This Week on TRB - The Reformed Dealer

This previous week we stayed on the Submit Oak in Houston, one of many prime ten motels in America, supposedly 6 or 7 stars – and let me let you know, 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 truly stay there – and he does. On the highest ground.

Due to Shirl and the Dynasty Monetary Companions crew 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 thought and a few of the methods wherein Ritholtz Wealth helped his agency develop in throughout the beta part. It’s been fairly a experience, the quantity of customization we’ve been in a position to do for our shoppers will increase each month.

Received to spend a while with my good friend 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 below 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 accomplice 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 stated a number of 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 Evening and we’re becoming a member of forces with our associates 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 yr that was and waiting for 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…