In this podcast we take you with us on a journey about economics and investing. By being equipped with different perspective we strive to make better and more informed financial decisions. Welcome to Capital Confoes!

In episode 4 we had a conversation with AJ who runs the StraightTalks YouTube channel. He is CFA charter holder and CFP professional working in wealth management as a financial planner.

Check out his content:

• YouTube Channel
• Patreon Channel
• TikTok Channel

Episode Overview

• 0:00 – Getting AJ on the Podcast
• 5:01 – CFA and CFP explained
• 10:16 – Do these certifications translate well into non US markets?
• 13:22 – Sending out 172 job applications
• 17:35 – Getting your foot in the door
• 20:21 – Why wealth management?
• 22:47 – 401k and other accounts explained
• 25:30 – Entering the market as a non US individual
• 28:34 – Stock, bonds and portfolios explained
• 34:41 – The importance of psychology in investing
• 41:03 – How do wealth managers generate income?
• 47:16 – Is there a future for financial planners?
• 52:26 – Day trading and red flags
• 57:07 – Starting a YouTube channel
• 1:04:58 – What academic programs are there for people interested in finance?
• 1:09:59 – Closing off

The Hosts

• Diego Ameerali
• Gregory Bainathsah

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Financial Disclaimer

** The information in this podcast is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics and images contained in this podcast is for general information purposes only and does not replace a consultation with your financial or tax professional **

Full Transcript