Tearsheet Podcast: Exploring Financial Services Together

Investors are always on the lookout for tools and technologies that make their lives easier. BorntoSell.com's covered call screener replaces all those clunky spreadsheets investors used to use to track their positions. Good for producing income in retirement or just eking a few percentage points out of a portfolio, covered calls are a very common part of investing for many investors. Founder of BTS, Mike Scanlin is a technologist turned VC turned entrepreneur and he shares with us that transition and many of the tools and techniques he used to start, build and grow his young firm. ***If you are listening to this podcast on iTunes -- run (don't walk) and please rate/rank this show. Share with others the value you're getting out of this program.*** Come to Tradestreaming.com to get a transcript of this show and important links.

Building wealth is something few have done but everyone wants. But it's not that easy.Joining us for this episode of Tradestreaming Radio is Todd Tresidder who retired at age 35 and has been teaching and coaching ever since. Todd built his wealth via paper assets as a principal of a hedge fund.He's parlayed that into becoming a wealth coach, trying to distill his experiences into a system that can be replicated and repeated with his clients. His website, FinancialMentor.com -- where I first learned of him -- has over 1000 pages of published material for free. Join us for an interesting conversation about money, the pursuit of wealth and what it all means. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

Today's guest on Tradestreaming Radio is Dave Lemont, CEO of social network forex trading platform, Currensee.com Currensee was founded on the assumption that the traditional way forex traders shared and learned from one another -- the message boards -- was broken. Enter the social network for currency traders.First, Currensee required that all members open an active trading account, allowing the company to audit results.From there, the company introduced auto-trading, the ability to link a user's account to another's and have all trading replicated.Experts bubble up and make money by helping others make money. We'll see how the company evolved and how forex traders are using new media. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

This episode of Tradestreaming Radio includes a conversation with Robert Wright, co-author of a new book entitled: The WSJ Guide to the 50 Economic Indicators that Really Matter: From Big Macs to Zombie Banks, the indicators smart investors watch to beat the market.Our conversations spans Wright's decision to publish the textbooks he wrote for his university course in a freemium model, Which indicators investors should be focused on and which make money, Indicators we haven't heard of before, and how technology is enabling new indicators to help investors make better decisions. Check out our blog, Tradestreaming.com for show notes, transcripts and other links.***If you're listening to this on iTunes, please take the time to rank/review us (http://itun.es/i6v2gz ). We appreciate your listening and participation and we'd like others to know of the value people are finding in Tradestreaming Radio.***

This week we interview Chris Greene, CFA, founder of www.ETFreplay.com He's part of a growing trend of seasoned financial professionals joining the entrepreneurial ranks and building really useful, valuable tools to assist the rest of us.ETF Replay is part screener, part backtester, part strategy and portfolio builder.It takes the best from custom-made institutional-grade research products and expands upon themCheck out our blog, Tradestreaming.com for show notes, transcripts and other links.***If you're listening to this on iTunes, please take the time to rank/review us (http://itun.es/i6v2gz ). We appreciate your listening and participation and we'd like others to know of the value people are finding in Tradestreaming Radio.***

Jonathan Clements is a beacon of sound, rational investing guidance in a sea of short-termism. Author of The Little Book of Main Street Money: 21 Simple Truths that Help Real People Make Real Money (Little Books. Big Profits), Clements was the award-winning personal finance columnist for the Wall Street Journal. He's now the head of investor education at Citi. Clements joins us this week for Tradestreaming Radio. We discuss: * how to navigate today's investing climate, post financial crisis * how experience and time help create investor expertise * the struggle investors and advisors have in describing risk * why we continue to make decisions antithetical to what we know we should do Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

This week's guest on Tradestreaming Radio is Dr. Richard Peterson, whose firm MarketPsych LLC, helps people make better financial decisions. He's the author of a new book, MarketPsych: How to Manage Fear and Build your Investor Identity. His firm also provides sentiment data to institutional investors to help them profit from the flow of online content. We discuss how investors make decisions, how investors can use changes in sentiment to forecast stock price movements, how hedge funds use investor psychology and Internet content/social media to profit, how technolgy innovation leads to higher stock prices. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

In my book, Tradestreaming, and on my website, I talk a lot about what I call "Co-lateral Research". This is non-financial information that investors can use to make better investment decisions. UNC Professor Joey Engelberg has been studying Google search data to measure investor attention and has found a linkage between changes in search volume and subsequent moves in stock prices. He joins us for an interesting discussion on this week's episode of Tradestreaming Radio. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

This week's podcast includes a conversation with Theresa Hamacher, co-author along with Bob Pozen, of a new book, The Fund Industry: How your Money is Managed. We discuss how to use mutual funds, the asset management industry, the financial crisis, and how mutual funds shape up against exchange traded funds (ETFs). We also explore why the mutual fund industry views the upstart ETF industry as competitive. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

This episode of Tradestreaming Radio includes a conversation with William Poundstone, author of Priceless: The Myth of Fair Value (and How to Take Advantage of It). We discuss: market psychology of pricing crowd following and momentum stocks how investors are susceptible to pricing cues what behavioral economics says about risk assessment Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

In this week's podcast, we talk to a true expert in corporate communications. Dominic Jones has been analyzing the intersection of social media with how publicly traded companies communicate since the 1990s. On IRWebReport.com, he's a sharp critic of how typical companies interface with their shareholders and is full of ideas on how to improve this channel. Check out our archives at Tradestreaming.com -- where you can find lots of other interviews and useful content. ***If you're listening to this podcast on iTunes, please do a brother a favor and take a few seconds and give this podcast a rating/review. Please help me get the word out about what Tradestreaming is all about.

In this episode I discuss the huge insider trading probe into many of the largest US hedge funds research networks (expert networks) and how they play a role in the investing process interview with hedge fund replication research provider, AlphaClone CEO and founder Ivory Tower Report: Smart investors think like economists (is that a good thing?) Trend Watch: Seeking Alpha continues to grow and introduces its own investing app store

In this week's Tradestreaming Radio, we visit with Nikesh Desai, CEO and founder of Investing Channel, the leading financial advertising network. Nikesh lets us in on trends in monetizing financial content and how smart investing bloggers are able to improve the money the make from publishing. Next, we interview Dirk Quayle, CEO of LikeAssets.com, a next-generation platform that helps investors create personalized benchmarks to better understand how their portfolios are really performing

This podcast takes a look at a company that develops technology to determine sentiment around certain events and then forecasts the probability of those events occurring in the future.  Around this data, pro and individual investors are creating winning investment strategies.

In this week's podcast, we interview Mick Weinstein, head of content at Covestor, a new investment platform that allows investors to shop for investment advisor like shopping for Pez on eBay. Mick was previously editor-in-chief at Seeking Alpha. We discuss how financial content is being used for lead generation in the finance field, tips to building a successful financial content business, the compliance challenges for financial content when published by an investment firm and the future of investing