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Conventional Wisdom - Bucking the Trend
Manage episode 372134454 series 3407403
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment.
Two books mentioned in this episode:
How to Invest by David Rubenstein
Where the Money Is: Value Investing in the Digital Age by Adam Seessel
21 episoder
Conventional Wisdom - Bucking the Trend
Taking the Complex and Making It Simple: The MWM Educational Podcast
Manage episode 372134454 series 3407403
In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 2Q23 and the future market environment.
Two books mentioned in this episode:
How to Invest by David Rubenstein
Where the Money Is: Value Investing in the Digital Age by Adam Seessel
21 episoder
Alla avsnitt
×1 2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50
1 Nick Sonnenberg On How Efficiency Can Change Your Business 35:02
1 Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13
1 Demystifying Family Office Services Part 2 30:39
1 Demystifying Family Office Services Part 1 32:51
1 Solvable Problems: 3rd Quarter 2023 Recap 45:39
1 Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07
1 Conventional Wisdom - Bucking the Trend 1:02:05
1 Financial Planning for Millennials and Gen Z 27:29
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