Podcasts about hagstrom

In this episode of The 100 Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math.We discuss Markowitz, beta, efficient markets, Warren Buffett, Charlie Munger, business-driven investing, owner earnings, benchmarks, and why thinking like a business owner changes how investors understand risk.The Warren Buffett Portfolio, 25th Anniversary Editionhttps://amzn.to/4uz8sZ3Topics covered:Why Hagstrom thinks modern portfolio theory changed investing's objectiveThe difference between volatility, variance and real investment riskHow Benjamin Graham and John Burr Williams framed risk around intrinsic valueWhy beta became the dominant shorthand for riskHow the 1973-74 bear market helped institutionalize modern portfolio theoryWhy Berkshire preserved the business owner's lensThe “cathedral and casino” distinction between owning businesses and trading stocksOwner earnings, return on invested capital and cost of capitalWhy business owners often make better long-term equity investorsLook-through earnings and building a “mini Berkshire”The difference between making money and beating a benchmarkHow benchmarks can distort investor behaviorWhy knowing yourself and your clients matters in portfolio constructionMatt Zeigler and I had the privilege of hosting Robert Hagstrom for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Available now on Excess Returns Podcast and Talking Billions.

  In this episode you will discover: Identity Is Shaped in Interaction — Narrative identity forms and reforms through relationships and stories shared with others — making connection a core ingredient of recovery, not a bonus Visual Methods Unlock What Words Cannot — Collage-making, photos, and art give people with aphasia a pathway into identity work that talk alone can't always reach. Identity Reconstruction Is a Long Game — People continue navigating complex, shifting identities for years after stroke. Our systems need to follow them farther into that journey, not stop too soon. Sit on Your Hands and Truly Listen — The most powerful thing you can offer is unhurried, attentive presence. Learning to wait and watch — rather than fill the silence — is a skill worth deliberately practicing. If you've ever felt like there's more to aphasia care than the therapy protocol in front of you, or wondered what identity-centered practice actually looks like in the real world, this conversation will give you both the framework and the practical insights you need. Welcome to the Aphasia Access Aphasia Conversations Podcast. I'm Katie Strong from Central Michigan University and a member of the Aphasia Access Podcast Working Group — a community dedicated to supporting better aphasia care. Rianne Brinkman is a speech-language pathologist and linguist from the Netherlands whose PhD project "Who Am I Now?" explores identity changes in people with aphasia through storytelling and creative arts-based approaches. Before her doctoral work — supported by the Dutch NWO Teacher Research Grant — she spent years as a clinician in rehabilitation and aphasia centers, and that deep clinical foundation shapes everything she brings to her research. She teaches in the Speech and Language Therapy program at Hanze University of Applied Sciences in Groningen and conducts her research at the University of Humanistic Studies in Utrecht. Today's conversation feels especially personal to me. Like Rianne, I came to doctoral work after years of established clinical practice, and my own research centers on narrative identity and aphasia through the My Story Project and the PULSE framework. So, when she sought me out at a conference in 2019, I recognized immediately that we were kindred spirits working toward the same questions from different corners of the world.   So, let's get into the conversation. Katie Strong: Well, before we dive into your work, I wanted to share something with our listeners. One of the things that drew me to this conversation is that we have a parallel story. We both came to do our PhDs after established clinical careers, and you're in the thick of that journey. I'd love to start with what made you decide to go back, and how did your clinical work shape what you wanted to pursue? Rianne Brinkman: I used to work in rehabilitation for a long time, and then I moved from one part of the Netherlands to another part, and there was not much work for me. So, I got the opportunity to help establish an aphasia center. And of course, if you look at the rehabilitation phase, that's far more deficit oriented, so that's very different than in the chronic phase, where an aphasia center comes into place. So, I really had to change my view of therapy. I had to establish a few groups on identity. I started reading on identity, on communicative participation, on how to do that in groups. So that's really where the interest came from. Katie Strong: I love hearing that. Sometimes as we go into a different phase or area of work, and it really re-shapes our thinking and how we engage with our clients or patients. Rianne Brinkman: Yeah, it does. And in those groups, I worked together a lot with creative therapists, and I learned so much from them, because then I realized that if you use narrative approaches, and you combine them with visual arts or arts therapy, that it can mean so much for somebody. They can get so many more means of expression. So, yeah, I learned a lot from that. Katie Strong: I love that! It is powerful. And I'm really looking forward to talking more about this. I was curious, you know, what the experience has been like from a clinician turned researcher, what you know, what's that actually been like for you? And has there been anything that surprised you most about the transition? Rianne Brinkman: I did not realize that much how much you yourself as a person influences the conversation with somebody with aphasia, you know that co-construction part. So that your identity aspects really influence how the conversation takes place and what somebody chooses to tell you or not. So that is really momentary, and so it's just a snapshot, really, when you do this. So, I became really aware of that. But also, your own norms and values and the way you listen and all those sorts of things. It's just a different way of doing therapy. And then you're doing it as research which is different. I think that's one thing, sometimes I'm a little bit too much the therapist, so I really have to be a researcher again, you know? So, you change between those roles.   Katie Strong: Yes, it is a shift, right? Rianne Brinkman: Yeah, exactly, exactly. Katie Strong: Yeah. And thinking about how those two roles are different or powerful, sometimes combined. Well, let's talk a little bit about the work that you're doing. And I want to acknowledge that what we're talking about today really all comes out of your doctoral journey, which is really remarkable. I thought we could first talk about your 2025 scoping review that really mapped the landscape of what we know about identity changes in aphasia, and it also laid the groundwork for everything that followed. Could you walk us through that narrative identity model that came out of the review?   Rianne Brinkman: Yeah. That was quite complex, because there's so much written about identity, and everybody defines it slightly in a different way, or uses different words. So, what we tried to do is really get a grip on that literature to see what was written on identity changes in aphasia, and what kind of theory was used. And what we saw was that everything is from a social constructionist perspective, really. But then there are many different philosophers and different authors that write about identity. So, what we tried to do was because, of course, Barbara Shadden, she's very foundational in this work. With her colleagues, she created the four domain interdisciplinary framework. So, we tried to use that in the model as one of the foundations. And then, of course, the work of Paul Ricoeur, who's a French philosopher who writes about that you only shape your identity through interaction with other people which gives meaning to the stories you share with other people. And the work of Bamberg, and he talks about dilemmatic spaces. So what it means, really, is that I think identity, you only shape in interaction, and we tried to visualize that in the model. So, there's an "I" part, and that's about you, the personal domains, and there's the "we" part, and that's about the social domains. We tried to visualize how those domains interact, including temporality, because you shape your identity in the here and now, but also through time. And then in the middle of the model, there's a head with interconnected gears, and that's where it all comes together. That's you at your identity, your narrative identity, a specific point in time. So that's the model in a nutshell. And then you've got, of course, all those personal domains, like your biography, agency and power, communicative abilities, your roles you fulfill in life. And then the social domains are, like your social situation, your cultural background, society and all of that works together, informing, shaping your identity. Katie Strong: It's powerful work, and it is complex. I appreciate the work that you led to be able to assimilate and give us this model for us to be really thinking about narrative identity in a way that takes all of those big thought leaders and helps it become more approachable to those of us that are interested in narrative identity as researchers, but also as clinicians. Rianne Brinkman: That's great. Thank you. Katie Strong: Thank you for that work. And then you have another recent paper. Congratulations, by the way! That paper just came out earlier this year in 2026 and I guess I should say to the listeners, we'll have both articles linked in the show notes, as well as some other resources that will be interesting to explore if you're into this topic. This 2026, article is really the first of its kind to look at identity in this early stage, six to eight weeks after admission to rehabilitation. So, I was hoping you could talk with us about who were these people and what were you doing together in these sessions? Rianne Brinkman: Yeah. So, it's the first session of a longitudinal study, so I'm following those people over two years. And so, there are 22 people with aphasia. Unfortunately, two of them couldn't continue as one of them, I couldn't organize the reflection session, and one of them, I just couldn't reach anyone. But the other 20 people are still in the study, which is really amazing! Katie Strong: That is really amazing! Rianne Brinkman : Yeah, that's really nice. They're all middle aged people who range in age from their 30s to their 60s until 67. They also have different severities of aphasia. Some people were still clinical inpatient, some of them already were outpatient. And then I tried to elicit their story with visual participatory methods in combination with the narrative approach. So those sessions are quite long, sometimes two and a half to three hours, so it's a lot of time. It's really nice to just sit with them and connect. During the first session I did collage making. I just took a lot of magazines with me and scissors and glue and everything, and then we just sat down. And then I just let them start leafing through those magazines and see what appealed to them, what kind of images, what kind of words, what it's reflected about them. And then they created their collage. And then, of course, you look at what kind of images do they choose, but also, how do they position them? How do they create their collage. Is there some kind of reason behind things? You discuss that, but also how do they get across what they do? You know, some people think for a long time and are hesitant to act. Some people start straight away. Some people tear the images. Some people cut them really neatly. So, everybody behaves in a different way, and that reflects something on your identity also. So, I always ask questions about that. And then when we finish the work, a proxy comes in and we reflect on the work of the person with the face yet together to get perspective. Katie Strong: That's really fantastic. So, you're, you're coming into either the hospital room or their home, is that where the work is done? Rianne Brinkman: Yeah, so usually the speech therapist, who's in charge books a room for me in the rehabilitation center. Or I just go to the homes of the people. Katie Strong: Well, I'm excited to talk about what you found out, but, but before we get into that, I just have to ask about the tattoo, because it's an integral part of this work. And it stopped me when I read it. And the title from the paper comes from the tattoo on one of your participants. So, could you talk to us about that?   Rianne Brinkman: Of course. There's one lady, and I was analyzing the session, because, of course, she will need to transcribe them. And then I saw her doing her hair in a ponytail, and I saw her arm, and I thought, "Oh, she's got a really nice tattoo there." So, I sent her a text, and I said, "What does that tattoo mean to you? What is it? "And then she told me that it was a tattoo that said, leave the thorn, enjoy the rose. And that's from a music play from Handel. And her father really enjoyed that. But her father passed away, so that tattoo was a memory tribute to her father, but also it reflects how she sees life, that you have to try to stay optimistic whatever happens. And I think that voice of positivity is a very important voice in all the stories of all the participants. Everybody said that. So, I thought, oh yeah. Even when something really bad happens, bad happens, people try to stay positive. So, it reflected a very important, yeah, result of the data, really. So, I thought, I'm going to make that the title. Katie Strong: It really is beautiful. So, so the rose bush. You develop this beautiful rose bush image to represent what you found across the participants. Walk us through that. And what does the rose bush capture about what identity looks like at that early stage of recovery? Rianne Brinkman: So, we used different methodology of analysis. So we listened to the voices that were reflected in the stories of people with aphasia, and then we realized that there are many contrapuntal voices, so it's very ambiguous. Really, very complex. So, we thought, we cannot just do a thematic analysis. We have to show that one experience can be both positive or negative or whatever. And that's why we came to those tensions and in that rose bush, so at the stem you see, for example, where you see the branches, and at the stem it's, for example, the tension between disconnection and connection. And connection is at the rose and disconnection at the stem, another tension is agency and disempowerment, and another one is living loss and personal growth. And then what we found was that people had coping voices and affirmative voices, but also challenging voices. And what we did was we put the challenging voices at the thorns and the coping and affirmative voices at the roses to reflect that they used that both to make sense of aphasia and of their identity, really. And so, they were moving along those branches, really. Sometimes they felt connected. Sometimes disconnected. Sometimes they grieved. Sometimes they cope by staying positive or focusing on the present. So that's how we tried to show that it's very complex that people move along those tensions, that it's never static. And those three existential tensions were really very tangible in the data. Katie Strong: It's just such powerful work. When I was reading it and I. I was talking with one of my students, she was saying she actually became pretty emotional when she was reading about all of that as well. It's really, really powerful work. And what I find so interesting, and you mentioned it earlier, but this role of the visual methods, the collage making, images as a way into identity. Could you paint a picture of what that actually looked like to sit with a participant in those sessions? Rianne Brinkman: Yeah. Well you really have to sit on your hands. And I learned a lot from my colleagues, creative therapists, because when I first did this…because sometimes people feel a bit awkward. You know that they all of a sudden have to draw something, or that they have to cut images from a magazine. And then you want to do something to help them feel less awkward. You shouldn't really. You should just let that happen and let that session develop. That's very important. So, I really learned to just tell them, "you are looking the magazines and you see what appeals to you. And I'll just give you some time to get into that" and then you just wait. And while you're waiting, you can just see, for example, if somebody finds it really hard, and then you can also see how long they look at an image, for example, if it means something to them. Or they stop on a certain page all the time. And then you can help them a little bit and say, "Oh, you're looking a long time at this image. Maybe, is this something that appeals to you for some reason?" And then you can help them. But also, very often, people just know what to do. I don't know. It's very intuitive. So first, they don't know what they will choose, or they don't know what kind of collage it will be. But it comes to them for some reason.   Katie Strong: Yeah, it's interesting. I think we had talked about this previously, but a person with aphasia and research collaborator that I worked with, Todd Berreth, and I did some, we called it. We the "cut-up" style using images to be able create a story about yourself and integrate those pieces. And it was so interesting to watch people who came to our workshop, and just as you're saying, like how they chose and what they did. Some people were very, "I know what I'm doing", and others were hesitant, or wanted to take their work home before finalizing it and everything in between.   Rianne Brinkman: Yeah, that's very that's very nice. You really get that extra layer, I think. And also, when people really can't talk very well, you know, they can maybe say yes or no and sometimes a word, you know, then it's very hard to talk about your identity. Using images then that really helps. So, I remember one lady, she couldn't talk very well, but she was very creative. And she started, you know, with those magazines, and then straight away, there was that butterfly symbolizing her mom, connection to her mother. And maybe, I think we would never have reached that trying to do this in words. So, yeah, very powerful.   Katie Strong: Thank you. Another thing I wanted to talk about is that you use something called the Listening Guide as part of your analysis. And I'm thinking that a lot of our listeners may not have come across this before. Could you give a sense of what it really means to listen in the way that that approach demands?   Rianne Brinkman: Yes. So, what you do is, first you well, you listen to the plot of the story. So, you listen to, what does this story contain? What's the big line of the story? And you write that down. And then you look again at the data, and then you look at all the "I" positions and I also look at the "me" positions. So, everything that's "I" and "me". You get that out and you create "I-poems". We created all those "I-poems" about certain experiences. I could give maybe an example of one. This one is a bit connected to, on the one hand, feeling very sad that somebody suffered from stroke and aphasia, and on the other hand, tried to stay positive. So, I've got one here. I was crying last weekend. I realized, Oh no, this happened to me. I have to deal with this. I have changed. I also stayed positive that I will be okay. I just say it will be okay and I won't think negatively. So, then you get an "I-poem" that reflects different voices, like, in this case, the voice of grief and positivity. Then you look at those voices. In the next step, you look at the contrapuntal voices, and like grief and positivity are very contrapuntal. So very often, I think also we as human beings do the same, you know, you talk to yourself in your head, you know. And you've got all those different positions towards an experience. And those are the contrapuntal voices. And what we tried to do, so we adapted this approach by Gilligan and Eddy, and we tried to incorporate the visuals, the visual data, and also embodiment, because sometimes people with aphasia do very interesting things. They give a lot of information, non-verbally. Also you want to be sure that you really understood the person, so checking if you're on the same page is very important also. Sometimes you have to interpret what somebody means, or you have to give words to what somebody says as a researcher, which is the ethical part, of course, which is hard sometimes, but you can't avoid that. So, yeah, so that's how we integrated all the data. And tried to get those stories out and get the depth of the depth of the story.   Katie Strong: I love it. That's really fascinating. And the "I-poems" are really powerful. And I think we'll put a link to the Listening Guide reference in the show notes if people are interested in learning more about that technique. You mentioned earlier that this is a longitudinal study that you're undertaking for your dissertation work, which is pretty amazing. I mean, very amazing. And you're, you're two years into this longitudinal study, and this paper we've been talking about is the six to eight week snapshot. What are you most curious about as you continue following those participants over time? And also, what do you want clinicians who are listening today to take away from what you've already found?   Rianne Brinkman: Tomorrow, I'm doing another two sessions. One of them is the last session with somebody with P5 and with another person, P4. I think I am about I'm halfway through. Well, I'm almost, I think I've got another year to go to have collected all the data. And what I see really is that it's very clear that identity formation and reconstructing, renegotiating your identity, is a very long and complex process, and that at different points in time, different things happen. You see different patterns also along those moments in time that I'm doing the sessions. What I also realize, I'm not sure how that is in states, but in the Netherlands, I think communicative access, for example, if you want to start working again, you know, to understand what all the letters you get the process, and that it's very hard. Also in health care. And people are really struggling with that, and get really a lot of stress from this, and that it's very unclear often, and that people feel very uncertain. And I think we've got to realize that we should take a longer role in this. You know, not stop too soon, or just at least keep, well, the finger on the pulse, like we say in Netherlands, just keep following people. I think that's very important. And I also realized that the combination of a narrative approach with visual participatory methods really gives you a lot of information. And I also think the listening skills, to really listen to that story and try to get that story out, that gives you such a powerful connection with somebody. So, every time I see them again, I'm really curious, and they're really happy to share their story again and to show me where they are at that point in time. Yeah, and then I'm working together with colleagues with aphasia also, which is really great because they learn from each other. You know, that's nice.   Katie Strong: I love all of that. And I think maybe one of the things I'd like to reiterate, or we could talk about a little bit more, is that what I think I hear you're saying is we know aphasia is a chronic change to their life and the way they communicate and how they can connect with others, and ultimately how that impacts who they are, as people, or their identity. And our health care systems, I know in the US, we're set up for lots of intervention, or maybe the most that they're going to get, even if it's just a little, early in that phase, and then having them have to navigate that process on their own, as they become farther from having the stroke. And this work showcases their journey along the way. But I just wonder is there something that a clinician who's listening could implement or do with their client, wherever they're seeing them, in the journey? Rianne Brinkman:  I think using creative arts is always a good idea. You could keep it really simple. You could just ask them to bring a special object or to show a photo that they're proud of, or make a collage, or use Legos to build with. So, I think that's a good possibility. And also, I think a peer contact is very important. So do that together with a little group or people that are interested in exploring and sharing their stories. And I think we should realize that it's important to check in. So even if you finish therapy with somebody, then it's a good thing after a few months, to ask how they how they are, and stand still with the process. That's something very important also. Katie Strong: And sometimes harder to do than it would seem, but I think, as you're talking it seems like connecting people with peers and following up. I know here in the states, making  sure they're a part of a support group so that they can have a community to be able to connect with. Rianne Brinkman: Yes, because what I've seen a lot is that after a while, there's that phase of uncertainty, really. You don't know if you can get your work back, maybe in a different form, maybe not. And then there's no therapy anymore. And then how are you going to navigate all that uncertainty? And I think that usually speech therapy has stopped. I think then it's hard, of course, because it's not always doable, but I think it would be a very good moment. So, after eight months to really start up something again and then really discuss the identity of somebody. Really use narrative approaches to help them renegotiate all those dilemmas that they're experiencing. Katie Strong: Yeah, and certainly, I guess you know, advocacy work on big levels to recognize that people should be able to access therapy whenever they feel like they need it. Rianne Brinkman: Yeah, definitely. Katie Strong:  We've got some work to do. I appreciate this conversation, and I just wanted to let the listeners know that Rianne and I have been in conversation since we met at the International Aphasia Rehabilitation Conference in Philadelphia in 2019 and what started as a conversation in a parking lot I might add, has grown into some real research and educational collaboration. And Rianne, together with Sabine Corsten and Bianca Spelker, we have been developing and studying training programs for future SLPs in life storytelling approaches across three countries, so the US, Germany and the Netherlands and Rianne, I was hoping you could tell our listeners a bit about what we're actually building together and what you're learning from that work about what students need most before they walk into the room and try to do this identity centered practice, style of work. Rianne Brinkman: Well, we based it a lot on your work, of course, and the My Story project and Narraktiv from Sabine. So, Katie you started this in the US, and then we thought, "oh, this would be great in the Netherlands and in Germany also." The students first of course, need to be trained in supportive communication techniques, because that's very important for them. I think in the Netherlands, it's maybe a little bit different than in the States and in Germany, because I work with students that are still in their bachelors. So they've had only one year of theory, and they haven't done their training or internship yet. Although some of them have. And then you see a very different student. So, but I've got the students that are really for the first time meeting someone with aphasia, for example. And they're very scared, because they think, "Oh, am I able to adapt my communication and what if somebody's going to cry, or what if that story is really going to touch me?" So, you really need to prepare them with a lot of information about what narrative identity is and also what identity work entails. We also must train on how you can really, truly listen. Active listening skills from that nice paper you wrote with Barbara Shadden on the power of story and taking the PULSE of people with aphasia. Appreciating their uniqueness, And also what we do in the Netherlands is practicing with them how they use visual methods, creative methods, to use in their sessions with the people with aphasia. And then once they start, I always say to them, "Well, at least the first session maybe is very exciting, but you're there, you're listening, you're engaged. That's already means so much to somebody if you do that, if you truly listen." And then after one session, they realize that, and then it goes really nicely.   Katie Strong: There's this that feeling very uncomfortable and not sure where to go. And then being able to let that person with aphasia kind of take you on that journey. Rianne Brinkman: Yeah. That's so nice because it contributes to both, to the person with aphasia who participates, and also to the students and their development. Katie Strong: I strongly believe you can't do identity, story based work without being influenced yourself, by the work   Rianne Brinkman: Yeah, definitely. Katie Strong: Well, before we wrap up, I would be remiss if we didn't talk about some tips or strategies, resources or readings for clinicians who are interested in implementing identity, focused story work into their practice. So, can you share a few things with us? Rianne Brinkman: Definitely. Yeah. When I started this work, I really liked the work of Carol Pound and her colleagues, and that's a book called Beyond Aphasia. It's very interesting theoretically, but also very practical. It really helped me to develop methods for my aphasia group to talk about identity. I really think that's a very good book. And then also the book of Barbara Shadden and her colleagues on Neurogenic Communication Disorders. There are some really practical cases in there, and it's very broad. It's not only about aphasia, but also a different neurogenic disorders. And I what I really like is it's such a nuanced theoretical perspective; they gather lots of theory, but they do that in such a good way. It's a very book. Katie Strong: Yeah, I agree, both Carol Pound and Barbara Shadden's work. It's approachable, but it does have the meat of the theory in it.   Rianne Brinkman: Yeah. So that's helped me a lot. And what I said earlier, the paper you wrote with Barbara on the power of story, I think that's very helpful to better understand what happens when you use narrative interventions, and what kind of interventions there are. And then, of course, the different interventions, like the work of Sabine Corsten on Narraktiv in your work, on My Story. And I have a book but it's only in Dutch. I attempted to share all those methods I created for the group, and it's very practice based. So that's why I started later on my PhD. But those practice-based methods are combined in a book, but it's only in Dutch. Katie Strong: It looks fabulous. I'm not able to access it with my limited language skills, but we'll make sure to have all of those references listed in the show notes so people can explore and take a look around it. And I think you know your book that you're talking about, Rianne even though it is all in Dutch, so maybe not accessible to everyone, but it's got beautiful graphics and photos and things like that you can get an essence of what it is that you're expressing. Rianne Brinkman: It's all, it's all painted or drawn by Reno Hubers. He's a Dutch person with aphasia, and he was in one of my groups. And then every time I was reading about something, he was just drawing it or painting it. And I thought, "Oh, I really need to ask him help me make the images for this book." So, it was together with him that we created this. Katie Strong: Beautiful. And what a great story. Thank you for being here with me today. And I don't know if you have anything else you want to add before we wrap up our conversation. Rianne Brinkman: Well, thank you for inviting me. But also, I want to say thank you to my team, because they really stimulate me to think differently about identity. I've got a very interprofessional team, and that's really helpful. And also, of course, our identity group meetings with you and Sabine and Bianca and Barbara. That's very helpful to shape my thinking on identity. And, of course, the participants of my research who are so open and vulnerable and want to share their stories. I would like to acknowledge that that's very important.   Katie Strong: For sure! We sure appreciate you sharing your experiences with us and look forward to what's to come from the longitudinal study. We wish you well in your studies as well. Thanks Rianne. What strikes me most about this conversation is how Rianne's work reminds us that identity reconstruction isn't a detour from aphasia care — it is aphasia care. And the tools she brings, the collage, the listening guide, the willingness to simply sit and wait, are more accessible than we might think. What began as a chance conversation in a parking lot in Philadelphia in 2019 has grown into something neither of us anticipated. Rianne, together with colleagues Sabine Corsten and Bianca Spelker, and alongside my own work through the Strong Story Lab, we have been developing and studying training programs for future clinicians in life storytelling approaches — across the US, Germany, and the Netherlands. It is the kind of international collaboration that only happens when people are genuinely working toward the same thing. On behalf of Aphasia Access, thank you for listening. For references and resources mentioned in today's show, please see our show notes, available on our website at www.aphasiaaccess.org. There you can also become a member of our organization, browse our growing library of materials, and find out about the Aphasia Access Academy. If you have an idea for a future podcast episode, email us at info@aphasiaaccess.org. For Aphasia Access Conversations, here at Central Michigan University in the Strong Story Lab, I'm Katie Strong.   Resources Brinkman, R. (2018). Bouwen aan identiteit. behandeling van afasie – met 25 werkvormen [Building identity. Breindok. Treatment of aphasia – with 25 methods]. http://refhub.elsevier.com/S0021-9924(26)00012-2/sbref0006  Brinkman, R., Cardol, M., Neijenhuis, K., Luinge, M., & Leget, C. (2026). "Leave the thorn, enjoy the rose" identity formation of people with aphasia in the early rehabilitation phase. Journal of Communication Disorders, 120, 106627. https://doi.org/10.1016/j.jcomdis.2026.106627  Brinkman, R., Neijenhuis, K., Cardol, M., & Leget, C. (2024). Who am I now? A scoping review on identity changes in post-stroke aphasia. Disability and Rehabilitation, 47(5), 1081-1099. https://doi.org/10.1080/09638288.2024.2367606  Gilligan C., & Eddy J. (2017). Listening as a path to psychological discovery: An introduction to the Listening Guide. Perspectives on Medical Education, 6(2),76-81. https://doi.org/10.1007/S40037-017-0335-3  Pound, C., Parr, S., Lindsay, J., & Woolf, C. (2000). Beyond aphasia: Therapies for living with communication disability. Routledge. https://doi.org/10.4324/9781315169057  Shadden, B. B., Hagstrom, F., & Koski, P. R. (2008). Neurogenic communication disorders: Life stories and the narrative self. Plural Publishing. https://www.pluralpublishing.com/publications/neurogenic-communication-disorders-life-stories-and-the-narrative-self  Strong, K. A., & Shadden, B. B. (2020). The power of story in identity renegotiation: Clinical approaches to supporting persons living with aphasia. Perspectives of the ASHA Special Interest Groups, 5(2), 371-383. https://doi.org/10.1044/2019_PERSP-19-00145   

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This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawing on Michael Mauboussin's work, the conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that means for portfolio construction.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Available now on Excess Returns Podcast and Talking Billions.

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Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

Hear about the history of St. John Paul II Catholic Schools - dating back to 1882 and what President Mark Hagstrom sees coming up in the future. Funding scholarships and more are the goals for the 2026 Giving Hearts Day campaign!See omnystudio.com/listener for privacy information.

What's going on at JPII Schools in Fargo, ND during Catholic School's Week

Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

In this episode of our new show The 100 Year Thinkers, Chris Mayer and Robert Hagstrom explore how the words investors use quietly shape the decisions they make — often in destructive ways. From labels like “cheap,” “expensive,” and “compounder” to debates about valuation, concentration, and AI, the conversation digs into how language collapses uncertainty into false certainty. Drawing on general semantics, mental models, and decades of investing experience, they explain why confusing maps for reality leads investors astray — and how clearer thinking can change how you see markets, risk, and long-term returns.Topics discussed include:Why paying 30x earnings can be rational when return on invested capital stays highHow the word “is” smuggles hidden assumptions into investment decisionsThe difference between a company being a compounder and having compounded in the pastWhy valuation debates are really disagreements about time horizonThe “map vs. territory” problem in financial statements and market dataMarket concentration, index construction, and why benchmarks can mislead investorsHow language shapes narratives around value, growth, and riskAI investing, capital allocation, and separating durable businesses from hypeWhy many binary true-or-false questions are traps for investorsHow long-term investors think in decades, not quarters

The Third Episode of the Series! (Scroll down the earlier ones below).Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get trapped by labels, abstractions, and simplistic models, and why breaking free with better mental models, language, and long-term thinking is a real edge in markets.Subscribe on Spotify⁠⁠https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife⁠⁠Subscribe on Apple Podcasts⁠⁠https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003⁠⁠Subscribe on YouTube⁠⁠https://youtube.com/@excessreturns⁠

We hope you've been blessed + encouraged today by this message. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.

Subscribe on Spotify⁠https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife⁠Subscribe on Apple Podcasts⁠https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003⁠Subscribe on YouTube⁠https://youtube.com/@excessreturnsIn this episode of The 100 Year Thinkers, Chris Mayer, Robert Hagstrom, Bogumil Baranowski, and Matt Zeigler dive deep into what truly makes a great business and how long-term investors can develop the conviction to hold through volatility, dead-money periods, and inevitable mistakes. They break down the characteristics of the perfect business, the behavioral challenges of long-term investing, the pain of errors of omission, how to evaluate management, and why returns on capital and cash generation matter so much over decades.

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.I'm excited to share this episode with you—it's reposted here with permission and blessing from both Matt and Jack. Don't miss it! And follow their work, links below.https://excessreturnspod.com/https://cultishcreative.com/ — everyting Matt Zeigler.In a world that moves tick by tick and quarter by quarter, The 100-Year Thinkers zooms out to explore what it really means to invest with patience, discipline, and perspective. In this premiere episode, join Matt Zeigler, Bogumil Baranowski, Chris Mayer, and Robert Hagstrom as they discuss market concentration, the dominance of mega-cap stocks, and how investors can think in decades—not days. Together, they explore the evolution of active management, the role of the S&P 500, the challenge of private equity, and how to build portfolios that last. Topics covered Concentration and the rise of mega-cap dominance Equal-weight vs. market-cap-weighted indexes The role of the S&P 500 and how it shapes investor behavior Why the Magnificent Seven may not repeat past winners' mistakes The differences between today's tech leaders and the 1999 bubble The changing nature of private equity and illiquidity premiums How to define success as an investor beyond beating the index The importance of focusing on business economics over stock prices Lessons from Buffett, Bill Miller, and other long-term thinkers Timestamps 00:00 Concentration and portfolio construction 04:00 Market-cap dominance and equal vs. cap weighting 10:30 Active management, benchmarks, and the S&P 500 17:00 Economic realities of the top 10 stocks 23:00 Government policy and market intervention 26:00 Comparing 2024 to 1999 and lessons from past cycles 32:00 Innovation, Russell 2000, and private company growth 40:00 Active management and how the S&P wins 41:45 The private equity boom and its challenges 49:00 Redefining performance and investor goals 55:00 The importance of focusing on business economics 57:00 Closing thoughts and where to find the guestsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Subscribe on Spotifyhttps://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ifeSubscribe on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003Subscribe on YouTubehttps://youtube.com/@excessreturns

We hope you've been blessed + encouraged today by this message from the series "Through The Bible: Colossians." For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they reflect on the lessons and stories that have made them Richer, Wiser, or Happier over the past few months. From investing insights to timeless ideas about how to live well, this conversation is an invitation to join them on the journey toward a more meaningful life. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:35 - Whether universal truths about a good life really exist 07:43 - What we can — and can't — learn about living well from other people 47:54 - Why happiness often comes more from the absence of negative emotions than from positive ones 50:24 - What William has learned about money and happiness from some of the wealthiest people on earth 01:17:33 - Why spending money on others may increase your own happiness 01:27:29 - Why Stig has deliberately constrained himself from reading new books this past quarter 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. William Green's book Richer, Wiser, Happier – read reviews of this book. Check out their episode on being Richer, Wiser, and Happier in Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q1 2024,and Q3 2023. William Green's interview with Hagstrom. Sarah Bakewell's book, How to Live: A Life of Montaigne in One Question and Twenty Attempts at an Answer. Michel de Montaigne's book, Essays. David R. Hawkins' book, Letting Go. Ray Dalio's book, How Countries Go Broke. Ray Dalio's book, Principles for Dealing with the Changing World Order. Patrul Rinpoche's book, Words of My Perfect Teacher. John Milton's book, Paradise Lost. Virginia Woolf's book, A Room of One's Own. Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

When supernatural forces come for her kids, Curtis's mom stands strong. Mrs. Hagstrom may be one of the meanest ghosts yet. Thank you Curtis for sharing your story with us! Check out Curtis's memoir: Shadow of FearProduced by Anna Sussman, original score by Leon Morimoto, artwork by Sanaa Khan. 

In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” which lays out the principles that made Buffett the greatest investor of all. Here, Robert shares life-changing lessons he learned from Buffett & two other icons: Charlie Munger & Bill Miller. He also explains why a focused, low-turnover portfolio is a brilliant but difficult strategy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:39 - How Robert Hagstrom became a multidisciplinary thinker. 08:09 - How to think better & invest better by tuning out the noise. 26:01 - What mistake Warren Buffett made most frequently. 35:30 - Why AI falls short when it comes to investment decisions. 35:30 - Why Nvidia is Robert's biggest holding. 01:04:49 - How Miller endured & recovered from a devastating mistake. 01:14:43 - What insights led Bill Miller to make billions in Amazon & Bitcoin. 01:32:04 - Why it's smart but really hard to own a concentrated portfolio. 01:34:29 - Why Robert views Modern Portfolio Theory with disdain. 01:42:23 - What advice Robert received from investing giant Bill Ruane. 01:48:06 - Why you should be deeply wary of investing in private equity. 02:04:04 - What life lesson Robert has learned from Buffett. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠here⁠⁠⁠⁠. Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Robert Hagstrom's investment firm, Equity Compass Investment Management. Robert Hagstrom's books: The Warren Buffett Way, The Warren Buffett Portfolio, Investing: The Last Liberal Art. Mortimer Adler's How to Read a Book. Louis Menand's The Metaphysical Club. William Green's podcast interview with Bill Miller. William Green's podcast interview with Bill Nygren. William Green's book, “Richer, Wiser, Happier” – ⁠⁠read the reviews of this book⁠⁠. Follow William Green on ⁠⁠⁠⁠X⁠⁠⁠⁠. 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? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. 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. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠. SPONSORSSupport our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm 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

Matt Zeigler and Bogumil Baranowski join Robert Hagstrom for a very special hour-long discussion. The episode originally appeared on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!Legendary investor and author Robert Hagstrom joins Excess Returns to explore timeless investing principles—and how they've evolved in today's market. In this wide-ranging conversation, Robert shares stories from working with Bill Miller, insights on Warren Buffett's approach, and the philosophical foundations of long-term investing. He also issues a stark warning about the rising popularity of private equity for retail investors.Whether you're a Buffett disciple, a fan of focused investing, or just curious about how great investors think, this is a conversation packed with insight.

Robert Hagstrom returns to discuss the investing principle he believes most value investors still misunderstand—despite decades of evidence from Warren Buffett. In this conversation, we explore why focus investing works, what traditional value investors got wrong about the Magnificent Seven, and how the industry's obsession with low P/E ratios and short-term tracking error leads to missed opportunities. Hagstrom also reflects on lessons from working with Bill Miller and explains why evolving your investment approach is essential for long-term success.In this episode, we discuss:How Hagstrom fell into money management by accidentWhat Buffett's 1983 letter taught him about investingThe dangers of rigid value investing frameworksWhy most active managers fail over timeThe key to compounding that investors overlookDrawdowns, tracking error, and the psychology of focus investingWhy private equity's appeal is mostly an illusionWhat Buffett's surprise CEO handoff really means for Berkshire Hathaway

We hope you've been blessed + encouraged today by this message from The Worship Series. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

Part of being a truly radiant person is to learn how to shine bright, yet without that pesky ego getting in the way. Many times you hear about people who “suck all the oxygen out of the room” or others who feel destined to be a wallflower forever. And in both scenarios, I find it fascinating that these are fear-based perceptions… Comparing yourself to others is the quickest way to dim your own light inside. So how do we avoid this fear loop and instead show up to life as our full, vibrant selves? My all-star special guest today is Sarah Hagstrom and she's simplifying how to shine bright and reclaim your radiance.  Her personal story battling with chronic pain, digestive issues, overworking and people pleasing is one that I'm sure many of us have grappled with at some point in our own lives.  The good news is… it doesn't have to be your “forever story.” Sarah shows us a better way to do less and focus on the things in life that truly light you up… and as she puts it, she teaches us to remember the simple phrase of “let's try easier” to help you lighten the load when things feel heavy, stressful or overwhelming. It seems that the secret to radiance is here, too. Here's how.  My all-star special guest today is Sarah Hagstrom and she's simplifying how to shine bright. We tackle and simplify all aspects of it, including: Some insight into her childhood and how that affected her health as an adult - what she did to reverse the chronic pain and tackle the digestion issues once and for all What she means when she says “prune for progress” to reclaim your radiance and to truly live your purpose When we realize nothing is “good or bad” or “right or wrong” in life, how that simple, yet profound truth helps us shine brighter How to put an end to “people-pleasing” tendencies and focus more on doing the things that truly light you up first …and ultimately, she shares simple, practical tips that have helped her live with more grace, ease and flow both personally and professionally. I am a firm believer that when we each do the inner work like this, tackling the deep-rooted identity anchors that we dropped down when we were a child that helped us understand who we are, how we show up and what roles we do (and don't) play in the world… healing begins. Because as you uncover these subconscious beliefs and anchors, you begin to acknowledge them… work through them… and ultimately, decide if they are still serving you or not. You can do it, I believe in you… it's time to simplify! Q: Are you ready to shine bright? If yes, this one is for you. It's time to #DoTheThing  ---- Show notes available with all links mentioned here: https://www.thesimplifiers.com/posts/383-how-to-shine-bright---with-sarah-hagstrom-part-one---all-star

JP2 School Events during Lent into Easter

Robert Hagstrom, Chief Investment Officer of EquityCompass Investment Management and the author of seven investment books including The New York Times Best Seller, The Warren Buffett Way. Michael & Hagstrom discuss how the Buffet's annual letter held in high regard by Michael, evolved into what it is today.

The World's #1 Personal Development Book Podcast!  In today's episode we have the pleasure to interview Robert Hagstrom Author of “The Warren Buffett Way” Robert is a renowned investment strategist, portfolio manager, and best-selling author. With over 26 years of experience, he managed award-winning funds and grew assets to be worth billions. He's also frequent media commentator and Chartered Financial Analyst, Robert blends deep market expertise with a passion for teaching investment strategies In this episode, Robert shares about his journey from aspiring journalist to successful stockbroker and author of 'The Warren Buffett Way.' We talk about the pivotal moments that shaped his investment philosophy, particularly the influence of Warren Buffett. We dive into the importance of reading and writing in understanding investment strategies, the value of reading fiction, and reflections on his book's impact over the years. We also talk about the need to quiet the noise of financial media and he offers his perspective on how to approach investing with a long-term mindset. We hope enjoy this incredible conversation with Robert Hagstrom   To learn more about Robert and buy his book follow the links below: The Book: https://a.co/d/5D5Wdth Website: https://www.equitycompass.com/https://www.linkedin.com/in/roberthagstrom/ https://x.com/robertghagstrom ________________________________________________ Join the world's largest non-fiction Book community! https://www.instagram.com/bookthinkers/ The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

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If you think lifting heavy weights is just for bodybuilders and powerlifters, it's time to smash that myth. Today, I'm rolling up my sleeves to chat with Dr. Mandy Hagstrom, a powerhouse in the world of strength training, research, and elite-level athleticism. She's here to talk about why all women (yep, ALL of us) need to embrace the barbell and stop playing it safe with the light dumbbells. Mandy shares her journey from Olympic weightlifting to becoming a national champion powerlifter, balancing elite sport with the demands of academia, and why lifting heavy has a direct line to improving quality of life - even for cancer survivors. We dig deep into everything from the myths that hold women back in the gym, to how strength training can boost not just physical health but mental resilience, too. Oh, and did I mention we're talking about running marathons, dealing with burnout, and how sometimes science just needs to evolve? Trust me, you're going to walk away from this episode ready to lift heavy, push your limits, and rethink everything you thought you knew about strength.   TESTART FAMILY LAWYERS Website: testartfamilylawyers.com.au DR MANDY HAGSTROM Website: dr-mandy-hagstrom TIFFANEE COOK Linktree: linktr.ee/rollwiththepunches/ Website: tiffcook.com LinkedIn: linkedin.com/in/tiffaneecook/ Facebook: facebook.com/rollwiththepunchespodcast/ Instagram: instagram.com/rollwiththepunches_podcast/ Instagram: instagram.com/tiffaneeandco  See omnystudio.com/listener for privacy information.

Our guest today is Rachel Hagstrom. She is on the blogger team with Affair Recovery, a board certified functional medicine health coach, and has a desire to walk alongside women who are navigating infidelity and betrayal, and help them discover ways they can support themselves physically, mentally, emotionally, and spiritually. You can contact Rachel HERE Today Rachel discusses the importance of understanding how trauma affects bodily functions such as digestion, endocrine system, and sleep, and emphasizes the need for basic self-care and the value of functional medicine in holistic healing. The conversation underscores the continuous and evolving nature of the healing journey and provides practical advice for women in different stages of recovery. 00:18 Rachel's Journey to Functional Medicine 00:53 Understanding Trauma's Impact on the Body 01:32 Personal Healing Journeys 03:47 Rachel's Motivation and Path 05:38 The Reality of Healing 07:30 Practical Self-Care Tips 26:10 The Importance of Functional Medicine 32:52 Upcoming Events and Final Thoughts More from Choose Recovery Services Believing In You Coaching Membership- want to take your healing to the next level? Ready to start believing in yourself again, trusting yourself again and loving yourself, perhaps for the first time? It takes being intentional in your healing and this coaching membership gives you every opportunity to become more aware of whats keeping you stuck. Click on the link for more information. ⁠Beyond the Facade Podcast⁠ - Luke Gordon hosts a podcast geared toward helping men live authentically and in harmony with their values. ⁠Choose Healing⁠ - Weekly support group for women who have recently experienced betrayal and are needing help coping with the symptoms of trauma. First four weeks are free! ⁠Healing Hearts⁠ - Self-paced, 15-week course for individuals and couples to complete at their own pace. The course emphasizes the development of empathy, integrity, and authentic intimacy.  ⁠Help. Her. Heal⁠ - This program is for men seeking to learn more about empathy, conflict resolution, and healthy communication.  ⁠⁠Empowerment After Betrayal⁠⁠ - This betrayal trauma support group is for men who have been betrayed. They will receive resources to recover from betrayal trauma while being surrounded by a supportive community. ⁠Choose 90 for Men⁠ - Support group for men who are ready to take the first step towards recovery from compulsive behavior, infidelity and/or betrayal. ⁠Choose 180 for Men⁠ - This support group helps men gain emotional intelligence so they can better manage unwanted behaviors. Participants will connect with other men, better understand their emotions, work through shame, and build a deep respect for themselves.⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Choose Renewal⁠ - For women recovering from unwanted sexual behavior, whether it's a recurring challenge or a one-time incident. Focus on recovery and healing from patterns of sexual acting out in a safe, nurturing community. ⁠Resilient Teens⁠ - Ongoing support group for teens ages 15-18 whose parents have experienced betrayal in their marriage. ⁠Adult Children Uniting for Healing⁠ - Ongoing support group for adult children of parents who have experienced betrayal in their marriage and who need support navigating their own experience with betrayal. ⁠Choosing to Stay Webinar⁠ - Free monthly webinar for couples choosing to stay together after infidelity.⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠The Empowered Divorce Podcast⁠⁠⁠⁠⁠⁠⁠ with Amie Woolsey for those who are leaning toward divorce.⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Dating From Within⁠ - Amie Woolsey hosts this workshop which teaches you how to date yourself first. Learn how to know if you are ready to date again and what a healthy relationship looks like.  ⁠Should I Stay or Go?⁠ - Self-paced course designed to be a companion on your journey toward self-discovery and personal empowerment.  Connect with us on Social Media: ⁠Alana Gordon⁠ ⁠Amie Woolsey⁠ ⁠Choose Recovery Services

We hope you've been blessed + encouraged today. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}} YouTube: https://www.youtube.com/@InvestingUnscripted/videos Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 This is an episode from the Investing Unscripted Podcast. Enjoy this special episode! ***************************************************************** Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more. Companies mentioned: BRK.A, BRK.B ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023

Kyle Grieve chats with Robert Hagstrom about reflections from Warren Buffett's early investing mistakes, why GEICO's insurance float has been setup so perfectly for use by Warren Buffett, why low turnover portfolio's outperform other options, why looking at stocks as abstractions is such a powerful mental model, how Warren Buffett has made thinking long-term into his own competitive advantage, a detailed history on modern portfolio theory, and why it's so pervasive today, why investors should focus on certainties in their investing strategy, and a whole lot more! IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:30 - Details on Warren's mistakes on Berkshire Hathaway (textile mill) and subsequent mistakes with the Dexter Shoe acquisition. 08:44 - Why low turnover portfolios tend to outperform. 16:20 - Why you can outperform the market over the long term while underperforming the market 50% of the time. 18:29 - The importance of thinking of stocks as abstractions. 27:55 - How Warren Buffett has evolved his investing methods while staying true to his deeply held principles. 43:07 - Benjamin Graham's two most influential concepts Warren still abides by today. 43:07 - The history of modern portfolio theory and why it's so pervasive today. 54:28 - The single most important characteristic that has produced so much of Warren Buffett's success. 59:36 - The characteristics required to outperform the market. 01:08:09 - Why we should spend our investing time thinking about business rather than macroeconomics. 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. Buy The Warren Buffett Way here. Read more of Robert Hagstrom's articles here. Related Episode: TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom | YouTube video. Related Episode: MI307: Unpacking The Money Mind w/ Robert Hagstrom | YouTube video. Related Episode: MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom | YouTube video. Follow Kyle on Twitter and LinkedIn. 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 Sun Life AFR The Bitcoin Way AT&T Sound Advisory Industrious Range Rover iFlex Stretch Studios Meyka Yahoo! Finance Vacasa Briggs & Riley Public American Express USPS Shopify 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! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often dubbed the "Woodstock of capitalism," which kicks off days before the main event with various conferences and events. Tune in to gain valuable perspectives on the Oracle of Omaha and his enduring investment principles.

We hope you've been blessed + encouraged today. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

The South Bend Cubs are on their third Daktronics display dating back to their first installation nearly 20 years ago in 2005. To hear about the evolution of technology at Four Winds Field, Justin and Matt are joined by Chris Hagstrom-Jones, Cubs Assistant General Manager of Marketing and Media. He shares his history with the team, his experiences with LED video technology in previous roles and much more in this episode all about minor league baseball.   Links: Daktronics News Release: https://www.daktronics.com/news/upgraded-led-technology-coming-to-south-bend-cubs-from-daktronics Daktronics Project Highlight: https://www.daktronics.com/en-us/photos?k=south%20bend%20cubs&project=114946-001&media=WP-025213

Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more.  Companies mentioned: BRK.A, BRK.B ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Paint the Nation Deacon Red! Hear from President Mike Hagstrom with the Saint John Paul II Catholic Schools about their plans for Giving Hearts Day, how they are honoring Catholic Schools Week and how you can be a part of their story.See omnystudio.com/listener for privacy information.

Chapter 1 What's The Warren Buffett Way Book by Robert G. Hagstrom"The Warren Buffett Way" is a book written by Robert G. Hagstrom in 1994. This book serves as a comprehensive guide to understanding the investment strategies and principles of Warren Buffett, one of the most successful investors in the world. Hagstrom explores Buffett's techniques, including how he selects stocks, assesses businesses, and manages his portfolio. The book also delves into Buffett's philosophy on value investing and provides insights into his long-term, patient approach to building wealth. It has been highly regarded by investors and aspiring investors alike for its valuable lessons on successful investing.Chapter 2 Is The Warren Buffett Way Book A Good BookYes, The Warren Buffett Way: Investment Strategies of the World's Greatest Investor by Robert G. Hagstrom is generally considered a good book for anyone interested in learning about Warren Buffett's investment strategies and philosophy. It provides valuable insights into Buffett's approach to investing and offers practical advice that can be applied by individual investors. However, as with any book, its usefulness may vary depending on the reader's prior knowledge and investment experience.Chapter 3 The Warren Buffett Way Book by Robert G. Hagstrom Summary"The Warren Buffett Way" is a book written by Robert G. Hagstrom that aims to provide readers with insights into the investment strategies and philosophy of renowned investor Warren Buffett. The book breaks down Buffett's investment approach into four fundamental principles:1. Investing is a business: Buffett treats investing as if he were buying an entire business. He looks for companies with strong competitive advantages, consistent earnings growth, and good management teams.2. Focus on the long term: Buffett has a long-term perspective when it comes to investing. He believes in buying and holding stocks for the long haul, as opposed to trying to time the market or make quick profits.3. Buy undervalued stocks: Buffett is known for his value investing approach. He looks for stocks that are trading at a price below their intrinsic value and provides examples of how he determines this value.4. Stay within your circle of competence: Buffett advises investors to only invest in industries and companies they fully understand. He emphasizes the importance of doing thorough research and analysis before making any investment decisions.Throughout the book, Hagstrom provides numerous examples and case studies of Buffett's investment successes, as well as lessons that can be learned from his failures. The author also delves into Buffett's background, his influences, and his overall investment philosophy.Overall, "The Warren Buffett Way" offers a comprehensive overview of Buffett's investment principles and provides practical advice for individual investors looking to adopt a successful long-term investment strategy. Chapter 4 The Warren Buffett Way Book AuthorRobert G. Hagstrom is an author and investment strategist. He is best known for his book "The Warren Buffett Way," which provides an in-depth analysis of the investment strategies of Warren Buffett, the renowned investor and philanthropist. "The Warren Buffett Way" was originally released in 1994. It has since become a widely read and highly regarded book among both investors and finance professionals. The book delves into Warren Buffett's investment philosophy, focusing on his key principles and strategies.In addition to "The Warren Buffett Way," Robert G. Hagstrom

We hope you've been blessed + encouraged today. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

We hope you've been blessed + encouraged today. For all updates + news, head to www.denverunited.com. For more information or to submit a prayer request, head to www.denverunited.com or email us at info@denverunited.com.

Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor. 10:16 - Insights from investments in Dell Computer and Amazon. 10:37 - Why you should look at the market through a biological model over a physics-based model. 10:37 - The importance of network economics in a digital age. 26:55 - Ways to improve efficiency from books that you read. 38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here. Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here. Buy a copy of The Detective And The Investor here. Buy a copy of Investing: The Last Liberal Art here. Buy a copy of The Warren Buffett Way here. Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video. Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. 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: Airbnb NetSuite Babbel Masterclass Shopify Principal Financial Connect with Kyle:  Twitter | LinkedIn | Website Connect with Robert: Twitter | LinkedIn | Website

Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more!IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor.10:16 - Insights from investments in Dell Computer and Amazon.10:37 - Why you should look at the market through a biological model over a physics-based model.10:37 - The importance of network economics in a digital age.26:55 - Ways to improve efficiency from books that you read.38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESBuy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here.Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here.Buy a copy of The Detective And The Investor here.Buy a copy of Investing: The Last Liberal Art here.Buy a copy of The Warren Buffett Way here.Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video.Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.NEW TO THE SHOW?Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.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.Help us understand our audience better so we can create a more intentional user experience by answering this survey!SPONSORSSupport our free podcast by supporting our sponsors:AirbnbNetSuiteBabbelMasterclassShopifyPrincipal FinancialConnect with Kyle: Twitter | LinkedIn | WebsiteConnect with Robert: Twitter | LinkedIn | Website See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sneaking into punk clubs, recording with Don Zientara in high school, working with a record label run by a woman, and the intersection of time, age, and notoriety are part of Hilary's conversation with guitarist and vocalist, Thalia Zedek. Huge thanks to this episode's sponsors! EarthQuaker Devices- extra special effects pedals made by hand in Akron, OH! Stompbox Sonic- personalized pedal curation and sales in Somerville, MA! Holcomb Guitars- custom guitars and mobile guitar repair in RI/MA! Distrokid- get your music on streaming services (Mid-Riff listeners get 30% off with this link!)! THALIA's BIO Guitarist/vocalist Thalia Zedek began playing in bands and recording soon after moving to Boston from Washington D.C. in 1979. In 1986, Thalia's 3rd band, Uzi, released an EP on Homestead Records called “Sleep Asylum” which was later reissued by Gerard Cosloy on Matador Records in 1993. After Uzi broke up Thalia joined established noise rock band Live Skull on lead vocals and relocated to New York. She recorded 2 albums and an EP with them before returning to Boston and founding the band Come in 1991. Come released 4 albums and numerous EP's and singles on the Matador, Sub Pop, Domino, Glitterhouse and Placebo labels. Their full catalogue is currently being reissued on Fire Records. In 2001 Thalia started releasing solo records under her own name, first on Matador and Kimchee Records and then on the Thrill Jockey label where she continues as an active recording artist to this day. In addition to her solo work Thalia also records and performs with the Thalia Zedek Band and her newer band E, a trio that she started in 2013 with Jason Sanford of Neptune. She was also a member of the now defunct experimental group tK E has released 2 singles, a cassette, 3 LP's and an EP and are currently working on their 4th LP. Thalia continues to tour in the US and internationally with the Thalia Zedek Band and E, as well as the band Come, who reunited to tour in support of their recent reissues. Her most recent releases are 2021's “Perfect Vision” LP on Thrill Jockey by the Thalia Zedek Band, and 2022's “Any Information” EP by E on the Czech label Silver Rocket. In 2023's E released 7inch “Live at Cave 12” on the 100% Breakfast label. THALIA's MENTIONS The Cramps / Urban Verbs / Patti Smith / The Ramones / Deceits / The Razz / The Nurses / Fingers of Shame / The Shirkers / Limp Records / Stiff Records / Don Zientara / Inner Ear Studio / Jason Sanford / Alec Tisdale / Volcano Kings / Gavin McCarthy / Karate / Ernie Kim / Bob Dylan / Eric Clapton / Dave Davenport / Steve Miller Band / Berklee / Mr. Music / Bettina Richards / Thrill Jockey Records / Boston RPM / Karen Sarkisian / Handsy / Nurse and Soldier / Hidden Fountain / Cortez / Gibson / Peavey / Fender / Danelectro / Silvertone / Hagstrom / Kent / Ampeg / Music Man / Other Space Electronics / Dwarfcraft Devices / Electro-Harmonix / EarthQuaker Devices / Tokai / Ibanez / Boss THALIA's LINKS Thalia Zedek Band website Thalia Zedek Band Facebook E website E Bandcamp E Facebook tK Bandcamp tK Facebook MID-RIFF LINKS Website Instagram Facebook Newsletter Blog  Handsy Gender and Music Gear Experiences Report Thanks for rating/reviewing on Apple Podcasts! Support Mid-Riff by shopping on Reverb! Check out more from Ruinous Media! Bumper Music: “Smoked” by Thalia Zedek Band Theme Music: "Hedonism" by Towanda Artwork by Julia Gualtieri

We often hear that marriage is work—once the honeymoon phase is over, of course. And it's true; marriage does require some adjustments and compromises. But what about the things that happened before marriage? The situations that may have taken place years ago, but the repercussions of which are still creeping into your union? Co-hosts Darlene Brock and Julie Bender are joined by Grit and Grace Life writer Rachel Hagstrom to talk about how to unpack the baggage in your marriage. Both Rachel and her husband experienced separate traumatic events that slowly began chipping away at the foundation of their union. In this episode, she speaks to the importance of marriage counseling, grieving the pain you may have caused one another, and confronting the triggers that threaten your relationship. It was only when Rachel and her husband faced their past head on that they were able to revive the love that brought them together and the stability to keep it that way. Rachel Hagstrom is married to her favorite veteran (Go Army!) of 14 years, and is a mom to two spirited daughters and one kind goldendoodle. After years of struggling with health challenges, she decided to do her own research and make changes to take a more proactive approach toward her well-being. Now as a board-certified health and wellness coach, Rachel is passionate about walking alongside other women who seek opportunities for growth, healing, and transformation in their daily lives. When she's not coaching, you'll find her writing, reading, and spending time outdoors (most preferably next to the ocean, which only exists in her mind now that she lives in Dallas!) You can follow Rachel on Instagram @rachelhagstrom and on her website, rachelhagstrom.com   Quote of the episode: “Heartache is not your home." —Rachel Hagstrom Resources Mentions: —Try Softer by Aundi Kolber —"PTSD Threatened Our Love Story—Finding Help Saved It" Related Content: —"Recognize Your Emotional Triggers So They Don't Interrupt Your Life" —Need a Life Overhaul? Wellness Expert Rachel Hagstrom Tells You How – 189 Follow Us on Social Media! Facebook Instagram   Twitter Pinterest

We often hear that marriage is work—once the honeymoon phase is over, of course. And it's true; marriage does require some adjustments and compromises. But what about the things that happened before marriage? The situations that may have taken place years ago, but the repercussions of which are still creeping into your union? Co-hosts Darlene Brock and Julie Bender are joined by Grit and Grace Life writer Rachel Hagstrom to talk about how to unpack the baggage in your marriage. Both Rachel and her husband experienced separate traumatic events that slowly began chipping away at the foundation of their union. In this episode, she speaks to the importance of marriage counseling, grieving the pain you may have caused one another, and confronting the triggers that threaten your relationship. It was only when Rachel and her husband faced their past head on that they were able to revive the love that brought them together and the stability to keep it that way. Rachel Hagstrom is married to her favorite veteran (Go Army!) of 14 years, and is a mom to two spirited daughters and one kind goldendoodle. After years of struggling with health challenges, she decided to do her own research and make changes to take a more proactive approach toward her well-being. Now as a board-certified health and wellness coach, Rachel is passionate about walking alongside other women who seek opportunities for growth, healing, and transformation in their daily lives. When she's not coaching, you'll find her writing, reading, and spending time outdoors (most preferably next to the ocean, which only exists in her mind now that she lives in Dallas!) You can follow Rachel on Instagram @rachelhagstrom and on her website, rachelhagstrom.com   Quote of the episode: “Heartache is not your home." —Rachel Hagstrom Resources Mentions: —Try Softer by Aundi Kolber —"PTSD Threatened Our Love Story—Finding Help Saved It" Related Content: —"Recognize Your Emotional Triggers So They Don't Interrupt Your Life" —Need a Life Overhaul? Wellness Expert Rachel Hagstrom Tells You How – 189 Follow Us on Social Media! Facebook Instagram   Twitter Pinterest

  Earlier this week, we shared part one of this conversation, all about how to shine bright and reclaim your radiance. As I get older and wiser, I'm starting to realize where the root of true radiance and vibrancy comes from… it's not the clothes I wear or the makeup I put on. It's not even my physical body that I see in the mirror. But rather, true radiance where my little light shines bright all starts from within. Finding that safety and security by finally coming home to my mind, body and spirit FIRST, rather than seeking it externally. Let those words sink in for a second… what you seek is already within you right now. And I hope this conversation with Sarah solidifies that in your heart as well, on how to do it. Now, if you haven't heard part one, go back and listen to that one first. But if you're ready to continue on, let's pick back up here with my all-star conversation with Sarah Hagstrom as she simplifies how to shine bright. It's time to simplify… Here's how.  My all-star special guest today is Sarah Hagstrom and she's simplifying how to shine bright. We tackle and simplify all aspects of it, including: Some insight into her childhood and how that affected her health as an adult - what she did to reverse the chronic pain and tackle the digestion issues once and for all What she means when she says “prune for progress” to reclaim your radiance and to truly live your purpose When we realize nothing is “good or bad” or “right or wrong” in life, how that simple, yet profound truth helps us shine brighter How to put an end to “people-pleasing” tendencies and focus more on doing the things that truly light you up first …and ultimately, she shares simple, practical tips that have helped her live with more grace, ease and flow both personally and professionally. You can do it, I believe in you… it's time to simplify! Q: Are you ready to shine bright? If yes, this one is for you. It's time to #DoTheThing  ---- Show notes available with all links mentioned here: https://thesimplifiers.com/podcast/sarah-hagstrom-how-to-shine-bright-part-two-all-star