On today’s episode we have 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. For this reason, we had a very holistic conversation, covering everything from IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 00:27 - David Schawel's Experience With Square One 03:52 - Starting Out Right As The Global Financial Crisis Began 06:42 - Interest Rates On Mortgages 08:42 - David Schawel's Stance On The Banking Sector In Today's Environment 13:48 - The Most Surprising Metric of 2021 To Date 18:01 - FAANG Playing A Big Factor In The Aggregate Of The S&P 500 19:33 - Is David Schawel Seeing Money Still In The Sidelines That Could Potentially Enter The Market? 21:06 - Sentiments Of David Schawel's Clients As Prices Have Gotten Higher: Risk On Or Risk Off? 23:44 - Valuation Of Tech Companies 31:16 - Alternative Assets That David Schawel Finds Appealing 33:11 - Emerging Markets Outside The U.S. That David Schawel Finds Appealing 34:12 - David Schawel's Thoughts On Bonds Today With Low Interest Rates 38:07 - David Schawel's Take On Negative Yielding Debt 39:37 - What Is The Biggest Risk In The Market Right Now? 41:36 - Possible Risk Of Credit Worthiness Of The U.S. 44:45 - 3 Businesses David Schawel Would Invest In 3-5 years 49:55 - What Is Going To Stop A Payment Company To Infiltrate Their Space When They're Already Regionally Growing? ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/a-holistic-approach-w-david-schawel/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast 🐦Twitter: https://twitter.com/tip_network?lang=en ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.