TIP380: A Holistic Approach w/ David Schawel

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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• David Schawel Twitter.
• Family Management Corp Website.
• Adyen Payments .
• Trey Lockerbie Twitter.

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