Tom Morgan: Curiosity Sherpa to Billionaires
Listen now
Description
I don’t know any successful investors who are not curious, and I can’t think of a better person to learn from about curiosity than my today’s guest, an instant friend, Tom Morgan. Tom describes himself as a curiosity sherpa to billionaires. He lives in Manhattan with his wife, 2 children and a rabbit called Frank. Tom Morgan is a Director at Sapient Capital. He is responsible for the firm’s content. He has previously worked in Equity Sales on Wall Street at Merrill Lynch, Bank of America and most recently as a Managing Director at Stifel. Tom loves nothing more than meeting interesting people; drop him an email or phone call – if you are intrigued by what you hear today. Tom holds a BA from Oxford University. Tom’s bio doesn’t give justice to what a fascinating, multi-faceted, complex individual he is, and I hope this episode will reveal a bit more of the Tom I got to meet and spend time with. I was introduced to Tom by Brendon Snow. It was one of a thousand serendipitous moments that have been happening since I launched the podcast. I was walking around Paris earlier this summer listening to Guy Spier’s interview with Julie LaRoche, I shared it on Twitter. Brendan reached out and mentioned that he not only also listened to Guy Spier on his visit to Paris not long ago but also went to the same Parisian Grande Ecole I went to. Brendan Snow is the CEO of Fluent Risk Partners. Tom and I had a few long chats before the recording; we also shared a long lunch one summer day at a lovely vegan restaurant. Today, we talked about Tom’s life and the journey he’s been on, and it’s a very inspiring story that Tom shares in a very vulnerable way. We discuss the importance of curiosity and the idea of our future selves leading us on our path. We talk about the focus in the age of perpetual distraction. Tom shares his thoughts on complexity. We also touch on the meaning crisis in today’s world. I like Tom’s idea of continuously being exposed to new ideas that challenge our worldview. Stay tuned until the end – Tom shares his childhood story; without giving too much away, I will tell you that we are the same age and were both at the same time and the same place, but experienced it from a very different perspective, only to compares our notes, and memories almost four decades later! If that’s not serendipity, I don’t know what is! https://whatsimportant.substack.com/ https://sapientcapital.com/ ---- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠⁠⁠⁠⁠⁠⁠⁠https://bogumilbaranowski.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via
More Episodes
Morgan is a singer-songwriter, an author, and the co-founder of Trailhead Planners, a financial planning and wealth management firm serving clients nationally. Morgan lives with his family in Minneapolis, Minnesota. Morgan is the author of Money with Purpose: Receive the Dividends of an Undivided...
Published 06/10/24
“True wealth is the ability to underwrite a meaningful life.” My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth. Brian is one of the world’s leading experts on the psychology of money.  He has written multiple bestselling books, including The Geometry of Wealth, and has...
Published 06/03/24