This Week on TRB - The Reformed Dealer

This previous week we stayed on the Put up Oak in Houston, one of many prime ten resorts in America, supposedly 6 or 7 stars – and let me inform you, that place was opulent. Extra marble in a single constructing than anyplace I’ve ever been, save for maybe the Vatican. Billionaire hospitality guru Tilman Fertitta, the resort’s proprietor, furnished this place as if he would really reside there – and he does. On the highest flooring.

Due to Shirl and the Dynasty Monetary Companions workforce for having us on the market.

It was a pleasure interviewing my pal Patrick O’Shaughnessy concerning the creation of Canvas and the customized indexing revolution we’re each main the cost on. We acquired into some nice tales about his eureka second arising with the concept and a few of the methods during which Ritholtz Wealth helped his agency develop in in the course of the beta section. It’s been fairly a trip, the quantity of customization we’ve been in a position to do for our purchasers will increase each month.

Received to spend a while with my pal Bryn Talkington who’s a rock star monetary advisor based mostly in Houston. Bryn got here on the podcast for our reside taping at Dynasty. Hyperlinks beneath to pay attention or watch.

The entire gang at Armadillo Palace, the place we threw down Lone Stars and Shiner Bocks beneath a Texas evening sky. From left to proper, that’s Duncan, me, Ben Carlson, considered one of our monetary planners Nick Sapienza and my associate Kris Venne.

Thursday evening I used to be again in Manhattan for the Benzinga Fintech Awards Gala, an occasion I’ve been internet hosting because the first yr. It was nice to see so many entrepreneurs and risk-takers within the house. Additionally acquired to satisfy one of the vital illustrious enterprise minds within the hip hop world, Mr. Jim Jones aka the Capo, whom you would possibly know from his affiliation within the Diplomats with Cam’ron and Juelz Santana. Jim carried out and mentioned just a few phrases about his personal endeavors in fintech and crypto. It was very cool.

We’re having a reside podcast taping to learn considered one of our favourite charities, No Child Hungry. It’s The Compound’s first ever Fan Appreciation Evening and we’re becoming a member of forces with our pals on the On The Tape podcast to make it an awesome expertise. Taping is December sixteenth on the Nasdaq Marketsite in Occasions Sq.. We’re reviewing the yr that was and looking forward to 2023. Just some seats left, here’s the site to grab your spot.

OK, right here’s the total dialog from this week’s TCAF on the YouTube channel…