Category: The AIPIS Show

Jason welcomes Patrick Donohoe of The Wealth Standard Podcast to discuss the dirty details of pensions, insurance policies and Ponzi schemes. Jason describes the difficulties and common mistakes average retail investors make when investing in financial services. And, Pat gives a comprehensive overview of how to make the most of your existing policies in order…

In the early 1980s Seth Merrin was an intern on Wall Street who saw ways the industry could change for the better. His first startup was an order management software that asset managers around the world use. He later created the company Liquidnet Holdings that allows institutional investors to trade large blocks of stock. Jason…

Elisabeth and Jason finally get back together to talk about what’s going on in the world of real estate and inflation right now. They discuss some linear, hybrid, and cyclical markets, as well as the influence of foreign investors in the US real estate landscape. Key Takeaways: [1:01] What Jason learned on his 7 week…

Julia Spencer used to invest in long-term rental homes, but decided to switch over to short-term rentals a few years ago. She shares with Jason what she has learned over the years while self-managing the properties she owns, and gives some tips on how to avoid pitfalls that she experienced. The fears of an all…

In 2016 Jason was joined by Harry Dent, from Dent Research, to discuss the tax benefits you can get from moving to a US territory like Puerto Rico, some cyclical markets that are out of control, demographic problems around the world, inflation, and foreign investors in US real estate. Key Takeaways: [1:20] Harry’s new home…