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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!

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Episode 42: Luca Dellanna: Ergodicity, How Irreversible Outcomes Affect Long-Term Performance in Work, Investing, Relationships, Sport and Beyond

Luca Dellanna is a management advisor focused on increasing revenue through better people and operations management.

After a master’s degree in automotive engineering, Luca spent the first part of his career working for DuPont’s consulting unit in Frankfurt, Germany. There, he focused on managerial excellence projects in a variety of manufacturing industries, all across Europe.

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Episode 41: John M. Jennings - The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown

John M. Jennings is president and chief strategist of St. Louis Trust & Family Office, a $15 billion wealth management firm. As an author and speaker, he is a leading voice in the space of wealth management and leadership. His book, The Uncertainty Solution, is an engaging dive into investing philosophy and best practices as well as an authorita¬tive, accessible guide for anyone who feels inundated with financial news and data.

Jennings is also the author of the highly acclaimed IFOD Interesting Fact of the Day blog, is an adjunct professor at Washington University’s Olin Business School, and frequently writes on wealth management topics for Forbes. He has finance and law degrees from the University of Missouri and a professional certificate in Decision Making and Behavioral Finance from Harvard.

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Episode 40: Scott Patterson: Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis

Scott Patterson is the author of the New York Times best-selling book The Quants and Dark Pools and a staff reporter for The Wall Street Journal, where has written about hedge funds, high-speed trading, Warren Buffett, the global mining industry, the Jan. 6, 2021 investigation, and climate change. A winner of the Loeb Breaking News Award, Scott has made frequent appearances in the media, including on CNBC, The Daily Show, and Fresh Air.

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Episode 39: John Rotonti - Becoming a Better Investor, Great Conversation with a Seasoned Stock Picker

John Rotonti was formerly a Senior Analyst and Head of Investor Training and Development at The Motley Fool. After 9 years at The Motley Fool he is now an individual investor and "free agent" figuring out my next steps.

John is too modest to admit, but he has had a lot of success picking stocks throughout the years, and today he will share his insights, process, and advice for anyone curious about finding good investment for the long-run.

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Episode 37: Christopher Mayer - How Do You Know? A Guide to Thinking Clearly About Wall Street, Investing and Life & Dear Fellow Time-Binder: Letters on General Semantics

I’m always excited to have Chris on the show, it’s his second appearance, and we had as much fun, if not more, as last time.

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.

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Episode 36: Milo Jones: What can investors learn from intelligence agencies’ failures?

Milo Jones is a Visiting Research Fellow at the Changing Character of War Centre, Pembroke College, Oxford, and a Senior Adviser for Geopolitics and Technology at Arcano Partners in Madrid. Milo also teaches Geopolitics and intelligence-related courses in the MBA programs of IE Business School in Madrid and Imperial College London. Milo started his career by serving as an officer in the US Marine Corps, and since then has worked in finance in NY, as a consultant in London, and beyond. In 2013 Stanford University Press published a book based on his Ph.D. dissertation, Constructing Cassandra: Reframing Intelligence Failure at the CIA, 1947-2001.

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Episode 35: Todd Finkle – Warren Buffett: Investor and Entrepreneur

I had the pleasure of hearing Prof. Finkle speak in Omaha earlier this, and he was kind enough to join me for today’s discussion. It was a real joy to have him on the show, and learn a lot more about our shared hero, Warren Buffett from a different perspective.

Todd A. Finkle, Ph.D. is the Pigott Professor of Entrepreneurship at Gonzaga University. He is also an investor, entrepreneur, speaker, and consultant. His research interests include entrepreneurship, famous entrepreneurs, and the business methods and career of Warren Buffett.

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Episode 34: Adam Ashton: What You Will Learn – Australia’s No 1 Book Podcast

I'm delighted to bring you today's guest, the insightful Adam Ashton. If you have a thirst for knowledge, you're in for a treat! Adam is one half of the amazing team behind “What You Will Learn,” Australia’s top book podcast. Alongside Adam Jones, they've captivated millions with over 400 episodes discussing the books they’ve read. They’ve also penned two best-sellers, with the second titled "Attitude" (you’ll find links in the notes).

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Episode 33: Jacob McDonough | Capital Allocation: The Financials of a New England Textile Mill

In today's episode, we have the privilege of conversing with the accomplished Jacob McDonough, founder and portfolio manager of McDonough Investments, and the author of the insightful book, "Capital Allocation: The Financials of a New England Textile Mill (1955 - 1985)".

I was introduced to Jacob’s book through my good friend Direk from Bangkok, who also accompanied me at this year's Berkshire meeting in Omaha. While there, I had the opportunity to attend a panel discussion moderated by Jacob. Subsequently, I delved into his book and was thrilled when Jacob graciously agreed to join us for this podcast interview.

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Episode 32: Evan Tindell: From a Professional Poker Player to an MIT Graduate, and a Value Investor

Evan Tindell brings together a wide range of life, professional, and academic knowledge and experience. His poker player career, MIT degree, and years at an investment firm shaped him to become a successful value investor. Our talk focuses on the years of the pandemic crisis markets. It was a time of major extreme, where many saw the stock market as the biggest casino in the world, while investors like Evan stayed disciplined and rode the waves, seizing opportunities and avoiding the worst risks.

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Episode 31: Scott Phillips | Investing the Templeton Way, Part 2

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.

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Episode 30: Vision Investing: How to Beat Wall Street & Make the World Better

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.

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Episode 29: Your Money Mentality & The Psychology of Staying Rich

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.

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Episode 28: How Not to Lose a Fortune, Lessons from the Great Depression Era Fortunes, Tales of Heirs and Heiresses

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.

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Episode 27: Undiversified: The Big Gender Short in Investment Management

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.

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Episode 26: In Praise of Slowness: Challenging the Cult of Speed

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.

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Episode 25 - The Wealthy Gardener: Life Lessons on Prosperity between Father and Son

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.

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Episode 24: Adam J. Mead | The Complete Financial History of Berkshire Hathaway

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.

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Episode 23: Gillian Zoe Segal | Getting There: A Book of Mentors | Lessons from 30 Leaders | Many Paths to Success

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.

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