Mo Lidsky on How to Find Conflict-Free Financial Advice (and Avoid Snake Oil!) | #HashtagFinance
The Exchange for Entrepreneurs™ Podcast
English - January 09, 2020 20:00 - 30 minutes - 20.6 MB - ★★★★★ - 1 ratingInvesting Business Careers finance investing millennials stocks exchange wealth career banking inspiration aspiration Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
CSE's Phillip Shum recently sat down with Mo Lidsky, CEO of Prime Quadrant, to discuss the market perspectives he has earned through advising 120 ultra-high net-worth families comprising $15 billion in assets under management.
In this discussion, Mo shares how his own challenge in obtaining unbiased, conflict-free investment advice led him to start Prime Quadrant (0:57), why his firm is applying a "super protective" mindset during these rising markets (5:09), his common principles and best practices for investing (10:39), and why it is potentially dangerous to apply recency bias when investing in fixed income products (14:42).
Listen until the end to hear how Mo's own encounter with a fraudster led him to research and write his new book, "Selling Snake Oil" (19:03), and how he has leveraged his family office network to support his philanthropic efforts every year at the Prime Quadrant Conference (24:14).
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