Episodes
Challenging the notion that pain is purely negative might empower us to reach our highest, happiest selves. In this episode, Dr. Julia DiGangi discusses how we can use emotions, even difficult ones like fear and anxiety, to unlock greater confidence, resilience, and meaning in our lives. She provides a neuroscientific perspective on integrating our emotional and behavioral systems to increase personal power. Dr. Julia DiGangi is a neuropsychologist expert in the connection between the brain,...
Published 12/14/23
In this episode, Brian C. Adams is joined by Emily Bouchard, head of PNC Private Bank Hawthorn's Institute for Family Success. They discuss topics involving blended families, multi-generational dynamics, family meetings, next-generation engagement, and resilience-building. Emily draws on over 20 years of experience coaching affluent families to provide insights and best practices around the intersection of wealth and communication. [00:00 - 08:50] - Emily's Background Emily has a Master's in...
Published 12/12/23
Small daily improvements create an edge in managing money. In today’s episode, Jeremy Kokemor joins the show to discuss long-term investing in high-conviction public stock portfolios. We explore how Jeremy's childhood experiences shaped his investing philosophy, the benefits of thinking like a business owner, and how continuous learning and self-improvement pay dividends in long-term investing. Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based...
Published 12/07/23
After years of leading companies that made headlines but took a toll on his personal life, Reed realized developing employees was most rewarding. Now an executive coach, he helps leaders maximize productivity by supporting staff’s whole selves. Reed has spent the last 15 years in startups and turnaround across various industries, and his passion always came back to one thing: developing the people, personally and professionally, within his companies. [00:00 - 11:33] - From Profits to People:...
Published 12/05/23
How do we thoughtfully structure family philanthropy to maximize impact? In this episode of the Capital Club podcast, host Brian Adams interviews Dr. Sharilyn Hale, an expert on generational wealth, philanthropy, and governance. Sharilyn explains the landscape of philanthropy options today, best practices she sees amongst successfully generous families, common pitfalls to avoid, and how to partner with the right advisors. Dr. Sharilyn Hale helps those who give, give well, engage their...
Published 11/30/23
In today's episode, we welcome Louis O' Connor, our distinguished guest appearing for the third time. As the Managing Director of Truffle Farms Invest, Louis invites private investors to join him in a unique truffle farm venture in Ireland, promising passive income for 30 to 40 years. With notable features in publications like The New York Times, Louis has previously discussed rare earth and strategic metals. Now, he introduces us to the fascinating truffle farming—an exotic investment that...
Published 11/28/23
Today, we have Elizabeth Bagger as our guest. She is the founder of Avanti Family Business Advisory and a board member of her family business. Given her diverse international background and expertise in various subjects, our discussion explores Elizabeth's perspectives on handling family dynamics, promoting family connections, engaging family members, and embracing a comprehensive approach to business and personal well-being. [00:00 - 13:56] - Navigating Family Dynamics: Insights from a...
Published 11/21/23
Ever wondered about the true potential of AI, its impact on our lives, and the fine line between innovation and regulation?  In this episode, dive into a conversation with Daniel Jeffries, Managing Director of the AI Infrastructure Alliance. From debunking AI myths to navigating the delicate balance of open-source innovation and risk aversion, we explore the dynamic landscape of technology. Join us as Dan shares insights on the global narrative surrounding AI, the importance of open...
Published 11/16/23
Unravel the intricacies of charisma, explore the organizational DNA through the lens of fractals and dysfunction, delve into the science of innovation, and uncover the disciplined approaches to fostering creativity. Our guide on this exploration is Judah Pollack. He is an author and executive coach who has worked with everyone from Army Special Forces to the Founders of Airbnb to social good founders.  [00:00 - 09:40] - Unveiling the Three Pillars of Influence Discovering the power of...
Published 11/14/23
In this episode, Brian C. Adams is joined by Adam Jason, a partner at Legacy Group, an alternative investment firm with over $50 million in assets under management. They discuss investing in Latin America, specifically Colombia, and the opportunities and challenges of allocating capital in the region. Adam shares his personal journey of relocating from the U.S. to Colombia to pursue entrepreneurial ventures, and provides an inside look at Legacy Group's flagship investment in Colombian coffee...
Published 11/09/23
In this episode, Brian C. Adams is joined again by Louis O'Connor to provide an update on the strategic metals and rare earth elements market. They discuss how China has cornered the market for many rare earths and is now using that dominance for geopolitical leverage. Louis provides background on how China came to control rare earth production and processing, the challenges for the West to build out alternate supply chains, and how current tensions are impacting prices and stockpiling. He...
Published 11/07/23
In this episode, Brian interviews Dr. Richard Orlando, an advisor specializing in working with high net worth families and family enterprises. They have an insightful discussion about the role of "love" in managing family wealth across generations. Dr. Orlando explains his philosophy of "whole family advising," which involves viewing the entire family, not just the wealth creator, as the client. He stresses the importance of understanding and connecting with clients' core values and purpose...
Published 11/02/23
In this episode, Brian C. Adams interviews cybersecurity expert Roger Grimes about the current state of cyber threats, including social engineering, phishing, ransomware, AI, and quantum computing. Roger shares his insights on where organizations often misallocate resources when it comes to cybersecurity. He emphasizes the importance of training employees to recognize phishing attempts, patching vulnerable software, and using multi-factor authentication. Roger also discusses how AI can be...
Published 10/31/23
In this episode, Brian Adams speaks with Christopher Frank, Oded Netzer, and Paul Magnone, authors of the book Decisions Over Decimals. They discuss how to make better business decisions by focusing on effective problem framing, interrogating data with context and intuition, and communicating insights clearly. The guests explain why relying solely on data and analysis often leads to poor decisions, and share principles and techniques for developing "quantitative intuition." [00:00 - 10:49] -...
Published 10/26/23
In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today. They explore how social media, ‘keeping up with the Joneses’ mentality, and the normalization of debt have warped expectations around earning, spending, and achieving financial stability. But it’s not all doom and gloom. Brian and Jarrod offer advice on entrepreneurship, budgeting, and investing during volatile times....
Published 10/24/23
In this episode, Brian concludes his series on macroeconomic trends that will impact investor returns over the next cycle. He examines stagflation - a dangerous mix of high inflation and economic stagnation that previously occurred in the 1970s. While not overly concerned about stagflation recurring, Brian believes we may be entering a period of moderately high baseline inflation and potential recession. He advises listeners to learn from the 1970s stagflation case study and invest in real...
Published 10/19/23
In this episode, Thanh-Long Huynh (Long), Co-Founder and CEO of alternative data specialist QuantCube Technology, joins us to discuss how big data analytics can be leveraged to make smarter investment choices. Thanh-Long explains what constitutes "big data," including satellite imagery, ship tracking data, and more. We explore how QuantCube analyzes these massive datasets in real-time to estimate economic trends and activity. Thanh-Long shares examples of how QuantCube's data predicted...
Published 10/17/23
Brian Adams is joined by Sarah Johal, co-founder of Parents in Tech Alliance, who highlights the harsh realities caregivers face in the workplace. From discrimination to lack of support, we learn how 75% of the workforce provides care, yet leaders fail to track this untapped talent pool losing billions annually. Sarah recounts her own painful story of demotion upon returning from maternity leave, fueling her advocacy today. A powerful exchange on how we can dismantle barriers for caregivers...
Published 10/10/23
Zack Cooper, senior fellow at the American Enterprise Institute and lecturer at Princeton University, joins this episode to discuss the upcoming Camp David summit between Japan, South Korea, and the U.S. This momentous occasion is a result of leadership from South Korea's President Yoon and Japan's Prime Minister Kishida in hopes of mending ties since Japan's invasion of Manchuria a hundred years ago. Zack also delves into U.S. policy in Southeast Asia and its pivot to the Pacific. He also...
Published 10/05/23
Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville's first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration who decided to jump from being a healthcare provider to running her own business. In this episode, she discusses her journey, from leaving her corporate job to open her own business to expanding to 6 new locations across Middle Tennessee and three on the West Coast. She also explores the...
Published 10/03/23
From unlocking the anti-aging secrets of CrossFit to navigating the maze of modern healthcare, Ben Moore—doctor, coach, and entrepreneur—dives deep into the strategies for achieving optimal health and longevity. He discusses the impact of performance-based training on physical therapy, how it has shifted focus toward health and wellness, and popular recovery methods such as cold plunge and sauna. He emphasizes understanding one's recovery limitations when it comes to aging as an athlete....
Published 09/28/23
In this bonus episode, dive into the tricky world of capital raising for real estate investments! Brian Adams shares another conversation on the Commercial Real Estate Investor podcast where he, Tyler Cauble, and Logan Freeman discuss their experiences and strategies in this complex process. They discuss the importance of solid relationships with investors, creating a simple yet attractive deal narrative, and understanding economic conditions. They provide practical advice such as...
Published 09/27/23
The same beliefs that fuel success can later become our roadblocks.  Join us as we explore the concept of Integrative Coaching with Julie Wald, a psychotherapist, life and wellness coach, and leader in the wellness industry. Julie is devoted to helping ultra-high performers and individuals facing physical and mental health issues with her integrative approach, combining the best clinical backgrounds with practices such as meditation, movement, inner child work, emotions, and more. She'll...
Published 09/26/23
Unravel the future of warfare as Samuel Bendett dives deep into Russia's cutting-edge military technology showcased at the recent expos. Samuel Bendett discusses the Russian military's use of robotics, UAVs, artificial intelligence, and other weapons at the Army 2022 & 2023 expos. Sam provides insight into the global implications of these technologies on modern warfare, including how smaller countries can now defend themselves more effectively with commercial drone technology. He also...
Published 09/21/23
How can you transition from a career-ending injury to being a beacon of holistic health and wellness? Brian welcomes Michelle Norris, a former D1 athlete forced to end her career due to a back injury. After overcoming the physical and emotional trauma of this experience, she credits her holistic strength and conditioning coach for helping her heal without surgery or bed rest. Michelle shares her story of transitioning from being an athlete into a new career and tips on fostering relationships...
Published 09/19/23