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Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to time the market, the firm aims to drive performance by taking a long-term view, partnering with management teams, and doing deep diligence on its investments. In an interview with Goldman Sachs' Tony Pasquariello on the Great Investors podcast, they discuss the investment opportunities in AI and healthcare as well as their complementary skills in a shared role. This episode was recorded on June 4th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this insightful interview, Russ Morgan shares his journey from Wall Street to helping a million people achieve financial freedom through passive income and strategic investing. Discover his system, lessons learned, and how community and systems can transform your financial future. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
I join Matt Zeigler for one more special episode of Excess Returns. Available now on Excess Returns Podcast and Talking Billions.
Subscribe to Two Quants and a Financial Planner on SpotifySubscribe to Two Quants and a Financial Planner on AppleIn this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben Hunt, Cullen Roche, Corey Hoffstein, Daniel Crosby, Larry Swedroe, and Wes Gray, we examine how goals like financial freedom, funded contentment, liability driven investing, retirement planning, and multi generational wealth shape the way we invest. This conversation goes beyond beating the market and focuses on preserving and growing wealth, reducing financial stress, aligning money with meaning, and defining what a life well lived truly looks like.Topics covered include:Why the end game of investing matters more than beating the marketPreserving and growing wealth vs trying to get richFreedom as the ultimate goal of financial independenceFunded contentment and what it means to live a life well livedLiability driven investing and matching assets to future needsThe difference between getting rich and staying richNeeds vs desires and understanding marginal utility of wealthRetirement planning and redefining success beyond a numberMulti generational wealth and thinking beyond your own lifetimeThe psychological impact of growing up with or without moneyFinancial freedom, stress reduction, and peace of mindTactical financial goals vs long term purpose driven investingEducation, legacy, and investing in the next generationWhy once you win the game you may not need to keep playingTimestamps:00:00 Aswath Damodaran on preserving and growing wealth10:04 Meb Faber on freedom, contentment, and the hedonic treadmill22:36 Ben Hunt on funded contentment and finding your pack28:23 Cullen Roche on risk as uncertainty of consumption33:25 Corey Hoffstein on liability driven investing and not worrying about money41:50 Daniel Crosby on financial freedom and living life on your own terms47:33 Larry Swedroe on needs vs desires and staying rich55:54 Wes Gray on big blue arrows, tactical goals, and peace of mind
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben Hunt, Cullen Roche, Corey Hoffstein, Daniel Crosby, Larry Swedroe, and Wes Gray, we examine how goals like financial freedom, funded contentment, liability driven investing, retirement planning, and multi generational wealth shape the way we invest. This conversation goes beyond beating the market and focuses on preserving and growing wealth, reducing financial stress, aligning money with meaning, and defining what a life well lived truly looks like.Topics covered include:Why the end game of investing matters more than beating the marketPreserving and growing wealth vs trying to get richFreedom as the ultimate goal of financial independenceFunded contentment and what it means to live a life well livedLiability driven investing and matching assets to future needsThe difference between getting rich and staying richNeeds vs desires and understanding marginal utility of wealthRetirement planning and redefining success beyond a numberMulti generational wealth and thinking beyond your own lifetimeThe psychological impact of growing up with or without moneyFinancial freedom, stress reduction, and peace of mindTactical financial goals vs long term purpose driven investingEducation, legacy, and investing in the next generationWhy once you win the game you may not need to keep playingTimestamps:00:00 Aswath Damodaran on preserving and growing wealth10:04 Meb Faber on freedom, contentment, and the hedonic treadmill22:36 Ben Hunt on funded contentment and finding your pack28:23 Cullen Roche on risk as uncertainty of consumption33:25 Corey Hoffstein on liability driven investing and not worrying about money41:50 Daniel Crosby on financial freedom and living life on your own terms47:33 Larry Swedroe on needs vs desires and staying rich55:54 Wes Gray on big blue arrows, tactical goals, and peace of mind
Sandesh Patnam, Managing Partner at Premji Invest, breaks down how long duration capital changes the way you evaluate companies, founders, and moats. We talk about what most growth investors miss, why product strength still matters, and how to separate real AI businesses from thin wrappers in a noisy market.Premji Invest is a captive, evergreen fund built to grow an endowment that supports major education work, which gives the team flexibility on time horizon and partnership style. Sandesh shares how that shows up in diligence, how they think about backing contrarian founders, and why the best companies in this AI era may still be ahead of us.Key TakeawaysFocus on the long arc, not quarter by quarter optics, founders make better decisions when they are not trapped in short term metricsIn growth investing, TAM models and KPI spreadsheets can distract from the core question, does the product have real strength and an expanding roadmapEnduring outcomes often come from backing a contrarian view early, then helping it move from contrarian to consensus over timeEvergreen capital changes behavior, you can slow down, build relationships, and partner across private and public markets instead of treating IPO as the finish lineIn AI, separate the stack into data center, foundation models, and applications, then look for defensibility like vertical depth, data moats, and compounding usage valueTimestamped highlights00:38 Premji Invest explained, evergreen structure, one LP, and why public markets can be part of the journey, not the exit04:47 Two common growth investor lenses and what gets missed when product and roadmap do not lead the thesis08:48 Partnership mindset, building trust, and being the first call when things get hard12:48 The contrarian to consensus path, what creates alpha, and how to support founders through the lonely middle19:54 Why rushing decisions is a trap, and how flexibility changes when and how you can partner with a company20:55 AI investing framework, three layers, what looks frothy, what can endure, and where moats still exist26:48 The cost of intelligence is collapsing, why this may still be the early internet moment, and what that implies for the next waveA line that stuck with me“We want to be the first port of call when the seas are turbulent.”Practical moves you can stealPressure test the roadmap, ask when product two ships, what adjacency comes next, and what tradeoffs change at scaleWhen evaluating AI apps, demand a defensibility story beyond the model, look for proprietary data, vertical workflow depth, and value that improves with usageTreat speed as a risk factor, if you cannot complete your churn cycle of doubt and validation, step back rather than force certaintyCall to ActionIf you liked this one, follow the show and share it with a founder, operator, or investor who is building in AI right now. For more conversations at the intersection of tech, business, and execution, subscribe and connect with me on LinkedIn.
In this special compilation episode of Excess Returns, we ask one revealing question to some of the most respected investors, strategists, and market thinkers in the industry:What is one belief you hold about investing that most of your peers would disagree with?The answers challenge conventional wisdom across macro, valuation, diversification, options, forecasting, AI, and investor behavior.Rather than consensus, this episode highlights how great investors think differently about risk, uncertainty, and long-term outcomes.00:06 Jim Grant – Why gold has been, is, and will remain money02:14 Andy Constan – Why quantitative easing is always pro-growth and inflationary03:36 Liz Ann Sonders – Why year-end market price targets are a useless exercise04:56 Richard Bernstein – Why the stock market is ownership, not a horse race06:33 David Giroux – Why macro investing does not create long-term alpha08:00 Meb Faber – Why dividend investing narratives are often misunderstood11:44 Sam Ro – When valuations actually matter and when they don't13:27 Jason Buck – Why belief systems in investing are often built on insecurity15:16 Mike Green – Why markets change when metrics become targets17:16 Jerry Parker – Why the Sharpe ratio fails for asymmetric return strategies19:15 Chris Mayer – Why trimming great businesses often hurts long-term returns21:14 Joseph Shaposhnik – Why a stock that has doubled may still be early24:27 Warren Pies – Why price and technicals are essential for managing risk25:33 Katie Stockton – Why technical analysis can stand on its own27:17 Jim Paulsen – Why policy makers matter less than cultural and economic forces28:41 Adam Parker – Why differentiated thinking is the only real edge versus the index30:29 Rupert Mitchell – Why copying great investors is a mistake31:18 Victor Haghani – Why asset allocation should be dynamic, not static33:09 Dan Rasmussen – Why historical growth tells you almost nothing about future growth33:45 Graeme Forster – Why you don't just need to be right 60% of the time35:40 Shannon Saccocia – Why investors should think more like futurists than historians36:21 Cem Karsan – Why options are not derivatives, but the true underlying40:31 Aahan Menon – Why tariffs and macro news matter less than investors think41:49 Andrew Beer – Why simple bets often outperform complex strategies44:09 Bogumil Baranowski – Why successful investing requires far less work than people believe45:55 Rick Ferri – Why advice fees and asset management fees should be separated46:57 Cameron Dawson – Why multidisciplinary thinking is essential for investors48:24 Mary Ann Bartels – Why blue chip dividend investing still has a place49:40 Travis Prentice – Why turnover depends entirely on the strategy50:24 Scott McBride – Why catalysts are overrated in value investing50:58 Jared Dillian – Why tariffs and protectionism make economies poorer53:35 Peter Atwater – Why shareholders are no longer the top corporate priority54:34 Ian Cassel – Why turnover myths persist in microcap investing55:31 Kris Sidial – Why trading psychology matters more than models56:17 Noel Smith – Why top hedge fund returns are not the upper limit57:09 Kai Wu – How AI will reshape investing jobs without replacing humans01:00:49 Tim Hayes – Why markets cannot be forecast reliably01:02:12 Doug Clinton – Why AI-powered asset management could be a multi-trillion-dollar industry
William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from February of this year, Robert Brokamp caught up with William for a conversation about: - What successful investing comes down to.- The personality traits of market beaters.- Investing lessons from Charlie Munger, Howard Marks, John Templeton, and Arnold Van Den Berg (an investor you may not know about, but should) Companies mentioned: BRK.A, BRK.B, MKL Host: Robert BrokampGuest: William GreenEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
What does it actually take to break into finance? Mario Ismailanji, Senior Investment Strategist at SoFi, shares his unconventional path from philosophy major to finance professional, including the impulsive late-night decision that changed everything. He shares why critical thinking beats perfect credentials, how to filter through the noise in a world of constant headlines, and why your portfolio should be a cruise ship, not a jet ski. Mario and Liz explain what investment strategy teams actually do (spoiler: it's not picking stocks), the hidden tax trap of meme stock trading, and how democratized finance has changed the game for retail investors. Whether you're considering a career pivot, building your first portfolio, or just trying to focus on long-term goals, this conversation offers practical wisdom wrapped in relatable stories. Bottom line: your "wrong" major might be exactly right. For more, read Liz's column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.
Nicolai Tangen sits down with David Rubenstein, founder and chairman of the Carlyle Group and host of the David Rubenstein Show. They explore what makes truly great investors, why going against conventional wisdom matters, and the critical importance of humility in business and leadership.David shares insights from his time working in the White House and from building one of the world's largest private equity firms, discussing different leadership styles, his philosophy on wealth and giving, his passion for preserving American history, and why staying engaged—rather than retiring—keeps you young and fulfilled. Tune in for a sharp, insightful episode you won't want to miss!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Oscar Hjelde. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
In this special episode of Excess Returns, we share the most important investing lessons from more than 50 of our top guests. After asking more than 200 investors, strategists, academics, and market thinkers the same closing question about the one lesson they would teach the average investor, we compiled the most powerful, timeless, and repeatable insights into a single episode. This collection highlights common themes around patience, discipline, humility, diversification, risk management, and long-term thinking, while revealing how great investors navigate markets, behavior, and uncertainty.Main topics covered:Why investing is about preserving and growing wealth, not getting richWhy neither get in nor get out is an investing strategyThe role of base rates in decision-makingThe dangers of performance chasingWhy you should look at your portfolio less oftenThe importance of independent thinking and avoiding envyTreating stocks as businesses, not trading sardinesDiversification across assets, strategies, and economic regimesThe behavioral traps that destroy wealthLiquidity, supply and demand, and how markets really functionThe value of patience, long-term thinking, and sticking to your planHow to build a resilient portfolio that survives different market environmentsWhy simplicity often beats complexityThe role of humility, self-awareness, and keeping emotions out of investingTimestamps:00:00 Investing is about preserving and growing wealth00:45 Why neither get in nor get out is a strategy01:16 How we arrived at the one-lesson question02:00 Finding a portfolio you can live with03:00 Avoiding envy and chasing 10-baggers04:00 Why watching markets too closely hurts results05:00 The Matt Levine rule of unbelievable returns06:00 The power of base rates08:00 Look at your portfolio as little as possible10:00 Treat your holdings like real businesses12:00 Be invested early and think independently14:00 Be kind to yourself and keep taking action15:58 Do not chase performance17:00 Treat every position like you put it on today18:31 Your portfolio is secondary to your life19:44 Buy when others are fearful20:00 Be Rip Van Winkle, not Nostradamus22:00 Navigate the noise and avoid the siren song23:38 The value of simplicity and studying history24:59 Patience and tuning out the noise26:00 True diversification and preparing for unknown regimes27:50 Stick to a strategy that fits your personality29:00 Diversify and be humble about what you know30:00 Most results come from the market, not manager skill32:38 Keep investing simple34:00 Focus on what is knowable35:00 Believe in long-term economic and market resilience37:00 Get out of your own way38:22 Build a philosophy you can stick to39:00 Misjudging probabilities and confidence40:46 Book your gains and contain your losses41:00 Diversification is protection against bad luck42:00 Supply, demand, and liquidity always matter45:00 Markets as a political utility46:00 Find something real if you want true alpha47:00 Write down your decisions48:32 Why 100 percent indexing is unrealistic for most50:00 Alpha through portfolio structure, not just stock picking52:00 Dividends and long-run investing53:56 Valuation, time horizons, and patience55:00 Embracing uncertainty and avoiding pigeonholing56:33 Rules-based processes57:35 Buy good businesses, not just cheap ones59:00 Think long term and save early01:01:00 Focus on the basics first01:02:00 Avoid catastrophic losses01:03:22 Evidence-based investing and avoiding resulting01:04:09 Know what you own and keep fees low01:05:00 Simple strategies often work best01:06:00 Compounding and emotional control01:07:00 Treat savings as savings, not lottery tickets01:07:50 Balance enjoying today with protecting tomorrow01:08:00 Stay invested and think long term01:08:41 Be humble, patient, and systematic01:09:00 Do your own work and build conviction
On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh of Cypress Growth Capital Paul Madera of Meritech Capital Jeff Bussgang of Flybridge Capital We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
In this episode of The Private Lens, host Ehren Steenkamp explores why research shows that women often outperform men as investors. Joined by Janice Johnston, Chair of 100 Women in Finance, and Nivedna Maharaj, Head of Global Markets Retail Investments at Standard Bank, the conversation delves into the barriers women face in investing, why financial independence is crucial, and how both women and men can adopt smarter investment habits. #SBLove
Protecting your ideas is a critical step for attracting excellent aligned investors. In this episode of Finding Brave, I sit down with intellectual property expert and attorney David Postolski, senior partner at Gearhart Law, to demystify what it really takes to secure funding and safeguard innovation. Drawing on his extensive experience helping inventors, entrepreneurs, and creative professionals, David shares how a strong IP strategy serves as both protection and proof of your business's credibility. A registered patent attorney and professor at Temple University, Parsons School of Design, and Radzyner Law School, David teaches emerging leaders how to navigate intellectual property, ethics, and regulation in today's innovation economy. He is also the author of several books, including Marketing Your Invention, Product, or Journey and IP Strategies for Medical Device Technologies: Be Your Own Incubator. His work spans patents, trademarks, copyrights, and trade secrets, all of which are essential tools for creators seeking to turn ideas into sustainable businesses. In this in-depth conversation, David unpacks how startups can strengthen investor confidence through IP, what to watch for when choosing partners or consultants, and why skipping early legal groundwork often leads to costly setbacks. He shares a client story that shows how clear agreements and solid contracts are as critical as creativity when launching a brand, and explains that taking these steps early not only prevents legal issues but also builds a foundation of trust with investors and collaborators. From patents and trademarks to investor readiness and due diligence, this episode offers a practical roadmap for anyone turning ideas into impact. Tune in to hear David's vital insights on protecting your ideas and attracting investors! Key Highlights From This Episode: An introduction to David Postolski, the four main forms of intellectual property, and why investors see them as key assets. [03:30] David's journey into IP law and how his early experiences shaped his career path. [06:34] Typical clients and the common challenges inventors and startups face when launching ideas. [09:19] Why choosing the right partners and advisors can make or break your business. [12:45] The high cost of skipping clearance searches and the risks of ignoring trademarks. [14:48] Why researching investors and tailoring your pitch is essential before seeking funding. [18:24] The importance of spending strategically and aligning every cost with ROI. [21:59] A costly lesson: a startup that almost lost logo ownership by skipping a simple contract. [25:05] Key lessons for founders on protecting ideas and preparing for investment success. [27:39] How to join the Entrepreneurial Strategy Series and connect with the Gearhart Law community. [35:06] For More Information: Gearhart Law David Postolski on LinkedIn David Postolski on Instagram David Postolski on X Links Mentioned in Today's Episode: David's latest book, Marketing Your Invention, Product, or Journey David's book on medical device legislation, IP Strategies for Medical Device Technologies: Be Your Own Incubator David's book on employee contracts, Employment Contracts and Agreements: A Guide for Corporate Counsel Gearhart Law Events Gearhart Law's Entrepreneurial Strategy Series Finding Brave Episode 80, with David Postolski, What Entrepreneurs Need to Understand to Protect Their Intellectual Property ——————— Order Kathy's book The Most Powerful You today! In Australia and New Zealand, click here to order, elsewhere outside North America, click here, and in the UK, click here. If you enjoy the book, we'd so appreciate your giving the book a positive rating and review on Amazon! And check out Kathy's digital companion course The Most Powerful You, to help you close the 7 most damaging power gaps in the most effective way possible. Kathy's Power Gaps Survey, Support To Build Your LinkedIn Profile To Great Success & Other Free Resources Kathy's TEDx Talk, Time To Brave Up & Free Career Path Self-Assessment Kathy's Amazing Career Project video training course & 6 Dominant Action Styles Quiz Kathy's Speaking programs and Media/Press work ——————— Sponsor Highlight I'm thrilled that both Audible.com and Amazon Music are sponsors of Finding Brave! Take advantage of their great special offers and free trials today! Audible Offer Amazon Music Offer Quotes: "In my world, it is best to have at least one of the four forms of intellectual property. The four forms [of intellectual property] are: patents, trademarks, copyrights, and trade secrets." — @davidpostolski [0:03:45] "At the end of the day, [investors] want to know that they are investing in not just you as a person, but your registered form of intellectual property; they want to know that you went through a process and were awarded a federal right in patent, trademark, or copyright." — @davidpostolski [0:04:29] "You have to have a science background in order to be a patent attorney. — I have a chemistry degree. I also have degrees in computer science. I was going to make the best of this and do as much as I possibly can to be an IP attorney. There [aren't] many of us, actually." — @davidpostolski [0:08:25] "We make it our business to help our clients and introduce them to people that are also startup and entrepreneurial friendly, because it's nasty out there." — @davidpostolski [0:12:45] "Yes, it costs money to get clearance. But it costs more money not to get clearance and to proceed with the name, and then potentially be sued for infringement or something like that." — @davidpostolski [0:16:08] "Sometimes not spending money means you're going to spend triple later. That's what we're always trying to avoid." — @davidpostolski [0:27:32] Watch our Finding Brave episodes on YouTube! Don't forget – you can experience each Finding Brave episode in both audio and video formats! Check out new and recent episodes on my YouTube channel at YouTube.com/kathycaprino. And please leave us a comment and a thumbs up if you like the show!
Ethan Everett, author of The Investment Philosophers, joins Andy to explore the deeper, more reflective side of investing. With a background in finance, law, and philosophy, Ethan shares how timeless ideas from great thinkers like Spinoza and Nietzsche can shape modern investment decisions. He explains why understanding a company's “moat” is essential, how AI is changing research and analysis, and why meaningful, adaptable investment strategies are the future. Together, Andy and Ethan discuss how philosophy, technology, and human judgment intersect in today's markets. What You'll Learn in This Episode: - Why a philosophical approach can make you a better investor - How ideas from thinkers like Spinoza and Nietzsche apply to modern finance - The importance of moats and what gives companies lasting advantage - How AI is transforming research and investment strategy - Why adaptability and purpose matter in building long-term wealth Want to Learn More? Visit YourInvestingClass.com for free investing resources and a step-by-step plan to help you build real financial confidence.
In this episode of 15 Minutes of Finance, James breaks down the three core factors of investing: risk, reward, and volatility, and how they shape every financial decision. Drawing on a classic Charlie Munger insight about buying wonderful companies at fair prices, James explains why disciplined investing doesn't have to be complicated. You'll also hear why everyday investors can manage their own portfolios if they commit to truly understanding what they own and why they own.
William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid.WEALTHTRACK episode 2211, broadcast 9/12/25
Financial legend Charlie Munger praised William Green's “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Matt Zeigler dive into 11 controversial investing takes—from QE and technical analysis to macro obsession and fee structures. You'll hear nuanced perspectives from top investors who challenge conventional wisdom, and you might even find yourself rethinking your own beliefs.
When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That led us to create a standard closing question that we ask all of our guests, “Based on your experience in the markets, if you could teach one lesson to your average investor, what would that be?”.Over the history of the podcast, we have asked that question to close to 200 guests ranging from great investors to academic experts to options and macro traders. In this episode, we share the answers from our 50 most popular guests all in one episode. Featured guests include Liz Ann Sonders, Cliff Asness, Guy Spier, Michael Mauboussin, Mike Green, Cem Karsan, Chris Davis, Aswath Damodaran, Jack Schwager, Rick Ferri and many others. Topics Covered:The fundamental purpose of investing: preserving and growing wealth rather than getting rich quickThe importance of base rates in investment decisionsPortfolio monitoring frequency and its impact on investment psychologyViewing stocks as ownership in actual businesses rather than trading vehiclesThe value of patience, humility, and self-forgiveness in the investment processDiversification across asset classes, strategies, and time framesThe benefits of simplicity in investment approachesThe psychological challenges of investing and how to overcome themCompounding as a fundamental wealth-building toolThe danger of performance chasing and overconfidenceThe value of a rules-based investment process
We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- didn't concern themselves much with what was happening int he short term.Instead, they focused on doing the following:1. Buy wonderful companies2. Led by outstanding managers3. Trading at fair valuation multiplesAnd then held onto them. Sometimes for decades.Today's guest, Pieter Slegers, has made it his career mission to understand and apply the core success principles and best practices of the world's greatest investors, and then help regular investors like you and me ride their coat-tails.His Substack Compounding Quality is currently the #5 highest-earning financial Substack in the world, and today we'll have the good fortune of hearing his synthesis of what makes a successful investor.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pieter Slegers of Compounding Quality. Read the Interview Transcript Here : https://www.speedwellmemos.com/p/an-interview-on-investing-with-speedwells *~* Memo mentioned: The Invisible Competitor: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creating -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — About this Memo (1:43) — First Question (8:48) — Research and Making Decisions (12:22) — Best Investment (18:02) — Key Characteristics for Great Investors (24:24) — Book Recommendations -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. Speedwell Research's main website can be found here. Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
The best investors know how to spot opportunities AND avoid costly mistakes.We explore real-life examples of how even the smartest people sometimes confuse correlation with causation. And we look at 5 specific ways that investors can fall into the same trap.
Capstone's founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about: - What successful investing comes down to. - The personality traits of market beaters. - Investing lessons from Charlie Munger, Howard Marks, and John Templeton. Companies mentioned: BRK.A, BRK.B, MKL Host: Robert Brokamp Guest: William Green Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Michael Garza Podcast: https://podcasters.spotify.com/pod/show/michaelgarza GamersRevolt: https://www.etsy.com/shop/GamersRevolt Contact Us: Garzamedias@gmail.com #donaldtrump #trump #investing Garza Medias: http://garzamedias.com Terp Canndles: https://TerpCanndles.com Mint Mobile: http://fbuy.me/t5tLM Discover it Card: https://refer.discover.com/s/MICHAEL6043675 ($100 Statement Credit) YouTube: https://www.youtube.com/MichaelGarzaShow Rumble!: https://rumble.com/MichaelGarza Robinhood: https://join.robinhood.com/michaeg4251 Disclaimer: The content provided in this video is for informational purposes only and should not be construed as financial, legal, or professional advice. The views and opinions expressed in this video are solely those of the creator and do not necessarily reflect the official policy or position of any other individual or organization. While efforts are made to ensure the accuracy and completeness of the information provided, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the video or the information, products, services, or related graphics contained in the video for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We encourage you to seek professional advice tailored to your specific circumstances before making any financial or legal decisions. The creator of this video shall not be held responsible for any errors or omissions in the content or for any actions taken based on the information provided in this video. We disclaim all liability for damages of any kind arising out of use, reference to, or reliance on any information contained within this video. By watching this video, you acknowledge and agree to the terms of this disclaimer. Affiliate Disclaimer: Some of the links in the video description may be affiliate links or simply referral links, which means that I earn a small commission if you make a purchase through those links. This commission comes at no additional cost to you. I only recommend products or services that I have personally used and genuinely believe will provide value to my audience. Your support through these affiliate links or referral links helps me continue creating content and providing valuable information. Please note that I am not responsible for the quality, accuracy, or any issues that may arise with the products or services offered by the affiliate partners or referral links. It is your responsibility to conduct your own research and make informed decisions before making any purchases. Thank you for your support! I am an entertainer at heart and an experienced long-term investor. I do not teach day trading or those incorrect short-term investing strategies. I believe that a buy, hold and diversification strategy is the best thing you can do to be a successful long term investor. --- Support this podcast: https://podcasters.spotify.com/pod/show/michaelgarza/support
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from: Jim Paulsen on understanding your true impact as an investor Cliff Asness on the importance of looking at your portfolio less frequently Aswath Damodaran on preserving and growing wealth vs. chasing returns Jared Dillian on avoiding catastrophic losses Ian Cassel on the value of doing your own work Bob Elliott on the importance of humility Ed Yardeni on fading the consensus Eric Crittenden on mastering the basics before pursuing complexity Andrew Beer on the power of long-term thinking Kris Sidial on balancing optimism with preparedness Learn why the fundamentals of investing often matter more than complex strategies, how to avoid common behavioral pitfalls, and why getting the basics right can put you ahead of 90% of investors. Whether you're a seasoned professional or just starting your investment journey, these practical insights will help you build a more resilient investment strategy. SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
Clearlake Capital's Co-Founder and Managing Partner José E. Feliciano discusses the firm's flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more insights from great investors, listen to previous episodes from our Great Investors series.
Bridgewater Associates' Co-CIO Karen Karniol-Tambour describes where she's seeing opportunities for higher returns and the macro factors shaping today's investment landscape. To hear from more Great Investors, check out: Sequoia Capital's Roelof Botha on building enduring businesses, Blackstone's Joe Baratta on the outlook for private equity, and TPG's Jon Winkelried on the evolution of alternative markets. The opinions and views expressed in this program may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Each name of a third-party organization mentioned in this program is the property of the company to which it relates, is used here strictly for informational and identification purposes only, and is not used to imply any ownership or license rights between any such company and Goldman Sachs. The content of this program does not constitute a recommendation from any Goldman Sachs entity to the recipient, and is provided for informational purposes only. Goldman Sachs is not providing any financial, economic, legal, investment, accounting, or tax advice through this program or to its recipient. Certain information contained in this program constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Goldman Sachs has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results, which may vary. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this program and any liability therefore; including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Important Disclosures
Our latest data shows this community has earned over $100M worth of profit through real estate, including 17 investors generating $1M+ in profit, but most investors still struggle understanding how this is happening.That's why we distilled the 3 most important concepts passive rental property investors need to understand to build the type of wealth that our community members have built.Join Gregg Cohen, co-founder of JWB Real Estate Capital, and Not Your Average Investor Show host, Pablo Gonzalez, for a show where you'll walk away knowing:- Why most rental properties investors are going about their research the wrong way- How to understand returns on rental properties correctly- What makes the biggest impact on the wealth you'll create through rental property investing- and more!In just one hour, you will gain enough understanding to, not just feel comfortable in any investing conversation, but have an edge when it comes to real estate investing.Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel @notyouraverageinvestor Subscribe to @JWBRealEstateCompanies
Today's guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today's episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great investors, lessons from Elon Musk & Tesla, and more. (1:31) Guest Introduction: Michael Mauboussin (2:41) Capital allocation and stock-based compensation (9:58) Trivia question on the top performing stock (15:56) Market concentration (23:13) Modern value investing & the rise of intangibles (28:45) Attributes of great investors (33:09) Factors influencing total shareholder returns (42:22) Technology, capitalism, and market predictability (48:15) Indexing, market efficiency & book recommendations (54:10) The Santa Fe Institute's interdisciplinary approach ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to download their 2024 Election Guide & start your free trial - be sure to mention "Meb" for 20% off your subscription (new clients only). Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices
“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Goldman Sachs, shares his perspectives on investment opportunities, leading teams, and managing companies through crises. For more insights from great investors, listen to previous episodes from our Great Investors series: KKR's Henry Kravis on private equity, culture, and global markets.
On today's episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing. Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers. 15:33 - What differentiates Discerene Group from other value investors. 20:34 - Lessons that Soo Chuen teaches younger investors. 38:43 - Whether great investing can be learned or not. 43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach. 01:00:19 - The importance of reflexivity in markets. 01:06:46 - How Discerene has avoided value traps. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Discerene Group. Follow Soo Chuen on LinkedIn. Jason Zweig's article: The Seven Virtues of Great Investors. Bobby Knight's book: The Power of Negative Thinking. David Chambliss's The Mundanity of Excellence. Solomon Asch Conformity Line Experiment Study. Malcolm Salterl's Short-Termism at Its Worst. Gopalan, Milbourn, Song, & Thakor's Duration of Executive Compensation. Related Episode: Listen to TIP492: The Best Investor You've Never Heard Of (Nick Sleep), or watch the video. Related Episode: Listen to RWH044: How to Beat the Market w/ Bryan Lawrence, or watch the video. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
While ETFs offer many advantages, they come with their own set of challenges. This lesson addresses the potential downsides of ETF investing, such as market volatility and the illusion of choice, helping you to make more informed decisions about incorporating ETFs into your portfolio. These insights will help you make more informed decisions about incorporating ETFs into your portfolio, all in a concise 6-minute session. Reflecting on our Journey We hope this course empowered you with the knowledge to make informed decisions and inspires you to seek professional guidance. • Key Takeaways: Stocks and bonds: Foundations and strategic buying tips. Great Investors' secrets: Insights from renowned investors like Warren Buffett. Mutual funds and ETFs: Understanding different fund structures and their impact on your portfolio.
Discover the investment strategies that have made investment legends like Warren Buffett so successful. This module explores the importance of investing in areas you are knowledgeable about and how to identify companies that possess lasting competitive advantages. Complete this session in just 7 minutes.
Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs' Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams. To hear from more Great Investors, check out: Capital Group's Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional's Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR's Henry Kravis on private equity, culture, and global markets. And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant?
In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You'll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights. Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist For full disclosures go to capitalgroup.com/global-disclosures. Capital Group, home of American Funds Distributors, Inc. American Funds aren't registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
Miguel Armaza sits down with Dan Rosen, Founder of Commerce Ventures, a fintech and retail-focused fund that's been building an impressive portfolio since 2013. Some of their investments include Bill.com, Marqeta, Socure, Moov, MX, and many more.We discuss:Building a Venture fund and how their thematic strategy has evolved in the last decadeQualities of great tech and fintech investorsThe real advantage of second-time foundersWhy we are starting to see signs of a comeback in the growth market… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join 60,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, we bring all of their episodes together into one episode and share the answers from all our guests, including Guy Spier, Rob Arnott, Michael Mauboussin, Steve Romick, Joel Tillinghast, Cem Karsan, Bob Ellott, Jerry Parker, Andy Constan and many more. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
CarrotCast | Freedom, Flexibility, Finance & Impact for Real Estate Investors
In part 2 of 2 with Liz Faircloth (host of the InvestHER Podcast by Bigger Pockets) we cover pro tips for raising private money, how to position yourself as a credible investor, the hybrid agent/investor model, and more! Mentioned in this episode:Carrot.com/mindsetInvestHER: https://www.therealestateinvesther.com/
In this special episode, we pay tribute to the legendary investor Charlie Munger. Join us as we uncover the invaluable wisdom he shared through quotes, interviews, and shareholder meetings, offering a unique glimpse into his remarkable mindset and its impact on the world of finance and beyond. WHAT YOU'LL LEARN FROM THIS EPISODE Invaluable lessons learned from the late Charlie Munger's How to navigate success with systems and incentives The concept of "cash drag" and the impact of holding cash reserves RESOURCES/LINKS MENTIONED Charlie Munger BERKSHIRE HATHAWAY INC. CONNECT WITH US Email: shawn@greenbriarcg.com Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow Facebook: Shawn Winslow
Out of the fortune 500 CEO's only 8% are female as of 2021. What's the deal? Join Kris and experienced investor - Kim Finch - to discuss the role of women in business and investing. Kim is an expert that shares insightful information on the topic. Plus, learn how you can get started investing now!
Being a successful investor and staying the course is hard in today's world. In part two of Paul and Jim's discussion on "The 7 Virtues of Great Investors," these advisors share the final four virtues of successful investors: Humility, Discipline, Patience, and Courage. Listen along to hear why these are more important than any investment product or strategy you might turn to reach your goals. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
Paul and Jim share an article called, “The 7 Virtues of Great Investors.” In today's financial climate, it's easy to believe that staying up to date on the news, on financial products, and on investment strategies is going to help you grow and improve as an investor. This recent article by Jason Zweig gets to a deeper truth: that personal growth and knowing yourself is the most important part of being a great investor. Part 1 of this two-part episode addresses the question, “Are you letting strangers do your thinking for you?” Listen along as these advisors share the first three virtues of successful investors: Curiosity, Skepticism, and Independence. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
Brought to you by Athletic Greens's AG1 all-in-one nutritional supplement, House of Macadamias delicious and nutritious nuts, and Shopify global commerce platform providing tools to start, grow, market, and manage a retail business. Michael Mauboussin (@mjmauboussin) is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management.Prior to joining Counterpoint Global, Michael was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999.Michael is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: Harnessing the Power of Counterintuition, and More Than You Know: Finding Financial Wisdom in Unconventional Places. More Than You Know was named one of "The 100 Best Business Books of All Time" by 800-CEO-READ, one of the best business books by BusinessWeek (2006), and best economics book by Strategy+Business (2006). Michael is also co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns. Michael has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He received the Dean's Award for Teaching Excellence in 2009 and 2016 and the Graham & Dodd, Murray, Greenwald Prize for Value Investing in 2021.Michael earned an A.B. from Georgetown University. He is chairman emeritus of the board of trustees of the Santa Fe Institute, a leading center for multidisciplinary research in complex systems theory.Please enjoy!This episode is brought to you by Shopify! Shopify is one of my favorite platforms and one of my favorite companies. Shopify is designed for anyone to sell anywhere, giving entrepreneurs the resources once reserved for big business. In no time flat, you can have a great-looking online store that brings your ideas to life, and you can have the tools to manage your day-to-day and drive sales. No coding or design experience required.Go to shopify.com/Tim to sign up for a one-dollar-per-month trial period. It's a great deal for a great service, so I encourage you to check it out. Take your business to the next level today by visiting shopify.com/Tim.*This episode is also brought to you by House of Macadamias delicious and nutritious nuts! I love macadamia nuts and have been enjoying them often since keto expert Dr. Dominic D'Agostino recommended them on the podcast in 2015. They taste great, and with more healthy, monounsaturated fat than both olive oil and avocados, 27% fewer carbs than almonds, and more than 50% fewer carbs than cashews, they're the perfect low-carb, keto-friendly, nutty snack. In fact, I just ate a handful of lightly white-chocolate-covered macadamias about an hour ago to keep me going through the afternoon until dinner. And I will say this: House of Macadamias produces the best-tasting macadamia nuts I've ever eaten… by far.Listeners of The Tim Ferriss Show can use code TIM20 to get 20% off all orders, plus, for a limited time, a free, premium, extra-virgin, cold-pressed macadamia oil with any order, valued at $20. Visit HouseOfMacadamias.com/Tim to discover some of the most delicious and nutritious nuts on the planet.*This episode is also brought to you by Athletic Greens. I get asked all the time, “If you could use only one supplement, what would it be?” My answer is usually AG1 by Athletic Greens, my all-in-one nutritional insurance. I recommended it in The 4-Hour Body in 2010 and did not get paid to do so. I do my best with nutrient-dense meals, of course, but AG further covers my bases with vitamins, minerals, and whole-food-sourced micronutrients that support gut health and the immune system. Right now, Athletic Greens is offering you their Vitamin D Liquid Formula free with your first subscription purchase—a vital nutrient for a strong immune system and strong bones. Visit AthleticGreens.com/Tim to claim this special offer today and receive the free Vitamin D Liquid Formula (and 5 free travel packs) with your first subscription purchase! That's up to a one-year supply of Vitamin D as added value when you try their delicious and comprehensive all-in-one daily greens product.*[07:12] Latin roots.[09:14] No business education? No problem![12:15] The best food industry analyst.[15:36] Consilience.[19:58] Complex adaptive systems.[23:26] Diversity.[26:23] The wisdom of crowds.[32:42] The minimum effective dose of cognitive diversity.[36:02] Designing experiments.[43:49] Against the Gods and Complexity.[49:56] Value investing and the Santa Fe Institute.[53:57] A brief 21st-century asset class tour.[57:47] Base rates and horses.[1:06:16] Good vs. great investors.[1:13:22] Expanding options when making decisions.[1:18:56] Favorite failures.[1:20:35] Counteracting overreliance on experts.[1:24:34] Intuition.[1:34:15] Time management tenets.[1:40:59] Parental resources.[1:43:42] Perspectives gained by learning about complex adaptive systems.[1:46:12] Recommended reading.[1:47:32] Michael's billboard.[1:50:33] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The first rule of investing is don't lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
Today's guest is Annie Duke, a consultant in the decision-making space and previously was a professional poker player who won over 4 million dollars. She's also a best-selling author and just released her newest book, Quit: The Power of Knowing When to Walk Away. In today's episode, Annie shares why quitting isn't always as bad as advertised. She shares what behavioral biases lead us to want to either quit a trade too early or avoid quitting a bad trade, and shares actionable advice you can take to counteract this problem. As we wind down, we touch on The Alliance for Decision Education, a non-profit Annie founded to empower students with essential skills to make better decisions. Click this link to learn more about the organization's virtual poker tournament on October 27th at 6:30p ET. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
There's been a massive proliferation of micro-transportation devices in recent years. Everything from Segways and electric skateboards to Onewheels and e-scooters. But as cool as some of those futuristic devices are, none of them hold a candle to the ultimate classic- the bicycle. Advances in technology have made bikes lighter, safer, and easier to repair, but the basic bicycle remains unchanged and is still the most affordable and dependable personal transportation device. And we've seen similar changes when it comes to what it means to be an investor. There really are a ton of crappy investments out there and the spread of not-so-awesome investment advice has been on the rise as well. It's a constantly changing space and there are a wider range of options available as well as ‘gurus' telling us how we should be investing. These fancy options can throw us off our game and so we wanted to make sure that you're able to cultivate and embody the characteristics of a great investor so that you'll be able to make wise decisions with your investments. Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances: Knowing your ‘money gear' is a crucial part of your personal finance journey. Start here. Sign up for the weekly HTM newsletter. It's fun, free, & practical. Find a thriving community of fellow money nerds by joining the HTM Facebook group! Maximize your rewards by getting the best credit card for how you spend. Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile. Don't be cheap and forego getting a life insurance policy. Compare rates with Policygenius. During this episode we enjoyed a Oktoberfest by Dry County Brewing! And please help us to spread the word by letting friends and family know about How To Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money! Best friends out!See omnystudio.com/listener for privacy information.
In today's video, Patrick Bet-David discusses how great investors time the market. Check out the new home for all things Valuetainment! https://valuetainment.com Recommended Video: Another 2008 Housing Crash - Or Worse? Real Estate Bubble Explained: https://youtu.be/GccE2SuJvd0 WARNING! The Biggest Market Crash Of Our Generation Is Here: https://youtu.be/j9vL6K2Yop0 To reach the Valuetainment team you can email: info@valuetainment.com --- Support this podcast: https://anchor.fm/valuetainment/support