The Investing City Podcast

The Investing City Podcast

www.investingcity.org/podcast
The Investing City Podcast will help YOU improve at investing, business and life. Join us as we we learn from some of the brightest business minds in the world. If you want more free content, check out our website at: https://www.investingcity.org Our goal at Investing City is to help people save time and boost investment returns.


65 - Jeremy Deal: The Future of Advertising
Jun 29 • 79 min
You can learn more about Jeremy here: https://jdpcap.com/ In this conversation we cover: the history and future of the advertising industry a bunch of companies that will benefit from this shift you won’t want to miss this one! Thank you so much for…
64 - Brian Dress: Left Brain Investing
Jun 15 • 43 min
LeftBrain Investment Research’s website and subscribe page, along with the promo code Ryan299 [Note - Investing City is NOT getting compensated by Left Brain.] In this conversation we cover: “Looking for stocks that can double in 2-3 years”: superior…
63 - NZS Capital: Complexity Investing
Jun 1 • 64 min
If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned. In this conversation we cover: - why Brad and Brinton have learned more from ants than other…
62 - Michael Girdley: Dura-ble Processes
May 18 • 43 min
Here is Michael’s website he referred to in the podcast: https://girdley.com/ In this conversation we cover: Michael’s background as a fireworks CEO how to create systems to improve your life what top grading is (how to hire better) what he looks for when…
61 - Puru Saxena Pt. 2
May 4 • 59 min
You can find our first conversation [HERE]. In this conversation we cover: Puru’s background as starting a fund at 24 years old How he thinks about the best way to invest His risk management system Some companies he finds interesting Psychological tips…
60 - Companies that are Verbs
Apr 22 • 22 min
Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whose brand has become synonymous with THE product. Check out this episode for a way to look at brands and a…
59 - Joe Frankenfield: Decade Horizon in a Pandemic
Mar 23 • 52 min
Joe is the portfolio manager of Saga Partners. In this conversation we cover: • one of Joe’s new investments • his portfolio allocation strategy • his thoughts on intrinsic value with an example • how he spends his days productively Thank you so much for…
58 - Lawrence Yeo: Money and Your Identity
Mar 9 • 46 min
Lawrence Yeo is the creator of a growing blog called More To That. One of his more popular posts is called “Money is the Megaphone of Your Identity.” You’ve got to check it out. He provides a very rational and helpful way to understand money in its proper…
57 - Chetan Puttagunta: Infinite Learning
Mar 2 • 36 min
In this conversation we cover: • Chetan’s first few investments (MongoDB, Mulesoft, Elastic) • How to be an awesome board member • Why he studies public companies to become a better VC • What he does to remain an infinite learner Thank you so much for…
56 - Lukasz Tomicki: Value Chain Analysis
Feb 10 • 47 min
You can find more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains • from cars to restaurants and a bunch of industries in between • Lukasz’s focus on company’s with moats Thank you so much for listening, we…
55 - Sean Emory: The Art of Digging
Jan 27 • 42 min
Sean Emory is the founder and CIO of Avory & Co. In this conversation we cover: what value investing in tech looks like Nutanix and how its a good example of the companies Sean looks at how Sean thinks about portfolio management and valuations and much…
54 - Bert Hochfeld Pt. 2: Digital Transformation
Jan 20 • 50 min
We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE]. Listen to this episode if you want to become a better tech investor! Thank you so much for listening, we really appreciate you. If you have found…
53: Five Investing Resolutions for 2020
Jan 6 • 18 min
Below are the five investing resolutions! Listen for more detail on each one of them. 5 Investing Resolutions for 2020 • More reading, less financial news • More thinking, less looking at stock prices • More analysis of competition, less obsessing over…
52 - Ophir Gottlieb: Picks and Shovels
Dec 16, 2019 • 56 min
Ophir is the CEO and founder of Capital Market Laboratories. We talk about Ophir’s: • background • investment strategy • ideal company to invest in • advice for all investors Thank you so much for listening, we really appreciate you. If you have found…
51 - Fred Liu: Recognizing Quality
Dec 9, 2019 • 35 min
Fred Liu is the Managing Director of Hayden Capital. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find…
50 - Business Breakdowns
Dec 2, 2019 • 21 min
We’ve even lowered the price since the recording of this podcast, you can find the new offering here: Business Breakdowns And here is the official URL: https://businessbreakdowns.substack.com Thank you so much for listening, we really appreciate you. If…
49 - Marcelo Lima: Buffett 2.0
Nov 25, 2019 • 48 min
Marcelo Lima runs Heller House. We talk about his investing background and how it has transformed over the years. We also talk about two companies pretty in-depth. Also, here is a link to a tweet concerning the crash of Shopify from a couple YouTubers.…
48 - Travis Devitt: Just Do the Work
Nov 18, 2019 • 47 min
Check Travis out on Twitter: @travisdevitt Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more…
47 - Nick McCullum: Reaping Dividends
Nov 11, 2019 • 36 min
You can find more about Nick and Sure Dividend [HERE]. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find…
46 - Simon Erickson: All Things Innovation
Nov 4, 2019 • 40 min
Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great insights. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will…
45 - Aaron Bush: Mastering the Meta
Oct 28, 2019 • 50 min
Aaron started a newsletter called “Master the Meta” which is all about e-sports and gaming. It’s really interesting and we break down the whole industry. I learned a lot and I’m sure you will too. Thank you so much for listening, we really appreciate you.…
44 - Matt Joass: How To Catch a Monster
Oct 21, 2019 • 50 min
You can find more information about Matt [HERE]. We talk all about his investment process and how to catch monster, monster stocks that is. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving…
[REPLAY] Ep. 43 - Morgan Housel
Oct 14, 2019 • 57 min
You can find a lot of Morgan’s writings at the Collaborative Fund blog. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re…
42 - Discontinuous Disruptors
Oct 7, 2019 • 36 min
In this episode, we break down the three types of innovation. You can find the full blog post here: https://www.investingcity.org/post/discontinuous-disruption Thank you so much for listening, we really appreciate you. If you have found this valuable,…
41 - Gennaro Cuofano: Four Week MBA
Sep 30, 2019 • 37 min
On this episode we have Gennaro Cuofano, the founder of Four Week MBA, a site with amazing content on how to become a better businessperson. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider…
40 - David Kim: Scuttleblurb
Sep 23, 2019 • 36 min
On this episode we had David Kim, founder of the blog Scuttleblurb and partner of Forage Partners. David is a great investor who has a deep understanding of business models and competitive advantages. You don’t want to miss this one. Thank you so much for…
39 - Tommy Griffith: The 1000 Day Rule
Sep 16, 2019 • 34 min
Tommy Griffith is the CEO and founder of ClickMinded, a digital training course for entrepreneurs and marketers. Here are some resources from Tommy as well: • SEO Strategy Guide • Digital Marketing Strategy Guide • SEO Checklist Tommy was head of SEO at…
38 - Zach Olson: Annoyingly Curious
Sep 9, 2019 • 48 min
Zach Olson is the Director of Research for Drum Hill Capital. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You…
37 - Yonhee Gordon: Shaping a Culture
Sep 2, 2019 • 24 min
Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re…
36 - Elliot Turner: Cutting Through the Noise
Aug 26, 2019 • 43 min
Elliot Turner is the CIO of RGA Investment Advisors. Here is a slide deck of him presenting PayPal and Roku at MOI Global. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as…
35 - Trevor Muchedzi: Three Buckets of Stocks
Aug 19, 2019 • 44 min
Trevor Muchedzi is the founder and CIO of One Transaction Capital, an investment fund now based out of Australia. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will…
34 - Sean Stannard-Stockton: Coming to Conviction
Aug 13, 2019 • 49 min
Sean is the CIO and Founder of Ensemble Capital Management. Ensemble Capital Intrinsic Investing Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people…
[REPLAY] Ep. 33 - Doug McMillon: CEO of Walmart
Aug 6, 2019 • 20 min
We’re replaying our first ever guest episode and our second overall episode. The Investing City Podcast has grown a ton since this early episode so we thought it’d be a good time to resurface this one. Next week, we’ll be right back with spankin’ new…
32 - Dee Anna Smith: Doing the Rounds
Jul 30, 2019 • 25 min
Dee Anna Smith is the CEO of Sarah Cannon, the oncology research center for HCA Healthcare, the largest hospital company in the US. Listen to Dee Anna as she shares the wisdom from decades of entrepreneurship and leadership. Thank you so much for…
31 - Alex Rubalcava: Seed Stage Investing
Jul 23, 2019 • 57 min
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more information and content by going to these places:…
30 - Jamie Catherwood: Lessons of the Past
Jul 16, 2019 • 40 min
Links: Archive.org Jamie’s Website: Investor Amnesia Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find…
29 - Bluegrass Capital (Pt. 2): Business Lessons
Jul 9, 2019 • 65 min
You can listen to Part 1 of our conversation as well. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find…
28 - Ali Hamed: Making Things Happen
Jul 2, 2019 • 43 min
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more information and content by going to these places:…
27 - Coach Morris: Relationship-Driven Leadership
Jun 25, 2019 • 24 min
Coach Morris is a bit of a legend in the California basketball scene. He coached Russell Westbrook and Dorell Wright in high school and was instrumental in their success today. He has a knack for turning around programs and he is a strong leader so a lot…
26 - Mutual Fund Manager, Eric Clark: Brands Matter
Jun 18, 2019 • 46 min
Links included: Eric Clark, Global Brands Brand Z Report If you want more information on the brands fund go to rationalmf.com or feel free to contact Eric directly. Thank you so much for listening, we really appreciate you. If you have found this…
25 - Tobias Carlisle: The Acquirer’s Multiple
Jun 10, 2019 • 44 min
Today we talked to Tobias Carlisle. Tobias is an author, speaker, podcaster, fund manager and much more. Hope you enjoy! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it…
24 - Dr. Daniel Crosby: This is Your Brain On Money
Jun 4, 2019 • 40 min
Daniel Crosby was working as a clinical psychologist when he decided to switch career paths to behavioral finance. Now, he uses those same skills to help people manage money more effectively. He has written two great books, The Laws of Wealth and The…
23 - Puru Saxena, Portfolio Manager: Growth + Price = Success
May 28, 2019 • 46 min
Puru Saxena was the founder and portfolio manager of a Hong Kong based money management firm. He set up my first firm with 2 partners in 2001 and then branched off on his own in 2005 and ran money until 2016; which is when he retired from the business.…
22 - Bluegrass Capital: Securities Analysis
May 21, 2019 • 59 min
Twitter: @bluegrasscap (Bluegrass Capital) Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more…
21 - Geoff Gannon: The Research Process
May 14, 2019 • 47 min
Geoff Gannon is Portfolio Manager at Focused Compounding. Geoff’s blog: https://gannononinvesting.com Geoff’s Company: https://focusedcompounding.com/ Thank you so much for listening, we really appreciate you. If you have found this valuable, please…
20 - A New Stock Revealed
May 7, 2019 • 37 min
On this episode we analyze the investment thesis for our newest recommendation. We have never given something like this away for free so we hope you enjoy it! Check out our full offering! Thank you so much for listening, we really appreciate you. If you…
19 - Founder of The Waiter’s Pad, Mike Dariano: A Thirst for Knowledge
Apr 30, 2019 • 46 min
Listen to Mike Dariano talk about everything from movie theater economics to how we can harness our uniqueness as a competitive advantage. You’ll want to listen to this one. Thank you so much for listening, we really appreciate you. If you have found this…
18 - COO of Omni, Ryan Delk: How To Get Things Done
Apr 23, 2019 • 52 min
Learn from Chief Operating Officer, Ryan Delk, how to get things done in a fast-paced environment. Ryan is a leader at Omni, a revolutionary start-up, aiming to provide in-roads into the access economy. Rather than buying stuff, we can now rent in using…
17 - Hedge Fund Manager, Osman Jen: Remember the Thesis
Apr 16, 2019 • 42 min
Osman Jen is the founder of DX2 Capital. He started it about 3 years ago and we talk about his journey opening a fund, his research process, China, and much more. Thank you so much for listening, we really appreciate you. If you have found this valuable,…
16 - Portfolio Manager, Gautam Baid: Joyful Compounding
Apr 9, 2019 • 22 min
Gautam Baid is a Portfolio Manager at Summit Global Investments. He has a passion for learning and investing. Check out his book, The Joys of Compounding. Thank you so much for listening, we really appreciate you. If you have found this valuable, please…
15 - Ryan’s Recap (Best of The Investing City Podcast)
Apr 2, 2019 • 45 min
Until now, we have recorded 14 episodes. So we wanted to take this week to slow down and distill some of our biggest takeaways from these stellar guests. Ep. 1 - 10 Reasons Investing is Awesome Ep. 2 - Doug McMillon, Walmart CEO Ep. 3 - Morgan Housel, VC…
14 - Dan Rasmussen, Founder at Verdad Capital: Where’s the Evidence?
Mar 26, 2019 • 49 min
Dan Rasmussen is the founding partner of Verdad Capital, and he’s had quite an illustrious career, even though he is pretty young. So Dan got his undergrad at Harvard, and then he actually wrote a book called American Uprising about the largest slave…
13 - Mike Kehoe, Serial Entrepreneur & CEO of Kehoe Investments: Impact Through Growth
Mar 19, 2019 • 39 min
You can connect with Mike here. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more information and…
12 - Nick Maggiulli, Analytics Manager at Ritholtz Wealth: Data is the New Oil
Mar 12, 2019 • 37 min
Links: Nick’s blog: Of Dollars and Data Post: Even God Couldn’t Beat Dollar Cost Averaging Ritholtz Wealth Management Data Camp Data Camp - Intro to R Thank you so much for listening, we really appreciate you. If you have found this valuable, please…
11 - Jim O’Shaughnessy, Founder of O’Shaughnessy Asset Management: Probabilities Over Possibilities
Mar 5, 2019 • 60 min
Jim O’Shaughnessy needs no introduction. Enjoy my conversation with the “Godfather of Quant Investing.” Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more…
10 - Kanyi Maqubela, VC & Entrepreneur: Curiosity + Process = Success
Feb 26, 2019 • 51 min
Kanyi is one of the smartest guys out there. His systems thinking and unique viewpoints will challenge the way you think. Enjoy this one. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving…
9 - Ryan Krueger, Founder of Krueger & Catalano: Appreciation Over Expectation
Feb 19, 2019 • 57 min
Episode 9 - Ryan Krueger, Founder of Krueger & Catalano: Appreciation Over Expectation Associated links: Ryan’s Firm Ryan’s blog Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a…
8 - Howard Lindzon, StockTwits Founder & Partner at Social Leverage: The Trend is Your Friend
Feb 12, 2019 • 27 min
You can learn more about Howard Lindzon at his blog. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more information and content by going to these places:…
7 - M1 Finance CEO, Brian Barnes: Leveling the Playing Field
Feb 5, 2019 • 41 min
Brian Barnes is the CEO of M1 Finance, the #2 behind the commission-free trading platform, Robinhood. Listen as Brian takes us through his business, the industry and some fascinating lessons along the way. If you have found this valuable, please consider…
6 - Immerse CEO, Quinn Taber: Jump Off the Diving Board!
Jan 29, 2019 • 45 min
Quinn Taber is the CEO at Immerse. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you’re awesome! You can find more information and content by going to these places: Website:…
5 - Brent Beshore: Business as a Service
Jan 22, 2019 • 59 min
Here is the link to the article mentioned in the podcast: How to Buy a Business And here is the link to Brent’s book: The Messy Marketplace Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving…
4 - Bert Hochfeld: Becoming an Expert Tech Investor
Jan 15, 2019 • 59 min
Bert Hochfeld will help you become a better tech investor. He’s been in the game 50 years and he really knows technology inside and out. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us…
3 - Morgan Housel: Empathy as a Competitive Advantage
Jan 2, 2019 • 57 min
Today we are happy to be talking with Morgan Housel, partner at the Collaborative Fund, a vc firm out of New York. Morgan is one heck of a writer. He is a two-time winner of the Best in Business award from the Society of American Business Editors and…
2 - Walmart CEO Doug McMillon: Pour Out Your Cup
Jan 1, 2019 • 20 min
Ok kicking it off, our first guest on the podcast is someone special. Someone who has been named to the Forbes Most Powerful People four out of the last five years, coming in at #23 in 2018. This week I am interviewing Doug McMillon, the current CEO of…
1 - Ten Reasons Investing is Awesome
Dec 28, 2018 • 21 min
This episode is an intro to The Investing City Podcast. In it, we go through 10 reasons why everyone should invest. Here’s the link to the original blog post: https://www.investingcity.org/blog/a-vision-for-investing Thank you so much for listening, we…