Reach Fevered Pitch with October Issuance Breaking $10.5 Billion Record. How Much Can this Market Absorb? (more…)

 October 15, 2020- One of the most interesting developments in finance this year has been the sudden popularity of the SPAC, or special-purpose acquisition company. (more…)

 October 13, 2020- Morgan Stanley Continues its Acquisition Spree with $7 Billion Deal for Eaton Vance. Does the White-shoe Wall Street Investment Bank Have More Deals Up its Sleeve? (more…)

 October 5, 2020- Facebook Co-Founder Takes Asana Public With Direct Listing While Secretive U.S. Data Analytics Firm Palantir Lists Stock, Skipping a Traditional IPO. Why Did They Choose Direct Listings? (more…)

 September 28, 2020—SPAC Switchback Energy to Acquire EV Charging Network ChargePoint in $2.4 Billion Transaction. Have We Reached Peak of the Market for EV SPACs? (more…)

 September 25, 2020- Join our discussion with the CIO of Bluesky Equities, Kevin Brent, CFA where we talk about venture capital and asset allocation in addition to: (more…)

 September 21, 2020- The SPAC Master Returns as Chamath Strikes Deal for Opendoor. What Does the Market Think of this Blank Check Deal? (more…)

 September 14, 2020—Warren Buffett’s Berkshire Hathaway Subscribes to IPO of Loss-Making Cloud Data Company Snowflake. Have They Given up on Value Investing? (more…)

 September 8, 2020-Altice Announces Unsolicited Offer for Cogeco. Will they Go Hostile? (more…)