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Episode 3

Episode 03 | Part One: Investing During a Global Pandemic

There’s no playbook for investing during a pandemic. The best you can do is listen to pros that know what they’re doing, and hope for the best. This week, Greg is joined by Peter Mallouk, a financial rock star that runs one of the largest independent wealth management firms in America. Greg and Peter talk about how…

Gregory Shepard

Hosted by Gregory Shepard

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19 min

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There’s no playbook for investing during a pandemic. The best you can do is listen to pros that know what they’re doing, and hope for the best. This week, Greg is joined by Peter Mallouk, a financial rock star that runs one of the largest independent wealth management firms in America. Greg and Peter talk about how investors reacted to COVID-19, what effect the pandemic has on real estate investments and why Peter’s company has been called "the vanguard of a profound shift in finance”

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Put what you hear into practice

A thirty-minute demo shows the platform on a sample program, or on your own data.

No deck and no commitment. Every number in the demo comes from a sample program.

Put what you hear into practice

A thirty-minute demo shows the platform on a sample program, or on your own data.

No deck and no commitment. Every number in the demo comes from a sample program.

Put what you hear into practice

A thirty-minute demo shows the platform on a sample program, or on your own data.

No deck and no commitment. Every number in the demo comes from a sample program.