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TIP380: A Holistic Approach w/ David Schawel

TIP380: A Holistic Approach w/ David Schawel

Update: 2021-09-192
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Description

In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets.


IN THIS EPISODE, YOU'LL LEARN:

  • (01:14 ) Starting out right as the GFC began 
  • (08:39 ) His stance on the banking sector in today’s environment 
  • (17:25 ) The most surprising metric of 2021 to date
  • (38:56 ) And be sure to stick around towards the end where David offers a few stock selections that he’s bullish on. 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • David Schawel Twitter
  • Family Management Corp Website
  • Adyen Payments
  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
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  • Read the 9 Key Steps to Effective Personal Financial Management
  • Browse through all our episodes (complete with transcripts) here
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TIP380: A Holistic Approach w/ David Schawel

TIP380: A Holistic Approach w/ David Schawel