Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management, LLC.

Prior to Templeton and Phillips, Scott operated Cumberland Capital, a firm providing equity research to global and emerging market hedge funds. Before Cumberland, Scott worked as a research analyst at hedge fund management company Green Cay Asset Management, and prior to Green Cay, he was a research associate at SunTrust Robinson Humphrey.

Eugene Ng is a Singapore-based investor, the Founder and Chief Investment Officer of Vision Capital & Vision Capital Ventures. He is also an author of the Amazon best selling book, "Vision Investing: How We Beat Wall Street & You Can, Too!". He also teaches investing once a year to educate new investors, and to give back.

Vision Capital invests only in publicly traded companies that reflect the best vision for our future, changing & shaping the world for the better.

Born and raised in Singapore, Eugene studied economics and finance where he received his Summa Cum Laude from the Singapore Management University in 2008. Eugene is also a keen sportsman and he represented the Singapore National Team in Water Polo in the 2007 Southeast Asian Games, winning their 22nd consecutive Team Gold.

Ted Oakley is the Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, He is a frequent guest on FOX Business News, Bloomberg Radio, Cheddar TV, Yahoo Finance, and many more.

Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.

Mr. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books on family wealth, staying rich, money mentality, and more. Links are in the notes.

Mr. Oakley’s primary philanthropic interest is helping children.

A good friend based in Asia introduced me to Ted’s son Keys who was kind enough to help set up this recording. My friend is both an inheritor and wealth creator himself, and curious about the topics we discuss today, I soon discovered that Ted had interviewed my dear friend Jay Hughes, an advisor to wealthy families, and author, who was an early guest on my show.

Today, Ted and I will discuss the peculiar challenges and opportunities associated with staying rich. We are reminded that any fortune that can be made, can be lost. We talk about the importance of keeping family stories alive. Ted points out how there are over a million people in the US with a net worth of $10-$15 million, yet they drop out from this group regularly. We investigate the reasons. It’s music to my ears when Ted emphasizes the need to have liquidity, idle cash on the side. We end with the topic of the next generation.

Ted was a real delight to talk to; we found many overlaps with how we think at Sicart Associates. I also learned a lot, I hope you do too. Please help me welcome – Ted Oakley.

Nicki has an extensive experience in media, a degree in radio-television-film, and a passion for history. For four years, she worked on multiple History Channel documentaries and was a research consultant for USA's Mr. Robot.

In her history podcast As The Money Burns, Nicki reconstructs the Great Depression through the lives of actual heirs and heiresses.

She brings back to life the tales of the rich living through the Great Depression. She sets the stage by telling us about the summer before the 1929 crash. We learn about a number of young heirs and heiresses and the lives they live.

My two guests today are Ellen Carr and Katrina Dudley authors of the book Undiversified: The Big Gender Short in Investment Management.

Ellen Carr has over two decades of experience as a high yield bond portfolio manager, most recently at Barksdale Investment Management (BIM), a majority-women-owned, institutional fixed income investment management firm based in Nashville, TN.

Katrina Dudley, CFA, CAIA is a Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages the Franklin Mutual Global Discovery and Franklin Mutual European Funds.

In the world of investing, we keep looking for an edge; everyone wants to be smarter and faster; I often say I’m probably more patient than most. My guest today might know of a secret edge worth sharing. My guest today is Carl Honoré… Carl Honoré is an award-winning writer, broadcaster, and TED speaker. He is the voice of the global Slow Movement.

John Soforic is the owner of a real estate business and enjoys total financial freedom. He wrote The Wealthy Gardener: Life Lessons on Prosperity between Father and Son to distill his own wisdom on money and success for his ambitious son who was entering adulthood. John’s book became a huge success, a best-seller, and an instant classic.

Adam J. Mead did an incredible job researching the history of Berkshire long before Buffett’s arrival at the helm, leaving us with hints about the future beyond Buffett. If you are a Buffett fan, I think you’ll greatly enjoy hearing stories you might be hearing for the first time, or at least how we discuss them might offer a new perspective. If you are new to Buffett and Berkshire, it’s a great primer in the history of a very successful investing duo, a one-of-a-kind company, and over 150 years of economic and industrial change in the United States.

Gillian Zoe Segal is the author of “Getting There: A Book of Mentors” and “New York Characters.” She received a Bachelor of Arts from the University of Michigan and a law degree from the Benjamin N. Cardozo School of Law. We talk about her book Getting There and explore the stories of many successful people. We discuss some of the themes and lessons from their experience.

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.