TIP380: A Holistic Approach w/ David Schawel

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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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