Podcast Episodes

The Essential National Security Economics of the U.S. Navy - Part 1

South Korea’s Shipbuilding Might
If you want to understand modern naval power, you cannot skip over South Korea. What that country has built on its so…

1 year ago

Lazy Days a Daze

When you look at the story of Lazydays, the Tampa-based RV giant, you see a case study in what happens when a company bites off more than it can chew…

1 year ago

Can't Touch This

In full disclosure, I am an investment advisor, and I practice what I preach. I have a method that I believe works, but as every compliance officer w…

1 year ago

Blades, Bullets, and the Trump Doctrine: Why Republicans Bleed for America

Blades, Bullets, and the Trump Doctrine: Why Republicans Bleed for America

From the guillotines of Revolutionary France to the assassination of Lincol…

1 year ago

Iryna Zarutska - The Murder & Movement - The Straw that Breaks

Rough Show Notes

Introduction
This is a long-form podcast, and if you’ve listened to me before, you know I don’t do this to entertain. I do it to infor…

1 year ago

The Fiduciary Aha Moment: Clarity, Costs, and Rational Wealth Management

Rough Draft - Notes

DISCLAIMER
Due to our extensive holdings and our clients, you should assume that we have a position in all companies discussed and …

1 year ago

Formula One or Formula for One

September 8, 2025 - Rough Draft

I am an investment and wealth advisor and manager. And you may think of this as a profession but for me, it’s a lifest…

1 year ago

My Children Broke My Bank

You retire, and life is good. Maybe you are traveling, enjoying your mornings without an alarm clock, or simply savoring the reward of decades of har…

1 year ago

The Scientific Process

Good morning, good afternoon, or good evening, depending on when you happen to be listening. This is the Paul Truesdell Podcast, and I am Paul Grant …

1 year ago

Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 10

10 

Final Summary and Call to Action

Over the course of this series, we have focused on the U.S. Army and its next generation of weapon systems—hyperso…

1 year, 1 month ago