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In the second episode of our series, The Blueprint, Rockefeller CEO Greg Fleming sits down with Wall Street titan Jimmy Dunne, to discuss his remarkable journey beginning as a trader to building the largest independent investment banking firm focused on the financial services sector and advising on some of the industry's most prolific M&A deals. Watch the interview to learn more about what it takes to be a founder, lead through periods of crisis, and the lasting influence golf has had on his life and career. Watch the full interview here: https://lnkd.in/g4G_XSPw

Purchasing this book is truly an "investment" in your understanding of your financial future!! Highly recommend this book!!

Five Insights from "Investing in U.S. Financial History" **************************** "An investment in knowledge pays the best interest." -BENJAMIN FRANKLIN ***************************** The quote from Benjamin Franklin captures what I hope my recently released book provides to those who invest their time in reading it. The image below captures just a small section of my basement, which is still lined with more than 3,000 notecards documenting the financial history of the United States from 1790 to 2023. I just can't bring myself to take them down—maybe one day I will. The link below is to an article written by my colleague, Murray Coleman. To be clear because he is a colleague—and this is no disparagement on his integrity—the review cannot be considered unbiased. Nevertheless, I do think that the five key insights are worthy of your time. I have listed each below. https://lnkd.in/gubWWfAw KEY INSIGHTS FROM INVESTING IN U.S. FINANCIAL HISTORY 💡 Normalizing the Occurrence of 'Extreme' Market Events 💡 Appreciation of the Bi-Polar Peril of Price Instability 💡 Understanding the Value and Purpose of the Public Credit 💡 Respecting the Dreadful Odds of Active Management 💡 Recognizing the Long-Wave Cycles of Alternative Asset Classes About a year ago, I met Muitheri Wahome, who coincidentally spent the prior six years writing the history of the asset management industry in South Africa. We talked for about an hour and swapped stories about our process and insights. In the end, we both agreed that the greatest benefit of our work was the calming force that knowledge of the past provides during inevitable periods of market turmoil. The famed stock operator, Jesse Livermore, once said, "There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again." The more you understand what has happened, the less frightened you will be about what is happening, and what may happen in the future. Mark T. Hebner Jesse Fulton #finhistory #manias #panics #crashes

Will Trump policies be good for US equities? Should investors have exposure to gold? With so much going on in politics, economics and financial markets globally it has been difficult to keep up. In the latest edition of In favour/out of favour, Neil Birrell, Premier Miton’s Chief Investment Officer and lead manager of the Diversified fund range, takes a step back from the noise. Here he outlines how and why recent asset allocation decisions have been made by the team. For investment professionals only. Capital at risk. #infavouroutoffavour #diversification #USequities #gold

The past few days have been among the most interesting (and busy!) periods for markets and investors. Now that we have a clear Trump and Republican win, what are the implications, and how can investors position themselves for what's to come in the next few years? Want the quick take? Watch my 2-minute video below - or if you'd like to dive deeper, join me and our VP of Investment Advisory Dr. Janet Liu, CFA CAIA CFtP for a virtual discussion tonight! Sign-up link below 👇 #stashaway #macro #assetallocation

Our story starts with our people. Say hello to Senior Investment Strategist Roosevelt D. Bowman III! He sits at the intersection between portfolio managers and wealth advisors, ensuring the best results for our clients. He knows that "everyone needs help" and does his best to break down complex concepts, going to great lengths to avoid jargon. Watch the video to learn more about Roosevelt!

It's not whether you're right or wrong that's important, it's how much money you make when you're right and how much you lose when you're wrong. - George Soros #GeorgeSoros #TradingStrategy #MarketInsights #RiskManagement #FinanceQuotes #InvestmentAdvice

Karl Rogers, Chief Investment Officer with Elkstone, joined Joe Lynam on Newstalk Breakfast to discuss current trading trends in light of Trump’s incoming presidency. In this interview, Karl provided listeners insights on: ➣The private markets. ➣Projections for 2025. ➣Where investors should be putting their money. Listen to the full interview on our website. https://lnkd.in/ev2c4XXG #Elkstone #PrivateMarketInvesting #Invest #WealthManagement

“Buy when there is blood in the streets” - a quote attributed to Baron Rothschild from the 18th century. This timeless advice originated in the aftermath of the panic following the Battle of Waterloo against Napoleon. It signifies that one of the prime moments to invest is amidst a market crash when others are selling frantically. This mantra has endured since the 19th century, serving as a guiding principle for contrarian-minded investors. #Investing #ContrarianInvesting #BaronRothschild #MarketStrategy

Check out the latest edition of the week in 7 charts, by Charles-Henry Monchau, CFA, CMT, CAIA here: https://lnkd.in/eBsKUT7f   #EuropeanMarkets #DebtCrisis #GlobalEconomy