CoveredCalls with Kevin Simpson

CoveredCalls with Kevin Simpson

Kevin Simpson of Capital Wealth Planning interviews the financial industry's top investment professionals to provide expert insight and analysis on CoveredCalls with Kevin Simpson. If you'd like a deeper understanding of today's markets, this is the show for you.

Episodes

November 14, 2022 11 min

Gary Kaminsky joins Kevin Simpson to share his thoughts on managing money in this type of environment.

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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

#etf #etfs #exchangeetfconference #investing #financialadvisor 

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Tom Lydon of VettaFi joins Kevin Simpson on this episode of CoveredCalls to discuss the state of the ETF industry. Tom also shares his thoughts on the recent Future Proof Festival and the launch of VettaFi.

Follow Tom Lydon & VettaFi:
Website: https://vettafi.com
Twitter: https://twitter.com/vetta_fi
Twitter: https://twitter.com/TomLydon
LinkedIn: https://www.linkedin.com/in/tomlydon
LinkedIn: https://www.linkedin.com/company/vettaf...

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Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.

About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, ...

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Joe Terranova of Virtus Investment Partners joins Kevin Simpson on CoveredCalls.

Guest Bio:
Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $175 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.

In his current role, Terranova is involved with Virtus’ investment oversight function and represents Virtus as a client-facing thought leade...

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Nancy Davis joins Kevin Simpson for a discussion on the markets, investing and how to look at fixed income today.

Connect with Nancy Davis
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Website

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​

Nancy Davis is the founder and managing partner of Quadratic Capital Management. Ms. Davis is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NY...

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Kristin Myers joins Kevin Simpson for a discussion on Millennials, Bear Markets and investing today.  

Kristin Myers is an award-winning journalist, producer, and Editor-in-Chief of The Balance.
Before joining The Balance, Kristin was a senior writer at Yahoo Finance and anchor of Yahoo Finance Live. She hosted Yahoo Finance Live daily, and was one of the creators and hosts of “A Time for Change,” a weekly program that explores race,...

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Clint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.

Learn more about WealthShield:
Website: https://www.wealthshield.co/
LinkedIn: https://www.linkedin.com/company/wealthshield-llc/

Connect with Clint on social:
LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/ 
Twitter: https://twitter.com/clint_sorenson

About...

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Pete Najarian, options trader, television personality, market analyst, and co-founder of optionMONSTER, joins Kevin Simpson on CoveredCalls to talk about the storied Najarian family and discuss his current venture, Market Rebellion.

Connect with Pete Najarian:
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Learn more about Market Rebellion:
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Twitter
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YouTube
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Learn more about Cap...

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Michael K. Farr, President and CEO of Farr, Miller & Washington, LLC, a Washington, DC-based wealth management firm, and Chairman of the Investment Committee comes on CoveredCalls, hosted by Kevin Simpson

Connect with Michael Farr:
Website
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Follow Kevin Simpson & Capital Wealth:
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​

Disclosures: https://...

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Nan Morrison, President & CEO of the Council for Economic Education, comes on CoveredCalls with Kevin Simpson to talk about financial education and literacy today.

Learn more about the Council for Economic Education:
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LinkedIn
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Connect with Nan Morrison:
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About Nan Morrison:
Nan J. Morrison is President and Chief Executive Officer of the Council for Economic Education. She has overall responsibility for dee...

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Tim Seymour, CIO of Seymour Asset Management, comes on CoveredCalls, hosted by Kevin Simpson.

Tim is also the Portfolio Manager of the Amplify Seymour Cannabis ETF ticker: $CNBS.
Learn more about CNBS

Connect with Tim Seymour on Social:
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Learn more about Seymour Asset Management

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Learn more about Capital Wealth Planning by visiting: https:/...

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Anthony Scaramucci comes on CoveredCalls with Kevin Simpson to talk about SkyBridge Capital, the 2021 SALT Conference in New York City, and Kevin Simpson's upcoming book, 'Walk Toward Wealth'.

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Follow SkyBridge Capital on Twitter

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MoochFM Podcast

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Learn more about C...
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Kevin Simpson brings Jeff Saut on his first episode of The Kevin Simpson Show.

Topics of Discussion:
The Secular Bull Market
Allocating new money today
Inflation and the fixed income market
Bitcoin Investing

Jeff's Newsletter: https://www.sautstrategy.com

Follow Kevin Simpson & Capital Wealth:
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Kevin Simpson LinkedIn
CWP LinkedIn

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosur...

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Gary Kaminsky joins Kevin Simpson for this episode of the show. They discuss Gary's time at CNBC as well as managing money through difficult markets.

Follow Gary Kaminsky on Twitter

Follow Kevin Simpson & Capital Wealth:
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Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/

Episode...

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There is a significant amount of innovation going on in the ETF industry today. Christian Magoon, CEO of Amplify ETFs, comes on CoveredCalls with Kevin Simpson to share his thoughts of the changing landscape.   

Follow Christian Magoon on Social
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Follow Amplify ETFs on Social:
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Christian Magoon is an advocate of the efficiency, transparency and flexibility that ETFs provide investors. Launching over 70 ETF...

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Lenore Hawkins joins Kevin to discuss macroeconomics and the implications on portfolio construction for financial advisors today. Lenore is the Chief Macro Strategist at Tematica Research popular market commentator. They discuss inflation, corporate taxes, the rise in the 10YR and the implications of the economy opening up.

Learn more about Tematica Research

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Jackie DeAngelis joins Kevin Simpson for this wide-ranging interview. They discuss what it is like to be on the ground in the Middle East as a reporter, the energy markets, inflation, digital assets and the infrastructure bill.

Follow Jackie on Twitter

Jackie's Bio (Source: https://www.foxbusiness.com/person/d/jackie-deangelis)

Jackie DeAngelis joined the FOX Business Network (FBN) as a financial correspondent in April 2019. In t...

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On this episode of CoveredCalls with Kevin Simpson, Nick Lacy, CFA® of Raymond James comes on to discuss the challenges and opportunities in portfolio construction for financial advisors today.

Learn more about the Raymond James Freedom Models:  http://www.rjfreedom.com/portfolios.asp

About Nick Lacy

Nicholas is chief portfolio strategist for Asset Management Services (AMS) at Raymond James, and oversees a team of research analysts wh...

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Mark Fisher, Founder & CEO of MBF Trading, comes on CoveredCalls with Kevin Simpson.

Learn more about MBF Trading: https://mbftradingllc.com/

Follow Kevin Simpson & Capital Wealth:
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Kevin Simpson LinkedIn
CWP LinkedIn

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures/

Episode 12

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Michael Venuto of Toroso Investments comes on CoveredCalls with Kevin Simpson and co-host Jay Coulter to talk about Bitcoin, the blockchain, and what advisors need to know.

Learn more about BLOK - The Amplify ETFs Transformational Data Sharing ETF

Subscribe to the BLOK-Chain Monthly


Learn more about The ETF Thinktank

Connect With Michael on Social:
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Follow Kevin Simpson & Capital Wealth:
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