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18 episodes with investment philosophy
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2 episodes with investment philosophy
3 episodes with investment philosophy
2 episodes with investment philosophy
2 episodes with investment philosophy
2 episodes with investment philosophy
Join our community of RE investors on Skool: https://www.skool.com/the-real-estate-investing-club-5101/about?ref=44459ba83f5540f19109c8a530db40230:00 Episode Introduction5:47 How Ali Got Started in Real Estate8:01 From REIT M&A to Deal Sourcing Strategy10:31 Condo Conversion Business Model Explained13:14 Value-Add Strategies: Basement & Attic Conversions15:01 The Silver Tsunami: Why Senior Housing Now17:56 Senior Housing Investment Criteria & Returns20:13 Quick Question Round Begins22:27 Advice for Younger Self24:15 Finding Deals Through Facebook GroupsREAL ESTATE INVESTING STRATEGIES REVEALED
Today, Jesse is joined by Don McDonald to offer a critical examination of the financial advising and annuity industries, warning retirees and near-retirees about misleading sales tactics that exploit fear - especially the fear of market losses. They emphasize the importance of working with fee-only, fiduciary advisors who are legally obligated to act in clients' best interests, in contrast to commission-based salespeople who often obscure fees, misrepresent guarantees, and use charm to build trust. Drawing from Jason Zweig's “19 Questions to Ask Your Financial Advisor,” Jesse highlights key criteria for evaluating advisors, including transparency, credentials, investment philosophy, and service scope. They condemn opaque fee structures, sales contests, and annuity marketing tactics - like steak dinners that pressure attendees into high-commission products - and describe most annuities as complex, wealth-threatening vehicles. Jesse adds practical suggestions like inquiring about an advisor's succession plan, communication style, and client load, and stresses the value of education and evidence-based investing. The two advocate for comprehensive financial planning and alignment of advisor-client interests, with Don underscoring the importance of commitment to honesty, transparency, and fiduciary duty. Key Takeaways:• Annuity and investment salespeople often exploit retirees' fear of losing money in market downturns to sell high-fee products. • While there are niche use cases, many annuity products are expensive, opaque, and designed to benefit the seller more than the buyer. • You need to know what happens to your financial relationship if your advisor retires or leaves. • State-level oversight often fails to protect consumers from misleading practices. • Know the difference between moral fiduciary responsibility and legal fiduciary responsibility. • It's a red flag if an advisor recommends products they wouldn't use for themselves. Key Timestamps:(00:00) Understanding Annuities and Financial Advisors (02:08) 19 Questions to Ask Your Financial Advisor (08:13) Conflicts of Interest in Financial Advising (12:56) Investment Philosophy and Market Timing (18:34) Professional Credentials and Requirements (23:07) Additional Questions for Your Financial Advisor (29:05) The Gamble of Annuities (34:34) The Deceptive World of Indexed Annuities (36:17) The Ethics of Financial Advisors (39:29) The Lack of Federal Oversight (46:38) Misleading Sales Tactics (49:42) Advice for Annuity Holders and Seekers (56:45) Don McDonald's Financial Talk Show Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions:Website: https://talkingrealmoney.com/ LinkedIn: https://www.linkedin.com/in/donmcdonald/ More of The Best Interest:Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada's recent election to Trump's tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it's way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia. With European fiscal stimulus acting as a catalyst, global sentiment is shifting quickly. Tyler makes the case for investors to roll up their sleeves, rebalance portfolios, and lean into global diversification. It's a timely conversation filled with sharp insights and a reminder that when markets get volatile it pays to maintain a global perspective. Chapters 00:00 Introduction to Global Thinking Podcast (01:06) Canadian Politics and Election Outcomes (05:09) Macroeconomic Trends in Canada (12:37) US Market Dynamics and MAG-7 (20:15) International Economic Opportunities and Desynchronization (25:31) Economic Performance Overview (27:54) International Markets: A New Catalyst for Growth (30:42) Navigating Uncertainty: Investor Sentiment and Strategy (35:19) The Importance of Global Diversification (38:27) Personal Insights and Future Outlook Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/ For any questions, comments or suggestions please reach out to Rob Duncan, rduncan@forstrong.com
Thank YOU! For all excellent questions! [00:00] Episode Highlights[03:00] Introduction and Milestone Celebration[06:00] Setting the Stage[08:00] Investment Philosophy and Starting a Career[10:00] Business Valuation Approaches[12:00] Essential Investment Skills[13:00] Portfolio Structure and Management[15:00] Position Sizing and Client Alignment[17:00] Investment Preferences and Strategy[21:00] Performance Lessons and the "No Zero Policy"[24:00] Holding Periods and Acquisition Experiences[27:00] Market Scenarios and Economic Context[32:00] Investment Strategy Evolution[35:00] Central Banking and Political Context[38:00] Personal Insights and Time Management[40:00] Daily Structure and Deep Work[42:00] Podcast Logistics and Guest Selection[44:00] Client Relationships During Volatile Times[46:00] Personal Perspectives on Optimism and Caution[48:00] Unlearning and Media Consumption[50:00] Book Recommendations[57:00] Life Lessons and Closing Thoughts[59:00] OutroPodcast 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.
My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff
Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss: (00:00) Introduction to Li Lu: The Mysterious Investor(04:45) Li Lu's Fascinating Background and Early Life(09:35) The Formation of Himalaya Capital and Investment Philosophy(14:26) Investment Strategies: Balancing Patience and Activity(16:59) Key Investment Principles from Li Lu(22:50) Case Study: Timberland Investment(29:52) Case Study: BYD - A Defining Investment(33:40) Investing Insights: BYD vs Timberland(35:41) The Rise of Mu Tai: A Cultural Staple(42:39) Macro Perspectives: Li Lu on China(48:39) Lessons from Li Lu: Value Investing Principles*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this episode of the Investing with Purpose podcast, host Steve Libman and IWP guest, longtime friend Aaron Fisher discuss their journey in real estate investing, the importance of mentorship, and the purpose behind their entrepreneurial endeavors. They explore various investment strategies, the significance of giving back, and how personal experiences shape their views on success and lifestyle choices. The conversation emphasizes the value of collaboration, creativity in accessing capital, and the importance of adapting to new challenges in both business and life.TakeawaysAaron Fisher shares his background as an attorney and entrepreneur.The importance of leveraging capital creatively in real estate investing.Perception in real estate investing should be based on market data, not personal opinion.Hiring experts allows entrepreneurs to focus on their strengths.The transition from active income to passive income is crucial for financial freedom.Mentorship plays a significant role in personal and professional growth.Understanding the purpose behind investments can lead to a more fulfilling life.The balance between work and lifestyle is essential for happiness.Giving back to the community can be a rewarding experience.Recognizing when to adapt and change is key to continued success.Chapters00:00 Introduction to the Podcast and Guests01:44 Background of Aaron Fisher and His Journey06:09 New Chapter 210:52 Investment Philosophy and Early Experiences19:51 Current Investment Strategies and Diversification21:30 Navigating Career Transitions and Investments24:02 The Importance of Giving Back29:08 Mentorship and Career Growth36:23 Defining Personal Success and Purpose42:07 Balancing Lifestyle and EntrepreneurshipAbout Aaron FischerAaron Fisher is an attorney turned entrepreneur and real estate investor with a passion for mentorship and building wealth with intention. With a background in law and a mindset rooted in growth, Aaron has dedicated his career to helping others . His journey reflects a commitment to collaboration, community impact, and designing a life and business that align with deeper purpose.Connect with Aaron FischerAaron Fischer LinkedInasflegalservices.com/ (Company)datadoghq.com/ (Company)Connect with UsAre you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!
In this episode of the Global Thinking Podcast Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack what may become one of the most studied financial panics of our time. With markets rattled by a sudden loss of confidence, they explore how erratic policy moves and recent tariff announcements have triggered a global risk-off sentiment and shaken investor faith in American capital markets. Tyler explains why this isn't your typical market correction, but rather a policy-inflicted confidence shock that's exposing deep structural cracks. The conversation dives into the fading role of the U.S. dollar as a safe haven, the growing importance of global diversification, and why gold is back in fashion. Most importantly, they discuss what investors should be watching now: bond market stability, fiscal stimulus leadership, and emerging opportunities in unexpected places. Whether you're navigating this storm or preparing for what's next, this episode is a timely reminder that having a strategy and knowing your signals is more critical than ever. Chapters 00:00 Introduction to Global Thinking Podcast 01:06 Market Turmoil and Tariff Impacts 03:27 Understanding the Financial Panic 10:01 Signals to Watch in the Current Market 13:22 Investment Implications and Opportunities 16:10 Final Thoughts and Advice for Investors Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/
An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm in 2020.Key Topics & TimestampsEarly Influences & Career Path (03:46 - 10:45)Sam's humble beginnings and early relationship with moneyWorking from age 12 and saving money through collegeFirst investing experience with college funds in Dell Computer during the late 90sMeeting Bill Miller at college and winning the "job lottery"Investment Philosophy (10:45 - 25:45)The power of long-term compoundingThinking about stocks as ownership of real businessesLessons learned from Bill Miller: "The big money's made in the big moves"Value investing that includes growth companies at reasonable pricesLooking beyond traditional financial statementsThe Amazon Story & Jeff Bezos (25:45 - 39:45)Meetings with Jeff Bezos and his insightsThe brilliance of Bezos' long-term thinkingBezos' focus on what won't change rather than what willThe benefit of public markets - participating in others' successInvestment Strategy & Client Relationships (39:45 - 48:45)"Volatility is the price you pay for returns"The ideal client profile for Patient Capital's approachMaximizing long-term capital growth versus capital preservationThe importance of having clients who understand drawdowns are part of the processNavigating Market Volatility (48:45 - 57:45)The futility of trying to time the marketThe importance of time in the market versus timing the marketManaging stress during market downturnsDaily meditation, exercise, and journaling as stress management toolsWomen in Investing (57:45 - 61:45)Advocating for more women in investingThe power of role modelsNatural advantages women may have as investorsActive vs. Passive Investing (61:45 - 68:45)Thoughts on the rise of passive investingThe concentration of the S&P 500 in top namesHow passive could change in a prolonged sideways marketThe importance of maintaining confidence during market downturnsDefinition of Success (68:45 - end)Success as happiness, fulfillment, and being proud of contributionsBeyond financial metrics to personal satisfactionMemorable Quotes"Compounding is so powerful. It should be taught so much earlier to everyone.""Volatility is the price you pay for returns.""The big money's made in the big moves.""Loss and pain is part of the process of growth and compounding. It is what you're paid for.""If you want something, go for it. There's always a shot.""The most powerful force in markets is compounding and the long-term time horizon.""If you are happy, fulfilled, content, and proud of your contributions, that's success."Podcast 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.
April 3, 2025: Branden Fini, Partner at Allumia Ventures, discusses the world of healthcare from the view of an investor. How should entrepreneurs approach product-market fit, and why does Branden insist that solving clear and simple pain points trumps the latest technology? The conversation delves into critical investment inflection points, the importance of leadership teams, and the challenging balance between clinical validation and commercial traction. As healthcare faces provider shortages and ongoing consolidation, what emerging opportunities are on the horizon, and how might the changing political landscape reshape investment strategies in healthcare technology? Key Points: 01:02 Investment Philosophy and Strategies 10:04 The Importance of Leadership in Investments 19:10 Navigating Early-Stage Investments 23:46 Clinical vs. Commercial Validation 33:35 Future Trends and Closing Remarks X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer
Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth. Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning.(02:35 - 06:16) Early financial habits(06:16 - 12:48) Automating finances(12:48 - 17:30) Worst investment experiences(17:30 - 23:35) Investment Philosophy(23:35 - 30:24) Asset allocation(30:24 - 34:04) Modest home choices(34:04 - 41:08) Exploration of alternative investments(41:08 - 43:46) Key financial lessonsFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies.John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the distribution efforts across the Brookfield and Oaktree brands. He previously served as Head of US Business Development and Sales for Brookfield Oaktree Wealth Solutions and was a Managing Director and Head of the Americas intermediary business at Oaktree Capital. He also served as president of Oaktree Funds from 2014-2018.Before joining the alternative asset manager side of the business, John had extensive experience working in alternative investments roles at private banks. Before joining Oaktree in 2013, he was a Managing Director and Head of Product Management and Development for the alternative investments business at Morgan Stanley. Prior to that, he was the Head of Product Management in the US for the alternative investments business of the Citi Private Bank.John and I had a fascinating and informative discussion. We covered:How John is building Brookfield Oaktree's wealth business.The benefits of scale.Wisdom from John's Oaktree colleague Howard Marks.How advisor education is critical to the adoption of private markets.Thanks John for coming on the show to share your wisdom and views on private markets and working with the wealth channel.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:55 Welcome to Alt Goes Mainstream02:06 Introduction to John Sweeney03:58 John's Early Career at Morgan Stanley04:34 Evolution of Alternative Investments05:15 Impact of Technology on Private Markets06:42 Service and Distribution Strategy09:33 Building Brookfield Oaktree's Wealth Business11:16 Brookfield and Oaktree Acquisition12:42 Creating Investment Solutions14:07 Understanding the Wealth Channel15:05 Global Distribution Strategy17:52 Importance of Brand and Service19:06 Effective Client Engagement21:09 Advisors vs. Institutional Investors22:27 Evergreen Funds and Distribution25:09 Balancing Content and Engagement27:15 Investment Philosophy and Market Context29:36 Risk Control and Consistency30:53 Generational Wealth Transfer31:40 Educating the Next Generation of Investors32:04 Long-Term Track Record and Conclusion32:18 Delivering Returns and Long-Term Success32:31 Accessing Evergreen Funds32:45 Compounding Returns Over Time32:52 Thinking in Decades32:57 Private Credit and Economic Cycles33:16 Experience and Results33:41 Brand and Experience in Private Markets34:55 Marketing and History35:12 Brookfield Real Estate Introduction35:34 Oaktree's Credit Roots35:55 Integrating Two Brands36:15 Building Solutions and Partnerships39:03 Global Presence and Scale39:13 Navigating Wealth Channel Conversations40:34 Competing in Various Deal Sizes41:16 Exploring Secondary Markets41:56 Private Capital Opportunities42:50 Survey Insights on Alternatives44:04 Global Wealth Channel Strategies44:44 Regional Strategies and Local Teams47:42 Building a Culture of Shared Success48:42 Educating Advisors49:43 Early Stages of Wealth Channel51:41 Model Portfolios and Solutions56:32 The Appeal of Music Royalties and Human Connection58:14 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
The majority of active managers underperform their benchmarks - but why? In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks. The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all funds over a 10 year period cease to exist and the fact that zero managers maintain their top quartile ranking over a five-year period. Rob and Joe also dive into ETF investing, analyzing the trends shaping active management today and what investors should consider when building portfolios. Whether you're an investment professional or an individual investor, this conversation delivers valuable insights into the ongoing debate between active versus index strategies and how market efficiency may be impacting your investment decisions. https://www.indexologyblog.com/2025/01/08/shifting-tides-concentration-dispersion-and-the-sp-500-risk-landscape/ Chapters 00:00 Introduction to Global Thinking Podcast 01:07 Meet Dr. Joseph Nelesen 05:53 Understanding the SPIVA Report 13:15 Key Findings from the 2024 Report Card 19:04 The Challenge of Persistence in Active Management 25:54 Trends in Active Management and ETF Usage 27:57 Exploring Fixed Income Strategies 30:41 The Dynamics of Equal Weighting in S&P 500 31:55 Active vs. Passive Investing: A Deep Dive 35:06 The Role of Fees in Investment Performance 38:27 Understanding Long-Term Underperformance Trends 39:36 Due Diligence in Selecting Active Managers 41:52 The Evolution of Market Efficiency 44:22 Personal Insights and Recommendations Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/ Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/
➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryTim Guleri is a seasoned venture capitalist and managing partner at Sierra Ventures, a Silicon Valley-based early-stage technology-focused venture capital firm. With over two decades of experience in the technology industry, he has a strong track record of identifying and nurturing successful startups. Before joining Sierra Ventures, he co-founded Scopus Technology, which went public in 1995 and was later acquired by Siebel Systems for $460 million, and Octane Software, which was acquired by E.piphany in 2000 for $3.2 billion. ➡️ Show Linkshttps://www.x.com/timguleri/ https://www.linkedin.com/in/timguleri/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Lingoda - https://try.lingoda.com/successstory (Code: scott25)Vanta - https://www.vanta.com/scottFederated Computer - https://www.federated.computerCornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073FreshBooks - https://www.freshbooks.com/pricing-offer/Bank On Yourself - https://www.bankonyourself.com/scottStash - https://get.stash.com/successstoryNetSuite — https://netsuite.com/scottclary/Indeed - https://indeed.com/clary ➡️ Talking Points00:00 - Intro05:23 - The Common Thread in Tim's Journey08:01 - Born Entrepreneur or Learned Skill?10:31 - How Entrepreneurs Find Their Focus18:30 - Tim's Career & Investment Philosophy22:08 - Sponsor Break24:46 - The Evolution of Sierra Ventures30:27 - Founder Traps in Venture Capital35:08 - Managing Risk at Sierra Ventures40:57 - Finding Investors: Tips for Founders49:50 - Sponsor Break52:03 - The Biggest Challenge for First-Time Entrepreneurs57:24 - Riding Trends vs. True Innovation1:00:26 - Is There an Undiscovered Playbook for Distribution?1:03:17 - Scaling Without Crashing1:08:05 - Making High-Stakes Decisions with Confidence1:12:28 - Smart Exit Strategies for Entrepreneurs1:17:03 - Final Thoughts from Tim Guleri
Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge through deep fundamental research and a collaborative culture. We discuss what makes great businesses and great investments, how leadership can transform companies, and Kelly's perspective on evaluating management teams and identifying opportunities around corporate change that the market often misprices. Please enjoy my conversation with Kelly Granat. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history, and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Learn About Ramp, Alphasense, & Ridgeline (00:06:09) Market Structure Evolution (00:08:39)The Impact of Passive Investing (00:10:21) Collaboration & Team Dynamics (00:13:48) Excitement in Periods of Extreme Change (00:14:21) The Role of Competition & Curiosity (00:22:00) Fundamental Research & Data Integration (00:27:34) Investment Philosophy (00:35:31) People-Centric Investing (00:42:24) Succession Planning (00:49:32) Facing the Pressure of Early Success (00:50:31) Burnout & Rediscovery (00:57:08) Learning from Industry Leaders (00:58:04) Evaluating Talent and Competition (01:11:29) Lessons in Investment (01:27:27) The Kindest Thing Anyone Has Ever Done For Kelly
Invest Like the Best Key Takeaways The best investors get excited during periods of extreme change Key traits for being a successful investor: Be (1) wildly competitive and (2) incredibly curiousCollaboration is key: Once an investment research team grows beyond 20 people, silos form and collaboration decreases Design your organization in a way that encourages dialogue, debate, information sharing, and people to push one another Traits of a Perfect Business1. Incredible leadership 2. Really strong unit economics 3. A solid moat around the business 4. Excellent value proposition to the customer 5. The ability to grow organically without investing meaningful capital 6. A huge runway for growth that can last for many years without being disrupted The optimal portfolio should consist of several things that you are excited about and that have idiosyncratic drivers Certain market backdrops are conducive for different investing styles: Certain investors play a different game from everyone else and there are certain investors who play the popular game bestHire self-aware and curious people who love to learnBonus points if they competed in sports at a high level; these people understand hard work, failure, disappointment, and achievement Do not fall victim to paralysis by analysis: Recognize that there is always the opportunity to learn more, but know when you have enough information to make a decision Investing is a pattern-matching business and the gap between winners and losers is widening How to live a rewarding life: Figure out who in your life matters to you, figure out what matters to them, and then show up for them in all the ways that matter to them Read the full notes @ podcastnotes.orgMy guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge through deep fundamental research and a collaborative culture. We discuss what makes great businesses and great investments, how leadership can transform companies, and Kelly's perspective on evaluating management teams and identifying opportunities around corporate change that the market often misprices. Please enjoy my conversation with Kelly Granat. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history, and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Learn About Ramp, Alphasense, & Ridgeline (00:06:09) Market Structure Evolution (00:08:39)The Impact of Passive Investing (00:10:21) Collaboration & Team Dynamics (00:13:48) Excitement in Periods of Extreme Change (00:14:21) The Role of Competition & Curiosity (00:22:00) Fundamental Research & Data Integration (00:27:34) Investment Philosophy (00:35:31) People-Centric Investing (00:42:24) Succession Planning (00:49:32) Facing the Pressure of Early Success (00:50:31) Burnout & Rediscovery (00:57:08) Learning from Industry Leaders (00:58:04) Evaluating Talent and Competition (01:11:29) Lessons in Investment (01:27:27) The Kindest Thing Anyone Has Ever Done For Kelly
Invest Like the Best Key Takeaways The best investors get excited during periods of extreme change Key traits for being a successful investor: Be (1) wildly competitive and (2) incredibly curiousCollaboration is key: Once an investment research team grows beyond 20 people, silos form and collaboration decreases Design your organization in a way that encourages dialogue, debate, information sharing, and people to push one another Traits of a Perfect Business1. Incredible leadership 2. Really strong unit economics 3. A solid moat around the business 4. Excellent value proposition to the customer 5. The ability to grow organically without investing meaningful capital 6. A huge runway for growth that can last for many years without being disrupted The optimal portfolio should consist of several things that you are excited about and that have idiosyncratic drivers Certain market backdrops are conducive for different investing styles: Certain investors play a different game from everyone else and there are certain investors who play the popular game bestHire self-aware and curious people who love to learnBonus points if they competed in sports at a high level; these people understand hard work, failure, disappointment, and achievement Do not fall victim to paralysis by analysis: Recognize that there is always the opportunity to learn more, but know when you have enough information to make a decision Investing is a pattern-matching business and the gap between winners and losers is widening How to live a rewarding life: Figure out who in your life matters to you, figure out what matters to them, and then show up for them in all the ways that matter to them Read the full notes @ podcastnotes.orgMy guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge through deep fundamental research and a collaborative culture. We discuss what makes great businesses and great investments, how leadership can transform companies, and Kelly's perspective on evaluating management teams and identifying opportunities around corporate change that the market often misprices. Please enjoy my conversation with Kelly Granat. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history, and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Learn About Ramp, Alphasense, & Ridgeline (00:06:09) Market Structure Evolution (00:08:39)The Impact of Passive Investing (00:10:21) Collaboration & Team Dynamics (00:13:48) Excitement in Periods of Extreme Change (00:14:21) The Role of Competition & Curiosity (00:22:00) Fundamental Research & Data Integration (00:27:34) Investment Philosophy (00:35:31) People-Centric Investing (00:42:24) Succession Planning (00:49:32) Facing the Pressure of Early Success (00:50:31) Burnout & Rediscovery (00:57:08) Learning from Industry Leaders (00:58:04) Evaluating Talent and Competition (01:11:29) Lessons in Investment (01:27:27) The Kindest Thing Anyone Has Ever Done For Kelly
On this episode of Next Level CRE, Matt Faircloth interviews Dave Meyer, Head of Real Estate Investing at BiggerPockets and host of multiple BP podcasts. Dave shares his expert analysis on why mortgage rates haven't dropped despite Fed cuts, explaining how bond yields and inflation fears are keeping rates elevated. He predicts residential real estate will continue seeing price appreciation due to severe supply constraints, with homeowners "trapped" by their low-rate mortgages unwilling to sell. Dave also discusses his international living experience in Amsterdam, his personal investment approach focusing on long-term rentals rather than active operations, and why he believes investors should prioritize finding clarity in their goals over chasing door count. Throughout the conversation, both investors emphasize that meaningful success comes from enjoying the journey and being deliberate about your investment strategy rather than pursuing someone else's definition of achievement. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge through deep fundamental research and a collaborative culture. We discuss what makes great businesses and great investments, how leadership can transform companies, and Kelly's perspective on evaluating management teams and identifying opportunities around corporate change that the market often misprices. Please enjoy my conversation with Kelly Granat. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest-growing FinTech company in history, and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Learn About Ramp, Alphasense, & Ridgeline (00:06:09) Market Structure Evolution (00:08:39)The Impact of Passive Investing (00:10:21) Collaboration & Team Dynamics (00:13:48) Excitement in Periods of Extreme Change (00:14:21) The Role of Competition & Curiosity (00:22:00) Fundamental Research & Data Integration (00:27:34) Investment Philosophy (00:35:31) People-Centric Investing (00:42:24) Succession Planning (00:49:32) Facing the Pressure of Early Success (00:50:31) Burnout & Rediscovery (00:57:08) Learning from Industry Leaders (00:58:04) Evaluating Talent and Competition (01:11:29) Lessons in Investment (01:27:27) The Kindest Thing Anyone Has Ever Done For Kelly
Hello and welcome to Money Not Math episode 158! I'm Drew Erickson, and today we're diving into Warren Buffett's recent comments on Berkshire Hathaway's cash holdings and what they mean for investors like you.In his latest annual letter to shareholders, Buffett addressed concerns about Berkshire's substantial cash reserves, which stood at $334 billion at the end of the fourth quarter. He emphasized his preference for owning "good businesses" over holding cash and highlighted the importance of patience and discipline in investing.Buffett also discussed the impressive performance of Berkshire's insurance arm and expressed confidence in the company's Japanese investments. These insights underscore the value of diversification and waiting for the right investment opportunities.Tune in to learn more about how Buffett's philosophy can inform your personal retirement planning strategy. If you find this episode valuable, please consider subscribing, leaving a review, or sharing it with a friend. And remember, if you're looking for personalized retirement planning advice, I'm here to help.
Episode Summary Retirement isn't just a financial transition—it's a psychological one too. After years of saving and accumulating wealth, shifting to spending in retirement can feel unnatural or even scary. In this episode, Dave and Nick discuss how retirees can successfully make this transition by aligning their spending with their values, understanding their financial resources, and maintaining flexibility in their plans. https://youtu.be/N7Pn8bGPBW4 Key Takeaways Align Your Values with Your Money Many people spend years saving but give little thought to how they will actually spend in retirement. A helpful exercise is to identify what matters most—family, travel, philanthropy, or hobbies—and plan spending around those priorities. Resource Mentioned: Life Planning for You by George Kinder Understand Where Your Money Goes Instead of focusing on replacing your paycheck, identify what spending truly brings you fulfillment. Reviewing your budget can help determine which expenses are essential and which are flexible. Know Your Retirement Resources Consider Social Security timing, investment income, and other sources of cash flow. Balance guaranteed income with withdrawals from your portfolio to maintain financial stability. Have an Investment Philosophy and Stick With It Retirement investing should be intentional, focusing on long-term sustainability. Market downturns feel different when you're no longer earning a paycheck, so having a solid plan in place helps prevent panic. Be Flexible Life changes, and so should your financial plan. Revisiting your goals annually ensures that your retirement plan aligns with your evolving needs and desires. Final Thoughts Making the shift from saving to spending requires intentionality and a mindset shift. By planning ahead and understanding your financial picture, you can enjoy a fulfilling and stress-free retirement. Resources & Contact
Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds.
This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private market software investors of the last 20 years, helping drive Insight's success through agility and excellence. While achieving the highest heights in his career, Rich has also faced profound personal challenges, including the tragic loss of his wife Rachael. This vulnerable conversation offers critical wisdom about resilience and moving forward through life's darkest moments. No matter what life throws at you remember that you've got to find a way to keep going. Please enjoy class with my dear friend and software savant, Rich Wells. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to Joys of Compounding (00:00:57) Meet Today's Teacher: Rich Wells (00:08:04) Early Career Challenges and Lessons (00:12:59) Joining Insight Partners (00:15:20) Reflecting on TCV and Moving to Business School (00:17:11) Experience at Business School and Joining Insight (00:24:05) Insight's Growth and Strategy (00:28:38) Evolution of Software and Investment Strategies (00:32:48) Impact of SaaS and Cloud on Software Development (00:34:41) Investment Philosophy and Market Insights (00:37:01) Empowerment and Team Dynamics (00:41:05) Majority Stakes and Mindset Shifts (00:43:14) Evolution from Value to Growth Investing (00:45:49) Shopify: A Generational Company (00:49:39) Expanding TAM: The Role of Payments (00:53:02) Personal Struggles and Triumphs (00:57:25) Rachel's Legacy and Life Lessons (01:08:06) Future of Software
On this episode of Chit Chat Stocks, Brett and Ryan analyze each other's personal portfolios as they head into the new year. We discuss: (04:37) Brett's Portfolio Overview (07:38) Discussion on Cash Position and Holdings (10:36) Investment Strategies and Future Purchases (13:43) Concentration and Company Selection (16:44) Identifying Potential Exits (19:28) Watchlist and Future Opportunities (22:30) Deep Dive into OMAB (25:25) Evaluating Long-Term Potential (29:05) Comparative Analysis of Key Holdings (32:02) Transition to Ryan's Portfolio (35:11) Ryan's Portfolio Overview (38:14) Discussion on Ryan's Holdings (41:00) Investment Philosophy and Strategy (41:56) Position Sizing and Portfolio Management (47:00) Evaluating Individual Stocks: Philip Morris and Nelnet (53:40) Home Builders: Market Insights and Personal Experiences (01:06:38) Portfolio Reflections and Future Considerations ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to bluechippersclub.com and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management (North Fulton Business Radio, Episode 831) In this episode of North Fulton Business Radio, host John Ray chats with Kathy Healy from Healy Wealth Management. Kathy shares insights from her over two-decade-long experience in wealth management, discussing topics like budgeting, investment strategies, the importance […] The post Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management appeared first on Business RadioX ®.
Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a private equity firm built to find and execute unique investments around the world that stem from Jared's unique set of experiences in business and government. This is one of our longest episodes ever because there was so much to discuss. We cover real estate, negotiation, geopolitics, his work in prison reform, Operation Warp Speed, and the Abraham Accords in the Middle East, business, investing, his family, and everything in between. Jared told me I could ask him about anything--and I really enjoyed doing so. Please enjoy my conversation with Jared Kushner. My guests today For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. –- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:08:45) Jared's Philosophy on Challenges and Success (00:13:38) Real Estate Ventures: The 666 Fifth Avenue Story (00:20:31) Lessons from New York Real Estate (00:30:04) Diplomacy and the Middle East (00:37:03) Leadership and Change (00:41:14) Geopolitical Landscape and Future Prospects (00:47:53) Affinity Partners: Vision and Strategy (00:52:42) Navigating Market Shifts (00:54:39) Case Study: Mexico Investment (00:58:34) Global Investment Strategies (01:02:42) Investment Philosophy and Principles (01:07:04) Challenges and Problem-Solving (01:23:14) Government Efficiency and Bureaucracy (01:34:57) Stepping into the Spotlight (01:37:19) Manifesting Success with Partners (01:38:05) Learning from Brad Jacobs (01:42:09) Middle East Economic Development (01:46:08) The Qatar-Saudi Reconciliation (01:52:25) Perceptions of Key Middle Eastern Countries (02:07:34) Preparing for Trump's Return (02:14:36) Early Days of Thrive Capital (02:16:56) Helping Entrepreneurs and Building Thrive (02:24:51) Lessons from My Father (02:37:47) Future Vision and AI (02:48:45) The Kindest Thing Anyone Has Ever Done For Jared
Invest Like the Best Key Takeaways “In life, you learn very little when things go right. You learn a lot when things go wrong.” – Jared Kushner You cannot worry about the things that you cannot change; have radical acceptance and focus on the things that you can do to understand the problem better Focus on being long-term greedy: Create win-wins by convincing your counterparts, who have more leverage, to do something that you want to do by catering to their interests more than their sympathies or fearsFocus on the next deal instead of the last dollarTo understand what a person wants, you have to listen! Find the smartest people you can who have a vested interest in the situation, and ask them about their perspective“I wouldn't die for my beliefs because my beliefs might be wrong.” – Unknown Practice humility and always recheck your assumptionsTo be successful, you have to make three good decisions per yearThe foundational question Jared asks himself when faced with a challenging problem:“How would you want to be a role model for your children?” “Ultimately, I think the topic that will probably be the most impactful of the next four years will be how President Trump deals with artificial intelligence and what could be AGI or superintelligence, and how this is coming very rapidly.” – Jared Kushner Work should not be distributed; when you find something worthwhile, go all in on it Four investing principles: (1) Identify the big macro trends (2) Back phenomenal people and teams (3) Invest in businesses with structural advantages or moats (4) Be selective in where and who you invest withThe two most important questions to ask yourself are: What do you want and what are you solving for? Give everyone the benefit of the doubt; you never know what people are going through in a given moment Read the full notes @ podcastnotes.orgMy guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a private equity firm built to find and execute unique investments around the world that stem from Jared's unique set of experiences in business and government. This is one of our longest episodes ever because there was so much to discuss. We cover real estate, negotiation, geopolitics, his work in prison reform, Operation Warp Speed, and the Abraham Accords in the Middle East, business, investing, his family, and everything in between. Jared told me I could ask him about anything--and I really enjoyed doing so. Please enjoy my conversation with Jared Kushner. My guests today For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. –- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:08:45) Jared's Philosophy on Challenges and Success (00:13:38) Real Estate Ventures: The 666 Fifth Avenue Story (00:20:31) Lessons from New York Real Estate (00:30:04) Diplomacy and the Middle East (00:37:03) Leadership and Change (00:41:14) Geopolitical Landscape and Future Prospects (00:47:53) Affinity Partners: Vision and Strategy (00:52:42) Navigating Market Shifts (00:54:39) Case Study: Mexico Investment (00:58:34) Global Investment Strategies (01:02:42) Investment Philosophy and Principles (01:07:04) Challenges and Problem-Solving (01:23:14) Government Efficiency and Bureaucracy (01:34:57) Stepping into the Spotlight (01:37:19) Manifesting Success with Partners (01:38:05) Learning from Brad Jacobs (01:42:09) Middle East Economic Development (01:46:08) The Qatar-Saudi Reconciliation (01:52:25) Perceptions of Key Middle Eastern Countries (02:07:34) Preparing for Trump's Return (02:14:36) Early Days of Thrive Capital (02:16:56) Helping Entrepreneurs and Building Thrive (02:24:51) Lessons from My Father (02:37:47) Future Vision and AI (02:48:45) The Kindest Thing Anyone Has Ever Done For Jared
Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Xandra Laskowski, founder and CEO of Osea Angel Investors, shares her journey from tech industry veteran to angel investor. After retiring in 1998, she started a family office in 2008 and began angel investing in 2013. Xandra discusses key criteria for startup investments, including the importance of founders having prior exit experience and maintaining two years of runway. She emphasizes the critical role of early exit planning, strategic market positioning, and maintaining strong metrics for successful scaling. Drawing from her experience investing primarily in female-founded companies, Xandra highlights the challenges and opportunities in healthcare tech, sustainability, and financial technology sectors. Despite seeing positive trends in female founder representation through her syndication partners, she acknowledges the persistent challenge of only 2% of funding going to women-run companies. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. -- Xandra Laskowski is an angel investor and startup advisor with over 25 years of entrepreneurial experience with large multinational tech companies as well as startups as founder, investor, advisor and board member. She has held positions as Worldwide Commodity Manager and National Major Accounts managerial roles before moving into the Angel Investment and startup worlds. She founded OSEA Angel Investors in 2017, a women focused angel investment group based in Newport Beach, California. Website: https://www.oseaangelinvestors.com/ LinkedIn: https://www.linkedin.com/in/xandra-laskowski-765b1813/overlay/contact-info/ Check Out Flippa's Data Insights Tool: https://flippa.com/data-insights -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/
In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he's forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John's reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/ 01:13 Welcome to Investing Unscripted 01:55 Special Guest: John Rotonti 03:43 John's Journey and Career Insights 14:17 Understanding Free Cash Flow and Valuation 24:48 The Importance of Historical Context in Investing 34:34 Understanding P/E Ratios and Valuation 35:04 Estimating Forward Rate of Return 37:13 Introduction to Isla Morada Investment Management 38:06 Rebranding to Bastion Fiduciary 38:43 Acquisition and Growth Strategy 41:02 Launching a New Fund 42:46 Investment Philosophy and Strategy 45:33 Focus on Quality and Value 46:17 Sector-Specific Investment Opportunities 59:48 Reckless Predictions for 2025 01:05:37 Conclusion and Contact Information Companies mentioned: AAPL, COST, MSFT ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** 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
My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a private equity firm built to find and execute unique investments around the world that stem from Jared's unique set of experiences in business and government. This is one of our longest episodes ever because there was so much to discuss. We cover real estate, negotiation, geopolitics, his work in prison reform, Operation Warp Speed, and the Abraham Accords in the Middle East, business, investing, his family, and everything in between. Jared told me I could ask him about anything--and I really enjoyed doing so. Please enjoy my conversation with Jared Kushner. My guests today For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. –- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:08:45) Jared's Philosophy on Challenges and Success (00:13:38) Real Estate Ventures: The 666 Fifth Avenue Story (00:20:31) Lessons from New York Real Estate (00:30:04) Diplomacy and the Middle East (00:37:03) Leadership and Change (00:41:14) Geopolitical Landscape and Future Prospects (00:47:53) Affinity Partners: Vision and Strategy (00:52:42) Navigating Market Shifts (00:54:39) Case Study: Mexico Investment (00:58:34) Global Investment Strategies (01:02:42) Investment Philosophy and Principles (01:07:04) Challenges and Problem-Solving (01:23:14) Government Efficiency and Bureaucracy (01:34:57) Stepping into the Spotlight (01:37:19) Manifesting Success with Partners (01:38:05) Learning from Brad Jacobs (01:42:09) Middle East Economic Development (01:46:08) The Qatar-Saudi Reconciliation (01:52:25) Perceptions of Key Middle Eastern Countries (02:07:34) Preparing for Trump's Return (02:14:36) Early Days of Thrive Capital (02:16:56) Helping Entrepreneurs and Building Thrive (02:24:51) Lessons from My Father (02:37:47) Future Vision and AI (02:48:45) The Kindest Thing Anyone Has Ever Done For Jared
Today's Post - https://bahnsen.co/4gLnPpU End-of-Year Market Insights and Political Implications - Dividend Cafe In this special episode of Dividend Cafe, recorded on Friday, December 20th, David discusses the market's recent volatility, reflecting on 11 consecutive days of market downturns followed by a significant rebound. The episode highlights the irrationality of market reactions and emphasizes the importance of focusing on long-term investment strategies and the health of underlying businesses rather than short-term market fluctuations. David also addresses the political landscape, particularly the challenges faced by the incoming administration and its potential impact on policy and markets. Listeners are provided with reassurances about portfolio management amidst market noise and given a realistic perspective on political and economic developments. 00:00 Introduction and Year-End Reflections 00:44 Market Recap and Current Trends 01:52 Volatility and Market Sentiment 03:11 Investment Philosophy and Noise 07:14 Federal Reserve and Market Reactions 13:19 Political Landscape and Market Implications 18:32 Final Thoughts and Takeaways Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Listen now on Apple, Spotify, and YouTube.***Dan Bowyer, a partner at SuperSeed VC, a £50M UK fund investing in startups transforming the way the world works, joins the podcast to challenge conventional definitions of impact and climate tech.In our conversation, we explore:* The definition of impact and climate-tech* Doing more with less as a way to save the planet* How to transform industries through productivity and efficiency* Why B2B Startups can drive meaningful climate impact* The role of venture capital in creating scalable, sustainable change* Aligning economic and environmental goals in startup ecosystems* AI's potential to revolutionize climate innovation***TIMESTAMPS 00:00 Introduction to Dan Bowyer and SuperSeed VC01:26 Dan's Investment Philosophy and Impact Definition02:46 Exploring Climate Tech and Impact05:45 Efficiency and Productivity in Business12:31 Examples of Impactful Investments26:05 The Role of Venture Capital in Climate Tech30:41 Rapid Fire Questions and Final Thoughts***REFERENCED• ThingTrax• Messium• AI Build• Maslow's hierarchy of needs• Impact Reporting (sfdr 9)• GenCast by DeepMind• PACT.VC***GUEST▶️ Dan Bowyer - https://www.linkedin.com/in/danbowyer***If you're new here, I'm Hugo Rauch, the founder of VCo2 media and an aspiring climate tech VC who shares insights, interviews, and research about venture capital and climate tech. My goal is to help you become a better climate-tech entrepreneur and smarter impact investor. CONNECT WITH ME ▶️ Newsletter - https://climateventuresvco2.substack.com
On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss: (00:00) Introduction to David Gardner and The Motley Fool (07:07) Understanding Rule Breaker Stocks (12:12) Characteristics of Rule Breaker Stocks (28:26) Tactics for Managing a Rule Breaker Portfolio (42:10) The Importance of Higher Purpose in Business (43:58) Portfolio Management Strategies (45:34) The Value of Long-Term Investments (48:42) Highlighting Successful Investments: Amazon and Nvidia (55:57) The Evolution of Netflix as a Disruptor (58:57) Mercado Libre: A Case Study in Disruption (01:01:48) Evaluating David Gardner's Investment Returns (01:04:50) Lessons from David Gardner's Investment Philosophy (01:11:01) Identifying Today's Rule Breakers ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to bluechippersclub.com and hit apply! ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he screens for companies, when to sell, and much more! Find out more about Compounding Quality here and follow him on Twitter @QCompounding The mentioned Speedwell memo on Sell Side Price Targets can be found here. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro and Compounding Quality's Investment Philosophy (4:43) What defines a "quality" company? (9:34) How important is a great manager? (13:16) Overview on Judge's Scientific (19:05) Issues with Sell Side Reports (22:26) Compounding Quality's 3 Step Approach to Valuation (34:03) Pieter's Worst Investments Ever (37:17) Does the Stock Market serve you or do you serve it? (45:49) Screening for Stocks (55:15) Moats as a Margin of Safety (1:02:21) Meta and Re-checking the Investment Thesis (1:09:09) The Best thing that Ever Happened to Pieter (1:12:04) The Only Business Compounding Quality Sold (1:19:30) When do you sell a quality company? -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
Highlights from this week's conversation include:Sarah's Background and Career Journey (0:18)Importance of Capital Allocation (5:09)Investment Philosophy (8:30)Manager Selection Framework (9:41)Framework Adaptability (12:54)Team-Based Decision Making (15:51)Investment Edge and Sustainability (16:43)Insider Segment: Enhancing Fund Thesis Through Custom AI Solutions (18:14)Impact of AI on VC Firms (21:03)The Role of Discipline in Fund Management (23:10)Importance of Mentorship in the Industry (27:38)Supporting Emerging Fund Managers (30:33)Explorer Rating Platform (32:45)Community Foundations' Impact (33:49)Braving Our Savings (35:05)Advice for Emerging Allocators (37:24)NEPC, LLC is one of the industry's largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.7T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. As an employee-owned company, we know our greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more. Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
In this episode, Amy sits down with Rick Rule, a passionate 71-year-old investor and entrepreneur who's spent a lifetime building businesses and honing his expertise in value investing, natural resources, and conventional financial services. Rick talks about why he "failed" at retirement, choosing instead to follow his love for investing by launching new ventures like Battle Bank. He dives into his contrarian approach to investing, sharing hard-won insights on riding market cycles, harnessing the power of compounding, and selecting the right management teams to back. More about Rick: Rick is both President and CEO of Rule Investment Media and a Board Member of Battle Financial Inc. He began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining and water. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. Connect with Rick: https://ruleinvestmentmedia.com/ https://battlebank.com/ Connect with Amy Sylvis: https://www.linkedin.com/in/amysylvis Contact Us: https://www.sylviscapital.com https://www.sylviscapital.com/webinar 00:00 Preview 00:41 Introduction to Rick's Journey 01:37 Rick's Investment Philosophy and Career Highlights 03:53 Why Rick Failed Retirement 09:25 Redefining Banking w/ Battle Bank 24:28 Philanthropy and Giving Back 30:17 How to be a Contrarian Investor 39:04 Closing Thoughts and Resources **As always, this show is not giving financial advice, it is for entertainment purposes only**
In this episode of the EUVC podcast, Andreas sits down with Jan Lynn-Matern, Founder and General Partner at Emerge, a global pre-seed fund backed by over 100 leading operators in the future of work and learning. Jan shares Emerge's mission to democratize access to opportunity for early-stage founders, providing not just capital but deep expertise and a community of seasoned professionals.Together, Andreas and Jan dive into how AI is transforming work and education. They discuss Emerge's investment philosophy and focus on impact, the importance of nurturing curiosity from a young age, and Jan's insights on the European market and its dynamics. Jan sheds light on the evolving landscape of education, the challenges and opportunities posed by generative AI, and how these shifts are redefining job markets. The conversation explores the critical need for adaptability and upskilling within organizations to keep up with technological change and how AI could become a powerful tool for enhancing learning and career development.This episode offers a nuanced look at Jan's journey, Emerge's investment approach, and the unique role AI plays in reshaping the future of work, learning, and access to opportunity.Go to eu.vc to read the core take-aways.Chapters:00:02 Meet Jan from Emerge00:25 Emerge's Mission and Impact01:48 Personal Stories and Inspirations02:23 The Role of AI in Learning and Work04:16 Founding Journey of Emerge07:31 Investment Philosophy and Strategies20:01 The European Opportunity21:36 Technological and Societal Convergences25:43 Investment Themes: Learn, Navigate, Work38:51 Consumer Learning and AI in Education39:49 Challenges in Formal Education Systems40:50 The Decline of Traditional Universities42:30 AI-Powered Learning Support for Students44:50 Innovative Education Models 46:09 Personal Experiences with Education Systems49:19 Navigating Career Choices with AI56:23 AI in Recruitment and Career Development01:01:11 Upskilling and AI Adoption in Enterprises01:07:50 Future of Education and Final Thoughts
Slava was co-founder and CEO at indiegogo in addition to being co-founder at Vincent, co-founder at Nillion and co-founder and Managing Partner of Humbition, an early stage venture fund. He is currently a member of the board for NYSE traded (WSO) Watsco Inc.
In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.In this episode, you will discover:How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe's perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe's perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.Follow Joe:LinkedIn: https://www.linkedin.com/in/joemanganelli/Website: https://www.amalgam.me/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiAI Mastery for Finance Professionals: https://a.co/d/h8cTGeRFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://qflow.ai/future-financeFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:47] – Real Use Cases of Generative AI[09:14] – Introduction to guest Joe Manganelli[11:13] – Overcoming Challenges and Scaling the Product[13:51] – Joe's Investment Philosophy in AI and Startups[19:36] – Amalgam's Data Security and Efficiency Approach[28:05] – The ‘Walk Before You Run' Strategy for AI in Finance[30:33] – The Proactive Potential of Generative AI in Finance[35:16] – Future of Predictive Financial Analysis with AI[38:01] – Fun Q&A segment with...
Today's Post - https://bahnsen.co/48eT1eh Navigating Market Valuations and Strategic Investments Amid Election Outcomes In this week's Dividend Cafe, David Bahnsen from The Bahnsen Group examines the complexities of market valuations, focusing on the significance of the price to earnings ratio and the importance of sector-specific valuations. He discusses the implications of holding heavily weighted indexes like the S&P 500, emphasizing the need for understanding one's investment strategy, especially in the context of market-wide and sector-specific overvaluation. The episode also explores the concept of dividend growth investing and differentiates between valuation and volatility, stressing the long-term risks of high valuations. David explains his system to avoid overvalued assets and shares insights on government debt, supported by a chart on average returns based on forward valuations. Viewers are invited to submit questions for an upcoming special episode on the economic impact of the election. 00:00 Introduction and Purpose of Dividend Cafe 00:42 Election Impact and Viewer Questions 03:57 Valuations and Market Multiples Explained 08:28 Sector Valuations and Market Concentration 11:36 Investment Philosophy and Strategic Allocation 11:58 Understanding Market Overvaluation 12:55 Strategies for Dealing with Overvaluation 13:24 The Role of Investor Behavior 14:24 Valuation Across Asset Classes 15:51 Volatility vs. Overvaluation 17:33 The Fear of Permanent Loss 19:07 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and more! Find out more about Biz Almanac's research and writings here and follow him on Twitter @BizAlmanac. -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (0:59) What is your Investment Philosophy? Why focus on Owner Operated Businesses? (13:47) — How do you pick companies to vette? (19:51) — When to Sell and we discuss a Controversial Study's Conclusions (34:30) — TerraVest (45:54) — Alimentation Couche Tard (58:09) — Alternative Asset Managers, Apollo Group (1:04:09) — Burford, Niche Area of Littigation Finance (1:13:02) — Progressive Insurance (1:15:26) — What is LTL? TFI and Old Dominion (1:23:29) — Spotify, Daniel Ek as a Founder (1:30:02) — Mercado Libre, Developed Markets vs Developing Markets (1:41:00) — Take Aways and Closing Comments -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses worth over one billion dollars. He also has expertise in financial services, where he's led the firm's investments in companies like Ramp and Robinhood. It's a timely moment to have this discussion, with Thrive announcing a new $5 billion fund in August. We talk about how Thrive identifies category-defining companies, what concentration means to them, and how startups should approach the healthcare industry. Please enjoy this great discussion with Kareem Zaki. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. — This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:02) Early Days and Consistent Strategy (00:07:10) Personal Journey and Reconnecting with Josh (00:08:36) Investing Philosophy and Strategy (00:11:04) Building a Supportive Structure (00:12:10) Generalist Approach and Market Trends (00:13:45) Life Cycle Investing and Concentration (00:16:16) The Builders Mentality (00:17:52) Raising a Huge Fund and Its Implications (00:20:40) Understanding Category Defining Companies (00:37:48) The Changing Nature of Investment Categories (00:49:03) Evaluating Business Durability and Market Quality (00:51:30) Understanding Healthcare Challenges (00:53:46) Approaching Healthcare Innovation (00:59:18) The Role of Competition in Healthcare (01:04:17) AI's Transformative Potential (01:07:35) Advice for Aspiring Entrepreneurs (01:09:46) Thrive's Investment Philosophy (01:22:55) The Kindest Thing Anyone Has Ever Done For Kareem
Benevolent Capital Insights: A Journey of Passion and DisruptionHello fellow investors and growth-stage business enthusiasts, here are some incredible insights from the latest episode of our podcast, featuring Grant Johnson, co-founder of Benevolent Capital. This episode is a treasure trove of wisdom for anyone interested in venture capital, private equity, and disruptive investments. Here are the key takeaways:
Opterra Capital is real estate investment sponsor and operating partner, capital markets advisor, and asset manager with significant experience in all sectors of commercial real estate. Founded by Glenn Alba, a former Managing Director at Blackstone with over 23 years experience in real estate, Opterra Capital seeks to leverage this expertise towards value-add acquisition and proactive investment management to deliver attractive, risk-adjusted returns.Opterra's core investment strategies focus on both value-add (opportunistic) and stabilized, income-oriented assets in the hospitality, office and multi-family sectors. Our approach seeks to capitalize on mid-market opportunities in the $25 -150 million range in the United States, Canada, and the Carribean. Our investment strategy is strongly influenced by our deep asset management experience to identify the proper capital repositioning, cost reduction and operating leverage opportunities inherent in each asset to maximize returns to investors.On this episode, Jake & Glenn discuss:Glenn's experience at Blackstone and it's influence on starting OpterraHow they evaluate dealsThe 'no-assholes' policyDeveloping an asset management platformAcquisitionsLinks:Opterra CapitalGlenn on LinkedInConnect & Invest with Jake:Follow Jake on Twitter: https://twitter.com/jwurzakTake the Hospitality Investing Masterclass: https://learn.jakewurzak.com/Learn How to Invest with DoveHill: https://bit.ly/3yg8PwoTimecodes:(00:00:00) - Intro(00:01:01) Glenn's career at Blackstone and the decision to leave(00:06:39) Rolling the Blackstone mentality into Opterra(00:08:09) Glenn on falling in love with Hospitality(00:09:57) How Blackstone shaped Glenn's Investment Perspective(00:13:02) How Opterra evaluates deals(00:16:54) Opterra's capital strategy(00:19:15) Converting Office into a Luxury Hotel(00:23:49) Structuring a business to be focused on doing what you want to do(00:26:35) The ‘no-assholes' policy(00:32:46) Post-Pandemic approach to doing deals(00:34:29) Qualities behind great RE investors and asset managers(00:39:01) Developing an asset management platform(00:44:11) Implementing processes at Opterra(00:49:19) Acquisitions processes(00:57:49) Areas in Hospitality ripe for disruption(01:04:56) How have the past 3 years informed your decisions for the next 5 years?(01:09:58) How do you know when to sell?(01:15:32) What's your favorite hotel?
How does our investment approach stack up against Warren Buffett's? Answering this question gives me a chance to dissect Buffett's famous investment principles and compare them to our own strategy.
Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh, Richard discusses operational execution, investor relations, and long-term strategic planning. The episode also covers strategic investments during the Greek financial crisis, the role of conservative management, and the importance of understanding market dynamics. With reflections on experiences in South Africa, Costa Rica, and Turkey, this conversation offers invaluable insights into global investment strategies and the essential qualities of successful business leaders. Tune in to gain expert knowledge on navigating global investments and building a successful investment firm. 00:00 Welcome to The Business Brew 00:07 Introducing Richard Cook 00:45 Investment Philosophy and Strategy 01:09 Shoutout to the Editing Team 02:30 Starting the Interview with Richard Cook 03:02 Emerging Markets and Government Influence 04:15 Investment Holdings and Long-Term Strategy 07:47 The Power of Buybacks and Controlling Shareholders 14:44 Avoiding Bias in Investment Decisions 19:08 Lessons from Past Investments 24:54 Navigating Market Cycles 34:18 Insights on Bottling Businesses 46:58 Premiumization in the Beverage Industry 48:15 Global Consumption Patterns 49:53 Investment Strategies and Intrinsic Value 51:29 Challenges in Forecasting Business Durability 53:32 Insights on Company Valuation 55:15 Case Study: Kraft and Mondelez 59:01 AB InBev and Craft Beer Market 01:09:59 Investment in Jumbo During Greek Crisis 01:20:39 Evaluating Emerging Markets 01:25:55 Building an Investment Firm 01:28:34 Conclusion and Final Thoughts
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.This week I'm excited to sit down with Lindel Eakman from Foundry. Lindel has been an investor in funds and companies since the early 2000s when he started at UTIMCO.In our conversation, Lindel talks about being one of the first investors in Union Square Ventures, his preference for smaller partnerships, and the art of conducting quality reference calls on GPs. Having known each other for a while, our chat felt like a fun and casual water cooler conversation about the venture capital world.About Lindel Eakman:Lindel Eakman is a partner at Foundry, where he focuses on early-stage investing. Since joining in 2015, Lindel has been active across the portfolio, working closely with partner funds and leading new direct investments. He is known for his humble and supportive approach, valuing the hard work of founders.Before Foundry, Lindel managed the private investment program at the University of Texas Investment Management Company (UTIMCO) from 2002 to 2015. At UTIMCO, he built the venture capital program and invested in firms like IA Ventures, True Ventures, Union Square Ventures, and Foundry.Lindel began his career in finance at KPMG in the M&A Tax Practice from 1997 to 2001 and then worked as a Corporate Finance Associate at Stephens, Inc. in 2002. He holds an MBA from the University of Texas at Austin McCombs School of Business and a BBA in Accounting and Finance from Texas Christian University. He is a CPA and a CFA charter holder.In this episode, we discuss:(01:14) Early Career and Union Square Ventures and moving to Foundry(03:00) Investment Philosophy and Strategy(04:28) The value of partnering with emerging managers(05:55) Selecting GPs and Making Investment Decisions(10:30) The Current Venture Market Landscape in 2024.(13:00) Challenges and Opportunities for New Managers(17:00) Future of Venture Capital(21:00) Importance of People in Venture(25:00) Secondaries and Liquidity Opportunities(29:00) The importance of evaluating partnership dynamics in emerging managers(33:00) Best practices for conducting reference checks.(37:00) How virtual interactions affect partnership assessments and fundraising(42:00) Advice for new managers on constructing a venture portfolio, focusing on sectors and small funds(47:00) Role of Large Funds in a Venture PortfolioI'd love to know what you took away from this conversation with Lindel. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and build as you go. Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients. Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com ! Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
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