CoveredCalls with Kevin Simpson: Recent Episodes
Kevin Simpson
Kevin Simpson of Capital Wealth Planning interviews the financial industry's top investment professionals to provide expert insight and analysis on CoveredCalls with Kevin Simpson. If you'd like a deeper understanding of today's markets, this is the show for you.
Kevin Simpson hosts Jenny Harrington on this episode of CoveredCalls.
Learn more about Gilman Hill.
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Learn more about Capital Wealth Planning by visiting https://capitalwealthplanning.com
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Kevin Simpson hosts Rob Sechan on this episode of CoveredCalls.
Learn more about NewEdge Wealth
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Kevin Simpson hosts Tim Seymour on this episode of CoveredCalls.
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etf #etfs #exchangeetfconference #investing #financialadvisor
A look at the markets and investing today with Stephanie Link and Kevin Simpson.
Learn more about Hightower Advisors
Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
etf #etfs #exchangeetfconference #investing #financialadvisor
Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com
Bryn Talkington sits down with Kevin Simpson for a wide ranging interview about investing and the markets today.
DIVO and IDIVO are ETF’s offered through Amplify. CWP is a sub-advisor to both portfolios.
Connect and Follow Bryn:
Website: https://requisitecm.com
Twitter: https://mobile.twitter.com/bryntalkington
LinkedIn: https://www.linkedin.com/in/bryn-talkington-70247443
LinkedIn: https://www.linkedin.com/company/requisite-capital-management/about
About Bryn:
Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior.
Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. Bryn is a CNBC contributor and a frequent guest on “Fast Money Halftime Report” and “Overtime.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack.
Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
etf #etfs #exchangeetfconference #investing #financialadvisor
Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com
Gary Kaminsky joins Kevin Simpson to share his thoughts on managing money in this type of environment.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
etf #etfs #exchangeetfconference #investing #financialadvisor
Produced by Resilient Digital Media: http://www.resilientdigitalmedia.com
Tom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi.
Follow Tom Lydon & VettaFi:
Website: https://vettafi.com
Twitter: https://twitter.com/vetta_fi
Twitter: https://twitter.com/TomLydon
LinkedIn: https://www.linkedin.com/in/tomlydon
LinkedIn: https://www.linkedin.com/company/vettafi
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.
About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
Joe Terranova of Virtus Investment Partners joins Kevin Simpson on CoveredCalls.
Guest Bio:
Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $175 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.
In his current role, Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global multi-asset investment landscape.
Prior to joining Virtus Investment Partners in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries.
Since 2008, Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box and contributing financial content throughout the CNBC media and digital platforms.
Connect with Joe Terranova:
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
Nancy Davis joins Kevin Simpson for a discussion on the markets, investing and how to look at fixed income today.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Nancy Davis is the founder and managing partner of Quadratic Capital Management. Ms. Davis is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL) and the Quadratic Deflation ETF (NYSE Ticker: BNDD).
Ms. Davis founded Quadratic Capital in 2013. She began her career at Goldman Sachs where she spent nearly ten years, the last seven with the proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she served as a portfolio manager at Highbridge Capital Management where she managed $500 million of capital in a derivatives only portfolio. She later served in a senior executive role at AllianceBernstein.
She has been the recipient of numerous industry recognitions. She was named by Barron’s as one of the “100 Most Influential Women in U.S. Finance.” Institutional Investor called her a “Rising Star of Hedge Funds.” The Hedge Fund Journal tapped her as one of “Tomorrow’s Titans.”
Ms. Davis is considered a leading expert in the global financial markets and writes and speaks frequently about markets and investing. She has been published in Institutional Investor, Absolute Return and Financial News, and has contributed articles to two books.
Ms. Davis has been profiled by Forbes, and interviewed by The Economist, The Wall Street Journal, and The Financial Times among others. Ms. Davis is a frequent guest on financial television including CNBC, CNN, Sina, Fox and Bloomberg. She is a sought-after speaker for industry events.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
Kristin Myers joins Kevin Simpson for a discussion on Millennials, Bear Markets and investing today.
Kristin Myers is an award-winning journalist, producer, and Editor-in-Chief of The Balance.
Before joining The Balance, Kristin was a senior writer at Yahoo Finance and anchor of Yahoo Finance Live. She hosted Yahoo Finance Live daily, and was one of the creators and hosts of “A Time for Change,” a weekly program that explores race, diversity, and inclusion in the world of business, finance, and politics.
Earlier in her career, Kristin helped launch Al Jazeera America, where she produced high-profile guest segments and was part of field teams for special coverage, including the riots in Ferguson, and the funeral of Nelson Mandela in South Africa.
She has also worked with other news organizations including Bloomberg News, MSNBC, and others, in the U.S. and abroad.
As the Editor-in-Chief of The Balance, Kristin plays a key role in leading and shaping the publication's high-quality service journalism for The Balance's millions of readers.
Learn more about The Balance:
Website: https://www.thebalance.com/
Twitter: https://twitter.com/thebalance/
Instagram: https://www.instagram.com/thebalancecom/
LinkedIn: https://www.linkedin.com/company/the-balance.com/
Facebook: https://www.facebook.com/thebalancecom/
Connect with Kristin Myers:
Website: http://www.kristinmmyers.com
Twitter: https://twitter.com/KristinReports
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures
Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.
Learn more about WealthShield:
Website: https://www.wealthshield.co/
LinkedIn: https://www.linkedin.com/company/wealthshield-llc/
Connect with Clint on social:
LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
Twitter: https://twitter.com/clint_sorenson
About Clint Sorenson:
Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.
Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.
In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1.
Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.
Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Pete Najarian, options trader, television personality, market analyst, and co-founder of optionMONSTER, joins Kevin Simpson on CoveredCalls to talk about the storied Najarian family and discuss his current venture, Market Rebellion.
Connect with Pete Najarian:
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Learn more about Market Rebellion:
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Instagram
YouTube
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Michael K. Farr, President and CEO of Farr, Miller & Washington, LLC, a Washington, DC-based wealth management firm, and Chairman of the Investment Committee comes on CoveredCalls, hosted by Kevin Simpson
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Nan Morrison, President & CEO of the Council for Economic Education, comes on CoveredCalls with Kevin Simpson to talk about financial education and literacy today.
Learn more about the Council for Economic Education:
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About Nan Morrison:
Nan J. Morrison is President and Chief Executive Officer of the Council for Economic Education. She has overall responsibility for deepening and expanding CEE’s work to deliver on its mission, including working closely with CEE’s over 200 affiliates across the country. This role marries her passion to give kids the tools and confidence to achieve their dreams with her experience in the business world, to keep CEE’s mission relevant and leadership in the field strong.
Prior to joining CEE, she was as a Partner at Accenture, working with senior leaders at several major universities and the NYC Department of Education. She was also a partner at the Boston Consulting Group (BCG), Mercer Management Consulting. Nan has also held operational roles at Morgan Stanley and General Electric.
Nan serves on the Advisory Board of the MIT Center for Finance and Policy and CNBC’s Financial Wellness Advisory Council. She co-chaired the Executive Committee of a $100M agency serving the aging in the NYC, and served on the Federal Reserve’s Centennial Advisory Council. She was a founder of ReStart Central, an organization that was started to help small businesses recover in the aftermath of 9/11.
Nan holds a B.S. in Applied Mathematics from Yale University (magna cum laude) and an M.B.A. from the Harvard Business School, with second year honors. She has completed 5 triathlons.
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Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Tim Seymour, CIO of Seymour Asset Management, comes on CoveredCalls, hosted by Kevin Simpson.
Tim is also the Portfolio Manager of the Amplify Seymour Cannabis ETF ticker: $CNBS.
Learn more about CNBS
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Learn more about Seymour Asset Management
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Anthony Scaramucci comes on CoveredCalls with Kevin Simpson to talk about SkyBridge Capital, the 2021 SALT Conference in New York City, and Kevin Simpson's upcoming book, 'Walk Toward Wealth'.
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MoochFM Podcast
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Gary Kaminsky joins Kevin Simpson for this episode of the show. They discuss Gary's time at CNBC as well as managing money through difficult markets.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 2
Michael Venuto of Toroso Investments comes on CoveredCalls with Kevin Simpson and co-host Jay Coulter to talk about Bitcoin, the blockchain, and what advisors need to know.
Learn more about BLOK - The Amplify ETFs Transformational Data Sharing ETF
Subscribe to the BLOK-Chain Monthly
Learn more about The ETF Thinktank
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 8
Burt White comes on CoveredCalls with Kevin Simpson, and shares his thoughts on how advisors should approach their business and the markets today. Kevin Simpson and his co-host Jay Coulter ask Burt about his thoughts on inflation, employment numbers, tech valuations and investing in fixed income today.
Learn more about LPL by visiting: https://www.lpl.com
Connect with Burt White on Social:
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 7
On this episode of CoveredCalls with Kevin Simpson, Nick Lacy, CFA® of Raymond James comes on to discuss the challenges and opportunities in portfolio construction for financial advisors today.
Learn more about the Raymond James Freedom Models: http://www.rjfreedom.com/portfolios.asp
About Nick Lacy
Nicholas is chief portfolio strategist for Asset Management Services (AMS) at Raymond James, and oversees a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for an AMS discretionary account (Freedom), Raymond James recommended models, and the UMA platform.
He is also a voting member of the AMS Investment Committee, which is the decision-making body for AMS products such as Freedom and Separately Managed Accounts. Nicholas is also a member of the Raymond James Investment Strategy Committee, which drives the firm allocation recommendations. He joined Raymond James in 2006 as a Fixed Income Due Diligence officer and has approximately 20 years in the industry.
Nicholas has a B.S. in finance and B.A. in political science from the University of South Florida and an MBA from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay. He spent 10 years at T. Rowe Price and a year with National Planning Holdings, a subsidiary of Jackson National Life, before joining Raymond James.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
AP 4/22/21
Episode 4
There is a significant amount of innovation going on in the ETF industry today. Christian Magoon, CEO of Amplify ETFs, comes on CoveredCalls with Kevin Simpson to share his thoughts of the changing landscape.
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Christian Magoon is an advocate of the efficiency, transparency and flexibility that ETFs provide investors. Launching over 70 ETFs globally since 2006, Christian continues to contribute to the emergence of ETFs.
In 2015 he formed Amplify Investments, an ETF Sponsor. Amplify's ETFs held over $1.2 billion in assets under management at the end of June 2020. The firm has received numerous "ETF of the Year" finalist nominations from industry publications ETF.com and Fund Intelligence.
Christian has been involved in the development and/or launch of many "first to market" ETFs including funds focused on cyber security, online retail, blockchain, frontier markets, china technology, timber, global water, discounted closed-end funds, BlackSwan events, solar energy, spin off, multi-asset income and maturity date fixed income.
Magoon is a recognized thought leader in the ETF and investment industry. He has been featured as one of "5 People to Watch in the ETF Industry" by Institutional Investor, named a "Top 5 ETF Expert On Twitter" by ETF Database and dubbed an "ETF Pioneer" by Financial Planning. Christian's Twitter account was one of 20 named to "The Best Tweets For Your Money" by the WSJ.
Christian formed Magoon Capital in 2010 to provide strategic advice on ETF product development, marketing and distribution. Among a variety of ETF product initiatives, Magoon Capital was most notably involved in the creation of the first US and European ETFs focused on cybersecurity stocks. As of June 2020, these ETFs contained nearly $3 billion of assets under management.
Previously the President of Claymore, Christian led product development, marketing and distribution of ETFs, CEFs and UITs. He started Claymore's ETF division in 2006 and was known for many "first to market" ETF products. Claymore was purchased by Guggenheim Partners in late 2009 and its legacy ETF product line was eventually sold to Invesco in 2017.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 6
Jackie DeAngelis joins Kevin Simpson for this wide-ranging interview. They discuss what it is like to be on the ground in the Middle East as a reporter, the energy markets, inflation, digital assets and the infrastructure bill.
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Jackie's Bio (Source: https://www.foxbusiness.com/person/d/jackie-deangelis)
Jackie DeAngelis joined the FOX Business Network (FBN) as a financial correspondent in April 2019. In this capacity, she covers breaking business news out of the network’s headquarters in New York.
In May 2019, DeAngelis participated in FBN’s capitalism vs. socialism town hall where she presented a special five-day segment series on the growing economic debate between the two contrasting ideologies surrounding the event. In August 2020, she conducted an interview with U.S. Commerce Secretary Wilbur Ross.
Prior to joining FBN, DeAngelis spent 13 years at CNBC where she was the network’s chief energy correspondent as well as the anchor of online commodities program, Futures Now. Throughout her tenure, DeAngelis contributed market reports across CNBC’s daily programming as well as covered the economic impact of events such as, Hurricane Irma, Hurricane Harvey and the Dakota Access Pipeline protests. From 2010 to 2011, DeAngelis was stationed in the Middle East where she interviewed business titans like, OPEC Secretary General Abdalla El-Badri and Saudi Arabian Finance Minister Ibrahi Al-Assaf for CNBC International.
Earlier in her career, DeAngelis served as CNBC’s Director of Strategic Programming and Development where her Investing in America: A CNBC Town Hall Event with President Obama special was nominated for an Emmy Award. In this capacity, she also produced various network exclusives featuring industry titans including Berkshire Hathaway Chairman and CEO Warren Buffett, former Treasury Secretary Timothy Geithner and President Bill Clinton, among others.
In December 2018, DeAngelis left CNBC for Yahoo Finance where she served as the anchor of the midday program The Ticker. In this role, DeAngelis broke down the top financial stories driving the day while also conducting interviews with business leaders and industry experts including U.S. Shell President Gretchen Watkins and JPMorgan Chief Economist Anthony Chan.
A Cum Laude graduate of Cornell University with a Bachelor of Arts degree in Asian studies and history, DeAngelis also holds a Juris Doctor from Rutgers School of Law. She got her start in business as a technology analyst for Oaktree Capital Management where she identified investment opportunities in emerging markets. She is fluent in both Mandarin and Farsi.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 9
Lenore Hawkins joins Kevin to discuss macroeconomics and the implications on portfolio construction for financial advisors today. Lenore is the Chief Macro Strategist at Tematica Research popular market commentator. They discuss inflation, corporate taxes, the rise in the 10YR and the implications of the economy opening up.
Learn more about Tematica Research
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 3
Kevin Simpson brings Jeff Saut on his first episode of The Kevin Simpson Show.
Topics of Discussion:
The Secular Bull Market
Allocating new money today
Inflation and the fixed income market
Bitcoin Investing
Jeff's Newsletter: https://www.sautstrategy.com
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 1
Benjamin F. Edwards Chief Investment Officer, Bill Hornbarger, comes on CoveredCalls with Kevin Simpson. Bill and Kevin discuss today's elevated equity valuations, the Fed's tough spot, large-cap growth bias, inflation and allocating to fixed income today.
Connect With Bill on Social:
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Bill Hornbarger Background (From his firm's website)
Bill is the Senior Vice-President, Chief Investment Officer and Chairman of the firm’s Investment Strategy Committee.
As Chief Investment Officer, Bill’s expertise, distinguished investment experience, and strategic vision allows the firm to further enhance and expand its investment strategy and offerings. Bill works closely with the team responsible for developing the firm’s market outlook, investment strategy, aligning its asset allocation guidelines, and overseeing strategic investment programs. In this role, he coordinates internal research and perspectives along with input and insight from key external investment partners and serves as the firm’s spokesperson on economic and market activity. This work complements and supports the firm’s advisors and the work they do to meet their client’s investment needs, both for today and for years to come.
Prior to joining Benjamin F. Edwards, Bill served as Chief Investment Officer at the Moneta Group since 2009 where he led the investment team and was responsible for oversight of the investment process. Bill also spent 20 years as Chief Fixed Income Strategist and Investment Strategy Committee member at A.G. Edwards and its successor companies. There, he worked on strategic, cyclical, and tactical asset allocation, formulated capital market assumptions, and served as portfolio manager for multi-asset and multi-strategic ETF programs. Bill received his bachelor’s degree in business and MBA from Saint Louis University.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 5
Mark Luschini, President and Chief Investment Officer at Janney Capital Management, comes on CoveredCalls with Kevin Simpson. Jay Coulter and Kevin Simpson go deep with Mark to get his thoughts on fixed income investing, investing in commodities, REITs and equity dividend portfolios.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 10
Kevin Simpson hosts Guy Adami & Dan Nathan on CoveredCalls for a wide-ranging interview on today's markets.
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 11
Mark Fisher, Founder & CEO of MBF Trading, comes on CoveredCalls with Kevin Simpson.
Learn more about MBF Trading: https://mbftradingllc.com/
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/
Episode 12