My guest today is Robert Karas. He is a partner and a chief investment officer at Bank Gutmann in Vienna Austria. He is a fellow Guy Spier’s ValueX attendee. He calls himself an investor on a lifelong journey. I’m a big fan of his newsletter, which you can find on LinkedIn, the link is in the notes. Robert has a way of presenting familiar ideas in a new fresh, and thoughtful way. I think that any seasoned and new investor would benefit from reading them. I highly recommend checking out his earlier posts, especially the ones written in midst of last crisis, the global COVID pandemic.

My guest today is Jeff Henriksen. He is the CEO and founder of Thorpe Abbotts Capital, LLC. He is also an Associate Fellow at the University of Oxford and a contributor to Forbes.

Over the last ten years, Jeff has gained knowledge and experience as a private investor with a focus on behavioral finance. Although his investment style is rooted in the teachings of traditional value-oriented thinkers, Jeff’s philosophy centers on understanding the behavioral factors behind mispricing to unlock the core building blocks of the value premium. Using knowledge of these core building blocks, Jeff seeks to adapt traditional value investing philosophy to 21st century financial markets.

Christopher Mayer is the founder of Woodlock House Family Capital and author of several books, including 100 Baggers.

Before starting Woodlock House (which went live in January 2019), Mayer worked with Bonner & Partners and the Bonner family office. He was the editor of Capital & Crisis, published by Agora Financial from 2004-2015. He was a corporate banker from 1994-2004 and graduated magna cum laude with a degree in finance from the University of Maryland. He also has an MBA from the same institution.

Lauren C. Templeton is the founder and president of Templeton & Phillips Capital Management, LLC; a value investing boutique in Chattanooga, Tennessee. Ms. Templeton currently serves on the Board of Directors at Fairfax Financial Holdings, the Board of Directors at Fairfax India Holdings Corporation, and the Board of Directors of Canadian Solar.

Ms. Templeton is the great-niece of Sir John M. Templeton and serves on the Board of Trustees of the John Templeton Foundation. She is also a current member the Templeton World Charities Foundation and a Trustee of Templeton Religion Trust. Ms. Templeton is the co-author of Investing the Templeton Way: The Market Beating Strategies of Value Investing’s Legendary Bargain Hunter. She received a B.A. in Economics from the University of the South.

My guest is the best-selling author Gautam Baid, CFA. He is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund.

The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.

Previously, Gautam served as Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA. Before that, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams.

My guest is Brian Moran, a Co-Author with Michael Lennington of the New York Times Bestseller, The 12 Week Year. He is the President and Founder of The 12 Week Year, and has 30 years of expertise as a corporate executive, entrepreneur, consultant, and coach. His background as a corporate executive combined with his experience as an entrepreneur, positions him with a unique skill set to help individuals and organizations grow and prosper.

Patricia Angus, JD, MIA, TEP, is the Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor, founding Managing Director of the Global Family Enterprise Program, and Faculty Director of Enterprising Families Executive Education at Columbia University’s Graduate School of Business. A recognized thought leader in the field, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy, for over three decades. She is a prolific author, with publications including the highly acclaimed The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees.

My guest today is Byron Tully, author of The Old Money Book - How To Live Better While Spending Less - Secrets of America's Upper Class. He's also written The Old Money Guide To Marriage, Old Money Style, and Old Money - New Woman. The Old Money Book alone has over 700 4-star reviews on Amazon and over 700 4-star ratings on Goodreads. The second, expanded edition of the book was published in 2020. Byron's popular blog at theoldmoneybook.com has, for the past 10 years, discussed topics of personal development and old money culture with a global community of followers. Byron is a grandson of a newspaper publisher and son of an oil industry executive; he's been an occasional guest on radio and podcasts.

My guest today is Alex Soojung-Kim Pang, he is a program director at 4 Day Week Global, a nonprofit advocating for the 4-day workweek. His trilogy of books— SHORTER: Work Better, Smarter and Less— Here’s How (Public Affairs, 2020); REST: Why You Get More Done When You Work Less (Basic Books, 2016), and THE DISTRACTION ADDICTION (Little Brown, 2013)— shows how companies and individuals can better integrate rest, creativity, and focus into digital-age lives and work. Alex has been a consultant at Institute for the Future and Strategic Business Insights, and a visiting scholar at Microsoft Research Cambridge, Oxford University, Stanford University, and UC Berkeley. Alex received a Ph.D. in history and sociology of science from the University of Pennsylvania.

My guest today is Philip Ordway, a fellow patient, and disciplined investor. He shares his thoughts on being grounded regarding money, having common sense, and the benefits of productive mornings.

Philip Ordway is the Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Lecturer in the Finance Department. He is a co-host of a great podcast The Week in Intelligent Investing.

My guest today is Mitko Karshovski, he is the host of a very successful podcast, That Remote Life, where he interviews experts in remote work, and remote life, while sharing strategies and techniques for those interested in pursuing a location independent career. He was born in Bulgaria, grew up in Ohio, he has traveled the world, and lived in many countries, and he currently spends his time between the US, Bulgaria, Thailand, and Mexico among other places.

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.

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.

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.

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.

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.

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.

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.

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.

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.