The Next 100 Days Podcast – Détails, épisodes et analyse
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The Next 100 Days Podcast
Kevin Appleby & Graham Arrowsmith
Fréquence : 1 épisode/7j. Total Éps: 523

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#453 – Kostas Stylios – Financial Advisor or Wealth manager?
vendredi 29 novembre 2024 • Durée 39:54
Financial advisor Kostas Stylios joins The Next 100 Days podcast to discuss the differences between financial advisors and wealth managers and the conversation moves towards AI and robot-investing.
Summary of the PodcastKostas joins the discussion- Kostas Stylios provides an overview of the key differences between financial advisors and wealth managers.
- He explains that while they often perform similar roles, wealth managers are typically associated with serving a wealthier clientele.
- Meanwhile, financial advisors may work with a broader range of clients.
Exploring the active vs. passive investing debate
- The conversation shifts to the debate around active versus passive investing strategies.
- Kostas and the hosts discuss the pros and cons of each approach
- These include: the higher fees associated with active management and the potential for active funds to underperform their benchmarks.
The future of financial advice and the role of AI
- The group explores the potential impact of AI and automation on the financial advice industry.
- They discuss the possibility of AI-powered “customer-facing devices” that could enhance client engagement and the challenges of maintaining the human element of financial advice in the face of technological advancements.
Clips from the Podcast
Difference between Financial Advisor and Wealth Manager
Restricted
https://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Restricted.mp4
Testimonialhttps://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Testimonial.mp4
The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world’s biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.
Kevin ApplebyKevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
#452 – Siam Kidd – DSV Fund
vendredi 22 novembre 2024 • Durée 47:45
Siam is the Chief Investment Officer for the DSV Fund. He is an ex-RAF Pilot who also started Trading at the age of 18. Over the last 20 years on the markets he’s publicly called many major economic events and profited from them such as the 2015 Black Monday crash where he made £422k in 30 minutes and the 2020 Oil crash which he shorted from $80 down to $10. He’s also made multiple thousand % ROI gains in the last 2 Crypto cycles since 2017.
In 2015, Siam was the best-performing Fund Manager in the UK, attaining 60% ROI in the 11 months that his AR PAMM fund was running.
In 2016 he set up a Private Equity firm and promptly bought over 12 businesses. Unfortunately, this venture was peppered in misfortunes. Which is one of the risks when acquiring distressed businesses! But this firm is now on the up thankfully. He also recently sold his Crypto PE firm for £10.75m and is currently in the earn-out phase.
Summary of the PodcastIntroductions and small talk- The meeting begins with casual conversation between the participants, Kevin Appleby, Siam Kidd, and Graham Arrowsmith.
- They discuss the weather, politics, and some personal anecdotes.
Siam Kidd’s background and investment philosophy
- Siam Kidd explains his journey into investing, starting with a gold and silver bullion business.
- He discusses the importance of beating inflation, which he estimates at 15% annually, and how traditional assets like stocks and real estate have struggled to keep up.
- his led him to discover Bitcoin and cryptocurrencies as a way to outpace inflation.
The DSV Fund and investing in crypto and AI
- Siam describes the DSV Fund, which focuses on investing in open-source AI and the intersection of AI and crypto.
- He emphasises that the fund is targeted at high-net-worth individuals, family offices, and fund managers, not retail investors.
- He explains the rationale for investing in these emerging technologies, noting their potential to be the fastest growing sectors.
Tokenisation of real-world assets
- The discussion turns to the potential for tokenising real-world assets like real estate on the blockchain.
- Siam and the others explore the benefits and challenges of this concept, such as ensuring homeowner rights and preventing large investors from dominating local markets.
Siam’s investing approach and market cycles
- Siam shares his approach to investing, emphasising the importance of having a predictive mental model and closely following market cycles.
- He explains his belief that the crypto market follows a 4-year cycle that is aligned with a 5.5-year global liquidity cycle, and predicts a potential “blow-off top” in the crypto market in Q4 2025.
Advice for individual investors
- When asked about options for investors with smaller amounts to invest, Siam emphasises the importance of self-education, particularly in areas like crypto and AI.
- He discusses plans to publish a book to help guide individual investors, and suggests ways they can leverage AI and digital tools to enhance their investing knowledge and capabilities.
Wrap-up and next steps
- The meeting concludes with a discussion of potential collaborations and next steps, including the possibility of integrating Siam’s book with AI-powered tools to enhance the learning experience for readers.
https://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-M2.mp4
Follow Narratives
https://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Crypto-Ai.mp4
Financial Education for Wealth Generation
https://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Financial-Education.mp4
Testimonial
https://thenext100days.org/wp-content/uploads/2024/11/Siam-Kidd-Testimonial.mp4
The Next 100 Days Podcast Co-HostsGraham Arrowsmith
Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world’s biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.
Kevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
#443 – Kate Barlow – Master SEO
vendredi 20 septembre 2024 • Durée 49:03
#353 The Affluent Dentist with Dr Daniel Wolter
vendredi 16 décembre 2022 • Durée 49:37
#352 – Sharon Huckle – The Unstoppable Stylist
vendredi 9 décembre 2022 • Durée 47:16
#351 – How to Present with Andrea Pacini of Ideas on Stage
vendredi 2 décembre 2022 • Durée 55:04
#350 – Vedat Mizrahi – Fractional Art Investing
vendredi 25 novembre 2022 • Durée 46:43
#349 Mentoring with Susana Serrano-Davey Author of I Wish I Had Known
vendredi 18 novembre 2022 • Durée 42:07
#348 Property Investing with Chris Prefontaine, The Smart Real Estate Coach
vendredi 11 novembre 2022 • Durée 48:02
#347 Whisky Investing with Ian Logan
vendredi 4 novembre 2022 • Durée 51:20









