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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!
EP. 62: Sean DeLaney: Masterpiece in Progress: A Daily Guide to a Life Well Crafted
I discovered Sean through a few mutual friends; I learned more about his work through his wonderful book that I started one evening, and I could barely put it down.
It’s called *[Masterpiece in Progress: A Daily Guide to a Life Well Crafted] —* and it’s choke full of ideas, mental models, and advice. It consists of 365 daily motivational passages. In one of them, Sean writes that life is full of teachers if you know where to look. I couldn’t agree more. Everyone has a story, and everyone can teach us something if we only care to ask and listen.
Soon after we recorded this episode, Sean released another book — *[Insights of the Ages: Quotes for a Life Well Crafted]—* which is also a delightful read. There is a lot of wisdom distilled in the quotes.
EP. 61 with Matthew Stafford: Find Your 9others: The questions to ask yourself as you start up and scale up
Over the last twelve years, Matthew has worked with startups, venture capital and angel investors, governments, NGOs, and large corporations to create and capture value. Matthew is a Co-founder of 9others, Katie Lewis, 9Others, a global entrepreneurs' network, and an active angel investor. 9others was established in 2011 and is now a global network of 5,000 entrepreneurs in 45+ cities who meet over dinner to help each other solve the challenges of business and life.
1st Anniversary | 60th Episode: Mary Buffett & Chloe Lin: Buffettology Books & More
We have two guests today, Mary Buffett, and Chloe Lin.
Mary Buffett is a best-selling author, international speaker, entrepreneur, political and environmental activist.
Chloe Lin is an international speaker, investor, and president of Buffett Online School in Japan.
Ms. Buffett’s first book Buffettology, co-written with David Clark in 1997, was an immediate New York Times and Business Week best-seller. Since that time, all seven of Ms. Buffett’s books have been best-sellers.
Episode 59: Todd Wenning: Flyover Stocks: Moats, Managements, Long Games, Seashell Hunting, and More
Todd Wenning is a professional investor and writer based in Cincinnati, Ohio. He's currently the author of the Flyover Stocks newsletter, which focuses on finding overlooked companies with economic moats that are led by thoughtful stewards of shareholder capital. Previously, Todd spent eight years on the buyside with Ensemble Capital and Johnson Investment Counsel, and three years on the sell-side with Morningstar where he led the firm's equity stewardship methodology and contributed to the company's book Why Moats Matter. Todd has written publicly about investing since 2006 when he joined The Motley Fool as a writer and financial editor.
EP 58: Matthew Turner: The Successful Mistake: How 163 of the world’s greatest entrepreneurs transform failure and adversity into success
It’s Matthew's second time on the show; it’s always such a pleasure to see him and chat. I highly recommend scrolling down and finding his Beyond the Pale episode — where we explore personal transformation and rediscovering your vision through a fictional story of a billionaire entrepreneur.
Today, we have an opportunity to learn from intimate conversations with 163 entrepreneurs that Matthew had the chance to interview; we examine the big idea behind the book — how failures can lead to future success.
EP 57: Frazer Rice: Wealth, Actually: Intelligent Decision-Making for the 1%
Frazer Rice focuses on Family Office Infrastructure, Trusts and Estates, Private Company Board and Charity, Multi-Generational Wealth & Trustee Consulting for Next Capital.
Frazer has written the book Wealth, Actually: Intelligent Decision-Making for the 1% and produces the successful “Wealth Actually” Podcast. He appears on a variety of media and industry panels to discuss wealth management practice, trusts and estates, family dynamics issues, and tax policy. He is on the Board of the New York City Estate Planning Council and is Co-Head of its Programming Committee. He received his B.A. in Political Science and History from Duke University and his J.D. from Emory University School of Law. Frazer lives in Manhattan and enjoys golf, travel, horror movies, media production, and writing.
EP 56: Luca Dellanna: 100 Truths | Control Heuristics | Remote Teams & More
Last time we discussed Luca’s excellent book - Ergodicity, I highly recommend the episode; you can look it up and hear his thoughts on game-overs, do-overs, and the idea that not the fastest skier wins the race, but the fastest completes all the races without breaking a leg.
Today, we’ll talk about three other books that Luca wrote. First, we discuss his *100 Truths You Will Learn to Late.*
EP. 55: Brendan Hughes: Markets in Chaos: A History of Market Crises Around the World
Brendan has more than a decade of industry experience in investments and public finance since graduating from James Madison University with a Bachelor of Business Administration degree in Finance and Accounting. For the last several years, Brendan has worked as a Registered Investment Advisor for Lafayette Investments. For Lafayette, Brendan manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals.
EP. 54: Victor Haghani – Missing Billionaires w/ ex-LTCM partner & Elm Wealth Founder
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.
EP 53: Brian Feroldi: Why Does The Stock Market Go Up?
Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college.
If you walk away with one big idea from this conversation, let it be this quote from Brian’s book: “The stock market is the greatest wealth creation machine of all time.”
Episode 52: Daniel Crosby: The Behavioral Investor & The Laws of Wealth
I spent last summer reading three of Daniel Crosby’s book: The Behavioral Investor, The Laws of Wealth, You Are Not That Great – today, we spend an hour discussing some of the biggest lessons from his writing, work, and research – we learn what we can do to get out of our own way, and make better investment decisions.
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.
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.
Episode 49: Lucas Miller: Becoming Superhuman, How Neuroscience Can Make Us Better Investors
As investors, we keep looking for new advantages. A better use of our brain, a great gift that we already have, might be a very intriguing path worth pursuing. My guest today has incredibly insightful advice for all of us.
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.
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.
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.
Episode 45: John Maxfield: Maxfield on Banks – The Past, the Present, and the Future of Banking
John Maxfield – studies and writes about banking. He spent two decades studying America's best banks, the history of banking, and interviewing bank leaders. He writes a newsletter about banks, a newsletter that has been called the best newsletter on banks.
Episode 44: Dr. Paul Hokemeyer: Fragile Power: Why Having It All Is Never Enough
In my work as an investment advisor to families, I get to know not only the stock holdings in the portfolio, but also the people who money we manage. The topic of wealth, and wealth psychology is of great interest to me, and my partners. Dr. Paul share unique, and intimate insights.
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.