Podcasts about five good questions

Jake Taylor | Pursuit of Freedom | Author of the Rebel Allocator, Co-Host of Value After-Hours Podcast, Farnam Street CEO, Founder of Journalytic  My guest today is a dear friend and fellow author and investor, Jake Taylor. He trusted me once with his life during a sailing trip on some rough seas. Today Jake shares the memory of his great-grandmother, who instilled in him, his interest in saving, meeting Warren Buffett, who fired up his passion for investing, and life experience that ultimately led him to pursuit of freedom. Jake Taylor is the CEO of Farnam Street Investments. He's also the host of various web series and podcasts: Five Good Questions, The Hikecast, and Value: After Hours. Jake is the author of a very successful book, The Rebel Allocator. He has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett, which solidified his path toward being a professional value investor. We will talk about: 1) The importance of saving. 2) A life-changing meeting with the legendary investor Warren Buffett. 3) Jake's best-selling book – The Rebel Allocator. 4) His thoughts on the success and abundance of a free market economy. 5) Jake's new venture – Journalytic and the importance of journaling while investing.  Jake on Twitter Journalytic The Rebel Allocator  -----  To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Learn more about Sicart Associates, LLC. Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

This week we revisit our original podcast with Jake Taylor in anticipation of his upcoming second appearance on the Value Perspective. Jake is a value investor,  CEO of Farnam Street Investments and author of The Rebel Allocator. He also contributes to various web series and podcasts including Five Good Questions, The Hikecast, and Value: After Hours, which he co hosts with investors Tobias Carlisle and Bill Brewster. In a past life, Jake worked as a power system operator running the grid for the State of California. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change

In this week's episode of Five Good Questions, we're interviewing Adam Mead about his new book, The Complete Financial History of Berkshire Hathaway. Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, and founder of WatchlistInvesting.com. His book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger’s Conglomerate Masterpiece (Harriman House, 2021) was released in April. Extras and research material can be found at brkbook.com. Five Good Questions: 1. There’s an unbelievable amount of financial data and analysis pulled together into this book. What was the process of sorting through and organizing so much information? 2. Which decade for Berkshire was the most impressive to you? 3. Much of Berkshire’s success can be tied to insurance. What are some of your observations after deep-diving into their insurance operations for decades? 4. The effects of compounding are so small at the beginning, they’re almost imperceptible. Have you noticed any patterns that might help you detect the next Berkshire early in its formation? 5. How has writing this book made you a better investor?

In this week's Five Good Questions, we're interviewing William Green about his new book Richer, Wiser, Happier. This book is based on hundreds of hours of interviews that he’s conducted over the last 25 years with a pantheon of legendary investors—everyone from Sir John Templeton to Charlie Munger, Howard Marks to Joel Greenblatt, Ed Thorp to Nick Sleep. William has written for many publications, including Time, Fortune, Forbes, Barron’s, The New Yorker, and The Economist. He edited the Asian, European, Middle Eastern, and African editions of Time. Born and raised in London, he studied English literature at Oxford and has a master’s degree in journalism from Columbia. He lives in New York with his wife, Lauren, and their two children, Henry and Madeleine. Five Good Questions: 1. How did you get these world-class investors to open up for you in such a striking way? 2. What are some of the common traits running through the people you interviewed? Are these characteristics we can develop, or are they naturally born? 3. Was there anything about a global pandemic that changed how these people thought? Or perhaps confirmed they were using the right approach? 4. It seems that often those who reach the highest levels of wealth and achievement had to sacrifice a lot to get there. Perhaps even their own personal happiness. Who seemed like the happiest of those you interviewed? Why were they happy? 5. We’re perhaps toward the end of a 40-year bull run in bonds which saw interest rates fall from high teens to practically zero. Any phenomenon which spans a career length has a greater chance of creating survivorship bias. Are there perhaps any wrong lessons to learn from their success which might hurt us over the next 20 years if the cycle turns?

In the first episode of 2021, we have Jake Taylor, CEO of Farnam Street Investments, author of The Rebel Allocator and host of the Five Good Questions podcast and Value: After Hours series on YouTube. Jake, like us, seeks to apply learnings from other professions and perspectives to value investing. Committed to value investing since he had lunch with Warren Buffet while in business school, Jake shares with us his passion for learning from others and discussing the value style with potential converts.   You can find Jake on Twitter @farnamjake1 Episode minutes: 01:07 Intro 01:53 Jake's background 03:36 How Jake became involved in value investing 04:49 Value investing in financial education 07:45 The role of accounting in value investing 08:38 Jake's podcast, YouTube series, and book 13:15 A call from Charlie Munger 16:00 How do we know if something is True? 20:05 How to implement base rates and other ‘best practices' 24:39 How do you deal with uncertainly and maintain long term focus in an industry that is increasingly short term? 28:08  How do you make decisions when faced by a litany of individual probabilities with the visible and invisible webs? 34:03 The power of saying ‘no' 37:42 Reflecting on reasons why you said no 41:25  What is a bad decision you made? 45:40 Book Recommendations: Nature of Value by Nick Gogerty, Nonzero: History, Evolution, and Human Cooperation by Robert Wright and The Essays of Warren Buffett NEW EPISODES: You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.          

Here we are, on the other side of an election! Phew, what a wild week. We start this episode with a double round of FIVE GOOD QUESTIONS. Noah will ask Andy about his experience with the French astronaut film, PROXIMA, starring Eva Green and Matt Dillon. Andy returns the favor and grills Noah on his watch of the Netflix Original horror flick, HIS HOUSE. The natural PICK SIX follow-up to last week's Presidential Films, could only be a rundown of our choices for the SIX BEST NEWS/MEDIA-THEMED FILMS OF ALL-TIME. If not now, when? We close the show with the most recent listener-commissioned THROWBACK CHALLENGE. Longtime mutual friend, Eric Spurlin, tasked us with a viewing of the Anthony Hopkins-led thriller from 2015, SOLACE. We WILL see you next time on TFH. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

We kick off this week's episode with a discussion on another extremely popular Netflix Original...the ensemble-driven new film from Antonio Campos, THE DEVIL ALL THE TIME. Spiderman v Batman in an alternate uber-religious time capsule universe? Yeah, kinda. This leads into a revival of the FIVE GOOD QUESTIONS segment, in which Andy asks Noah about his experience with the Janelle Monae-led psychological thriller, ANTEBELLUM. Some strong opinions are on display. The double-barreled THROWBACK CHALLENGE makes its return as well! Noah made Andy watch the 2019 film from Pedro Almodóvar, PAIN AND GLORY, while Andy coincidentally also gave Noah a Spanish-language film -- Cary Joji Fukunaga's 2009 debut, SIN NOMBRE. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

In this week's Five Good Questions, we're interviewing Eric Jorgenson about the book The Almanack of Naval Ravikant. Eric Jorgenson is a product strategist and writer. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find home service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers. You can find all of his projects and other writing on EJorgenson.com. Five Good Questions: 1. This is a very unusual book--how did this project come about? 2. What was your favorite section to work on? 3. What does Naval say about ego, identity, labels and habits? 4. What changes have you made in your own life since compiling this book? 5. What are some common ideas or themes that connect the various advice throughout the book?

In this week's Five Good Questions, we're interviewing Tim Koller about the 7th edition of Valuation. Tim Koller is a core leader of the Corporate Finance Practice at McKinsey. During his more than 28 years of consulting, Tim has served clients globally on value creation, corporate strategy, capital-markets issues, and M&A transactions. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies. This book—now in its seventh edition—has sold more than 800,000 copies. Before joining McKinsey, Tim was a vice president at Stern Stewart & Company, a leading value-based management-advisory firm, where he helped develop key financial-analytical tools and software. He has also lectured at business schools, such as the University of Chicago, Northwestern, Tuck, Yale, and INSEAD. Five Good Questions: 1. Do the growth rates and ROICs of today’s market favorites that are implied by their prices seem justified to produce an attractive future TSR? 2. Will profit margins and returns on capital mean revert after a prolonged period above their historical norms? Are the higher P/Es of today justified? 3. When forecasting the impacts of digitization, how do we factor in competition and pricing with respect to cash flows? (What are the odds of “Winner Take All” vs. “Red Queen Effect” where most of the value flows through to consumer surplus?) 4. What’s the most pervasive and pernicious myth in finance that just won’t die? 5. What’s the most likely mistake a business analyst will make over the next decade?

We're back after a short stint away, and we begin with a couple rounds of FIVE GOOD QUESTIONS regarding the new films of the week. Noah asks Andy about the sophomore directorial effort from Jon Stewart, IRRESISTIBLE, and then the tables are turned when Andy grills Noah on the latest Will Ferrell comedy, Netflix's EUROVISION SONG CONTEST: THE STORY OF FIRE SAGA. This all leads into a wild conversation on the career of a recently departed filmmaker. We try to rank the SIX BEST FILMS FROM DIRECTOR JOEL SCHUMACHER. The latest listener-commissioned THROWBACK CHALLENGE gave us the chance to sit down with Hector Babenco's 1987 depression-era drama, IRONWEED, starring Jack Nicholson and Meryl Streep. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

We kick off Episode 48 with a double dose of FIVE GOOD QUESTIONS. Andy asks Noah about Justin Kurzel's latest effort, TRUE HISTORY OF THE KELLY GANG. Can he make us forget about the unfortunate outing that was the adaptation of ASSASSIN'S CREED? The tables are turned when Noah shoots Andy inquiries regarding the Spike Jonze-helmed live documentary, BEASTIE BOYS STORY. For the latest PICK SIX segment, we're celebrating our dual-birthday's in some fun fashion. Each one of us name our favorite films released from the year we were born. Noah is tasked with 1982, while Andy counts down choices from 1984. Finally, for the second straight week we meet another 1967 film starring Sidney Poitier. It's GUESS WHO'S COMING TO DINNER, and yes, we're way late to the party. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

In this week's Five Good Questions, we're interviewing Mike Michalowicz about his book Fix This Next. Mike Mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned. Five Good Questions: 1. When every problem in a small business feels existential, how do we prioritize what to fix first? What is the Business Hierarchy of Needs? 2. Many businesses, particularly in Silicon Valley, have grand visions of changing the world, yet their unit economics might not work. How does that violate your Business Hierarchy? 3. What can the Winchester Mystery House teach us about being an entrepreneur? 4. What is the biggest mistake you see that holds back the good from becoming the great? 5. What special advice do you have to small business owners who may be facing 50-100% drops in revenue?

As we continue to scramble for freshly released material, Netflix has the hook up! Our first film is THE PLATFORM, originally known in its origin country of Spain as EL HOYO. Andy has Five Good Questions for Noah about the hugely popular flick. The second consecutive Netflix film is Prentice Penny's drama, UNCORKED. Andy saw this one, so Noah tosses Five Good Questions at him. In the latest PICK SIX segment, we're hitting close to home yet again (pun intended) during the quarantined times. We are ranking the BEST HOME INVASION FILMS of all time. Finally, we end an already darkly themed episode with a revisit of one of the most gut-wrenching documentaries ever released. The THROWBACK CHALLENGE is Kurt Kuenne's 2008 film, DEAR ZACHARY: A LETTER TO A SON ABOUT HIS FATHER. Phew. We're gonna need some sedatives and a slew of light-hearted flicks on the immediate docket ASAP. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

In this week's Five Good Questions, we're interviewing Matt Ridley about his new book How Innovation Works. Matt Ridley's books have sold over a million copies, been translated into 31 languages and won several awards.  His TED talk "When Ideas Have Sex" has been viewed more than two million times.  He writes a weekly column in The Times (London) and writes regularly for the Wall Street Journal. As Viscount Ridley, he was elected to the House of Lords in February 2013. He also served on the science and technology select committee.  With BA and DPhil degrees from Oxford University, Matt Ridley worked for the Economist for nine years as science editor, Washington correspondent and American editor, before becoming a self-employed writer and businessman. Five Good Questions: 1. What was the single most important event in the history of humankind and why? 2. Campfire, dung, whale oil, kerosene, “Edison’s” light bulb, CFLs, and LEDs. What are the sweeping innovation lessons we can draw from how humans simply light their homes? 3. Does the use of debt allow us to pull innovation from the future, similar to overclocking a computer? 4. What do past responses to health epidemics teach us about dealing with COVID-19? 5. Has science gotten so complex, specialized, and expensive that accidental, tinkering, gentlemen scientists are no longer feasible? For instance, could I build a thorium reactor in my garage? Is centralized research by governments and big businesses the necessary answer?

The final new theater-released film we will have for a while is Craig Zobel's THE HUNT. Andy has FIVE GOOD QUESTIONS for Noah about the political action comedy flick. In the newest PICK SIX segment, the boys go timely with a countdown of their choices for the best VIRUS/PLAGUE RELATED FILMS of all time. Some of these were more than difficult to sit through at the moment. And in the ongoing effort to fully utilize our Criterion Channel subscription, the THROWBACK CHALLENGE revolves around Jean-Luc Godard's widely regarded masterpiece from 1960, BREATHLESS. Hopefully you're all safe, sound and healthy. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

Andy didn't see Pixar's ONWARD, but he's got FIVE GOOD QUESTIONS for Noah regarding the latest big-budget animated film. Noah didn't see the basketball drama THE WAY BACK, but he's got FIVE GOOD QUESTIONS for Andy regarding the latest Gavin O'Connor/Ben Affleck collaboration. Longtime friend Brad Cogill gave us the excellent suggestion to tackle the "NO APOLOGIES" PICK SIX. This is where we rank our own favorite guilty pleasure films. For this rendition of the THROWBACK CHALLENGE, we get to cross off another Claire Denis film from our watchlist. It's 2008's 35 SHOTS OF RUM. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

We dive right into the latest episode with a discussion of Clint Eastwood's newest modern-hero-centric film, RICHARD JEWELL. Find out what our take is on this one, if you wish. Then, Noah has FIVE GOOD QUESTIONS for Andy regarding the once-again-remade slasher horror movie, BLACK CHRISTMAS. It's the first of our Sophia Takal focused films of the week. After this, the PICK SIX segment offers up a fun discussion of our favorite HEIST FILMS OF ALL-TIME. Stay tuned to see if MASTER OF DISGUISE really ranks high on each/both of our lists. For the next THROWBACK CHALLENGE, Noah challenges Andy with a viewing of Paddy Considine's sophomore effort, 2017's JOURNEYMAN, while Andy pitches Noah an experience with the aforementioned Sophia Takal's 2016 film, ALWAYS SHINE. Noah is partaking in Sierra Nevada's Celebration IPA, while Andy basks in the warmth that is JubelAle by Deschutes. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

In this week's Five Good Questions, we're interviewing Bogumil Baranowski about his book Money, Life, Family. Bogumil K. Baranowski is a New York City-based investment professional with almost fifteen years of experience. He is a founding partner of Sicart Associates, a boutique investment firm catering to families and entrepreneurs on both sides of the Atlantic and the Pacific. He is the author of Outsmarting the Crowd and a TEDx Speaker ("The Great Investor in You"). Bogumil greatly enjoys speaking about investing and family wealth around the world. He likes to say that he was born Polish, grew up European only to become American later on. In his free time, he reads, writes, flies single-engine propeller planes, scuba dives around the globe, and sails. Five Good Questions: 1. How have your early life experiences shaped you as an investor? 2. What are the three types of “remote” we need to live a good life and be a successful investor? 3. Warren Buffett has a quote that he’s a better businessman because he’s an investor and a better investor because he’s a businessman. What do you think of the idea that you’re a better investor because you’re a traveler, and a better traveler because you’re an investor? 4. What are some of your best tips for insulating against the noise of the news cycle and financial markets? 5. Most family wealth was built from a severe lack of diversification. How much diversification is necessary to maintain wealth?

It's time to celebrate Episode 30! The first film of the week is Noah Baumbach's much-acclaimed MARRIAGE STORY, starring Adam Driver and Scarlett Johansson. Find out if the guys are in the same camp that consider this one of the essential films of the year. From there a double segment of FIVE GOOD QUESTIONS begins. Noah asks Andy about the latest film from Trey Edward Shults, WAVES, while Andy shoots questions Noah's way regarding Shia Labeouf's long-gestating passion project, HONEY BOY. The newest PICK SIX revolves around one of Noah's personal favorite guilty pleasures...the SINGLE LOCATION film. We rank our absolute favorites within this specific genre. Closing out the show is another current-decade-centric THROWBACK CHALLENGE. Andy sat down with the 2014 German film, PHOENIX, while Noah completes his Steve McQueen odyssey with a watch of the 2011 film, SHAME. Noah is enjoying Clausthaler NA Dry Hopped, and Andy partakes in one of his favorite winter seasonals, Blackout Stout by Great Lakes Brewing. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

Steven Soderbergh is back for the second time in 2019 with the star-studded Netflix release, THE LAUNDROMAT. We assess the film. It took a full decade, but the original gang is back together again for ZOMBIELAND: DOUBLE TAP. Noah has FIVE GOOD QUESTIONS for Andy regarding the horror comedy sequel. In the latest horror-themed PICK SIX segment, the guys countdown their FAVORITE SLASHER FILMS OF ALL-TIME. This week's THROWBACK CHALLENGE offers a nice bit of variety. Noah finally gives Andy the Formula One racing documentary, SENNA, while Andy offers Noah a head-first dive into the Robert Altman canon with SECRET HONOR. Noah is sipping on SPF from Goose Island, while Andy partakes in Bodem from Half Acre. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

We kick things off with the high octane racing drama, FORD V FERRARI. How do we think it stacks up to the rest of the lot in 2019? Listen to find out. The second film of the week is the reboot/sequel, CHARLIE'S ANGELS. Noah has Five Good Questions for Andy regarding the modern update on a decades-old franchise. This leads into the latest PICK SIX segment, in which the guys choose their personal favorite Time Travel films of all-time. Continuing with the current decade-specific THROWBACK CHALLENGE, Noah gives Andy the 2016 Emily Dickinson biopic, A QUIET PASSION, while Andy tosses Noah the 2012 Rick Alverson-helmed film, THE COMEDY. Noah sips on a mini Heineken 0.0 can, while Andy partakes in this year's batch of Celebration Fresh Hop IPA from Sierra Nevada. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

Why waste any time, right? We dive right into the Elton John musical biopic, ROCKETMAN. From there, FIVE GOOD QUESTIONS comes into play. Noah asks Andy about the Octavia Spencer horror-vehicle, MA, and the tables are turned when Andy inquires with Noah regarding GODZILLA: KING OF THE MONSTERS. This week's THROWBACK CHALLENGE was a particularly Out-Of-Left-Field one, where Andy took in William Friedkin's SORCERER, and Noah finally gets his introduction to John Sayles with his watch of LONE STAR. We have our first THROWBACK EMAIL REQUEST in this episode! Stick around at the end to find out what we're mandated to see. This time around, Noah & Andy are each drinking the recently fresh release Something Badass Double Dry-Hopped IPA from Bier Brewery. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

It's always a reason for celebration when Richard Linklater releases a new movie, right? Well, maybe not this time. Noah has Five Good Questions for Andy regarding WHERE'D YOU GO, BERNADETTE. Andy didn't really want to see GOOD BOYS, so Noah took a trip to see the newest comedy at the multiplex. Five Good Questions commence here. As summer winds down, this is the best time to unveil a PICK SIX of the best Road Trip Movies of all-time. Lots of doozies on here. The latest listener-commissioned THROWBACK CHALLENGE gives the guys the chance to revisit both MR. MOM and SLEEPLESS IN SEATTLE. Needless to say, this was a fun conversation. The beverage of choice from each host is Tiki Tango Kombucha Shandy by Centerpoint Brewing. Cheers! --- Support this podcast: https://anchor.fm/the-film-harmonic/support

Jon Vroman is a husband and father, who also happens to be the founder of FrontRowDads.com and host of the Front Row Dads podcast.  His mission is to help high-performing entrepreneurial men be family men with businesses, not businessmen with families.  In addition to his business and family, Jon founded FrontRowFoundation.org in 2005, a charity that creates unforgettable moments for individuals who are braving life-threatening illnesses.  Ten years later, he published The Front Row Factor, to share “everything you can learn about living life from those fighting for it.” Five Good Questions: 1. What inspired you to found the Front Row Foundation and what lessons has it taught you about your own life? 2. The modern world is full of stress--how have you made friends with stress? 3. How do you balance achievement and fulfillment? (Or is that a false paradigm?) 4. What are some tips for making more and better moments? Where are most of us going wrong? 5. It seems like you’ve done a great job to minimize the big life regrets. Yet recognizing that getting regret to zero might be impossible, what do you think could still be lingering for you personally when your time is up?

In this week's Five Good Questions, we're interviewing Lord John Browne about his book Make, Think, Imagine. John Browne trained as an engineer, was CEO of BP from 1995 to 2007 and remains an influential leader in the energy business. He is Chairman of the Crick Institute, a Fellow of the Royal Society, past President of the Royal Academy of Engineering and former Chairman of Tate. He is a collector of antique books and art and the author of four previous books, including The Glass Closet: Why Coming Out is Good Business. Five Good Questions: 1. Do you have a sense that much of cutting edge technology relies on intervention into complex, nonlinear systems and fattens the probability tails of undesirable outcomes? Said more simply, does technology invite more black swans? 2. What’s the one new tech on the horizon that you’re most excited for? 3. How was the stirrup such a powerful invention and what does it tell us about the future of technology? 4. How did gunpowder ironically lead to greater peace in the world? 5. Investors like Warren Buffett have borrowed the engineering principle of margin of safety for their investment processes. What’s another concept from engineering that might also be useful for us?

In this week's Five Good Questions, we're interviewing Mark Simpson about his book Excellent Investing. Mark is a UK-based deep value investor and author with over 15 years of experience investing in individual securities. He writes about finding sources of edge in the market, investor psychology, avoiding investment mistakes and building better portfolios. Five Good Questions 1. Why do you think the microcap space is inefficient, and how much less efficient is it? 2. Wes Gray has this concept called the “God Portfolio.” What is it and what does it mean to knowing yourself as an investor? 3. What are your thoughts on averaging down when a stock you own drops in price? What are assassins, hunters, and rabbits in this context? 4. A percentage of the Kelly Criterion (½ Kelly or ⅓ Kelly) are popular upper limits for position sizing. What are lower limits and why are they important? 5. What do oxytocin and empathy have to do with story stocks?

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In this week's Five Good Questions, we're interviewing Maya Peterson about her book Early Bird. https://amzn.to/2FUuQWM Maya Peterson is a current high school student who values the power of investing young, so she wrote a book about it called "Early Bird: The Power of Investing Young" and works to educate those around her about the power of compounding with talks and workshops. Five Good Questions: 1. Where did your passion for investing come from and what inspired you to write a book at such a young age? 2. What are three of your best tips for young investors? 3. Where do you see yourself in ten years? 4. How did you develop a relationship with the Motley Fool? 5. What are some of the dangers of a Peter Lynch-inspired “buy-what-you-know” investment strategy?

In this week's Five Good Questions, we're interviewing Gautam Baid about his book The Joys of Compounding. Gautam Baid is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, He was profiled in Morningstar’s Learn From The Masters series. Five Good Questions: 1. In your book, you state that “I am a better investor because I am a lifelong learner, and I am a better lifelong learner because I am an investor.” Why is continuous learning so important in investing? 2. What does the equation [Ego = 1 / Knowledge] mean? 3. How has minimalism improved your investment process? 4. Given the increase in the rate of change of business, is there cause for concern about the durability of moats? 5. How do you balance high conviction with maintaining mental flexibility? Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

In this week's Five Good Questions, we're interviewing Ashley Goodall about his book Nine Lies About Work. Ashley Goodall is an executive, leadership expert, and author. He currently serves as the Senior Vice President of Leadership and Team Intelligence (LTI) at Cisco, a new organization he has built to focus entirely on serving teams and team leaders. He is the co-author, with Marcus Buckingham, of Nine Lies About Work: A Freethinking Leader’s Guide to the Real World and of two cover stories in the Harvard Business Review. 1. In your book you state that culture is a “shared fiction” and similar to plumage. What do you mean by that and what are “we” vs. “me” experiences at work? 2. What’s wrong with management by objectives (MBOs), SMART goals, and Objectives and Key Results (OKRs) that are widely used? 3. What can Lionel Messi teach us about employees? 4. What do “red threads” have to do with work-life balance? 5. As an investor, what are some outside clues that could indicate a good culture exists in a company we might want to invest in? How do we really know?

In this week's Five Good Questions, we're interviewing Brandon Miller about his book, Play to Their Strengths. Brandon Miller is a certified Strengths Coach through the Gallup Organization and has been coaching and training strengths for over fifteen years. He is CEO of 34 Strong Inc, an employee engagement and strengths-based development consultancy. Five Good Questions: 1. Could you explain the equation “Talent x Investment = Strength”? 2. We always tell children they can be anything they want to be if they work hard. I was surprised when you called that a lie. Why is that common idea wrong? 3. In your book, you talk about the before and after picture of your family, what has changed and how do you measure success? 4. What’s the “positive sandwich” with respect to punishment? 5. What’s the most common mistake parents make, and a possible solution?

In this week's Five Good Questions, we're interviewing Barbara Tversky about her book Mind in Motion. Barbara Tversky has three degrees in cognitive psychology at the University of Michigan. She moved to Israel with Israeli husband, learned the language & culture, taught, fought wars, and had 3 kids. Then she was on to Stanford to research memory, categorization, spatial thinking & language, design, diagrams, event cognition. Her kids grew up, her husband died, and she moved to Columbia Teachers College, adding research on gesture, art, creativity, and joint action. Five Good Questions: 1. What are mirror neurons and how do they unite seeing and doing? 2. How do we use spatial reasoning to navigate the world? 3. What is the first law of cognition and what are some examples to help us understand? 4. What makes maps so miraculous? 5. How can insights of your research help investors and professional decision-makers be more effective? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in digital, physical, and audiobook formats!

In this week's Five Good Questions, we're interviewing Mark Moffett about his book, The Human Swarm. Mark Moffett is a tropical biologist and explorer known for finding rare species and behavior in remote places. His research has extended from the architecture of rainforest canopies to the behavior of army ants. For the last six years he has been merging psychology and anthropology to investigate the role of social identity in holding societies together across species and in humans up to the present day. Five Good Questions 1. What is so remarkable about being able to walk into a modern day coffee shop? 2. What can ants, with their 250k neurons, teach us about human societies? 3. Can we ever get rid of societies? 4. Is it possible the psychological bias known as the “endowment effect” is an artifact of our avoiding violent territorial conflicts? 5. Tell us a funny or surprising anecdote about E.O. Wilson. And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in digital, physical, and audiobook formats!

In this week's Five Good Questions, we're interviewing Betsy Atkins about her book Be Board Ready. Betsy Atkins is a 3-time CEO, serial entrepreneur & Founder of Baja Corp. Betsy is a corporate governance expert with an eye for making boards a competitive asset. Her corporate board experience is vast and covers multiple industries, she has served on over 27 public boards and been through 13 IPOs. Five Good Questions (PART 2): 1. What should you look for when selecting board members? 2. How can you get the most out of your board? 3. How do you "future proof" your board? 4. From an investor’s perspective, what does a healthy board look like from the outside? 5. What’s the biggest mistake you see management make with board interactions? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

This week Phil and Danielle talk to Jacob Taylor, the author of The Rebel Allocator. Jake Taylor is the Chief Executive Officer of Farnam Street Investments. He’s also the host of the popular web series Five Good Questions. Jake has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett which solidified his path toward being a professional value investor. Jake enjoys reading, health, fitness, staying active outdoors and finding adventure. He lives in Folsom, CA with his wife and 2 boys. Jake wrote an investing book about capital allocation in an interesting way. The book is fiction. In the book, Jacob takes you through a story where the character learns, starting at the individual customer transaction level and built all the way up to M&A, share buybacks, and beyond. To keep from boring you, Jacob wrapped the lessons in a coming-of-age story of a college grad crossing paths with a wealthy Midwesterner. Imagine if The Karate Kid's Mr. Miyagi was modeled after a certain well-known Oracle. Charlie Munger actually called Jacob when he read the book. Join us for an extremely interesting episode with Jacob Taylor! For show notes and more info visit investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Five Good Questions, we're interviewing Betsy Atkins about her book Be Board Ready. Betsy Atkins is a 3-time CEO, serial entrepreneur & Founder of Baja Corp. Betsy is a corporate governance expert with an eye for making boards a competitive asset. Her corporate board experience is vast and covers multiple industries, she has served on over 27 public boards and been through 13 IPOs. Five Good Questions (PART 1): 1. What is the best way to get on a board? 2. What are the right or wrong reasons for someone to want to be on a board? 3. What makes for an effective board member? 4. What role do activist investors play? 5. What’s the biggest mistake you see first time board members make? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

In this week's Five Good Questions, we're interviewing Josh Miller about his book I Call Bullsh*t. Josh is a Master Certified Executive Coach and a creative leader in the personal and professional development field. His career experience spanned both the advertising world and the world of organizational development. In advertising, he was the Creative Lead. He was responsible for the campaign strategy for Fortune 100 brands. Today, he is an innovator, developing and supporting executive development and change management for many of the same companies. Five Good Questions: 1. You carry a fortune cookie around with you in your wallet. What does it say, and what is the significance? 2. What does it mean to you to live an authentic, happy life? 3. How do we separate out what we want versus what society tells us we’re supposed to want? 4. How do we keep a groove in life from becoming a rut? 5. If you could waive a magic wand and solve one small problem that you see tripping people up, what would you fix? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

In this week's Five Good Questions, we're interviewing Danielle Town about her book Invested. Danielle Town is a New York Times bestselling author and corporate attorney who was afraid of stock markets until she realized she had been abdicating the power of her money and could create impactful generational wealth with an investing practice. She now invests and writes her newsletter, The Invested Practice, from Zurich, Switzerland. She wrote her book, Invested, with her investor father, Phil Town, with whom she also banters about value investing and life on their podcast, InvestED. Five Good Questions: 1. What kept you from learning about investing until you were in your mid-30s, despite having a dad who is a value investor? How did “voting with your money” draw you into learning about investing and help you overcome your fears? 2. I’ve long been fascinated by the “intangibles” of the investment process, like time management, mental and physical preparation, and environmental design. How did you curate your investment environment for success? 3. As a corporate attorney, you got a firsthand view of the asymmetry of information between what gets reported and what’s really happening in the messy world of business. How do you reconcile that in your analysis of a public company where that same asymmetry may exist? 4. Charlie Munger recently said, “If you have trouble finding good investments, join the club… my advice to the seeker of high compound interest is to reduce your expectations. Things are likely to be tough for a while.” My impression was that your dad might have piqued your interest in investing by showing you the magic of compounding returns. Do you think the returns of the last 20-30 years be available to us over the next 20-30 years? 5. How has your background in meditation helped you in investing? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

In this week's Five Good Questions, we're interviewing Kenneth Jeffrey Marshall about his book Good Stocks Cheap. Kenneth Jeffrey Marshall teaches value investing at the Stockholm School of Economics in Sweden, and at Stanford University.  He also teaches asset management at UC Berkeley.  A longtime value investor, he wrote the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance.  He holds a BA in Economics from UCLA; and an MBA from Harvard. Five Good Questions: 1.  Can you walk us through how you built your investing model?  I especially liked your ideas that organize efforts around “Know what to do,” “Do it,” and “Don’t do anything else.” 2.  Your book demonstrates a clear understanding of accounting.  Has the rise of intangibles changed how you use and interpret financial statements? 3.  There have been some great studies and white papers on reversion to the mean on returns on invested capital.  Do those influence your evaluation of strategic assessment?  Are we ever going to see profit margins mean revert again? 4.  One of the biases you identify is called “miscontrast.”  Can you explain what that is?  Do you consider yourself an absolute or relative value investor?  (It feels like a lot of the 13F ideas I’ve kicked the tires on the last few years during an expensive market suffer from this biases.) 5.  What are the ancillary, non-monetary benefits you’ve found to being an investor? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

In this week's Five Good Questions, we're interviewing Brent Beshore about his new book, The Messy Marketplace. Brent is the founder and CEO of adventur.es, a family of companies that acquires family-owned companies. He recently published “The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers” and lives in Columbia, MO with his wife and three daughters. Five Good Questions: 1. There’s a tremendous amount of information that needs to be sorted through before a buyer can get comfortable purchasing an entire business. What percentage of information do you shoot for before making that final decision? 2. Like any investment, you often have to pay up for quality. What’s your thought process as you balance the quality of the business versus your purchase price? 3. How do you assess capital allocation skills in a small business? 4. What’s the most preventable deal breaker you see sellers making on a regular basis? What about buyers? 5. After analyzing more than 10,000 deals, what’s been the craziest clause you’ve ever seen in a contract? And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

In this week's Five Good Questions, we're interviewing James Clear about his book Atomic Habits. James is an author, entrepreneur, and photographer. He writes about habits and human potential on his website JamesClear.com. His focus is self-improvement that is supported by scientific research. James’s work ends up being one-part storytelling, one-part academic research, one-part personal experimentation. Five Good Questions:  1. What makes being thoughtful about our habits so important? 2. What are a few best practices for good habit hygiene? 3. What habit would you guess is a commonality among great investors? Or maybe, we should invert and ask what are the bad habits of investing? I’m imagining checking stock prices too often has to be up there? 4. Is there a dark side to habits? Is it possible that too much structure can sap away spontaneity, joie de vivre, and being present? 5. What’s the one bad habit that’s been hardest for you to personally break?

IN the final hour of Omaha Sports Insider the guys talk about the Nebraska-Creighton season finale. The Michael Bruntz comes on to talk more Husker baseball. Producer TJ Henning brings us Five Good Questions brought to you by TeamMates. Then we close the show with What's On Tap.

Hi there! I hope you're having a great 2017!  Here's a quick video update while we're between seasons of Five Good Questions. Topics include: Omaha Toronto Mexico Lake Shasta Ireland A business development 2 recent books I enjoyed Plus, a big reveal at the end... See you soon for Season 4! With gratitude,

In this week's Five Good Questions, we're interviewing Erik Kobayashi-Solomon about his book The Intelligent Options Investor. Erik Kobayashi-Solomon is a 20-year veteran of investment banking, hedge funds, and third-party analysis industry. He is also the co-founder of IOI Investor Services, LLC, a company that helps institutional and individual investors close the gap between their investment responsibility and their skill set. His book, The Intelligent Option Investor, was published by McGraw-Hill as a well-regarded contribution to the value investing community. 1. Many value investors may feel like options are dangerous, I know I did. Why was I wrong to be fearful and how can options be a useful tool for an investor? 2. Assuming your analysis leads you to believe a company is undervalued, why might options be better expression than just buying and holding? What about the element of timing that options introduce? 3. If you don’t believe in the Efficient Market Hypothesis, why should you be especially attracted to options investing? 4. What is delta, and what can it tell us about Mr. Market? 5. What are LEAPS and are they a good first step for a traditional value investor to dip their toe in the options water? How would address the concern that an investor might feel about getting comfortable with the relative trade-offs of premium price vs. tenor and strike price?

On the final hour of Omaha Sports Insider, Joe and Nick talk with Michael Bruntz of HuskersIllustrated.com to talk about Nebraska recruiting. And the guys answer Five Good Questions from producer Kris.

In this week's Five Good Questions, we're interviewing Sundeep Bajikar about his book Equity Research for the Technology Investor. http://amzn.to/2elyFVD Sundeep Bajikar is a portfolio manager of the Acteve Model Portfolio, which is based on a value investing philosophy and process described in his book Equity Research for the Technology Investor. Previously, Sundeep was a Wall Street analyst for 9 years at Morgan Stanley & Jefferies. He spent the 9 years before that in the technology industry at Intel. He holds an MBA in Finance from Wharton, and M.S. degrees in Electrical and Mechanical Engineering from the University of Minnesota. Five Good Questions: 1. If you’re a generalist investor, do you have any business venturing into technology investments? Or are you setting yourself up for failure by venturing outside your circle of competence? Or is it that exact mindset that creates the opportunities? 2. What are your views on discussing investments with others? It seems like a difficult balance of gaining valuable insight vs. tainting your own views? 3. There are so much data out there. What do you focus on? What’s your key message to individual investors? 4. Most historical “technology” investments (airplanes, cars, radios, internet) have shown a few big winners, but mostly a lot of zeroes for shareholders. It seems all the value flows through to the consumer. How do you avoid that as an investor? 5. With such a wide range of outcomes in tech, how do you handicap the odds and magnitudes of different outcomes to get a ballpark of a probabilistic future?

In this week's Five Good Questions, we're interviewing Malcolm Balk about his book The Art of Running. http://amzn.to/2dUpCvI Malcolm Balk is a runner, coach, Alexander Technique teacher, cellist, and father of two based in Montreal, Quebec. Malcolm trains colleagues from the Alexander world to teach The Art of Running which is based on his book of the same title and which aims to help runners improve their performance and enjoyment. Five Good Questions: 1. Who was Alexander, what was his technique, and how does it relate to running? 2. What is S.M.A.R.T. running? 3. In our achievement-driven society, emphasis is placed results over process. Your book argues putting process over results, which happens to fit with how some of the best investment thinkers view the world. Why do you put process over results? 4. What’s the mantra/checklist I should be telling myself while I’m running to maintain good form? 5. What’s the connection between running and deep thinking exercises, like reading?

In this week's Five Good Questions, we're interviewing Jeremy Miller about his book Warren Buffett's Ground Rules. http://amzn.to/2fibqAi Jeremy Miller is a research analyst at a large New York-based asset manager. Five Good Questions: 1. Having thoroughly read the partnership letters and presumably followed Buffett closely after that period, what percent of Buffett’s current wisdom would you guess he had by 1970 when he closed the partnerships? 2. Who was Harry Bottle, and why was he so critical to the decentralized model of what Berkshire has become? 3. Everyone remembers American Express as a formative investment for Buffett because he moved from purely quantitative to more qualitative, but a strong argument could be made that his Dempster investment was also highly formative. What did he learn from that experience? 4. Buffett has famously said that he believes he could still do 50% per year on a small portfolio. Do you agree or disagree with his claim? 5. What’s the difference between conservative and conventional?

In this week's Five Good Questions, we're interviewing Jeff Gramm about his book Dear Chairman. http://amzn.to/2eQaVZV Jeff manages a hedge fund and teaches value investing at Columbia Business School. His recently published book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism, has been praised as "a terrific read" by Andrew Ross Sorkin in the New York Times, "a revelation" by the Financial Times, "a grand story" by The Wall Street Journal, and “an engaging and informative book” by The New Yorker. 1. I’ve heard you previously interviewed and have been impressed with your thoughts around governance and board dynamics. How can boards help management make better strategic decisions, especially with respect to capital allocation? 2. I’ve heard Munger say you could teach an entire MBA just from studying GM. Could you walk us through some of your insights, specifically during the period of Ross Perot’s involvement? 3. Of all of the stories, which one was your favorite to research? 4. We all see these major headlines of activists battling with management, but what percent of the work would you guess is being done behind the scenes? 5. The arc of activism seems to have gone from Graham’s “would you mind releasing some of these pent up assets, please?” to Icahn’s 1980s hostile takeovers to Loeb’s poison pen and quite personal attacks. Maybe it’s softening a little from there? Where do you see the future of activism going from here?

On the fourth and final hour of "Omaha Sports Insider with Joe Quinn and Nick Handley" the guys aren't joined by a guest, but talk Husker football and have Five Good Questions.

On the third hour of "Omaha Sports Insider with Joe Quinn and Nick Handley" Joe isn't joined by a guest but we do Five Good Questions an talk Nebraska sellout streak!

Wrapping up Season 2 of Five Good Questions. Hi! We hope you enjoyed Season 2 of Five Good Questions. I'm still in awe at the intellectual generosity of these amazing authors! It's time for me to hit the road for shareholder meeting season. If you'll be in Toronto for Fairfax or in Omaha for Berkshire, shoot me an email or come up and say hi. I'd love to meet you and chat. I'll also be traveling to China for a few weeks of exploring with my wife. We're evening doing a marathon on the Great Wall-- wish me luck! I've already got a massive stack of books cued up for next season, and I may or may not be working on my own book. More details to follow... Thank you again for supporting 5GQ's mission of creating more inspired readers.