Behind the Scenes at Bespoke Investment GroupThe man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
For your listening pleasure, I interviewed Paul for the very first episode of the Kestra Private Wealth Services podcast, Kestra PWS Out Loud, to gain a better understanding of the business of research, and really, Bespoke’s secret sauce.
The interview took place before the pandemic hit our shores, but much of Paul’s insight is evergreen. And let me tell you, we had FUN recording this podcast.
We kicked off the discussion by going behind the scenes at Paul’s firm, touching on how it was founded and how Paul and his team aggregate data to generate reports that actually matter for wealth management professionals.
Paul also shared advice on how to best sift through the noise to screen for quality investment data and differentiated research and information. He stressed the importance of looking for unique ideas and arguments that are off the beaten path, so long as they are backed by well-reasoned thoughts and concise reporting.
As we wrapped up the episode, Paul provided his take on Wall Street as well as his thoughts on what it is really like to be in the hot seat and appear live on major networks such as CNBC and Fox Business.
This episode is not one to miss! Tune in by visiting either YouTube or iTunes.