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The Wealth Sherpa
Arvind Ven, Capital V Group
16 episodes
1 day ago
Markets don’t move in straight lines—and neither do portfolios. In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.
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Investing
Business
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All content for The Wealth Sherpa is the property of Arvind Ven, Capital V Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Markets don’t move in straight lines—and neither do portfolios. In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.
Show more...
Investing
Business
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Is Your Financial Data Safe?
The Wealth Sherpa
22 minutes
2 years ago
Is Your Financial Data Safe?
Is your Financial Services firm safeguarding your data? Are YOU taking steps to keep your financial data safe? In this episode, Podcast host Arvind Ven, interviews Michael Terry, Senior Information Security Analyst at LPL Financial. Tune into the Podcast and get some tips from an expert on keeping your data safe.
The Wealth Sherpa
Markets don’t move in straight lines—and neither do portfolios. In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.