Podcast Episodes

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Howard Lichtstrahl: From a Chance Encounter with Ben Graham’s Teaching Assistant to Running a Multi-Decade Investment Practice & More
Howard Lichtstrahl: From a Chance Encounter with Ben Graham’s Teaching Assistant to Running a Multi-Decade Investment Practice & More

Season 1 Episode 118

My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a …

1 year, 4 months ago

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Joshua Gentine: Growing up with a Multi-Generational Family Business & Advising Family Businesses
Joshua Gentine: Growing up with a Multi-Generational Family Business & Advising Family Businesses

Season 1 Episode 117

My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His expe…

1 year, 4 months ago

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Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More
Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More

Season 1 Episode 116

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed …

1 year, 4 months ago

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Ted Seides: Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals
Ted Seides: Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals

Season 1 Episode 115

Ted Seides is a famous podcaster, renowned industry expert, and a best selling author who is all about compounding knowledge and relationships. We ar…

1 year, 4 months ago

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Derek Sivers: Useful Not True
Derek Sivers: Useful Not True

Season 1 Episode 114

Derek Sivers is a musician, circus performer, entrepreneur and speaker. He is a slow thinker, explorer, and loves a different point of view. He is a …

1 year, 5 months ago

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Jim O’Shaughnessy: What Works on Wall Street, Infinite Loops, Infinite Potential, Infinite Curiosity and a Few Laughs
Jim O’Shaughnessy: What Works on Wall Street, Infinite Loops, Infinite Potential, Infinite Curiosity and a Few Laughs

Season 1 Episode 113

It's a delightful conversation with one and only Jim O'Shaughnessy

My guest today is Jim O’Shaughnessy a Wall Street veteran, founder, investor, ven…

1 year, 5 months ago

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Philippe Gijsels: The New World Economy in 5 Trends — Investing in times of Superinflation, Hyper Innovation, and Climate Transition
Philippe Gijsels: The New World Economy in 5 Trends — Investing in times of Superinflation, Hyper Innovation, and Climate Transition

Season 1 Episode 112

My guest today is Philippe Gijsels. He is the Chief Strategist at BNP Paribas Fortis and a co-author of the book ( with Koen De Leus) World Economy i…

1 year, 5 months ago

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Dave Specht: The Family Business Whisperer
Dave Specht: The Family Business Whisperer

Season 1 Episode 111

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate …

1 year, 5 months ago

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Bogumil Baranowski on Motley Fool Australia with Edward Vesely
Bogumil Baranowski on Motley Fool Australia with Edward Vesely

A wonderful discussion with a very thoughtful host and a good friend.

This interview was conducted by Senior Investment Advisor Edward Vesely at The …

1 year, 5 months ago

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Justin Castelli: Living Your Authentic Life, Managing Finances, Embracing Creativity
Justin Castelli: Living Your Authentic Life, Managing Finances, Embracing Creativity

Season 1 Episode 110

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, …

1 year, 5 months ago

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