TIP380: A Holistic Approach w/ David Schawel

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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