TIP380: A Holistic Approach w/ David Schawel
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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