419: The Ins and Outs of ATM Investing

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Last week I sent an update on the WF Velocity ATM Fund which currently has a live tranche. The email I sent, for reference, is below. The email prompted a number of questions that I answered and also thought it would be useful for my partner, Daryl Heller, who is also the majority owner of the […]

415: Tax and Return: Judge Glock

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“I’m from the government and I’m here to help.” Ronald Reagan described those as the most dangerous words in the English language. I generally agree with the Gipper who I have fond memories of extending back to the 1980 presidential election that I watched with interest as a kindergartener. When the government gets too big, […]

414: The Safest Double Digit Returning Investment in History?

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When I was fresh out of surgical residency and started to make some money, I started looking for advice on what to do with it.  One of the questions I had was about life insurance. I was a newlywed and had a baby on the way (now she’s in high school by the way). So, […]

411: Heads I Win Tales You Lose: The U.S. Banking System

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The challenge with investing is that you can do everything right and still lose. Unfortunately its supposed to be that way otherwise everyone would take the biggest bets possible all the time and always win. That’s just not reality. In good times, it is very hard to anticipate what could happen if the unexpected occurs. […]

407: New Year, New Business?

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Wealth Formula Nation, Happy New Year! I have a feeling that 2024 is going to be a good year for us. I think we are going to pick up quality assets at a discount like it’s 2012 and liquidity will come back to the real estate markets. I’m also eager to develop our own investor […]

406: Wealth Without Wall Street

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When I first started podcasting a decade ago, I was very anti-Wall Street. But what does that even mean? I guess I hadn’t really contemplated that. My show started not long after the financial meltdown of 2008-2009. For many of us, the greed that was unveiled during that period was eye-opening as we saw major […]

405: Another Perspective with the Cash Flow Ninja

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During college, I spent a summer working in a laboratory at the University of Chicago where my biochemistry mentor did his PhD. The lab studied prostate cancer and was the legacy of Charlie Huggins, a surgeon who won the Nobel prize for discovering the testosterone dependence of most prostate cancers. The guy who took over […]