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The Investors First Podcast

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Title: The Investors First Podcast

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We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the very beginnings of his Tax Alpha Insider Newsletter, a highly successful, focused publication in the wealth management space. I oft...


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To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. After earning a BBA in Finance from Emory University and later an MBA from The Wharton School. He started his career as an Analys...


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Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar household in Boston, Kevin learned the value of investing early and carried that discipline through Penn State University and into his professional life. He ...


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In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her early career as a Fidelity ...


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