This Week on TRB - The Reformed Dealer

This previous week we stayed on the Publish 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 wherever I’ve ever been, save for maybe the Vatican. Billionaire hospitality guru Tilman Fertitta, the lodge’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 crew 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 received into some nice tales about his eureka second developing with the thought and among the methods during which Ritholtz Wealth helped his agency develop in through the beta part. It’s been fairly a trip, the quantity of customization we’ve been capable of do for our shoppers will increase each month.

Acquired 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 hear or watch.

The entire gang at Armadillo Palace, the place we threw down Lone Stars and Shiner Bocks underneath a Texas evening sky. From left to proper, that’s Duncan, me, Ben Carlson, certainly one of our monetary planners Nick Sapienza and my associate 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 12 months. It was nice to see so many entrepreneurs and risk-takers within the area. Additionally received to fulfill probably the most 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 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 learn certainly one 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 mates on the On The Tape podcast to make it an excellent expertise. Taping is December sixteenth on the Nasdaq Marketsite in Occasions Sq.. We’re reviewing the 12 months that was and looking forward to 2023. Only a few 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…