TIP416: High Finance Strategies for New Investors w/ Joe Percoco
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59:25
Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz.
IN THIS EPISODE, YOU'LL LEARN:
03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.
12:03 - The strategies that Titan offers.
24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game.
27:55 - Joe’s operational framework for Titan.
33:44 - Tips from some of Joe’s biggest mentors.
And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Titan's website.
Joe Percoco's Twitter.
Trey Lockerbie's Twitter.
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