My Worst Investment Ever Podcast

My Worst Investment Ever Podcast

myworstinvestmentever.com/episodes
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. 


Mark Moss – Diversify Your Profits to Protect Your Wealth
Aug 9 • 31 min
Mark Moss has been a full-time investor for 25 years and has invested in businesses, real estate, stocks, gold, and crypto. He is a market analyst on YouTube and newsletter publisher.
Mark Pierce – Set a Stop Loss With Your Startup to Protect Your Downside
Aug 5 • 25 min
Mark Pierce is an attorney, an accountant, and the owner of Cloud Peak Law. With over three decades of experience, Mark has truly “seen it all” - at least from a legal perspective, from bankruptcy and estate planning to oil/gas and securities.
Rob Angel – When You Feel Overpowered by Emotion Listen to Your Intuition
Aug 3 • 35 min
Rob Angel is a speaker, author, and entrepreneur. He recently published his book, Game Changer: The Story of Pictionary and How I Turned a Simple Idea into the Bestselling Board Game in the World.
Don Moore – Beat Overconfidence Bias by Considering What You’re Neglecting
Jul 28 • 49 min
Don Moore holds the Lorraine Tyson Mitchell Chair in Leadership at the Haas School of Business at the University of California at Berkeley. His research interests include overconfidence, including when people think they are better than they are, when…
Christopher D. Connors – We Can Develop Our Emotional Intelligence Through Adversity
Jul 26 • 26 min
Christopher D. Connors is the bestselling author of Emotional Intelligence for the Modern Leader and The Value of You. He is an author, executive coach, and keynote speaker who helps leaders increase their emotional intelligence, prioritize goals, and…
Libby Gill – A Business Vision without Hope is Lost
Jul 23 • 37 min
Libby Gill is an executive coach, leadership expert, and best-selling author. She guides emerging and established leaders to inspire purpose and drive performance.
E.B. Tucker – Go With Your Gut and Consider Starting Small
Jul 20 • 46 min
E.B. Tucker is the former editor of The Casey Report, Strategic Investor, and Strategic Trader. He is a board director and major shareholder of Metalla Royalty & Streaming (NYSE:MTA), a gold royalty company.
Laura Cho – Do Your Research Before Buying Online Courses
Jul 15 • 16 min
Laura Cho is an International Certified Coach and Founder at Laura Cho Intl. coaching millennial talents to build a successful career by unleashing their full potential with her HR expertise.
Darin Kidd – Losing Everything Compelled Him to Build a Better Life
Jul 13 • 30 min
Darin Kidd is an entrepreneur who has achieved success in various arenas. He was a leader and multiple-seven-figure earner in the network marketing profession, building massive teams all over the world.
Chris J Reed – LinkedIn Marketing Lesson: Bounce Your Idea Off Other Entrepreneurs
Jul 9 • 25 min
Chris J Reed loves to share his uncensored, polarizing, and authentic thoughts on a variety of business topics on LinkedIn and for Forbes, where he is an Official Forbes Business Council Member.
Rand Fishkin – Don’t Be Afraid to Stand up Against the Growth-at-All-Cost Venture Capital Model
Jul 7 • 34 min
Rand Fishkin is CEO & co-founder of SparkToro, author of Lost and Founder: A Painfully Honest Field Guide to the Startup World, and previously co-founded and ran Moz.
John Lee Dumas – Avoid the Sunk Cost Fallacy by Testing Your Idea in the Market
Jul 5 • 16 min
John Lee Dumas (JLD) is the host of Entrepreneurs on Fire, an award-winning podcast where he has been interviewing the world’s most inspiring Entrepreneurs.
Dennis Mortensen – One Signature Away From Riches but Wanted Just a Bit More
Jul 2 • 30 min
Dennis Mortensen is an expert in leveraging data to deliver business insights. A serial entrepreneur,
Ranveer Brar – Deepen Your Relationship with What You Love and Be a Good Businessman
Jun 29 • 36 min
Ranveer Brar is a television celebrity, Masterchef India judge, author, restaurateur, food film producer, and benefactor.
Neil Patel – Fail Your Way to Success by Practicing the 3Es: Experiment, Experiment, Experiment
Jun 24 • 18 min
Neil Patel is a New York Times Bestselling author. The Wall Street Journal calls him a top influencer on the web, Forbes says he is one of the top 10 marketers, and Entrepreneur Magazine says he created one of the 100 most brilliant companies.
Howard Whiteson – Financial Literacy Was a Pathway out of Pain
Jun 11 • 19 min
’s economist father made him familiar with from a very young age. As a teenager, however, Howard rebelled and suffered deep debt and economic chaos. Having journeyed from that low point to master his finances, Howard has spent some 20 years as an…
Nicholas Hinrichsen – If You Aren’t Suited for Picking Stocks Build a Diversified Portfolio
Jun 9 • 30 min
was born and raised in Germany and played on the German National Golf Team and studied Computer Science and Finance in Germany, Chile, and Australia. At the start of his career, he looked into consulting and investment banking but instead joined a…
Wim Steemers – Overcome Behavioral Biases with the Help of a Good Team
Jun 7 • 36 min
has a 30-year career working in over 40 countries around the world, of which the last 20 years were spent in funds management at AllianceBernstein, Macquarie, Colonial First State, and AL Capital. While educated at the University of Chicago’s Booth…
Oladipupo Ehindero – Make Sure You Trust the Management of the Banks You Invest In
Jun 4 • 23 min
is an independent analyst and was Head of Research of a mid-size asset manager before pursuing his Master’s degree. He has been in the research and investment banking space for over 10 years. He also has a passion for human resource management,…
Tom Libelt – When You Face the Choice of the Easy or Hard Way Take the Hard Way
Jun 1 • 21 min
was born in Communist Poland and escaped to the US when he was 11 in the early ’90s. At 9, his father sold products at soccer stadiums in Eastern Europe, where he learned the hard way how to sell and how not to be hustled. He is hyper-focused on…
Wilbert Wynnberg – The Value of a Hedge Fund When an Oil Investment Goes Wrong
May 28 • 31 min
is an international speaker, award-winning author, and founder of the . Since 2015, Wilbert has touched the lives of over 100,000 people in more than 20 countries through his seminars, live programs, and award-winning book, . “If you want to…
Kavee Chukitkasem – Gain Knowledge Before You Start Investing
May 26 • 25 min
is the Deputy Managing Director of and completed his Master of Finance from The University of Toledo, Ohio. Kavee is also a and is the author of a popular investing book on how to identify great stocks and how to sow the seeds for sustainable…
Robert Seawright – Avoid Overconfidence Bias by Remembering That Randomness Is Everywhere
May 21 • 18 min
is the Chief Investment & Information Officer for Madison Avenue Securities, LLC, an investment advisory firm and broker-dealer headquartered in San Diego, California. Bob’s blog, , has received “best of” recognition from a wide variety of…
Inspiration in Times of Crisis from Dan Gramza, David Keller & Dustin Mathews
May 19 • 13 min
Current times might be difficult, and the future may seem bleak, but we will make it through. We will survive and thrive. Our past guests share more advice to help us navigate the COVID-19 crisis. from Dan Gramza is the President of . He is a…
Inspiration in Times of Crisis from Philipp Kristian Diekhöner, Dante Vitoria & Vikas Gupta
May 14 • 14 min
Our past podcast guests continue to share with us little pieces of advice that we can all try to maintain and do daily to keep ourselves on an even keel. Hopefully, with this wisdom, we’ll ultimately create a brighter future out of this situation. …
Inspiration in Times of Crisis from Sal Daher, Joe Saul-Sehy & Jack Thomas
May 11 • 11 min
Here a few tips from some of our past podcast guests that will help you get through this COVID-19 crisis. These uplifting words of wisdom will help give you a positive mindset and come out of this pandemic stronger. from Sal Daher is an angel…
Scott Beebe – Write It Down to Gain Clarity and Business Results
May 7 • 30 min
is the founder and head coach of and author of . Scott hosts the sharing real stories of how he and the team are working with business owners and their key leaders. They’re building systems, process, and purpose using the Business On Purpose…
Daniel Gomez – Forgiveness Is Your Key to Success in Life and Business
May 3 • 19 min
is an Award-Winning Business Strategist, Corporate Trainer, and Confidence Architect and is the President/Founder of Daniel Gomez Enterprises. Daniel speaks and coaches at events all over the world! His passion is to elevate businesses and…
Inspiration in Times of Crisis from Giacomo Arcaro, Johnny FD & Nicolas Rabener
Apr 29 • 14 min
Three more of our past podcast guests graciously shared some words of advice to help us cope and make the most out of the COVID-19 epidemic. from Giacomo Arcaro is one of the most important European , with more than 140,000 “crypto-followers”…
Inspiration in Times of Crisis from Dan Passarelli, David Stein & Dustin Heiner
Apr 28 • 19 min
In times of fear, uncertainty, and anxiety, a word of encouragement goes a long way to help cope with the situation. A few of our past podcast guests graciously sent us a few words of wisdom to help all of us stay hopeful for a brighter future after…
Inspiration in Times of Crisis from from Beth Azor, Chance Glenn & Christopher Salem
Apr 27 • 16 min
This is an all hands on deck moment. We all need each other in one way or another. Our past podcast guests sent us some inspirational thoughts to give you hope and keep you going through this challenging period. from If you’re trying to work from…
Inspiration in Times of Crisis from from Mohd Sedek Jantan, Azran Osman-Rani, & Lasse-Peter Pestel
Apr 23 • 10 min
Today we bring you more messages of hope from our past podcast guests. We are all feeling the pressure and anxiety from the COVID-19 pandemic. But together, we can beat this crisis and thrive in it. from If you have invested for more than three…
Inspiration in Times of Crisis from David Barnett, Andrew Sherman, & Erik Bergman
Apr 22 • 11 min
We are living through the COVID-19 Coronavirus times. Times of fear, despair, and anxiety. We all need words of hope and encouragement to keep us going. Andrew reached out to our past podcast guests who took a few minutes to share nuggets of wisdom on…
Henry Briffel – If They Aren’t Willing to Sign an NDA Something Is Probably Wrong
Apr 20 • 14 min
A management consultant and venture capital professional, advocates for the highest ethical standards, value of a secure and diversified supply chain, and the power of people and technology to bring innovation to the marketplace. Henry helps clients…
Inspiration in Times of Crisis from Shaun Rein, Nick Bradley & Josiah Smelser
Apr 15 • 13 min
In this challenging time of COVID-19 outbreak and economic shutdown, people need inspiration and hope that they will make it through. This is the time to rely on your family friends and the network you have built. Andrew reached out to his network of…
Samuel Kamugisha – Constant Frustrations Selling SMS Messages Killed The Business
Apr 13 • 19 min
is a brand and growth strategist hailing from Uganda in East Africa but has been in Malaysia for the past five years, where he completed his Master’s degree. He is skilled in marketing, creative strategy, brand development, and project management…
Mei Phing – To Make The Change You Want You Must Take Action
Apr 7 • 16 min
is the founder of and a passionate advocate of youth leadership. She has been recognized as a high performer and was fast-tracked to senior positions in multiple global multi-national companies whilst only in her 20’s. Nowadays, Mei coaches…
Amar Deshpande – A Strong Network Will Help You in Difficult Times
Apr 2 • 21 min
is a skilled communicator with a background in marketing, consulting, and sustainability. He is a public speaker and podcaster. He is the co-founder of , a podcasting company he founded with his wife in 2016. Amar is the creator and host of , a…
Jonathan Slain – Plan for a Recession So That You Can Survive and Thrive From It
Mar 29 • 26 min
’s book, came out in September 2019 and is a #1 Amazon Best Seller. Jonathan coaches high growth leadership teams across the United States to implement the Entrepreneurial Operating System®, also known as “Traction”. He focuses on working with…
Joel Ong – The Secret of Success: There’s No Shortcut You Have to Do the Work
Mar 26 • 20 min
is the creator of the coaching program for business owners to use their smartphones to make videos work for their business in 90 days (without having to hire a professional costing thousands of dollars). “We have more processing power in our…
Andrew Stotz – Don’t Let Panic Drive You Into the Ground During the COVID-19 Crisis
Mar 19 • 12 min
With the novel coronavirus spreading like bushfire all over the world, it is a terrifying time for both individuals and businesses. The future is indeed uncertain, and the anxiety is setting in. has lived through many different personal and financial…
Yasmine Khater – Start Investing Now to Avoid This Big Mistake
Mar 18 • 16 min
is the founder of and the Host of the . For the past five years, she’s been helping senior leaders in over 75 MNCs, governments, and entrepreneurs use stories to stand out, attract more customers, inspire their team, and grow their business (and…
Bijay Gautam – Take Your Career Advice From People Who Know the Industry
Mar 16 • 23 min
is the Co-founder of , a company that creates podcasts for brands. He hosts one of the top podcasts in India, . On this podcast, he chats with top entrepreneurs, best-selling authors, thought leaders, and celebrities about their journey. As India’s…
Michael Michelini – Do Detailed Market Research Before Creating a Product
Mar 12 • 25 min
is an American social media, e-commerce, and SEO Specialist who has lived in China since 2007. He is a passionate business connector who helps companies do business in China as well as Chinese companies to work in overseas markets. Michael built , a…
Somdutta Sarkar – Look for the Hidden Meaning in the Problems That You Face
Mar 10 • 16 min
is the host of , a bestselling author, an NLP practitioner, a thought leader, a passionpreneur, and an Intensifier Mentor. Her book is called . “Ignorance is not bliss; it’s a disease.” Somdutta Sarkar Worst investment ever Living…
Simon de Raadt – Success in Small Business Comes from a Clear Structure
Mar 8 • 21 min
With a background in Business Economics, IT, and Logistics, has been living in Asia since 2011. He is now Managing Partner of , Co-Founder of , and investor in Cross-Border solutions. He helps companies understand the whole supply chain, from…
Nicholas Patrick – Seek Out the People Who Care and Know How to Help
Mar 5 • 26 min
is the Founder of , a media platform dedicated to helping you enhance the quality of your career. After overcoming a decade long battle with clinical depression, Nic’s mission is to help working professionals stay mentally healthy and strong. Nic is…
Ling Ling Tai – What Do You Value Most in Life? Invest in It
Mar 3 • 24 min
As an Intercultural Strategist, helps people and organizations develop intercultural skills to foster successful collaboration and build important relationships to ensure continued business success in a globalized environment. She is a podcaster for…
Ziv Nakajima-Magen – When Investing in Asia Listen Much More Closely
Mar 1 • 19 min
was born in Israel, migrated first to Australia, then finally to Japan, where he and his wife run a buyers’ agency and portfolio management company, helping foreigners invest in Japanese property and manage their investments. “When…
Brendan Davis – Investigate Your Foreign Investment Carefully, Appearances Can Be Deceiving
Feb 27 • 21 min
is a writer-director-producer working internationally in film & TV. He began his entertainment career in Atlanta in 1990, moved to Los Angeles in 2002, and has split his time between Beijing and Los Angeles since 2013. In December 2019, Davis was…
Daniel Blue – Do Your Research Before Investing Your Money
Feb 25 • 18 min
is the owner of in the US. He educates business owners on self-directed retirement accounts to help them accomplish their financial goals. He teaches financial education to business owners to help them understand how to: save for the future, protect…
Rayson Choo – Learn About the Product First, That’s Your Insurance
Feb 23 • 37 min
is a Transformation Catalyst. What he does for a living is pick the brains of the best entrepreneurs in this world such as Gary Vaynerchuk, Grant Cardone, and others to find out simple and effective steps that millennials can take to experience…
Danielle Rocco – Find Your Place in Life and Know Your Self Worth
Feb 20 • 19 min
is a mother, wife, and lifelong entrepreneur. Growing up as a professional ballerina developed her commitment and dedication to everything that life has to offer. As an adult, her athletic skills transferred and assisted in her becoming a successful…
Sampath Mallidi – Your Startup Should Always Have Paying Customers
Feb 18 • 26 min
is the Founder and CEO of , a successful startup that helps organizations execute Account-based Sales through their software. Bootstrapped and formed in 2017, Intandemly has been profitable since year 1. Today, more than 200 organizations from 10+…
Cedric Dahl – You’re Going to Fail Countless Times, Don’t Dwell on the Failures
Feb 16 • 27 min
is a normal guy who got lucky along the way. He ran one of the first Bitcoin marketplaces in the US with legacy banking and regulatory visibility, all done with & backing. “Whatever it is that you want to do in life, you just gotta show…
Adam Dollner – Don’t Be Afraid to Cancel a Project If It’s Not Going to Plan
Feb 13 • 19 min
is a skillful international tech & travel/tourism specialist, speaker, and possibility creator with an entrepreneurial mindset. He has visited more than 70 countries and contributed his tech skills to more than 850 small or medium-sized businesses…
Ed Latimore – Well Begun is Half Done – Get Your Relationships Right from the Start
Feb 6 • 50 min
is a former professional boxer and a veteran of the United States Army National Guard. He holds a B.A. in Physics from Duquesne University and has written two . Millions of people have learned from Ed’s insights and experiences through his writing. He…
Ryan Roghaar – Develop an Onboarding Process and Follow up to Avoid Losses
Jan 30 • 26 min
(Ro gar) is a serial entrepreneur, award-winning creative director, podcaster, author, and a business owner committed to building authentic end-to-end relationships for his clients—top management to the top consumer. His unique philosophy puts…
Joachim Klement – 7 Mistakes Every Investor Makes (And How to Avoid Them)
Jan 28 • 32 min
For the first time in this podcast’s history, we’re having a guest come on the show a second time! For the long-time listener, you may remember today’s guest’s story of loss in episode 41 . experienced his worst investment in the early 2000s…
Jim Maffuccio – Forget Location, in Real Estate Timing Is Everything
Jan 26 • 32 min
(Ma fuchi oh) has enjoyed a long and successful career in real estate and has some battle scars to prove it. Today, as Founder and Principal of , he’s drawing on his over 30 years of real estate experience in a way that many haven’t discovered. Jim…
Jeffrey Hayzlett – Avoid Losing Your Business by Following Customer Behavior
Jan 21 • 22 min
is the primetime television host of and and is also the host of the award-winning . Jeffrey is a global business celebrity, Hall of Fame speaker, Chairman, and CEO of , home of the world’s most trusted network of C-Suite leaders and best-selling…
Whitney Hansen – Do Your Own Research to Gain a Basic Understanding
Jan 19 • 21 min
teaches millennials how to pay off debt and gain financial independence. She gives them the tools to have more fun with money while sprinkling in a little silliness. She’s got a Master’s in Business, a Bachelor’s in Accounting, experienced…
Justin Tamsett – Take Care of Your Health First to Not Lose Your Business
Jan 16 • 33 min
is Australia’s most awarded fitness business speaker and is recognized internationally as a thought leader who delivers in a unique style and with quality content. He will have you challenge how you do things as he believes we should…
Erik Seversen – In Startup Investing Teamwork Makes the Dream Work
Jan 14 • 27 min
“” is something lives by, and he’s been pretty successful at it. Born into an average, lower-middle-class family, Erik received no support from school counselors and others, but he didn’t let them crush his desire to accomplish amazing…
Mathew Frederick – Learn to Say No to Investment Opportunities that Don’t Feel Right
Jan 12 • 22 min
With 28 years of experience in real estate investing, there is not a strategy that has not executed, which includes residential, commercial, new development, raising capital, offshore, and coaching. Mathew started in residential income property then…
Roger Dooley – Ask for Feedback to Avoid the Sunk Cost Fallacy
Jan 9 • 30 min
is an author and international keynote speaker. His books include and . He writes the popular blog as well as a columnist at . He is the founder of , a marketing consultancy, and co-founded , the leading college-bound website. He’s been a serial…
Peter Sainsbury – Use a Journal to Stay Self-aware When Making a Contrarian Investment
Jan 7 • 22 min
is an investor in resource stocks and is also a commodity futures trader. In an attempt to help others, he wrote two books aimed at investors - and . At , he writes about what he observes in the world of markets, economics, and investing. “I…
Dante Vitoria – When an FBI Agent Tells You to Go to Breakfast, Do It
Jan 5 • 23 min
For over 30 years, has been running his firm the , which has broad experience working with companies of various sizes to fulfill its client’s financial needs. The client base is extremely diverse, ranging from international money centers, domestic…
Sarah Larbi – Build a Network of Successful Role Models to Avoid this Real Estate Investing Mistake
Dec 31, 2019 • 29 min
specializes in helping take the mystery out of homeownership for Canadians who thought real estate investing was out of reach. She has earned their trust and respect by having the drive and focus to embark, build and grow a seven-figure, 10 property…
Jack Thomas – Successful Entrepreneurs Focus on Hiring Right
Dec 30, 2019 • 23 min
is the founder and CEO of , which was voted as Asia’s Gym of the Year 2018 at the Fitness Best Awards. With eight years of experience in Asia’s fitness industry, he runs a multiple seven-figure fitness business in Bangkok with a team of over 30…
Michael Lebowitz – Follow Your Intuition and Stand Up for Yourself to Avoid Loss
Dec 29, 2019 • 25 min
brings more than 25 years of financial markets and risk management experience as a portfolio manager at . Throughout his career, Michael has been involved in trading portfolio construction and risk management, involving some of the largest and most…
Joel Comm and Travis Wright – Crypto Curious Futurists Become Free by Letting Go
Dec 24, 2019 • 46 min
is a New York Times bestselling author, blockchain enthusiast, professional keynote speaker, social media marketing strategist, live video expert, technologist, brand influencer, futurist, and eternal 12-year-old. With over two decades of experience…
Niels Kaastrup-Larsen – There Is Always so Much We Don’t Know
Dec 22, 2019 • 19 min
is the managing director of and heads up the business development in Europe and Asia. Niels has been in the managed futures business since 1990. Holding management positions at several leading commodity trader advisors and has helped investors place…
Angela Zeigerbacher – Don’t Look at Buying a Home as an Investment
Dec 19, 2019 • 24 min
has always been interested in the personal finance realm, from hoarding cash in her sock drawer as a kid to paying off her student loan debt in one year after college. After countless conversations with friends, she realized not everyone had the same…
Tobias Carlisle – Assets are Valuable, but Cash Flow Is King
Dec 17, 2019 • 26 min
is the founder of . He’s also the founder of the . He is best known as the author of the number one new release in Amazon, Business and Finance, . He has also authored several Amazon best-sellers - , , and . Tobias has extensive experience in…
Andy Hill – Avoid the Trap of Homeownership and Build a Realistic Budget
Dec 15, 2019 • 19 min
Guest profile is the award-winning blogger and podcaster behind Podcast His podcast and blog are dedicated to helping young families build wealth and thrive. His advice and personal finance experience have been featured in major media outlets like…
Nick Bradley – Buying a Business Based Purely on Emotions Rarely Works
Dec 12, 2019 • 34 min
is a business scale up specialist helping entrepreneurs grow their businesses to create freedom, build wealth, achieve their mission, and live life more on their terms. He is the founder of the , a growth accelerator that helps companies improve…
Frank Paiano – Whether You Like it or Not, You Need to Invest
Dec 11, 2019 • 19 min
is a retired professor from Southwestern Community College, where he was teaching his favorite course Introduction to Investments. He started as a computer programming teacher and mathematician but then moved his way into investments in finance after…
Michelle Russell – Never Skip Your Due Diligence
Dec 10, 2019 • 37 min
is an author, speaker, and an amazing host of the Short-Term Rental Revenue podcast. She has a history of successful investments in a wide variety of markets and has learned only from some of the best real estate gurus. Her experiences from investing…
Otavio Costa – Build a Strong Framework and Respect Liquidity in Any Business Cycle
Dec 9, 2019 • 31 min
is the portfolio manager at and has been with the firm for six years. Tavi built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured in financial…
Meb Faber – Avoid the Physical Pain of Loss by Sticking to Your Investment Plan
Dec 8, 2019 • 35 min
is co-founder and Chief Investment Officer of and manages Cambria’s ETFs and separate accounts. He is the host of the Meb Faber Show and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment…
Richard Flint – To Win in Life Learn to Find, Face, and Control Your Biggest Fear
Dec 5, 2019 • 52 min
has been speaking and changing lives for over 30 years. His staying power comes from a strong following of corporate clients and associations that invite him back year after year. As one of , he travels and speaks over 175 times per year and…
Scott Smith – Launching a Business? Find Your Future You and Listen to Them First
Dec 4, 2019 • 33 min
, 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 career deconstructing asset…
Tristan Wright – Being Authentic Means Living Life According to Your Goal Plan
Dec 3, 2019 • 19 min
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 for a couple of years but…
Pete Matthew – Personal Finance Advice: Make it Your Responsibility to Become Financially Literate
Dec 2, 2019 • 19 min
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 , which is now UK’s biggest…
Gabriel Abed – Think Long-term and Do Research to Overcome FOMO
Dec 1, 2019 • 19 min
is the founder of . 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 in the Caribbean region. The…
Daniel Ramsey – When Investing in Real Estate Take Your Time to Remove the Unknowns
Nov 28, 2019 • 28 min
is the founder & CEO of , 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 half of the RealTrends™ Top 10…
Kornel Szrejber – Paying off a Low-Cost Mortgage Can Increase Your Opportunity Cost
Nov 27, 2019 • 24 min
is the host of the . 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 popular personal finance and investing podcast created…
Gary Wilson – Always Be Open to Your Intuition
Nov 26, 2019 • 26 min
At the age of 40, 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 than 250 rental units….
Vikas Gupta – Always Remember that the Unexpected Can Happen Even with Value Investing
Nov 25, 2019 • 24 min
founded 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 of nearly 100 years of investment…
Joe Saul-Sehy – Financial Risk Management Lies in Diversification across Industries
Nov 24, 2019 • 28 min
is the co-host of the award-winning , 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 the “Money Man” at Detroit…
Jonathan Jay – When Buying a Business Understand That Due Diligence Won’t Reveal Everything
Nov 21, 2019 • 20 min
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 , which is a UK leader in…
John Swolfs – Never Be Afraid to Ask a Financial Advisor When It Comes to Your Money
Nov 20, 2019 • 19 min
is CEO at . Previously, he worked at ’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 Registered Investment Advisors (RIAs) and Independent…
Sal Daher – To Win Big as an Angel Investor, You Have to Look at All Angles
Nov 19, 2019 • 30 min
is an angel investor who invests in technologies that set Boston apart. He is a member of and . Sal is a syndicate lead and podcast host at . “The market does not pay you for taking an idiosyncratic or company-specific risk. The market pays…
Dustin Mathews – Even if You Are An Expert in Investing in Real Estate, You Must Do Your Homework
Nov 18, 2019 • 19 min
is the co-founder and Chief Education Officer of ; 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 Get Wealth Fit podcast where he’s had the…
John Pugliano – Diversify Your Portfolio to Beat Overconfidence and Use a Put to Avoid Regrets
Nov 17, 2019 • 27 min
is the author of . He is the host of as well as the founder and money manager at Investable Wealth LLC. John’s circuitous career path includes military services, both enlisted and officer, corporate career in industrial sales, and finally, a…
Geoff Gannon – Watch the Weight of High Debt And Operating Leverage
Nov 14, 2019 • 28 min
is a portfolio manager, podcaster, and investment writer. He manages accounts at , and he co-hosts the with Andrew Kuhn. He started writing and podcasting about value investing in 2005, at the ripe young age of 19. Since then, Geoff has written…
Barbara Friedberg – You Don’t Need to Rush to Buy that Expensive Home
Nov 13, 2019 • 20 min
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 , Invest in Beat the Pros and How to Get Rich. She is CEO of , a Robo…
Buck Joffrey – This Doctor Lost in His First Real Estate Deal Even Though the Math Looked Good
Nov 12, 2019 • 24 min
is a physician turned entrepreneur and professional investor. He is also the host of and author of an international best-selling book, , which focuses on financial education for high paid professionals. “At the end of the day, I just came…
Deacon Hayes – Nearly Lost it All Buying Two Condos
Nov 11, 2019 • 18 min
is the founder of , which reaches over 1,000,000 people per month. He has been a contributor for the , , and more. He is also the author of the book, . “Opportunities are like buses, there’s always another one coming.” Deacon Hayes…
Aaron Walker – Your Worst Moments Can Focus You on Creating Your Legacy
Nov 10, 2019 • 36 min
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 Miller, Ken Abraham, and five…
Dustin Heiner – His Life Went From Loss to Success When He Mastered Passive Income
Nov 7, 2019 • 25 min
is the founder of and the host of the . Dustin is a real estate rental property investor, who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, books, courses, and coaching, he now…
Max Weissberg – To Avoid Losing it All on Bitcoin, Sleep on It
Nov 6, 2019 • 23 min
A graduate of the American Film Institute’s directing program, co-produced and appeared in the feature documentary film, , which included cameos by Ben Stiller, Winona Ryder, Karl Lagerfeld, and Kanye West. The film earned a jury citation at the 2008…
Denis and Katie O’Brien – Understand Negative Equity Before Cosigning a Loan
Oct 31, 2019 • 43 min
… The consequences of not doing so can be brutal Guest profile decided to create a “” after having a tough conversation about Katie’s debt that was piling up. She had more than US$200,000 of debt that included student loans, a mortgage, a car…
Dan Ferris – Stop Losing Money with Complex Futures Trading Investments
Oct 22, 2019 • 22 min
is the editor of , a monthly investment advisory service that focuses on great businesses traded at steep discounts. Dan joined in 2000 and became the editor of Extreme Value in 2002. Since then, he’s earned a loyal following and an impressive…
Rick Nicholson – When Running Franchise Businesses, Get it In Writing
Oct 20, 2019 • 17 min
Some would say, , 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 while trying to make enough…
Victoria Lynn Weston – Follow Your Intuition – Never Show Your Whole Hand
Oct 17, 2019 • 22 min
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 an entrepreneur who loves . She’s…
Kirk Chisholm – Staying In Your Comfort Zone Is Not Bad At All
Oct 16, 2019 • 20 min
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. Currently, he is a principal…
Raoul Pal – Stick With Your Hedge Fund Model. Don’t Outsize Your Position
Oct 12, 2019 • 19 min
is a former hedge fund manager who retired at 36 and is co-founder of , a financial media company offering in-depth video interviews and research publications from the world’s best investors. He has run a successful global macro hedge fund,…
David Barnett – Always Have a Clear Path to Plan B
Sep 22, 2019 • 24 min
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 directly with clients and…
Chance Glenn – Have the Courage to Stick with It
Sep 11, 2019 • 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, 2019 • 23 min
(Fighter-Divemaster) grew up in San Francisco, in the US state of California, and quit his job at corporate giant in 2007 to move to Thailand, travel the world and work as a professional scuba diver. While in the Kingdom, he started training and…
Andrew Sherman – Mistakes to Avoid When Selling Your Business
Sep 8, 2019 • 44 min
is a partner in the corporate department of , 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, including developing strategies for licensing…
Todd Tresidder – Learn From Your Mistakes, Don’t Feel Bad About Them
Aug 22, 2019 • 28 min
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 , a popular personal finance site. He is a self-made millionaire and was financially independent at…
William Manzanares – Don’t Invest What You Can’t Afford to Lose
Aug 15, 2019 • 20 min
was born and raised in the Tacoma area of Washington State and is an active member of the . He is a serial entrepreneur, having owned and operated successful smoke shops, convenience stores, and restaurants since 2005. William is passionate about…
Shawn Walchef – Let the Pain of Failure Fuel Your Success
Aug 12, 2019 • 24 min
is a restaurant owner, digital entrepreneur and a proud father. Since 2008, Shawn has owned in San Diego County. In order to survive, Shawn knew early on to operate his family restaurant and sports bar like a tech company. Now whether it’s his…
Ted Seides - Always Diversify, Anything Can Happen
Aug 9, 2019 • 22 min
, 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 , a single-family office he joined in 2017 to manage a…
Michael Oyster - Ask if it is a Compensated or Uncompensated Risk
Jul 28, 2019 • 31 min
is the founder and CIO of , 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 of investment goals….
David Stein - Trading Currencies and Commodities is Harder Than You Think
Jul 24, 2019 • 32 min
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, . The show has more than 250 episodes and more than 10 million downloads. David’s upcoming…
Mario Nawfal - Persistence Helps You Recover From Disasters
Jul 23, 2019 • 30 min
is the founder of the , 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 () that generated $10m in its second year. Next he built global brand…
Lex Sokolin - Put the Proven Power of Diversification on Your Side
Jul 16, 2019 • 30 min
iLex Sokolin is a futurist and an entrepreneur focused on the next generation of financial services. He is the global fintech co-head at , a blockchain technology company building the infrastructure, applications, and practices that enable a…
Suresh Mahadevan - Seduced by Cricket
Jul 15, 2019 • 27 min
is the CFO of , a fintech firm in Bangladesh. Prior to that he was group CFO at , an Indonesian fintech firm after spending close to 12 years with bank in leadership positions in Hong Kong, India and Singapore, working in the Asian equities business….
Jen Greyson – Start-ups Always Look Great, Plan for the Worst
Jul 14, 2019 • 33 min
is one of the top eight women in crypto and is a genius at failure. She’s currently running , a start-up that’s the of office space, speaks internationally on topics ranging from AI to being a female tech founder and knows the struggle of being a…
Douglas Tengdin – The Government Can Take Anything Away
Jul 11, 2019 • 26 min
, 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 CFA Society…
Darryl Tom - The Value of Staying in Your Lane
Jul 11, 2019 • 21 min
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 and private banks and an investment manager with , providing…
Jason Bible - You Can’t Plan for a 1,000-Year Flood
Jul 9, 2019 • 35 min
, aka , 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 radio show on Houston , Monday to Friday at 9am. On top of that, he is…
Scott Carson – Double Check the Worst Case
Jul 8, 2019 • 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 (aka “The Note Guy”)…
Shaun Rein - You Can’t Win Unless you Know How to Lose
Jul 7, 2019 • 20 min
is the founder and managing director of the (CMR), a globally prominent strategic market intelligence firm focused on China. He works with boards, billionaires, heads of state, CEOs and senior executives of Fortune 500 and leading Chinese companies,…
Natali Morris – Embrace Your Soul Journey
Jul 3, 2019 • 38 min
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 and where she was previously an anchor, a role she also filled…
S. Venkatesh – Be Flexible and Ready to Change Course
Jul 2, 2019 • 13 min
is an author, speaker, investor and entrepreneur. He has spent 22 years in the Asian markets in senior roles across listed equities (with JP and ), private equity (with and ) and corporate strategy (with ). He is the co-founder of strategy…
Sloane Ortel – Believe in Yourself
Jul 1, 2019 • 15 min
is an explorer and definer of the connections between capital markets and economic/cultural forces. Our guest today is the publisher of , “an email newsletter that comes when you least expect it, and makes more sense than it should”. She holds a…
Tyler Stewart – Your Investment Does Not Define You
Jun 30, 2019 • 22 min
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 , an online commercial real estate investing platform with more than U$6 billion in deals, Tyler has made…
Giacomo Arcaro – Don’t Chase the Money
Jun 28, 2019 • 22 min
is one of the most important European , with more than 140,000 “crypto-followers” and has been featured in the , , and the . He’s had 2-million-euro exits with two start-ups, and and is the founder of . Giacomo has now been involved in the…
Erik Bergman – Keep Empathy in the Start-Up War Room
Jun 26, 2019 • 21 min
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 , a company that only three and a half years later would be listed on the with a US$200-million…
David Keller – It’s OK to be Wrong, It’s not OK to Stay Wrong
Jun 25, 2019 • 22 min
, CMT, is president and chief strategist at , a boutique investment research firm focused on managing risk through market awareness, and author of the blog, . David calls himself a right-brained person in a left-brained industry and prides himself on…
Clayton Morris – Say ‘No’ to Speculation
Jun 24, 2019 • 30 min
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 , Clayton now devotes himself to helping others build passive income and achieve financial freedom like he…
Avery Konda – If Your Intuition Sends an Alert, Listen!
Jun 21, 2019 • 23 min
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 the chief…
Viola Llewellyn – Learn to Embrace Failure
Jun 18, 2019 • 24 min
n is the co-founder and president of , Inc. She oversees innovation, strategic implementation, investor communications, and business development. digital undivided included her as one of only 34 black women in the…
Gaurav Sharma – Fail Fast, Fail Early, Move On
Jun 17, 2019 • 15 min
holds a post-graduate degree in management from Birla Institute of Management Technology (), in Uttar Pradesh, India, and a bachelor of science degree from the . He has had a rewarding…
Nate Abercrombie – Invest with Good Management Teams
Jun 16, 2019 • 26 min
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 industry as a…
Reed Goossens – Invest in Yourself First, Learn and Take Action
Jun 13, 2019 • 22 min
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 own real estate…
Paulo Caputo – Expect External Events to Hit Your Investment
Jun 12, 2019 • 22 min
is pursuing an MBA at (Canada) with a concentration in global leadership and strategy. After graduating with a bachelor of economics from in Brazil, Paulo worked for five years at , the largest real estate…
Ramesh Raghavan – Entering a start-up? Leave your baggage at the door
Jun 10, 2019 • 31 min
Ramesh Raghavan is currently the vice chairman of Business Angel Network of Southeast Asia (), one of the leading and oldest organizations of its kind in Asia, as well as an early-stage venture investor and…
David Wolf – Complexity is Risk
Jun 7, 2019 • 30 min
is the founder and executive producer of . 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 hosting the since 2005, which is now…
Christopher Uhl – Write it Down
Jun 6, 2019 • 26 min
After graduating from college at potentially the worst time in recent history, began his decade-long career in the world of corporate finance. Having become a Certified Management Accountant () and yet feeling unfulfilled with corporate life, he…
Pashin Katpitia – Protect your Financial and Mental Capital
Jun 4, 2019 • 19 min
is the chief technical officer and a director at investment consultants, based in Mumbai, India. A third-generation entrepreneur, stock trader, and technocrat, Pashin is a highly disciplined trader…
Christopher Salem – Meditate and Journal to Overcome Pain of Losing
Jun 3, 2019 • 23 min
 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, corporations, and…
David Siegel – Start-ups Should Start with Selling
Jun 2, 2019 • 25 min
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 . His most recent book, which is highly…
Mohsen Arjang – Follow your Heart but Take Your Brain With You
May 30, 2019 • 11 min
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 commercial manager…
Danny Goh – Look for Vision, Execution, Flexibility
May 29, 2019 • 20 min
is a serial entrepreneur and an early-stage investor. He is the founder and CEO of , an AI research firm that easily integrates AI into organizations’ processes by using natural language processing to transform idle information into…
Tariq Dennison – Know the Value of Your Time, Know Your ‘Edge’
May 28, 2019 • 21 min
is a Hong Kong-based manager of US and offshore retirement plans at his own firm, . Prior to GFM, he worked in the wealth management divisions of in Hong Kong, in Toronto and…
Lisa Ryan – Be Grateful For Who You Are And Where You Are
May 27, 2019 • 19 min
is the chief appreciation strategist at . She is an award-winning speaker, an author of 10 books, including , and a co-star in two inspirational films with other personal development experts…
Raja Skogland – There is No Business If There are No Sales
May 26, 2019 • 20 min
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 to start and…
In-bok Song – A New Learning Curve is Coming
May 23, 2019 • 27 min
joined in 2016. She is a lead portfolio manager of the and is the firm’s director of research and chief data scientist, responsible for the firm’s research processes and systems, new research methodology initiatives, and oversight of…
Elliott Zaagman – Don’t Try to Do Too Much at One Time
May 22, 2019 • 27 min
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 published by , , ,…
Pipat Luengnaruemitchai – Learn the Value of Diversification Early
May 21, 2019 • 18 min
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 advice on global asset…
Cyrille Langendorff – Setbacks are Part of the Investment Life
May 20, 2019 • 16 min
is managing director of the international affairs and private equity department of French bank (CC), a member of the banking group, and has more than 20 years of experience in the banking sector. After achieving bachelor’s and master’s degrees…
Bobby Casey – Worst Bet Is Taxes, Best Is Yourself
May 19, 2019 • 24 min
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, and student…
Eelco Fiole – Be Skeptical, Not Negative, About What You’re Offered
May 16, 2019 • 14 min
is co-founder and sole managing partner of , a risk-governance-focused fiduciary services firm with alternative assets under the governance of US$15 billion across 12 jurisdictions globally. He is also CFO of the , a blockchain endeavor that has…
Edward Stephens – Be Empowered, Vote with Your Capital
May 15, 2019 • 28 min
is director of the global brokerage at the , where he’s worked since 2010. In that time, he’s helped raise money for more than 400+ start-ups, including and . He also hosts a podcast called , which he started with a colleague. Guests have…
Christopher Wong – Enjoy Investing, But be Disciplined
May 14, 2019 • 23 min
is currently the chief investment officer of , an alternative fund management house based in Singapore. He joined the company in January 2019. He was previously with and his last position was as investment director for Asia-Pacific and Emerging…
Camilita Nuttall – ‘If It’s Not Making Money, It’s Not Making Sense’
May 13, 2019 • 21 min
is the world’s No. 1 “Rock Star” international speaker, is the founder of , a seven-time award-winning corporate sales and business growth expert, an executive business coach, an entrepreneur, an author and a property investor. She has been…
Josiah Smelser – Push Through When Everything Goes Wrong
May 13, 2019 • 31 min
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 investment property…
Daniel Schwartz – Take the Emotion Out of Investing
May 9, 2019 • 15 min
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 relationship-building he’s been…
Catherine Flax – How to NOT Lose a Friendship When Investing
May 8, 2019 • 15 min
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, innovation,…
Ian Dunlap – Invest Early in Life But Put Health First
May 7, 2019 • 19 min
is an investor with one of the highest win percentages in the country and founder of . Through Red Panda, Ian teaches his blueprint for success to students, who often have little to no experience with trading. Using completely custom formulas, Ian is…
Ian Ng – It is Hard to Fight Against Falling Prices
May 6, 2019 • 15 min
is currently the CFO at 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 finance, doing…
Eric Choe – Make an Investment Checklist and Check it Twice
May 5, 2019 • 17 min
started his investment industry career as a sell-side equity analyst in Korea, where he worked with , ABN AMRO, and . After earning his MBA at , he worked at where he ran the Fidelity Thailand Fund. Currently, Eric manages multi-asset portfolios for…
Azran Osman-Rani – From Zero to a Billion Dollar IPO
May 1, 2019 • 26 min
is currently the founding CEO of 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 internet technology…
Md. Nafeez Al Tarik – Most of the Time the Price is Right
Apr 30, 2019 • 18 min
is head of research and investment at 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. Prior to working at City Brokerage, he…
Beth Azor – Keep your Arrogance and Overconfidence in Check
Apr 29, 2019 • 27 min
Beth Azor is a 33-year veteran of the commercial real estate industry and owns , which specializes in consulting services in training, sales, leadership, coaching, acquisition, due diligence, and market analysis. Beth owns and manages a US$79 million…
Jeyabalan Parasingam – Trust No One, Be Aggressive in Due Diligence
Apr 28, 2019 • 19 min
Jeyabalan Parasingam is a Certified Public Accountant () and a Chartered Financial Analyst (). He has more than 25 years of corporate experience in areas such as finance, taxation, auditing, investment banking,…
Manit Parikh – Made a Million by 24, Lost a Million by 26
Apr 25, 2019 • 15 min
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 Michael Bay…
Verawat Kirinruttana – Beware of Vietnam, Liquidity Risk is Very High
Apr 24, 2019 • 20 min
Verawat Kirinruttana holds an MBA from . He also holds a bachelor’s degree in engineering from with first-class honors and gold medal. Verawat is currently a vice president of investment…
Phuong Nguyen – Avoid Leveraging Investment in Cyclical Stocks
Apr 23, 2019 • 17 min
Phuong Nguyen is a 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 view,…
Ian Beattie – Follow a Structure, Not Emotions
Apr 22, 2019 • 34 min
Ian Beattie is currently the co-chief investment officer of , an investment management boutique. He holds a B.Sc. degree in economics from and started in the investing business in the early days of January 1992…
Michael Falk – Get and Stay Invested
Apr 21, 2019 • 20 min
This podcast is dedicated to John Bogle Michael and Andrew would like to dedicate this podcast episode to the icon who just before this recording was made, John Bogle, founder…
Roxana Nasoi – When Everything Goes Away in a Poof
Apr 18, 2019 • 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 ) ambassador between 2012 and 2018. She…
Tron Jordheim – The Difference between a Dog Trainer and Dog Training Business
Apr 17, 2019 • 18 min
Tron Jordheim is a business guy, podcast writer, and speaker who spends a lot of time operating . Tron is one of those entrepreneurs who is always making something out of nothing. He started his first business in the sixth grade…
Dann Bibas – The Case for Passive Investing. Fewer Grey Hairs, Better Returns
Apr 16, 2019 • 14 min
Dann Bibas is a co-founder at financial services in the United Kingdom, a digital wealth manager combining new technology was certified advisors to make personalized investing more accessible. He was…
Hansi Mehrotra – Don’t Let Overconfidence Bias Lure You into Concentration Risk
Apr 15, 2019 • 24 min
Guest profile Hansi Mehrotra runs the financial literacy and investor education blog, . She was named in LinkedIn’s inaugural global 10 TopVoices for Money & Finance. More recently, she…
Thao Quynh – Don’t Be Afraid to Take Some Gains off the Table
Apr 14, 2019 • 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, 2019 • 33 min
Jerremy Alexander Newsome is the CEO and co-founder of . The trader and newly published has one of the fastest growing audiences and websites on the Internet and attacks the markets with energy, exuberance, and humor that is truly refreshing. He…
Philipp Kristian Diekhöner - The Impact of Foreign Currency on a Managed Fund
Mar 20, 2019 • 15 min
Philipp Kristian Diekhöner is a keynote speaker, global innovation strategist and author of , published in English (2017), German (2018) and Simplified Chinese (2019). Philipp has spoken at eminent global organizations…
Corey Hoffstein - Beware of Pure Story-Driven Investing
Mar 17, 2019 • 19 min
Guest profile Corey Hoffstein is a co-founder of and chief investment officer at , a firm founded in August 2008, which is a quantitative asset management firm specializing in risk-managed, tactical asset allocation strategies. At Newfound, Corey is…
Danielle DiMartino Booth – Don’t Fight Liquidity, Flow with It
Mar 13, 2019 • 25 min
Danielle DiMartino Booth is CEO and director of Intelligence for , 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 experience in central…
Vorapon Jim Ponvanit – Apply Behavioral Finance Principles to Make Better Decisions
Mar 10, 2019 • 16 min
Vorapon Jim  Ponvanit is the founder and CEO of a , a Fintech start-up focusing on SME marketplace lending in Thailand. He is also a partner in boutique advisory firm, , and has 18 years’ experience in M&A,…
Channarong Kitinartintranee – Do Not Let Past Success Make You Overconfident
Feb 14, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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 that helps clients…
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 Shaaban – Take Extra Care with Illiquid Property Investments
Dec 3, 2018 • 15 min
Guest profile Eslam Shaaban 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,…
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
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 Business…
Katsunari Yamaguchi – Government Venture Investing: The Importance of Understanding the Risks
Aug 9, 2018 • 14 min
, 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 LTCB Investment…
Emil Voehlert – Don’t Let FOMO Take Over Your Portfolio
Jul 25, 2018 • 15 min
 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 from Thailand at…
Ashraf Bava – Research Before Investing to Reduce Investment Portfolio Risk
Jul 25, 2018 • 17 min
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
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 financial…