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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 51: Sean Stannard-Stockton, Ensemble Capital, Intrinsic Investing

I’ve been an avid reader of Sean’s articles for many years. Sean and his team have a very thoughtful way of presenting sometimes not so intuitive or easy investment concepts. Sean together with Todd Wenning have been regularly sharing their experience and knowledge through writing. I highly recommend checking the episode notes for links, and looking up their work and articles.

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Episode 50: William Green: Richer, Wiser, Happier: From Investing to Kindness, Spirituality, Pursuit of Freedom and More

Every conversation with William Green is an adventure, so was today’s hour and half where we talk about everything from investing to kindness, spirituality, the pursuit of freedom, and more –

His book Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life is a must read for anyone serious about investing, and everyone curious to learn some of the greatest minds not only about getting richer, but living better lives.

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Episode 48: Stephen Clapham: Behind the Balance Sheet & Smart Money Method

If you are curious to learn more about analyzing business, and picking stocks, this episode is a fascinating look behind the curtain with a season hedge fund analyst, who now teaches a variety of courses on the matter.

Steve is the founder of Behind the Balance Sheet, the premier investment training consultancy. The company runs Forensic Accounting Courses for leading institutions like Schroders and Baillie Gifford – since the first course in June 2018, over 500 investment professionals have taken the programme. More recently, courses have been made available to private investors online.

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Episode 47: Tom Morgan: The Curiosity Sherpa to Billionaires

I don’t know any successful investors who are not curious, and I can’t think of a better person to learn from about curiosity than my today’s guest, an instant friend, Tom Morgan.

Tom describes himself as a curiosity sherpa to billionaires. He lives in Manhattan with his wife, 2 children and a rabbit called Frank. Tom Morgan is a Director at Sapient Capital. He is responsible for the firm’s content. He has previously worked in Equity Sales on Wall Street at Merrill Lynch, Bank of America and most recently as a Managing Director at Stifel.

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Episode 46: Matthew Turner: Beyond the Pale: A Fable about Escaping the Hustle and Finding Yourself

Matthew Turner is a British author who wrote his latest book, ‘Beyond The Pale’ on the back of interviewing hundreds of successful entrepreneurs, authors, investors, and thought-leaders.

As well as writing his own books, Matthew ghostwrites both articles and books for other successful entrepreneurs and thought-leaders, in-between spending time with his two children.

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Episode 43: Daniel Pecaut and Corey Wrenn | University of Berkshire Hathaway: 30 Years of Lessons Learned from Warren Buffett & Charlie Munger at the Annual Shareholders Meeting

My guests are: Daniel Pecaut - Chairman | Chief Investment Officer | Author & Corey Wrenn - President | CEO | Author | Chairman and President of Pecaut & Company.

If you are a Berkshire and Buffett fan, this episode is for you. We’ll go on a trip back in time to the early days of Buffett’s Berkshire. Both my guests have been going to Berkshire’s Annual Meetings since the 1980s, and one of my guests actually worked for Buffett, and was checking tickets, and letting attendees in at the annual meetings. They have some incredible stories to share.

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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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