Joel Palathinkal and Michael Collins dive into investment management, starting with Michael's background. They discuss managing client expectations, market behaviors, and Michael's investment thesis, touching on stock concentration and the future of crypto and blockchain. The conversation covers speculative markets, risk management, and qualitative investment measures, focusing on Facebook stock. They also explore ESG considerations, stock analysis, and collaboration in portfolio management, along with dividends, pension funds, and the venture capital landscape. The episode wraps up with strategies for digital lead generation, competition, and reputation management.

Michael Collins is a Portfolio Manager at Boston Advisors.  We talk about how living through the financial crisis impacted several people’s perspectives when it comes to their careers and finances.  We talk about how he develops his own investment thesis and how  crypto Investment vehicles are still needed for getting institutional investors finally on board.  We also talk about how the venture capital lifestyle in itself is what helps to drive alpha in the private markets, Direct investing vs. through a fund, and we finally have some fun talking about ghost stories & what our fears are.  Stay tuned in for a super fun inaugural episode!

music credits:

Clouds by MBB | https://soundcloud.com/mbbofficial

Music promoted by https://www.free-stock-music.com

Creative Commons Attribution-ShareAlike 3.0 Unported

https://creativecommons.org/licenses/by-sa/3.0/deed.en\_US

(0:00 ) Introduction and guest overview
(1:07 ) Episode launch, podcast setup, and portfolio manager background
(3:10 ) Managing client expectations and comparing market behaviors
(8:38 ) Investment thesis and handling stock concentration
(14:13 ) Future of crypto and blockchain technology in investments
(20:14 ) Speculative markets, payment space opportunities, and client strategies
(24:51 ) Portfolio risk management, client biases, and individual stock strategies
(27:30 ) Facebook stock and importance of qualitative investment measures
(29:05 ) ESG considerations and associated costs
(35:00 ) Stock analysis using qualitative and quantitative data
(37:22 ) Semiconductor stocks and portfolio manager collaboration
(41:07 ) Stock screening and diversification in portfolio management
(44:23 ) Dividends, recent stock purchases, and wealth management approaches
(47:28 ) Pension funds, endowments, and direct vs. fund investing
(51:13 ) Venture capital, delayed IPOs, and autonomous driving investments
(57:44 ) Autonomous driving models and analytical tools in financial planning
(1:05:05 ) Digital lead generation and marketing strategies for financial services
(1:07:06 ) Building relationships, network effects, and competition strategies
(1:10:12 ) Build versus buy decisions and recommended reading
(1:12:54 ) Reputation management, fun question, and closing remarks