My Worst Investment Ever Podcast

My Worst Investment Ever Podcast

myworstinvestmentever.libsyn.com/website
The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it.  Andrew Stotz, Ph.D., CFA, is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous episodes, and resources to help you reduce your risk visit myworstinvestmentever.com. 


Scott Smith – Launching a Business? Find Your Future You and Listen to Them First
Dec 4 • 33 min
Guest profile Scott Royal Smith, Esquire, founder, and CEO of Royal Legal Solutions prides himself on successfully conveying the essentials in asset protection to audiences nationwide. Scott is no stranger to high stakes litigation and has spent his…
Tristan Wright – Being Authentic Means Living Life According to Your Goal Plan
Dec 3 • 19 min
Guest profile Tristan Wright is the rock star Business Sherpa from down under. He is based in Melbourne, Australia and has a background in leadership coaching and applied business. He studied engineering and industrial design. He worked in that space…
Pete Matthew – Personal Finance Advice: Make it Your Responsibility to Become Financially Literate
Dec 2 • 19 min
Guest profile Pete Matthew is a 21-year veteran financial planner, based in Penzance in the far southwest of the UK. In 2010, he began shooting a series of short videos explaining how money works in simple everyday language. This hobby became…
Gabriel Abed – Think Long-term and Do Research to Overcome FOMO
Dec 1 • 19 min
Guest profile Gabriel Abed is the founder of bitt.com. A FinTech enterprise established to offer financial solutions to the world’s unbanked communities. He is also the founder of the Digital Asset Fund, the first regulated digital asset mutual fund…
Daniel Ramsey – When Investing in Real Estate Take Your Time to Remove the Unknowns
Nov 28 • 28 min
Guest profile Daniel Ramsey is the founder & CEO of MyOutDesk, the highest-rated Virtual Assistant company in the marketplace with over hundreds of 5-star reviews, and over 10 years of experience, serving more than 5,000 clients – including over…
Kornel Szrejber – Paying off a Low-Cost Mortgage Can Increase Your Opportunity Cost
Nov 27 • 24 min
Guest profile Kornel Szrejber is the host of the Build Wealth Canada Show. He has been featured for paying off his mortgage in only six years while still in his 20s and becoming one of Canada’s youngest retirees at the age of 32. He now runs his…
Gary Wilson – Always Be Open to Your Intuition
Nov 26 • 26 min
Guest profile At the age of 40, Gary Wilson retired as a corporate Vice President in a nationwide bank. Since then, he has traded over 3,000 investment properties in less than five years. He has developed five real estate holding companies owning more…
Vikas Gupta – Always Remember that the Unexpected Can Happen Even with Value Investing
Nov 25 • 24 min
Guest profile Vikas founded OmniScience Capital to provide a scientific approach to global and India-listed equity investments. Together with his team, he formulated the Proprietary Scientific Investing Framework which stands on the strong foundations…
Joe Saul-Sehy – Financial Risk Management Lies in Diversification across Industries
Nov 24 • 28 min
Joe Saul-Sehy is the co-host of the award-winning Stacking Benjamins podcast, which focuses on earning, saving, and spending with a plan. Joe is a former financial advisor (16 years) and represented American Express and Ameriprise in the media. He was…
Jonathan Jay – When Buying a Business Understand That Due Diligence Won’t Reveal Everything
Nov 21 • 20 min
Guest profile Jonathan has bought and sold businesses for over 20 years, buying from private equity firms and selling to them as well and has also done numerous trade deals. In the last few years, he has brought his knowledge to the world through The…
John Swolfs – Never Be Afraid to Ask a Financial Advisor When It Comes to Your Money
Nov 20 • 19 min
Guest profile John Swolfs is CEO at Inside ETFs. Previously, he worked at BlackRock’s, one of the world’s largest asset managers, iShares team as a business development associate. In his previous role, Swolfs worked closely with both the…
Sal Daher – To Win Big as an Angel Investor, You Have to Look at All Angles
Nov 19 • 30 min
Guest profile Sal Daher is an angel investor who invests in technologies that set Boston apart. He is a member of Walnut Ventures and MIT Angels. Sal is a syndicate lead and podcast host at Angel Invest Boston Podcast. “The market does not…
Dustin Mathews – Even if You Are An Expert in Investing in Real Estate, You Must Do Your Homework
Nov 18 • 19 min
Guest profile Dustin Mathews is the co-founder and Chief Education Officer of wealthfit.com; an online learning startup focused on teaching all the stuff you never learned in school about money investing and entrepreneurship. He’s also the host of the…
John Pugliano – Diversify Your Portfolio to Beat Overconfidence and Use a Put to Avoid Regrets
Nov 17 • 27 min
Guest profile John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He is the host of Wealthsteading Podcast as well as the founder and money manager at Investable Wealth LLC. John’s…
Geoff Gannon – Watch the Weight of High Debt And Operating Leverage
Nov 14 • 28 min
Guest profile Geoff Gannon is a portfolio manager, podcaster, and investment writer. He manages accounts at Focus Compounding Capital Management, and he co-hosts the Focus Compounding Podcast with Andrew Kuhn. He started writing and podcasting about…
Barbara Friedberg – You Don’t Need to Rush to Buy that Expensive Home
Nov 13 • 20 min
Guest profile Barbara Friedberg has an MBA and a Master’s in Science. She is a veteran Portfolio Manager, FinTech consultant, expert investor, and former university finance instructor. She is editor-author of Personal Finance: An Encyclopedia of…
Buck Joffrey – This Doctor Lost in His First Real Estate Deal Even Though the Math Looked Good
Nov 12 • 24 min
Guest profile Buck Joffrey is a physician turned entrepreneur and professional investor. He is also the host of The Wealth Formula® Podcast and author of an international best-selling book, 7 Secrets of Eternal Wealth, which focuses on financial…
Deacon Hayes – Nearly Lost it All Buying Two Condos
Nov 11 • 18 min
Guest profile Deacon Hayes is the founder of WellKeptWallet.com, which reaches over 1,000,000 people per month. He has been a contributor for the US News & World Report, Investopedia, Clark Howard and more. He is also the author of the book, You…
Aaron Walker – Your Worst Moments Can Focus You on Creating Your Legacy
Nov 10 • 36 min
Guest profile Aaron Walker has founded more than a dozen companies over the past 41 years. He attributed much of his success to having surrounded himself with his Mastermind counterparts. Aaron spent a decade meeting weekly with Dave Ramsey, Dan…
Dustin Heiner – His Life Went From Loss to Success When He Mastered Passive Income
Nov 7 • 25 min
Guest profile Dustin Heiner is the founder of MasterPassiveIncome.com and the host of the Master Passive Income Podcast. Dustin is a real estate rental property investor, who was able to make enough passive income from his business to quit his job…
Max Weissberg – To Avoid Losing it All on Bitcoin, Sleep on It
Nov 6 • 23 min
Guest profile A graduate of the American Film Institute’s directing program, Max Weissberg co-produced and appeared in the feature documentary film, Hotel Gramercy Park, which included cameos by Ben Stiller, Winona Ryder, Karl Lagerfeld, and Kanye…
Denis and Katie O’Brien – Understand Negative Equity Before Cosigning a Loan
Oct 31 • 43 min
… The consequences of not doing so can be brutal Guest profile Denis and Katie O’Brien decided to create a “Chain of Wealth” after having a tough conversation about Katie’s debt that was piling up. She had more than US$200,000 of debt that…
Dan Ferris – Stop Losing Money with Complex Futures Trading Investments
Oct 22 • 22 min
Guest profile Dan Ferris is the editor of Extreme Value, a monthly investment advisory service that focuses on great businesses traded at steep discounts. Dan joined Stansberry Research in 2000 and became the editor of Extreme Value in 2002. Since…
Rick Nicholson – When Running Franchise Businesses, Get it In Writing
Oct 20 • 17 min
Guest profile Some would say, Rick Nicholson, owner of several franchise businesses is a serial entrepreneur because of the seven restaurants he has owned over the past 13 years. He would say he’s just a guy trying to do the stuff he loves to do…
Victoria lynn Weston – Follow Your Intuition – Never Show Your Whole Hand
Oct 17 • 22 min
Guest profile Victoria lynn Weston boasts more than 20 years of experience as an intuitive business consultant working with professionals and business owners to provide insight to help them make better decisions. This business intuition coach is also…
Kirk Chisholm – Staying In Your Comfort Zone Is Not Bad At All
Oct 16 • 20 min
Guest profile Kirk Chisholm is a known risk taker when it comes to investing and alternative investments. Being a person of full will and perseverance to know the ups and downs of the market, he has learned a lot through experience – good and bad….
Raoul Pal – Stick With Your Hedge Fund Model. Don’t Outsize Your Position
Oct 12 • 19 min
Guest profile Raoul Pal is a former hedge fund manager who retired at 36 and is co-founder of Real Vision, a financial media company offering in-depth video interviews and research publications from the world’s best investors. He has run a…
David Barnett – Always Have a Clear Path to Plan B
Sep 22 • 24 min
Guest bio David Barnett is a three-time best-selling author, consultant and business coach who has been working with small-business owners for more than 20 years. For the past 10 years, he has been helping people buy and sell businesses. David works…
Chance Glenn – Have the Courage to Stick with It
Sep 11 • 23 min
Andrew and Chance would like to dedicate this podcast to peace “I stand for life against death; I stand for peace against war.” Pablo Picasso Picasso’s Dove became a symbol for the Peace movement after it was used to illustrate the…
Johnny FD – Stay on Track
Sep 10 • 23 min
Guest bio Johnny FD (Fighter-Divemaster) grew up in San Francisco, in the US state of California, and quit his job at corporate giant Honeywell in 2007 to move to Thailand, travel the world and work as a professional scuba diver. While in the Kingdom,…
Andrew Sherman – Mistakes to Avoid When Selling Your Business
Sep 8 • 44 min
Guest bio Andrew Sherman is a partner in the corporate department of Seyfarth Shaw LLP, and serves as the corporate office chair for the Washington DC team. He focuses his practice on issues affecting business growth for companies at all stages,…
Todd Tresidder – Learn From Your Mistakes, Don’t Feel Bad About Them
Aug 22 • 28 min
Guest bio Todd Tresidder is the author of seven personal finance books with an eighth coming out shortly. He created a course on strategic wealth planning and is the founder of FinancialMentor.com, a popular personal finance site. He is a self-made…
William Manzanares – Don’t Invest What You Can’t Afford to Lose
Aug 15 • 20 min
Guest bio William Manzanares IV was born and raised in the Tacoma area of Washington State and is an active member of the Puyallup Tribe. He is a serial entrepreneur, having owned and operated successful smoke shops, convenience stores, and…
Shawn Walchef – Let the Pain of Failure Fuel Your Success
Aug 12 • 24 min
Shawn Walchef is a restaurant owner, digital entrepreneur and a proud father. Since 2008, Shawn has owned Cali Comfort BBQ in San Diego County. In order to survive, Shawn knew early on to operate his family restaurant and sports bar like a tech…
Ted Seides - Always Diversify, Anything Can Happen
Aug 9 • 22 min
Ted Seides, CFA, is the son of a teacher and a psychiatrist. Perhaps by genetic disposition, he is passionate about sharing his insights and investing in people. He is the chief investment officer of Perch Bay Group, a single-family office he…
Michael Oyster - Ask if it is a Compensated or Uncompensated Risk
Jul 28 • 31 min
Michael Oyster is the founder and CIO of Oyster Capital, a multifaceted investment advisory organization dedicated to providing customized solutions for planners, advisors, investment managers and asset owners to assist in the achievement of all types…
David Stein - Trading Currencies and Commodities is Harder Than You Think
Jul 24 • 32 min
David Stein helps individuals to become more confident investors via audio, video, and books. For the past five years, he has hosted the weekly personal finance podcast, Money For the Rest of Us. The show has more than 250 episodes and more than 10…
Mario Nawfal - Persistence Helps You Recover From Disasters
Jul 23 • 30 min
Mario Nawfal is the founder of the Athena Group of Companies, a conglomerate that operates in more than 40 countries. He started in 2012 with $300 in the bank selling blenders door to door and built that into a business (Froothie) that generated $10m…
Lex Sokolin - Put the Proven Power of Diversification on Your Side
Jul 16 • 30 min
Lex Sokolin iLex Sokolin is a futurist and an entrepreneur focused on the next generation of financial services. He is the global fintech co-head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices…
Suresh Mahadevan - Seduced by Cricket
Jul 15 • 27 min
Suresh Mahadevan is the CFO of SureCash, a fintech firm in Bangladesh. Prior to that he was group CFO at Digiasia, an Indonesian fintech firm after spending close to 12 years with UBS bank in leadership positions in Hong Kong, India and Singapore,…
Jen Greyson – Start-ups Always Look Great, Plan for the Worst
Jul 14 • 33 min
Jen Greyson is one of the top eight women in crypto and is a genius at failure. She’s currently running co.co, a start-up that’s the Airbnb of office space, speaks internationally on topics ranging from AI to being a female tech founder and knows…
Douglas Tengdin – The Government Can Take Anything Away
Jul 11 • 26 min
Douglas Tengdin, CFA, is the chief investment officer (CIO) of Charter Trust Company, where he has worked since 2000. He graduated magna cum laude from Dartmouth College in 1982, and received his CFA Charter in 1992. He was the founding president of…
Darryl Tom - The Value of Staying in Your Lane
Jul 11 • 21 min
Darryl Tom is a private wealth manager who delivers personalized comprehensive wealth management strategies and solutions to high-net-worth (HNW) individuals. Previously, he was a private banker at DBS and ANZ private banks and an investment manager…
Jason Bible - You Can’t Plan for a 1,000-Year Flood
Jul 9 • 35 min
Jason Bible, aka Mr. Texas Real Estate, is a full-time real estate investor who is thriving after a long journey in the field working with buyers and sellers of real estate. He is the co-host of the live call-in Right Path Real Estate radio show on…
Scott Carson – Double Check the Worst Case
Jul 8 • 23 min
This podcast was recorded on 25 April 2019, and is dedicated to the birthday of Andrew’s mother, Kathryn Stotz, 81, who was born on that day in 1938. Mrs. Stotz is alive and well and a daily listener of her son’s podcast Scott Carson (aka “The…
Shaun Rein - You Can’t Win Unless you Know How to Lose
Jul 7 • 20 min
Shaun Rein is the founder and managing director of the China Market Research Group (CMR), a globally prominent strategic market intelligence firm focused on China. He works with boards, billionaires, heads of state, CEOs and senior executives of…
Natali Morris – Embrace Your Soul Journey
Jul 3 • 38 min
Natali Morris is a former network news anchor turned personal finance educator and motivator. Her specialties include personal finance, business, and technology. She is currently a contributor to CNBC and MSNBC where she was previously an anchor, a…
S. Venkatesh – Be Flexible and Ready to Change Course
Jul 2 • 13 min
Venkatesh is an author, speaker, investor and entrepreneur. He has spent 22 years in the Asian markets in senior roles across listed equities (with JP Morgan and Credit Suisse), private equity (with Macquarie and AMP) and corporate strategy (with…
Sloane Ortel – Believe in Yourself
Jul 1 • 15 min
Sloane Ortel is an explorer and definer of the connections between capital markets and economic/cultural forces. Our guest today is the publisher of The Sloane Zone, “an email newsletter that comes when you least expect it, and makes more sense than…
Tyler Stewart – Your Investment Does Not Define You
Jun 30 • 22 min
Tyler Stewart has always been an educator at heart; whether it was his previous life as a stock trader, or his current life as head of investor relations at RealCrowd, an online commercial real estate investing platform with more than U$6 billion in…
Giacomo Arcaro – Don’t Chase the Money
Jun 28 • 22 min
Giacomo Arcaro is one of the most important European growth hackers, with more than 140,000 “crypto-followers” and has been featured in the Financial Times, Forbes, Wired and the Los Angeles Times. He’s had 2-million-euro exits with two…
Erik Bergman – Keep Empathy in the Start-Up War Room
Jun 26 • 21 min
Erik Bergman started his career as a professional poker player while still a teenager. At the same time, he founded his first companies. At age 24 he started in 2012 Catena Media, a company that only three and a half years later would be listed on the…
David Keller – It’s OK to be Wrong, It’s not OK to Stay Wrong
Jun 25 • 22 min
David Keller, CMT, is president and chief strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness, and author of the blog, Market Misbehavior. David calls himself a right-brained…
Clayton Morris – Say ‘No’ to Speculation
Jun 24 • 30 min
Clayton Morris is a former Fox News anchor who left the No.1 cable news show in its timeslot, Fox & Friends, after achieving financial freedom. Through his Financial Freedom Academy, Clayton now devotes himself to helping others build passive…
Avery Konda – If Your Intuition Sends an Alert, Listen!
Jun 21 • 23 min
Avery Konda is all about positive business, impact investing, and #SocialImpactEverywhere. He is 23 years old, a podcast host, and an impact investor in 18 start-ups; all of which have a bottom line or mandate for positive impact. Avery works as…
Viola Llewellyn – Learn to Embrace Failure
Jun 18 • 24 min
Viola Llewellyn is the co-founder and president of Ovamba Solutions, Inc. She oversees innovation, strategic implementation, investor communications, and business development. digital undivided included her as one of only…
Gaurav Sharma – Fail Fast, Fail Early, Move On
Jun 17 • 15 min
Gaurav Sharma holds a post-graduate degree in management from Birla Institute of Management Technology (Bimtech), in Uttar Pradesh, India, and a bachelor of science degree from the University…
Nate Abercrombie – Invest with Good Management Teams
Jun 16 • 26 min
Nate Abercrombie lived in Syria for two years trying to learn Arabic before attending graduate school. He had hoped the language skills would help him secure a job in the oil and gas industry. Ironically, he ended up working in the renewable energy…
Reed Goossens – Invest in Yourself First, Learn and Take Action
Jun 13 • 22 min
Reed Goossens moved to the United States in 2012 to pursue a career in structural engineering, however he then discovered a passion for real-estate investing. With limited funds and no credit, Reed went from purchasing a small duplex to growing his…
Paulo Caputo – Expect External Events to Hit Your Investment
Jun 12 • 22 min
Paulo Lydijusse Caputo is pursuing an MBA at McGill University (Canada) with a concentration in global leadership and strategy. After graduating with a bachelor of economics from Faculdades de Campinas in Brazil,…
Ramesh Raghavan – Entering a start-up? Leave your baggage at the door
Jun 10 • 31 min
Ramesh Raghavan is currently the vice chairman of Business Angel Network of Southeast Asia (bansea), one of the leading and oldest organizations of its kind in Asia, as well as an early-stage venture…
David Wolf – Complexity is Risk
Jun 7 • 30 min
David Wolf is the founder and executive producer of Podcast and Radio Networks. For more than 32 years, he has been the creative director, music composer, or producer of content for radio, TV, film, podcasts, audiobooks and multimedia. He has been…
Christopher Uhl – Write it Down
Jun 6 • 26 min
After graduating from college at potentially the worst time in recent history, Christopher Uhl began his decade-long career in the world of corporate finance. Having become a Certified Management Accountant (CMA) and yet feeling unfulfilled with…
Pashin Katpitia – Protect your Financial and Mental Capital
Jun 4 • 19 min
Pashin Katpitia is the chief technical officer and a director at Inspiron investment consultants, based in Mumbai, India. A third-generation entrepreneur, stock trader, and technocrat, Pashin is a…
Christopher Salem – Meditate and Journal to Overcome Pain of Losing
Jun 3 • 23 min
Christopher Salem is an accomplished business and emotional intelligence strategist, world-class speaker, award-winning author, certified mindset expert, radio show host and media personality, and wellness advocate partnering with entrepreneurs,…
David Siegel – Start-ups Should Start with Selling
Jun 2 • 25 min
David Siegel is the world’s first web designer and is the author of five books on the web and business. He has started 23 companies, including Studio Verso, one of the world’s first digital agencies, which was sold to KPMG. His most recent book,…
Mohsen Arjang – Follow your Heart but Take Your Brain With You
May 30 • 11 min
Mohsen Arjang completed a bachelor of science degree in industrial economics at Allameh Tabataba’i University in Iran and then started his work as an economic journalist at a local newspaper. Following that he continued his career as a foreign…
Danny Goh – Look for Vision, Execution, Flexibility
May 29 • 20 min
Danny Goh is a serial entrepreneur and an early stage investor. He is the founder and CEO of Nexus FrontierTech, an AI research firm that easily integrates AI into organizations’ processes by using natural language…
Tariq Dennison – Know the Value of Your Time, Know Your ‘Edge’
May 28 • 21 min
Tariq Dennison is a Hong Kong-based manager of US and offshore retirement plans at his own firm, GFM Asset Management. Prior to GFM, he worked in the wealth management divisions of Société Générale in Hong…
Lisa Ryan – Be Grateful For Who You Are And Where You Are
May 27 • 19 min
Lisa Ryan is the chief appreciation strategist at Grategy. She is an award-winning speaker, an author of 10 books, including Manufacturing Engagement, and a co-star in two inspirational films…
Raja Skogland – There is No Business If There are No Sales
May 26 • 20 min
Raja Skogland is an entrepreneur who believes in limitless human potential and is dedicated to empowering her peers. Since 2015, she has been helping thousands of entrepreneurs to build their networks, gain knowledge and access capital, enabling them…
In-bok Song – A New Learning Curve is Coming
May 23 • 27 min
In-bok Song joined Seafarer Capital Partners in 2016. She is a lead portfolio manager of the Seafarer Overseas Growth and Income Fund and is the firm’s director of research and chief data scientist, responsible for the firm’s research…
Elliott Zaagman – Don’t Try to Do Too Much at One Time
May 22 • 27 min
Elliott Zaagman is the co-host of the China Tech Investor podcast and works as a PR and leadership consultant for Chinese tech founders and executives. He is a frequent commentator on issues facing China and its tech industry, and his work has been…
Pipat Luengnaruemitchai – Learn the Value of Diversification Early
May 21 • 18 min
Pipat Luengnaruemitchai is an assistant managing director, the co-head and chief investment officer of the office of wealth management, and the chief economist at Phatra Securities. He leads a team of analysts responsible for giving clients investment…
Cyrille Langendorff – Setbacks are Part of the Investment Life
May 20 • 16 min
Cyrille Langendorff is managing director of the international affairs and private equity department of French bank Credit Coopératif (CC), a member of the BPCE banking group, and has more than 20 years of experience in the banking sector. After…
Bobby Casey – Worst Bet Is Taxes, Best Is Yourself
May 19 • 24 min
Bobby Casey is managing partner of Global Wealth Protection. His company helps clients from around the world to internationalize their assets and take advantage of unique investment opportunities globally. Bobby is a lifelong entrepreneur, investor,…
Eelco Fiole – Be Skeptical, Not Negative, About What You’re Offered
May 16 • 14 min
Dr. Eelco Fiole is co-founder and sole managing partner of Alpha Governance Partners (AGP), a risk-governance-focused fiduciary services firm with alternative assets under the governance of US$15 billion across 12 jurisdictions globally. He is also…
Edward Stephens – Be Empowered, Vote with Your Capital
May 15 • 28 min
Edward Stephens is director of the global brokerage at the Angel Investment Network, where he’s worked since 2010. In that time, he’s helped raise money for more than 400+ start-ups, including What3Words and Simba Mattresses. He also hosts a…
Christopher Wong – Enjoy Investing, But be Disciplined
May 14 • 23 min
Christopher Wong is currently the chief investment officer of Banjaran Asset Management, an alternative fund management house based in Singapore. He joined the company in January 2019. He was previously with Aberdeen Standard Investments and his…
Camilita Nuttall – ‘If It’s Not Making Money, It’s Not Making Sense’
May 13 • 21 min
Camilita Nuttall is the world’s No. 1 “Rock Star” international speaker, is the founder of Event of Champions®, a seven-time award-winning corporate sales and business growth expert, an executive business coach, an entrepreneur, an author and a…
Josiah Smelser – Push Through When Everything Goes Wrong
May 13 • 31 min
Josiah Smelser is the current podcast host of The Daily Real Estate Investor podcast, a show on achieving financial freedom through real estate investing. Josiah runs his own appraisal business, is a licensed real estate agent, and runs his own…
Daniel Schwartz – Take the Emotion Out of Investing
May 9 • 15 min
Daniel Schwartz is an author, senior executive and investor in sales, marketing, business development and management, with extensive contacts and relationships throughout Asia in many industries, through the intense networking and…
Catherine Flax – How to NOT Lose a Friendship When Investing
May 8 • 15 min
Catherine Flax has had a distinguished multi-decade career in financial services, fintech and commodities. She is currently an advisor and board member to numerous start-ups and mature businesses, bringing expertise in business and strategic growth,…
Ian Dunlap – Invest Early in Life But Put Health First
May 7 • 19 min
Ian Dunlap is an investor with one of the highest win percentages in the country and founder of Red Panda Academy. Through Red Panda, Ian teaches his blueprint for success to students, who often have little to no experience with trading. Using…
Ian Ng – It is Hard to Fight Against Falling Prices
May 6 • 15 min
Ian Ng is currently the CFO at Nielsen China and he has spent six years providing accounting and auditing services at Big Four accounting firms, covering manufacturing, construction, and trading services. Prior to that, he spent 13 years in corporate…
Eric Choe – Make an Investment Checklist and Check it Twice
May 5 • 17 min
Eric Choe started his investment industry career as a sell-side equity analyst in Korea, where he worked with Samsung Securities, ABN AMRO, and Deutsche Bank. After earning his MBA at The University of Chicago Booth School of Business, he worked at…
Azran Osman-Rani – From Zero to a Billion Dollar IPO
May 1 • 26 min
Azran Osman Rani is currently the founding CEO of Naluri a digital health technology company that provides a cost-effective and accessible digital health psychology service to help users adopt healthier lifestyle behavior changes. He is active in the…
Md. Nafeez Al Tarik – Most of the Time the Price is Right
Apr 30 • 18 min
Md. Nafeez Al Tarik is head of research and investment at City Brokerage Limited in Bangladesh. He has eight years of research and investment experience in the equity markets of Bangladesh and provides his research to foreign and local institutions….
Beth Azor – Keep your Arrogance and Overconfidence in Check
Apr 29 • 27 min
Beth Azor is a 33-year veteran of the commercial real estate industry and owns Azor Advisory Services, which specializes in consulting services in training, sales, leadership, coaching, acquisition, due diligence, and market analysis. Beth owns and…
Jeyabalan Parasingam – Trust No One, Be Aggressive in Due Diligence
Apr 28 • 19 min
Jeyabalan Parasingam is a Certified Public Accountant (MICPA) and a Chartered Financial Analyst (CFA). He has more than 25 years of corporate experience in areas such as finance, taxation, auditing, investment…
Manit Parikh – Made a Million by 24, Lost a Million by 26
Apr 25 • 15 min
Manit Parikh has worked across sectors on transformational programs with organization-wide impact, leading two companies to reach US$300 million in revenue. He is currently working with number three. This has led him to earn the nickname “The…
Verawat Kirinruttana – Beware of Vietnam, Liquidity Risk is Very High
Apr 24 • 20 min
Verawat Kirinruttana holds an MBA from MIT’s Sloan School of Management. He also holds a bachelor’s degree in engineering from Chulalongkorn University with first-class honors and gold medal. Verawat is currently…
Phuong Nguyen – Avoid Leveraging Investment in Cyclical Stocks
Apr 23 • 17 min
Phuong Nguyen is a CFA charterholder. He is a value-oriented and fundamentally driven investor. He has 8 years of experience in the investment industry with various buy-side firms and has lived through some, a few of the tough market times. In his…
Ian Beattie – Follow a Structure, Not Emotions
Apr 22 • 34 min
Ian Beattie is currently the co-chief investment officer of NS Partners London, an investment management boutique. He holds a B.Sc. degree in economics from City University of London and started in the investing…
Michael Falk – Get and Stay Invested
Apr 21 • 20 min
This podcast is dedicated to John Bogle Michael and Andrew would like to dedicate this podcast episode to the icon who passed away just before this recording was made, John Bogle, founder…
Roxana Nasoi – When Everything Goes Away in a Poof
Apr 18 • 26 min
Roxana Nasoi is an advocate for community and technology with 10 years’ experience in online business data analytics and marketing. She was an Elance (then Upwork) ambassador between 2012 and 2018….
Tron Jordheim – The Difference between a Dog Trainer and Dog Training Business
Apr 17 • 18 min
Tron Jordheim is a business guy, podcast writer, and speaker who spends a lot of time operating RHW Capital. Tron is one of those entrepreneurs who is always making something out of nothing. He started his first business in the…
Dann Bibas – The Case for Passive Investing. Fewer Grey Hairs, Better Returns
Apr 16 • 14 min
Dann Bibas is a co-founder at Fountain financial services in the United Kingdom, a digital wealth manager combining new technology was certified advisors to make personalized investing more accessible….
Hansi Mehrotra – Don’t Let Overconfidence Bias Lure You into Concentration Risk
Apr 15 • 24 min
Guest profile Hansi Mehrotra runs the financial literacy and investor education blog, The Money Hans. She was named in LinkedIn’s inaugural global 10 TopVoices for Money & Finance….
Thao Quynh – Don’t Be Afraid to Take Some Gains off the Table
Apr 14 • 17 min
Thao Quynh has 15 years of experience in the financial service and investment industry. She was the investment portfolio manager for two European funds with US$280 million of assets under management. Prior to that, she worked as a…
Jerremy Newsome – Stop Trying to Hit the Home Run Trade
Mar 26 • 33 min
Jerremy Alexander Newsome is the CEO and co-founder of www.reallifetrading.com. The trader and newly published author has one of the fastest growing audiences and websites on the Internet and attacks the markets with energy, exuberance, and…
Philipp Kristian Diekhöner - The Impact of Foreign Currency on a Managed Fund
Mar 20 • 15 min
Philipp Kristian Diekhöner is a keynote TEDx speaker, global innovation strategist and author of The Trust Economy, published in English (2017), German (2018) and Simplified Chinese (2019). Philipp has spoken at eminent…
Corey Hoffstein - Beware of Pure Story-Driven Investing
Mar 17 • 19 min
Guest profile Corey Hoffstein is a co-founder of and chief investment officer at Newfound Research, a firm founded in August 2008, which is a quantitative asset management firm specializing in risk-managed, tactical asset allocation strategies. At…
Danielle DiMartino Booth – Don’t Fight Liquidity, Flow with It
Mar 13 • 25 min
Danielle DiMartino Booth is CEO and director of Intelligence for Quill Intelligence LLC, a new research and analytics firm. She is known for her meticulous research in the financial markets and her unique perspective honed from years of…
Vorapon Jim Ponvanit – Apply Behavioral Finance Principles to Make Better Decisions
Mar 10 • 16 min
Vorapon Jim  Ponvanit is the founder and CEO of a PeerPower, a Fintech start-up focusing on SME marketplace lending in Thailand. He is also a partner in boutique advisory firm, Khronos, and has 18…
Channarong Kitinartintranee – Do Not Let Past Success Make You Overconfident
Feb 14 • 17 min
Channarong Kitinartintranee is the Senior Financial Advisor of KBank Private Banking Group. He joined Kasikornbank in 2018 with a key focus in Thai economics and equities. Before that, he worked as a mutual fund and institutional private fund…
Tahnoon Pasha – Building Long/Short Hedged Portfolios with Your Trusted Team
Feb 13 • 18 min
Tahnoon Pasha grew up in the United Kingdom and the United Arab Emirates. He has a Bachelor of Business Administration and an M.B.A. from the University of Karachi, Pakistan. He is a chartered financial analyst and has been a member of the CFA…
Nicolas Rabener – Diversification: An Easy Way to Reduce Your Investing Risk
Feb 12 • 23 min
Nicolas Rabener is the founder of FactorResearch, which provides quantitative solutions for factor investing. Previously he created Jackdaw Capital; an award-winning quantitative investment manager focused on equity market neutral strategies. Before…
Bill Winterberg – Losses Mean No Chance for Money to Compound
Feb 11 • 28 min
Bill Winterberg is the founder of FPPad, a technology publication and business consulting firm to financial services organizations. Bill produced the FPPad Fintech Flash Briefing and was the host of FPPad Bits and Bytes, video broadcast and…
Ralph Woodcock – Following the Crowd into Bitcoin Disaster
Feb 10 • 11 min
Ralph Woodcock is a Partner with St. James’s Place and based in Shenzhen, China. Ralph is an ACIS member of the Chartered Institute for Securities & Investment (CISI) and has worked in the offshore financial services industry for over five…
Michael Batnick – Be Prepared with a Written Plan
Feb 7 • 21 min
Michael Batnick is the Director of Research at Ritholtz Wealth Management where he reads research publications and stays on top the latest trends in the industry. He is a member of the investment committee and heads up the company’s internal…
Olan Suthivej – What Investors Can Learn From Stock Tips
Feb 6 • 13 min
Olan Suthivej is currently the VP of Thailand Investment Banking & Capital Market (IBCM) at Credit Suisse based in Bangkok. He joined Credit Suisse in 2014 and has over 12 years of extensive investment banking experience in equity, equity-linked,…
Tony Watson – Beware of Words Like Guarantee and Trust
Feb 5 • 14 min
Tony Watson is an investment professional with more than 20 years of experience in Asia (ex-Japan) credit markets. He joined Far East Investment Limited in 2016 where he is currently a Portfolio Manager and Responsible Officer. He was…
Paul Sheehan – A Deal is Never Done Until it is Done
Feb 4 • 29 min
Paul Sheehan has more than 25 years of experience in financial institutions, starting as a central banker at the Federal Reserve Bank of New York. Subsequently, he was a Managing Director and Head of Financial Institutions for Lehman Brothers,…
Franki Chung – If Trust is Lost, All is Lost
Feb 3 • 16 min
Franki Chung is a CFA charter holder and has a massive 24 years of experience in equity/fixed income analysis and portfolio management in Asia Pacific ex-Japan. He was the Chief Investment Officer of MEAG HK, the asset management arm of Munich…
Awais Abdul Sattar – Understanding the Risks Related to Commodity Cycles
Jan 31 • 19 min
Awais Abdul Sattar is an Investment Professional with 5+ years of experience in the field of Investment Analysis and Portfolio Management. He started his career as a buy-side research analyst. He is currently Head of Research at MCB Arif Habib…
Zia Islam – Don’t Let Emotions Cloud Your Investing Decisions
Jan 29 • 13 min
Mr. M. Zia Islam is the Coordinator, External Relations, School of Management, Asian Institute of Technology Thailand. AIT School of Management is ranked among top 250 B-Schools in the World under QS World Rankings by Subjects 2018 under “Business…
Peter Emblin – Keep Invested to Get Great Returns
Jan 27 • 10 min
Peter Emblin has diverse experience in global financial markets and corporate finance having worked in Australia, the United Kingdom, and various South East Asian countries. His career experiences cover analysis, primary research, investment…
Mohd Sedek Jantan – Panic Selling When Stocks Fall is Usually a Terrible Idea
Jan 24 • 22 min
Mohd Sedek Jantan is an experienced and highly competent investment professional and financial planner. He is currently connected with Standard Financial Adviser since June 2014 where he is the Head of Investment & Financial Planning. …
Dan Gramza – Don’t let Overconfidence Ruin your Trading Strategy
Jan 22 • 33 min
Dan Gramza is President of Gramza Capital Management, Inc. He is a trader, consultant to domestic and international clients, an advisor to hedge funds, a developer of ETF / ETC securities and co-inventor of two issued…
Dan Passarelli – Struck by an Anomaly in Options
Jan 20 • 16 min
Dan Passarelli is an author, trader and former member of the Chicago Board Options Exchange (CBOE) and Chicago Mercantile Exchange (CME) Group. He also founded Market Taker Mentoring, Inc., a leading options education firm that provides online…
Joachim Klement – Diversification: The Best Insurance Against any Investment Burst
Jan 17 • 18 min
Joachim Klement is Head of Investment Research at Fidante Partners where he investigates long-term investment trends, alternative investments, and listed investment trusts. He was previously Head of Thematic Research at Credit Suisse, Chief Investment…
Sornchai Suneta – A Diversified Portfolio Protects You from Currency Devaluation
Jan 15 • 16 min
Having over 20 years of experience in asset management and wealth management industry, Sornchai Suneta is currently leading the Investment Advisory Practice, CIO office at Siam Commercial Bank (SCB). Also, he was appointed as Advisor to the…
Michael McGaughy – How Currencies Can Crush Return in Good Stocks
Jan 13 • 16 min
An award-winning analyst, Michael Mcgaughy has a diverse financial background spanning buy- and sell-side equity research, fund-of-hedge-funds, and private equity. He first came to Asia as an exchange student in 1985 and has been involved with the…
Patrick Woock – Building Trust in Business Partnerships
Jan 10 • 14 min
Dr. Patrick Woock is a Passionate Strategic Entrepreneur, Idea Creator and Thought Leader who is driven to build next-generation tools for Transnational Entrepreneurs. Skilled in International Negotiations, Global Business Planning,…
Odilon Costa – The Complexity of Managing Distressed Debt Properties
Jan 9 • 15 min
Odilon Costa is a Sr. Emerging Market Research Analyst with the emphasis in commercial real estate and fixed income. He started his career working at large investment banks, such as ABN Amro, BNP Paribas, and HSBC, in Brazil and France. His…
Rajeev Gupta – Missed Opportunity to Invest in Jack Ma
Jan 6 • 17 min
Rajeev Gupta has an immense 20-years experience investing and building technology companies. He worked for almost a decade at Goldman Sachs in Hong Kong, Singapore and New York focusing on listed and unlisted technology companies. He then…
Stuart Merrilees – Every Investment is a Capital and Risk Allocation
Jan 2 • 19 min
Stuart Merrilees an expert on investment management with around twenty-five years’ experience in institutional finance and capital markets, much of this has been related to equity investments in Asia. Initially, worked in institutional investors and…
Alvin Fan – Forests Are a Treasure. However, Are They Good Investments?
Dec 31, 2018 • 28 min
Alvin Fan is the Chief Executive Officer of OP Investment Management, one of Asia’s leading hedge fund platforms focusing on emerging managers. Part of the Oriental Patron Financial Group running assets of over USD 10 billion primarily in…
Roongkiat Ratanabanchuen – Risking It All on a Falling Stock
Dec 26, 2018 • 15 min
Roongkiat Ratanabanchuen is a Thai banking professional who has an impressive portfolio in the areas of a pension fund, mutual fund, and microfinance. He is currently a full-time lecturer in Finance at Chulalongkorn University in Thailand. …
Michael Garcia – Meet the Management Before You Invest
Dec 24, 2018 • 15 min
Michael Garcia is CEO and Chief Investment Officer of MDG capital, a boutique investment advisory firm based in Manila. MBG Capital serves as investment adviser to Seahedge Philippines Fund (Bloomberg: SEAPHFA:KY), a Philippines-focused…
Adam Butler – You Can Be Right for a Long Time and Still Be Wrong
Dec 19, 2018 • 24 min
Adam Butler is Chief Investment Officer of ReSolve Asset Management. Adam is an author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and Bad and contributed to the best investment writing volumes one and two,…
Andrew Stotz’s Season Wrap – 6 Ways You Will Lose Your Money
Dec 17, 2018 • 9 min
In our lifetime, we thrive to create, grow, and protect our wealth. We create wealth through different business and investment ventures. We look at different investment vehicles to grow our wealth. Alongside those investment opportunities, we ensure…
Jotak Nandwana – Sit Tight, Be Cool, Don’t Watch the Score
Dec 12, 2018 • 19 min
Jotak Nandwana is a keen follower of the Indian stock market and has been investing money since 2010. He uses the CAN SLIM style to screen for growth stocks. He has been working as an Equity Analyst for MarketSmith India, since its…
Brandon Gaille – Do Your Research Before Spending a Dime
Dec 10, 2018 • 20 min
Guest profile Brandon Gaille is an entrepreneur who has founded five multi-million-dollar companies over the past three decades. Currently, he runs a self-named Internet marketing…
Meredith Jones – Don’t Let the Monsters in Your Head Become the Monster of Your Pocket
Dec 5, 2018 • 19 min
Meredith Jones is an internationally recognized researcher-writer and speaker. She’s worked in the investment industry for 20 years and is the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) which…
Eslam Radwan – Take Extra Care with Illiquid Property Investments
Dec 3, 2018 • 15 min
Eslam Radwan is a civil construction manager with 13 years of experience in the construction field in the Middle East and Gulf Cooperation Council. He is an international real estate investor, investing in USA, Turkey, Thailand, Brazil…
Mitchell Van Der Zahn – Past Performance Does Not Predict Future Returns
Nov 28, 2018 • 26 min
After graduating with a post-doctorate degree specializing in accounting and finance, Mitchell embarked on a career in academia working at major research universities in Hong Kong, Canada, Singapore and Australia. During 15 years, Mitchell…
Sopon Srisakunpath – Beware of Seductive Online Trading Strategies
Nov 26, 2018 • 9 min
Sopon Srisakunpath has three and a half years experience working in Thailand at the big four accounting firms of KPMG and PwC. He has analyzed and observed business processes and coordinated with the management of large public, non-life insurance…
Jonathan Freedman – If I’m Being Totally Honest
Nov 22, 2018 • 25 min
Jonathan Freedman is the managing member of Consilience Capital Management LLC. He began his career at Sanford C. Bernstein & Co. as a clerk in 1992 quickly moving up to research assistant to the Chief Investment Strategist, followed by…
Daniel Egan – Remember That Time is Your Greatest Asset
Nov 19, 2018 • 14 min
Daniel Egan is currently in charge of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. He evolved from Behavioral Finance…
Asif Khan – Value Traps: Bargain Hunters Beware!
Nov 14, 2018 • 16 min
Asif Khan is the Managing Partner at EDGE Research & Consulting Limited, an independent equity research provider based out of Bangladesh which caters to foreign institutional investors. Prior to starting EDGE in early 2018, Asif had…
Alexander Burstein – Beware of Stock Tips. Do your Own Research
Nov 13, 2018 • 12 min
Alexander Burstein works in the pharmaceutical industry, first doing a sales career in Merck KGA and Angelini, then a marketing career. And the last 18 years, he is in business development for Sanova, a company of the McKesson Group. In his leisure…
Shagun Jain – Overlooking Growth and Expansion
Nov 8, 2018 • 17 min
Shagun Jain holds a Master’s degree in Management Studies (MBA) from Jamnalal Bajaj Institute (JBIMS), Mumbai specializing in Finance. Heis also Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). His…
Daniel Crosby – A Big House Can Lure Even a Behavioral Expert
Nov 5, 2018 • 16 min
Daniel Crosby, Ph.D., is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York…
Brian Portnoy – The Risk of Concentrated Bets
Nov 1, 2018 • 27 min
Brian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for…
Frank Moffatt – Stock Tips Can Work Until They Don’t
Oct 29, 2018 • 14 min
Frank Moffatt is an International Best Selling Author, Motivational Speaker, Lifestyle Coach, Music Producer, Movie Producer, TV Producer, and founder of Your Second Fifty. Today Frank is focused on his position as CEO of Your Second Fifty (YSF)-…
Attila Koksal – Even Deep Investing Experience Cannot Overcome Government Policies
Oct 25, 2018 • 27 min
Attila Koksal is a Board member of Unlu Securities, Turkey’s leading investment house. He began his career in 1985 at the Center for International Financial Research, Inc., in Princeton. Between 1988 and 2001, he held senior positions in…
Karl-Mikael Syding – Don’t Be Blind to the Idea That You Haven’t Got the Full Picture
Oct 23, 2018 • 24 min
Karl-Mikael Syding was a hedge fund manager for 15 years. In 2010, Futuris, his 1.3 Billion dollars global long and short equity hedge fund received Hedge Fund Review’s award as “The European Hedge…
Yoshimasa Satoh – Invest Time in Yourself to Get the Life You Want
Oct 15, 2018 • 13 min
Yoshimasa Satoh, CFA, is APAC’s Product Strategist and Solutions Specialist. He is also the Vice President at eVestment, which is a NASDAQ company. He has been in charge of portfolio management, multi-asset investment strategy and asset…
Stuart Leckie – The Cost of Friendship: How your Friends Impact Your Investment Decision
Oct 8, 2018 • 11 min
Stuart Leckie is based in Hong Kong and advises on investments and pensions in Hong Kong and Mainland China. He is the author of books titled “Pension Funds in China” and “Investment Funds in China”. He was Founding Chairman of the Hong Kong…
Alan Lim Seong Chun – How Complacency Weakens Risk Awareness
Oct 2, 2018 • 15 min
Alan Lim Seong Chun is currently a Senior Research Analyst at the research division of MIDF Amanah Investment Bank Berhad. He has close to 10 years’ experience as a sell-side analyst and has covered sectors which include plantation,…
Michael Markels – Investing on a Hunch: Why an Exit Strategy is Important
Sep 25, 2018 • 17 min
A few of the firsts in Michael Markels’ career include the origination of the World Bank’s inaugural Sharia-compliant MYR bond and swaps back to $US libor; the first securitization of bank loans in eastern Europe, which reduced…
Colin McLean – Risks in Value Investing: When to Cut Loss on a Declining Stock
Sep 18, 2018 • 15 min
Colin McLean is the Founder and CEO of SVM Asset Management, an independent Edinburgh-based fund management group specializing in UK, European & Global equities. Colin is a regular member of CFA Institute and was elected to the Board of Governors…
Mike Matoney – Relationship of Convenience: A Bad Relational Investment
Sep 11, 2018 • 11 min
Mike Matoney has been the CEO of New Directions for the past 7 years, and also the CEO of Crossroads & Beacon Health for the past 23 years in Cleveland, Ohio. Mike did his undergraduate and graduate MBA studies at Cleveland…
Lasse-Peter Pestel – Eurozone Bailout Fund: Considering Risk over Return
Sep 6, 2018 • 10 min
Lasse-Peter Pestel is an Investment Strategist at Deka Investment in Frankfurt Am Main. He self-describes as having grown up between two cultures - Germany and Finland. He later added to this cultural mix by through extensive investing experience in…
Paul Gambles – Why a Solid Investment Policy Framework is Important
Aug 30, 2018 • 22 min
Paul Gambles is the co-founder of the MBMG Group and the Chief Investment Officer of MBMG’s Asset Management Division—which now oversees clients’ assets in excess of US $400 million.   Paul is a member of the Advisory Board…
David Ying – Why Dot-Com Start-ups Failed (And What You Can Learn from Them)
Aug 21, 2018 • 11 min
David Ying is a Senior Consultant at the Systex Corporation in Taipei since 2012. David Ying holds a bachelor degree in Economics from National Taiwan University, along with an MBA degree, and an Executive MBA degree in…
Katsunari Yamaguchi – Government Venture Investing: The Importance of Understanding the Risks
Aug 9, 2018 • 14 min
Katsunari Yamaguchi, Ph.D., CFA, CMA, Chairman, Ibbotson Associates Japan, Inc. He joined The Long-Term Credit Bank of Japan (LTCB) in 1979. He worked as portfolio manager for LTCB’s asset management subsidiaries, LTCB-MAS in U.S. and…
Emil Voehlert – Don’t Let FOMO Take Over Your Portfolio
Jul 25, 2018 • 15 min
Emil Voehlert is the commercial manager at aCommerce – a company based in Bangkok that provides e-commerce Solutions throughout Southeast Asia. Emil started his career as Web Technician and later Client coordinator for customers…
Ashraf Bava – Research Before Investing to Reduce Investment Portfolio Risk
Jul 25, 2018 • 17 min
Ashraf Bava is currently the Chief Executive at Nael Capital (Pvt.) Limited and a Director at the Institute of Capital Market in Pakistan. Also, he is the current President of the CFA Society in…
Bill Lewis – Importance of Knowing Product-Market Fit Before Making Any Financial Investment
Jul 24, 2018 • 18 min
Bill Lewis is the founder and leader of Linacre Digital Media. He holds a degree in Business Strategy, Leadership, Merger and Acquisition, Operations Strategy, and Globalization from Harvard Business School. Bill started his career as a senior…