พอดคาสท์ Add Value ชั้นนำ (2025)

1
How to Find the Right Capital Partner in Real Estate | No Money Down Secrets 45:51

12d ago45:51

45:51

I’m Rafik Moore, CEO of Brait Capital — a private equity real estate firm with a 9-figure portfolio across 9 states. In this episode of the Value Add Podcast, I sit down with my friend and first capital partner, Corey McClure, to talk about what really makes real estate partnerships work. Corey started with $300K and grew it into a lending business…

1
The Value-Add Strategy Podcast: Episode 4 with Michael DiCillo 1:08:42

30d ago1:08:42

1:08:42

In this episode of The Value-Add Strategy, host Matt Ricciardella talks with Michael DiCillo, a leading manufactured housing broker with over $5 billion in transactions. They discuss how the manufactured housing industry has evolved, why it’s one of the most compelling real estate asset classes today, and the keys to creating value in a low-supply,…

1
How to Build Powerful Partnerships in Real Estate with Kevin Amolsch 33:39

24d ago33:39

33:39

I’m Rafik Moore, founder of Brait Capital and the Value Add Network. In this episode of the Value Add Podcast, I sit down with Kevin Amolsch, founder of Pine Financial, to talk about the real foundation of real estate success — powerful partnerships. From a $1,000 “waste my time” invoice to closing million-dollar deals, Kevin’s story proves that st…

1
The Art of Real Estate Transformation with Peter Remes 52:55

1M ago52:55

52:55

I’m Rafik Moore — founder of Brait Capital and the Value Add Podcast. In this episode, I sit down with Peter Remes, CEO of First & First, to talk about the art and science of turning forgotten buildings into thriving, high-value destinations. Peter has a rare ability to see beauty and opportunity where others see decay. His projects breathe life in…

1
From Rock Bottom to Real Estate Millions — Corey Wright’s Story 36:01

1M ago36:01

36:01

I’m Rafik Moore — real estate investor, capital partner, and founder of Brait Capital. In this episode of the Value Add Podcast, I sit down with Corey Wright, founder of Legacy Wealth Group — and someone who knows what it means to rebuild from zero. We talk about: • The blueprint to start investing with no money and no connections • Corey’s lowest …

1
From Teacher to 400 Tenants! Alexandra Haider’s Wild Real Estate Journey 39:36

2M ago39:36

39:36

I’m Rafik Moore, founder of Brait Capital and Value Add Network — and in this episode, I’m joined by someone who went from painting toilets to managing over 400 tenants in just five years. Meet Alexandra Haider, a former middle school teacher who built an 8-figure real estate portfolio from scratch. No trust fund. No secret shortcut. Just hustle, g…

1
The Free Advice That Made Daniel a Millionaire 💰 39:20

2M ago39:20

39:20

Sometimes one piece of advice is all it takes. In this episode of the Value Add Podcast, I sit down with Daniel Karkawski — a residential agent turned fund manager — who became a millionaire by acting on free advice. We talk about: How that one tip led to a million-dollar deal 💰 Daniel’s system for leasing industrial space fast The mindset shift fr…

1
The Value-Add Strategy Podcast: Episode 03 with Ron Coury 1:05:25

2M ago1:05:25

1:05:25

In this episode, host Matt Ricciardella sits down with Ron Coury: a Marine Corps veteran turned serial entrepreneur whose journey through over 20 businesses embodies grit, integrity, and the entrepreneurial spirit. From bars and casinos to car dealerships and real estate, Ron’s story is a masterclass in adaptability, values-driven leadership, and f…

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The Value Add Strategy Podcast: Episode 2 with Brad Heckerman 1:33:52

3M ago1:33:52

1:33:52

In this episode, we sit down with Brad Heckerman, a seasoned investor and philanthropist, to dive into how investment returns are being used to change lives across the globe. From building orphanages in India to creating life-saving opportunities for at-risk children, Brad shares how his faith, values, and passion for people have shaped his investm…

1
LOGO ETF: Episode 1 18:50

3M ago18:50

18:50

Hi Logoists, heres episode 1 of the new pod, LOGO Quicktakes where I talk about our new ETF, Alpha brands consumption leaders, LOGO is the symbol.. I talk about the market opportunity and how LOGO is managed and why you need dedication to this $60T theme. Enjoy!

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More on Global Brands Investing - LOGO 13:19

3M ago13:19

13:19

Another add-on on global brands and LOGO

1
LOGO ETF AI Overview 13:50

3M ago13:50

13:50

Great overview of the ALpha Brands Consumption Leaders ETF, LOGO from Google NotebookLM

1
The Value Add Strategy: Episode 1 with Paul Moore from Wellings Capital 46:48

4M ago46:48

46:48

In this premiere episode of The Value-Add Strategy, host Matt Ricciardella sits down with Paul Moore, founder of Wellings Capital and author of The Perfect Investment, for a candid and wide-ranging conversation about investing with purpose, building recession-resistant portfolios, and the deep importance of character in choosing operators and busin…

1
"My Long Hiatus. "Episode# 116 8:55

6M ago8:55

8:55

Life always throws you curveballs and sometimes life does not go as planned. What is that saying, something like man plans and God Laughs I believe. It is something like that ....so true

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S10, Ep 3: February 2025 Dynamic Brands Commentary 25:00

6M ago25:00

25:00

I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administra…

1
S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update 23:04

7M ago23:04

23:04

The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfoli…

1
S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary 39:10

8M ago39:10

39:10

In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-represented across indexes. The Fund is overweight Con…

1
Mark Mahaney ISI: Whats in store for TMT in 2025 30:32

9M ago30:32

30:32

Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI. In this year end episode we talk about: Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab. "The year of efficiency has turned …

1
Anticipating Mercy: Advent 2024 "The Mercy Promised" 29:02

9M ago29:02

29:02

A sermon series for Advent at Creswell Presbyterian

1
Anticipating Mercy: Advent 2024 - Week 1 "at all times praying" 25:27

9M ago25:27

25:27

Creswell Presbyterian sermon series for Advent.

1
S9, Ep 19: Dynamic Brands November '24 Update & Market Notes 31:53

9M ago31:53

31:53

I talk about the performance in November and YTD in the Dynamic Brands equity strategy. I focus on the high-tracking error nature of the process and portfolio and highlight the sectors top brands live in vs index weights. I cover the 24 brands we own and then dig into the current health of consumers and how holiday shopping is going. I also highlig…

1
S9 Ep 18: MS Black Friday Report Summary 23:00

9M ago23:00

23:00

Using Googles NotebookLM to create a 1-1 podcast chat discussing a new MS report on Black Friday, winners and losers and retail trends. For more about investing in top global brands: https://www.globalbrandsmatter.com/dynamic-portfolio

1
S9 Ep 17 GS: Consumer Dashboard & Spending Update 11:58

10M ago11:58

11:58

Using AI 1-1 podcast format for topics and brands focused on the global household spending theme which is $50T in size. For more information on investing in global brands: https://www.globalbrandsmatter.com/dynamic-portfolio

1
S9, Ep 16: Dicks Sporting Goods, Earnings Review 19:57

10M ago19:57

19:57

I look at the Dicks Sporting Goods quarter and add some color from MS and Goldman notes. We do NOT own Dicks at this time but are considering it. For more information on the Dynamic Brands Fund: https://www.globalbrandsmatter.com/dynamic-portfolio

1
S9 Ep 15: Dynamic Brands Portfolio Update 1:00:21

10M ago1:00:21

1:00:21

This is becoming a very cool experiment. I drop in all my notes on the portfolio of brands we own in the Dynamic Brands Fund HSUTX and Googles NotebookLM summarizes them into a 1-1 podcast conversation. I'll use more of these as a fun way to tell the story of investing in great brands and making money on these great companies by owning the stocks. …

1
S9, Ep 14: Summary of Dynamic Brands Brochure using AI 11:06

10M ago11:06

11:06

If you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, its truly amazing. Here's the AI summary of the recently refreshed Brands Investor Brochure, which can be found here in 1 of the orange boxes at the top of the portfolio page: https://www.globalbrandsma…

1
S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update 21:04

10M ago21:04

21:04

In this months update, I talk about the month and YTD of the brands equity strategy, what worked by sector and style box as well as how each brand we own is performing as a stock and how its performing fundamentally. I also talk about what we expect for the rest of the year and into next weeks elections and how to play any weakness we see. For more…

1
S9 Ep 12: Dynamic Brands Q3 2024 Portfolio Update 41:01

11M ago41:01

41:01

In today's episode, I cover the month of September and Q3 returns for the Brands Fund, the markets, sectors, and the brands we own. I talk about the active trading environment and using volatility to enhance returns to the core, buy-hold portfolio of great brands. I also cover the health of the consumer and how we see consumer spending developing t…

1
E12: Rachel Coffman from Footwork 1:30:57

12M ago1:30:57

1:30:57

I had the privilege of sitting down with Rachel Coffman who is the Operations Manager at Footwork.vc. Together, she answered 25 of my questions about VC Platform and VC Operations from experience working at Footwork.vc and Susa Ventures. This is the most colorful episode we've ever recorded on the pod, and I'm so proud to present this to you. Here …

1
S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update 30:19

1y ago30:19

30:19

In today's August Dynamic Brands Update, I talk about the market returns along with what styles & sectors are doing YTD. I talk about the global brands portfolio, winners & laggards. I also highlight how crowded tech and semiconductor exposures are currently and how hated consumer stocks are. That's a wonderful contrarian signal. I talk about the h…

1
Episode 52, " Dying to be thin." 16:11

1y ago16:11

16:11

Latest episode of Darlene Dawne "Living Your Best Life"

1
S9, Ep 10: July 2024 Market & Global Brands Update 30:28

1y ago30:28

30:28

Today I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it has legs and talk about our focus on quality. I talk about the brands portfolio, allocation shifts, where we added and what's performing or lagging. I end with my views on the consumer and how and where they are fee…

1
E11: Cuco Vega from Leap Global Partners 49:26

1y ago49:26

49:26

For Episode 11, I sat down with Cuco Vega who is the Head of Platform at Leap Global Partners, a firm with a global footprint in the United States and Latin America! Pretty unique. Cuco had interesting insights to share on how he conducts VC Platform, and I'm honestly so happy that I got to jazz with him. Here are the topics we covered: - The curre…

1
S5, Ep 9: Q2 2024 Dynamic Brands Portfolio & Market Update 23:24

1y ago23:24

23:24

I discuss the quarter and YTD p[eriod for the brands portfolio as wlel as overall markets and what worked and didn't work. I also talk about the worlds largest crowded trade, an overweight to tech, semiconductors and AI stocks and offer a potential catalyst that could force some capital away from the crowded trades and in to everything else. For mo…

1
S5, Ep 8 June 2024 Dynamic Brands Update 22:42

1+ y ago22:42

22:42

I discuss the overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are performing and lagging. I spend a little time talking about the consumer and the massive amount of capital at their disposal that flows to the consumption theme. This is a great market update and highlights …

1
S5 - Ep 7 - April 2024 Global Brands + Market Update 20:38

1+ y ago20:38

20:38

In today's April and YTD update I discuss what we see in equity markets, how top global brands are performing, what we see for inflation, the Fed, rates, and how to navigate this turbulent market. Brands matter more than ever when rates and inflation stay higher for longer!

1
E10: Richard Hughes from Gutter Capital 1:04:02

1+ y ago1:04:02

1:04:02

I spend the legendary episode number 10, with none other than Richard Hughes who is the Operating Partner at Gutter Capital, a fund I deeply admire because of how they treat their founders and the depth of the care they provide for their success. Richard helps his founders find and retain the most talented candidates at every level from entry-level…

1
E09: Daniela Pico from Forum Ventures 50:04

1+ y ago50:04

50:04

Finally, I sit down with Dani from Forum Ventures where she leads Platform for 380 startups, with a 6-person Platform team! We went into extreme detail to learn how they've built a community of founders/investors/mentors so well, and how they continue delivering tiptop value to their startups even at this scale. We left no stone unturned, and we'd …

1
E08: Divya Kakkad from Graham & Walker 58:53

1+ y ago58:53

58:53

What a unique episode. My admiration for Divya went up tenfold when I learned why she does what she does, and how she entered the world of venture capital. Often times we forget the weight of our own "why" and this episode reminded me about how our whys truly drive our behaviors. Divya is a VC Partner at Graham & Walker. Here are the topics we cove…

1
S5 Ep 6: LVMH Q1 Earnings Update 13:13

1+ y ago13:13

13:13

We love the luxury goods category and LVMH is a key core brand to own as the category leader. Q1 was solid and stable with core consumers engaging as always and some aspirational consumers pulling back a bit. Fashion & leather goods performed well, select retail-Sephora - was very strong. Sephora is clearly taking share from Ulta and Ulta's stock r…

1
E07: Galina Dremova from Vibranium VC 44:10

1+ y ago44:10

44:10

It's my first time hosting someone with such a unique background, who obsesses about communications and everything that surrounds it. Her perspective is truly one of a kind, and there's so much I learned in such a short amount of time talking to her. I'm so proud to be sharing this with you. Galina is the Head of Communications at Vibranium VC. Her…

1+ y ago22:56

22:56

A February 2024 and YTD Dynamic Brands & Market update. I also talk about the active trading environment and the net gains taken for the month with all the stats. For more info on investing in Mega Brands: https://www.globalbrandsmatter.com/dynamic-portfolio

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