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Below is a list of all of our episodes to date. If you know the name of our guest or a topic, feel free to use our search function here!
Episode 11: Guy Spier | The Education of a Value Investor & More
My guest today is Guy Spier. Guy Spier is a Zurich-based author and investor. He completed his MBA at the Harvard Business School, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University where he studied at Brasenose College with the British Prime minister David Cameron.
Episode 10: Sophocles Sophocleous | Investing Lessons from a Career Across Asset Classes & Markets
My guest today is Sophocles Sophocleous. He was born in Canada and raised in Cyprus, he is a Fulbright scholar and CFA Charterholder with multi-year experience in developed and emerging markets in both equities and debt. Currently, he works as an investment advisor to an activist Swiss investor Veraison Capital. During his career, he has managed individual and institutional equity client portfolios and worked for a London-based emerging market high-yield debt fund. On an annual basis, he organizes a by-invitation Cyprus Value Investor Conference that he co-founded in 2016. Also, on a part-time basis, he teaches a CFA Level 1 course and a master's course that he designed.
Episode 09: Andrew Stotz & Alex Wetterling | My Worst Investment Ever & More
Andrew Stotz is on a mission to reduce risk in the lives of millions, which he does through his My Worst Investment Ever podcast. He is the co-founder and CEO of A. Stotz Investment Research, A. Stotz Academy, and co-founder of CoffeeWORKS.
Alexander Wetterling is an investment professional interested in investor behavior and decision-making. He is a Founding Partner of A. Stotz Investment Research and A. Stotz Academy, and co-founder of the Valuation Master Class.
Episode 08: Jacob Lund Fisker | Frugal, Responsible, and Environmentally Friendly Living | Author of Early Retirement Extreme Book & Blog
My guest today is Jacob Lund Fisker. His book Early Retirement Extreme: A philosophical and practical guide to financial independence has been a big hit and remains a very popular read among those curious about frugal and responsible living while caring about the planet. It’s so much more than that, though. His blog, with the same name and the link in the notes, is also a great resource.
Episode 07: Leisa Peterson | Mindful Millionaire | Changing Our Money Story
My guest today is Leisa Peterson. She is a business growth strategist, money specialist, and author of The Mindful Millionaire. She helps inspired business owners become game-changers in their field and achieve million-dollar breakthroughs in their businesses and investments.
Episode 06: Christopher Tsai | Three Generations in the Investment Profession
Today, Christopher shares the story of his late grandmother, the only woman to trade on the floor of the Shanghai Stock Exchange before it abruptly closed in 1941 when the Japanese troops invaded; his late father, Gerald Tsai, the founder of the famous Manhattan Fund, and his own successful investing career.
Episode 05: Chase Warrington | Living a Rich Life | Host of About Abroad Podcast | Head of Remote at Doist
My guest today is Chase Warrington, a good friend and a fellow world traveler with a shared passion for remote work, productivity, and living a rich life. He was on 35 planes by the time he was 35 months old, but his real adventure didn’t start until later. Chase is an American expat currently living in Europe with his wife and their dog, a 50-pound Siberian Husky.
Episode 04: Jake Taylor | Pursuit of Freedom | Author of the Rebel Allocator, Co-Host of Value After-Hours Podcast
My guest today is a dear friend and fellow author and investor, Jake Taylor. He trusted me once with his life during a sailing trip on some rough seas. Today Jake shares the memory of his great-grandmother, who instilled in him, his interest in saving, meeting Warren Buffett, who fired up his passion for investing, and life experience that ultimately led him to pursuit of freedom. Jake Taylor is the CEO of Farnam Street Investments. He’s also the host of various web series and podcasts: Five Good Questions, The Hikecast, and Value: After Hours. Jake is the author of a very successful book, The Rebel Allocator. He has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett, which solidified his path toward being a professional value investor.
Episode 03: Brad Barrett | Financial Independence | The Host of ChooseFI, The Award-Winning Podcast | Importance of Saving & Investing | Control over Your Time
My guest today is Brad Barrett, an instant friend with a shared curiosity about financial freedom. He shares clear and simple advice on how to regain control over your time and circumstance through financial independence, the real superpower.
Episode 02: James E. Hughes, Jr. | Family Advisor for 5 Decades | Avoiding the Shirtsleeves to Shirtsleeves Proverb
My guest today is Mr. James E. Hughes, Jay, is my dear friend, and mentor. We talk every month, but this is our first ever recorded talk. He shares his treasured conversations with his late father, a lifetime of experience, and boundless wisdom of family wealth.