The Confidence Curve w/ Malcolm Ethridge
In today's episode of The Weiss Investor, Kenny catches up with Malcolm Ethridge, an EVP at CIC Wealth, financial advisor and host of the Tech Money Podcast based in the Washington, D.C. area.
You’ve seen him on CNBC and Cheddar. Today, Malcolm dives into how he got started right out of college using his knowledge of Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA) to help professors and academics plan their retirement.
After spending time at Merrill Lynch, now part of Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC), he came to prefer independent firms and makes his case for working with them, as well as the case for why podcasting is such an important part of the business.
Kenny and Malcom close out by digging into net unrealized appreciation (NUA) and qualified small business stock (QSBS), Peter Thiel, Elon Musk’s tweets, the latest with the Fed and preparing for turbulence. The advice they offer young people entering the industry is invaluable!
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Kenny talks with Keith Fitz-Gerald about the importance of building sustainable, generational wealth through emotional detachment, rationality and playing to win. Plus, they discuss inflation, crypto, portfolio diversification, the Fed, keeping clients happy and more!
Kenny catches up with Adam Johnson. You may recognize him from his days on Bloomberg TV. Today, he’s the founder and head of Bullseye Brief, a subscription and advisory service. While he has many years of experience as a journalist, his real passion is picking American stocks — which he happily shares with us!
Kenny and Sue dive headfirst into inflation, the Delta variant, the supply chain and the price of food and gas. Plus, the two discuss Federal Reserve Chair Jerome Powell and the central bank’s tough tapering spot, the difficulty of networking in the virtual space vs in-person, interest rates, raising kids, Christmas sales and much more.
Until next week,
The Weiss Ratings Team