In the Harbor Podcast 5 - Charlie Schaefer

Making Sense of the Polycrisis: What Markets Are Actually Telling You In the Harbor | Episode 24 featuring Rich Consul of Bankers Edge The headlines are loud right now: geopolitical tension, private credit concerns, energy market volatility, rising interest rates, gold and silver surging. And yet, markets are holding up. So what's really going on? In Episode 24 of In the Harbor, we sit back down with repeat guest Rich Consul of Bankers Edge to unpack what he calls the " Polycrisis " — a macro environment where multiple major forces are colliding at the same time. Rich shares his framework for cutting through the noise, including his weekly practice, " Rich's Weekend Five ," where he translates the week's most important headlines into what actually matters across five key markets: the dollar, energy, stocks, yields, and gold. In this conversation, Rich breaks down why today's environment is simultaneously risk-off and inflationary, why traditional market relationships may be breaking down, and what the consumer balance sheet tells us about liquidity. We also dig into the rotation from large caps into small and mid caps, what's real vs. overblown in the private credit conversation, and why energy may be the single most important variable to watch right now. 

In this episode of In the Harbor, we sit down with Brent Centlivre, senior leader at Lindblad Expeditions. He is a pioneer in expedition travel known for immersive, science-driven voyages to some of the most remote and extraordinary places on earth. Lindblad partners with National Geographic to deliver exploration experiences that blend adventure, conservation, photography, and education — from Antarctica and the Galápagos to Alaska and the Arctic. Brent brings deep expertise in the business of experiential travel — from understanding evolving consumer demand to navigating capital intensity, fleet management, and global operations in a highly specialized segment of the travel industry. His perspective sits at the intersection of adventure, hospitality, logistics, and long-term brand building. He joins In The Harbor to discuss trends in expedition travel, what today’s affluent traveler is really seeking, and how Lindblad continues to differentiate in an increasingly crowded luxury landscape.

In this episode of In the Harbor, we sit down with Lacey Shrum, attorney, former CCO, and founder of Smart Kx. Every RIA. Hi, I’m Lacey Shrum — attorney, former CCO, and founder of Smart Kx. Every RIA I worked with was stressed about fee billing. Calculating and collecting fees is hard enough, documenting and analyzing them adds another layer of complexity. I built Smart Kx to fix that. Most RIAs don’t actually know their revenue numbers or how to change them. Smart Kx helps you take control: report on revenue, analyze your fees, and confidently execute changes. It’s automated, compliant, and built from real user feedback. Besides being the expert on RIA fees... I like to talk about geopolitics, monetary policy and history; I've testified as an expert witness in cryptocurrencies x2. Follow me for fee discussions, dry humor and the occasional parenting hack. If your billing processes are manual, inconsistent, or expensive to maintain… we can help. Our goal is to make sure firms know their revenue, charge what they’re worth, and do it in a way that scales.

In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust. Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients. Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.

Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing a critical role for travel advisors across the country. With over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell, it’s no wonder TPI picked Lee to fulfill the new position of VP of Sales & Marketing. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow. Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”

In this episode of In The Harbor, we sit down with Patrick Manning Founder & CEO at Manning Ventures

In this episode of In The Harbor, we sit down with Ashley Marks, Co-Founder and Co-Managing Partner of Cordillera Investment Partners

In this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures.