This Week on TRB – The Reformed Dealer

This previous week we stayed on the Submit Oak in Houston, one of many high ten inns in America, supposedly 6 or 7 stars – and let me inform you, that place was opulent. Extra marble in a single constructing than wherever 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 stay there – and he does. On the highest flooring. 

Because of Shirl and the Dynasty Monetary Companions staff for having us on the market.

It was a pleasure interviewing my pal Patrick O’Shaughnessy in regards to 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 among the methods by which Ritholtz Wealth helped his agency develop in throughout the beta section. It’s been fairly a journey, the quantity of customization we’ve been in a position to do for our shoppers will increase each month. 

Bought to spend a while with my buddy Bryn Talkington who’s a rock star monetary advisor based mostly in Houston. Bryn got here on the podcast for our stay 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, one in every of our monetary planners Nick Sapienza and my companion Kris Venne.  

Thursday evening I used to be again in Manhattan for the Benzinga Fintech Awards Gala, an occasion I’ve been internet hosting for the reason that first 12 months. It was nice to see so many entrepreneurs and risk-takers within the house. Additionally acquired to satisfy some of the illustrious enterprise minds within the hip hop world, Mr. Jim Jones aka the Capo, whom you may 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 stay podcast taping to profit one in every of our favourite charities, No Child Hungry. It’s The Compound’s first ever Fan Appreciation Night time and we’re becoming a member of forces with our mates on the On The Tape podcast to make it an incredible expertise. Taping is December sixteenth on the Nasdaq Marketsite in Instances Sq.. We’re reviewing the 12 months that was and looking forward to 2023. Just some seats left, right here’s the positioning to seize your spot.

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

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And in the event you haven’t subscribed but, don’t wait. Test it out beneath or wherever wonderful podcasts are performed

These have been essentially the most learn posts on the positioning this week in case you missed it: 

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