My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories. https://www.jareddillian.com/ Summary In this engaging conversation, Jared Dillian shares his multifaceted journey as a writer, trader, and educator. He reflects on his...

My guest today is Tom Morgan. He has spent the last twenty years in business and finance. He describes himself as a Curiosity Sherpa to Billionaires. He has been seeking out the most interesting ideas and thinkers for curious people, mostly recently through his venture called the Leading Edge. Tom Morgan and I delve into his journey from a thriving finance career to founding The Leading Edge, a community dedicated to personal transformation. We discuss the impact of his viral talk on the...

My guest today is Nick Van Rensburg, he is a macro strategist with a particular interest in tail risks. He joined financial markets in 1996 at a bank trading equities and later equity derivatives. He spent 10 years at South Africa's first hedge fund where he started covering commodities, which exposed me to macro. In this conversation, I speak with Nick Van Rensburg, a macro strategist, about the implications and risks of passive investing. We explore the historical context of passive...

My guest today Paul Millerd — he is the author of the hugely successful book The Pathless Path: Imagining a New Story For Work and Life, and now his brand new book Good Work: Reclaiming Your Inner Ambition — to me he is the ultimate guide to a life better lived. In this conversation, Paul Millerd discusses his journey from a conventional career path to embracing a more fulfilling and unconventional approach to work and life. He shares insights from his books, 'The Pathless Path' and 'Good...

BONUS EPISODE! Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being. Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions. It was fun to turn the tables on Bogumil, who is a phenomenal podcast host and learn more about his story, how he is living his authentic life helping families create and manage generational...

My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching assistant, who changed the course of Howard’s life. We continue with a lifetime of investment...

My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian. https://family.inc/ Takeways: Growing up in a family business shapes one's identity. Community perceptions...

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and...

Ted Seides is a famous podcaster, renowned industry expert, and a best selling author who is all about compounding knowledge and relationships. We are talking about his new book ⁠**Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals⁠** https://www.capitalallocators.com/ Takeaways Ted Seides emphasizes the importance of aligning incentives in private equity. Private equity managers own a significant portion of the economy,...

Derek Sivers is a musician, circus performer, entrepreneur and speaker. He is a slow thinker, explorer, and loves a different point of view. He is a California native living in New Zealand. https://sive.rs/ Today, we discuss his new book that may shed a different light on the beliefs we hold. Takeaways Almost nothing people say is true Your thoughts aren’t true Ideas can be useful, not true Which perspective empowers you? Reframe: find better perspectives Traits of useful beliefs and...

It's a delightful conversation with one and only Jim O'Shaughnessy My guest today is Jim O’Shaughnessy a Wall Street veteran, founder, investor, venture capitalist, best selling author, successful podcaster, who is pursuing his curiosity in yet another direction through O’Shaughnessy Ventures. Takeaways Jim's childhood shaped his views on money and success. The importance of humility in investing is crucial. Success is not a destination but a continuous journey. AI can enhance...

My guest today is Philippe Gijsels. He is the Chief Strategist at BNP Paribas Fortis and a co-author of the book ( with Koen De Leus) World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation, and Climate Transition. Takeaways Childhood experiences can shape one's relationship with money and career path. The world is changing profoundly, and it's important to adapt to new trends and challenges. Owning real assets is crucial in an inflationary world. The three...

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Dave is the creator of the Certificate in...

A wonderful discussion with a very thoughtful host and a good friend. This interview was conducted by Senior Investment Advisor Edward Vesely at The Motley Fool Australia, a company whose approach to investing prioritizes buying and holding quality stocks for long periods of time, focusing on business fundamentals rather than on stocks’ short-term price changes. This interview is reproduced here with The Motley Fool’s permission, and full credit goes to them. Bogumil Baranowski discusses...

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.  Justin has been in the profession since graduating from college in 2004 and has had a unique journey giving him experience and exposure to different...

My guest today is Andy Busser, the CEO of Pitcairn, a 100-year-old family office. Andy is responsible for guiding the firm’s client-centric culture and overseeing all of Pitcairn’s operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm’s integrated approach to sophisticated family office services for multi-generational families. Andy has a passion for solving complex problems. He also has a gift for establishing meaningful, lasting...

Jeff Gilbert takes over Talking Billions today and asks me questions. He is a master storyteller, forensic accountant, investor, and a good friend. Scroll down, search, and find my earlier conversation with him on the show. Jeff Gilbert, CPA is an Executive Director of Investigations where he specializes in forensic auditing. Drawing upon personal experience and using real-life case studies, he teaches at the Asper School of Business and with the Chartered Professional Accountants program....

My guest today is Adam Mead — he is a professional investor, founder of Mead Capital Management, and the author of a wonderful book, **The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.** He was on Talking Billions over a year ago, and he returns to talk about Berkshire, Buffett, Munger, investing, running an investment firm, and so much more. Adam J. Mead is a life-long student of business and...

My guest today is Cristina Espinal. She was born in Venezuela, lived in the US and Asia, made the UK her home, and joined me from Madrid today. After a successful first career, she decided to pivot, follow, and trust her curiosity. She helps ambitious mid-career professionals gain the clarity and confidence to secure bigger, more aligned roles and turn their uniqueness into a side business. Her Play Big newsletter is a fascinating read—all links are in the notes below. She has a great...

(If you are having trouble with this episode, remove the download, and download again, thank you!) A fascinating, wide-ranging discussion. John Candeto is the Founder and Managing Partner of the Phronesis Fund. Co-Founder of JoinWDA (Workforce Data Alliance). Tom Morgan connected us. We met at Markel’s meeting in Richmond earlier this year. I’ve been looking forward to this conversation, and you will see in a moment why. John applies the study of Complexity to investing, and he is open to...

RP Stevens is the author of The Sloth Investor book, the host of a podcast, and a YouTube channel with the same name. He is a personal finance author & YouTuber. He is committed to educating people about how to invest their money in a common-sense, ‘sloth-like’ manner. RP firmly believes that the slow-moving, inactive sloth is THE best animal to characterize successful investing. After we stopped recording, he shared with me how he received a personal note from his proofreader who read...

My guest today is Christopher Begg. Chris is a successful long term patient value investor who seeks high quality, he is also a professor and teaches the Ben Graham’s Security Analysis Course at Columbia University in New York. He also loves the ocean and water sports, especially surfing, which, from what I can tell, makes him an even better investor. Christopher Begg is President/Chief Investment Officer/Co-Founder at East Coast Asset Management, Inc. & Adjunct Professor at Columbia...

My guest today is Dan Solin — he practiced law in New York City, he represented investors harmed by the misconduct of brokers, he worked as a registered investment advisor, he is a New York Times bestselling author of the Smartest series of books, including the Smartest Money Book You’ll Ever Read — today, we talk about his book Ask: How to Relate to Anyone — I absolutely loved the book, I greatly enjoyed this discussion, and I immediately called it a masterclass in the art of conversation...

It’s a Fireside Chat today. Jeremy Deal, a good friend and fellow investor, asks me about my investment practice, my philosophy, my experience managing multi-generational family fortunes with an infinite investment horizon, and more. Blue Infinitas Capital, LLC Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quality and durability of future earnings power is not reflected in the price. The fund's goal is to...