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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. 122: Jared Dillian Discusses his 4 books: All the Evils in this World, Street Freak, No Money Worries, and Night Moves
My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories.
EP. 121: Tom Morgan: The Leading Edge with the Curiosity Sherpa to Billionaires: Wisdom, Subtlety, Intuition, and the Future of Capitalism
My guest today is Tom Morgan. He has spent the last twenty years in business and finance. He describes himself as a Curiosity Sherpa to Billionaires. He has been seeking out the most interesting ideas and thinkers for curious people, mostly recently through his venture called the Leading Edge.
Tom Morgan and I delve into his journey from a thriving finance career to founding The Leading Edge, a community dedicated to personal transformation. We discuss the impact of his viral talk on the brain's left and right hemispheres, the challenges of balancing success with happiness, and the emotional nuances of wealth management. Tom highlights the value of community, emotional intelligence, and a shift in perspective for achieving genuine fulfillment.
Together, we explore themes like wisdom, subtlety, intuition, and the future of capitalism.
EP. 120: Nick Van Rensburg: Active vs. Passive: A Deep Dive into Market Fragility and the Future of Investing
My guest today is Nick Van Rensburg, he is a macro strategist with a particular interest in tail risks. He joined financial markets in 1996 at a bank trading equities and later equity derivatives. He spent 10 years at South Africa's first hedge fund where he started covering commodities, which exposed me to macro.
In this conversation, I speak with Nick Van Rensburg, a macro strategist, about the implications and risks of passive investing. We explore the historical context of passive investing, its rapid growth, and the potential dangers it poses to market stability. Nick emphasizes the role of behavioral finance and the human element in investing, underscoring how passive strategies can contribute to market bubbles and crashes.
EP. 119: Paul Millerd: Good Work: Reclaiming Your Inner Ambition + The Pathless Path: Imagining a New Story For Work and Life
My guest today Paul Millerd — he is the author of the hugely successful book The Pathless Path: Imagining a New Story For Work and Life, and now his brand new book Good Work: Reclaiming Your Inner Ambition — to me he is the ultimate guide to a life better lived.
In this conversation, Paul Millerd discusses his journey from a conventional career path to embracing a more fulfilling and unconventional approach to work and life. He shares insights from his books, 'The Pathless Path' and 'Good Work', emphasizing the importance of redefining success, the value of time, and the significance of pursuing work that aligns with one's true self. Millerd encourages listeners to embrace uncertainty, support others in their pursuits, and find meaning beyond traditional measures of success.
EP. 118: Howard Lichtstrahl: From a Chance Encounter with Ben Graham’s Teaching Assistant to Running a Multi-Decade Investment Practice & More
My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching assistant, who changed the course of Howard’s life. We continue with a lifetime of investment stories and experience. Howard has lots to share about the long-term success investing in stocks.
EP. 117: Joshua Gentine: Growing up with a Multi-Generational Family Business & Advising Family Businesses
My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian.
EP. 116: Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More
My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.
EP. 115: Ted Seides: Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals
Ted Seides is a famous podcaster, renowned industry expert, and a best selling author who is all about compounding knowledge and relationships. We are talking about his new book: Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
EP. 114: Derek Sivers: Useful Not True
Derek Sivers is a musician, circus performer, entrepreneur and speaker. He is a slow thinker, explorer, and loves a different point of view. He is a California native living in New Zealand. Today, we discuss his new book that may shed a different light on the beliefs we hold.
EP. 113: Jim O’Shaughnessy: What Works on Wall Street, Infinite Loops, Infinite Potential, Infinite Curiosity and a Few Laughs
My guest today is Jim O’Shaughnessy a Wall Street veteran, founder, investor, venture capitalist, best selling author, successful podcaster, who is pursuing his curiosity in yet another direction through O’Shaughnessy Ventures.
EP. 112: Philippe Gijsels: The New World Economy in 5 Trends — Investing in times of Superinflation, Hyper Innovation, and Climate Transition
My guest today is Philippe Gijsels. He is the Chief Strategist at BNP Paribas Fortis and a co-author of the book ( with Koen De Leus) World Economy in 5 Trends.
EP. 111: Dave Specht: The Family Business Whisperer
Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues.
EP. 110: Justin Castelli: Living Your Authentic Life, Managing Finances, Embracing Creativity
Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.
EP. 109: Andrew Busser: Timeless Lessons in Managing Multi-Generational Family Fortunes from a 100-Year Old Family Office
My guest today is Andy Busser, the CEO of Pitcairn, a 100-year-old family office. Andy is responsible for guiding the firm’s client-centric culture and overseeing all of Pitcairn’s operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm’s integrated approach to sophisticated family office services for multi-generational families.
Andy has a passion for solving complex problems. He also has a gift for establishing meaningful, lasting professional relationships. These traits were instrumental over the past decade as he spearheaded efforts to make Pitcairn’s client experience a standard of excellence for family office service.
EP. 108: Adam Mead: Discussing the Art of Investing: Berkshire, Buffett, Munger, Investing and Running & Investment Firm
My guest today is Adam Mead — he is a professional investor, founder of Mead Capital Management, and the author of a wonderful book, **The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.** He was on Talking Billions over a year ago, and he returns to talk about Berkshire, Buffett, Munger, investing, running an investment firm, and so much more.
Adam J. Mead is a life-long student of business and capital allocation.
He is the CEO and Chief Investment Officer of Mead Capital Management, LLC. Adam is also the founder of watchlistinvesting.com, a value investing newsletter.
Adam spent over a decade in banking in commercial credit, including observing first-hand the aftereffects of the Great Recession and the long credit expansion afterward.
EP. 107: Cristina Espinal: Playing Big, Gaining Clarity & Confidence, Defining Success & More
My guest today is Cristina Espinal. She was born in Venezuela, lived in the US and Asia, made the UK her home, and joined me from Madrid today.
After a successful first career, she decided to pivot, follow, and trust her curiosity.
She helps ambitious mid-career professionals gain the clarity and confidence to secure bigger, more aligned roles and turn their uniqueness into a side business. Her Play Big newsletter is a fascinating read—all links are in the notes below.
She has a great passion for the work she does and shares many inspiring stories. I learned a lot and enjoyed this discussion very much—I trust you will, too.
EP. 106: John Candeto: The Importance of Survival, The Power Laws, The Study of Complexity in Investing
John Candeto is the Founder and Managing Partner of the Phronesis Fund. Co-Founder of JoinWDA (Workforce Data Alliance).
Tom Morgan connected us. We met at Markel’s meeting in Richmond earlier this year. I’ve been looking forward to this conversation, and you will see in a moment why.
John applies the study of Complexity to investing, and he is open to discussing it with others, please feel free to reach out to him.
EP. 105: RP Stevens: The Sloth Investor, Simplifying Investing for All
RP Stevens is the author of The Sloth Investor book, the host of a podcast, and a YouTube channel with the same name. He is a personal finance author & YouTuber. He is committed to educating people about how to invest their money in a common-sense, ‘sloth-like’ manner.
RP firmly believes that the slow-moving, inactive sloth is THE best animal to characterize successful investing.
EP. 104: Christopher Begg: High-Quality Investing & Playing the Infinite Game
My guest today is Christopher Begg. Chris is a successful long term patient value investor who seeks high quality, he is also a professor and teaches the Ben Graham’s Security Analysis Course at Columbia University in New York. He also loves the ocean and water sports, especially surfing, which, from what I can tell, makes him an even better investor.
Christopher Begg is President/Chief Investment Officer/Co-Founder at East Coast Asset Management, Inc. & Adjunct Professor at Columbia Business School in New York City.
EP. 103: Daniel R. Solin: Ask: How to Relate to Anyone — The Ultimate Masterclass in the Art of Conversation
My guest today is Dan Solin — he practiced law in New York City, he represented investors harmed by the misconduct of brokers, he worked as a registered investment advisor, he is a New York Times bestselling author of the Smartest series of books, including the Smartest Money Book You’ll Ever Read — today, we talk about his book Ask: How to Relate to Anyone — I absolutely loved the book, I greatly enjoyed this discussion, and I immediately called it a masterclass in the art of conversation with a focus on investment advisors becoming better at what we do.