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. 
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
Dr. 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…
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…
Ep6: 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…