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Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well
Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well

Season 1 Episode 197

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Richard Oldfield, founder of Oldfield Partners and author of the investing classic Simple, but Not Easy, is a four-decade veteran…

1 month ago

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Guy Spier: What Really Counts in Life — Beyond Wealth and Returns
Guy Spier: What Really Counts in Life — Beyond Wealth and Returns

Spend an hour this weekend with one of the kindest and most generous people — an accomplished investor and a truly remarkable mind (Original Release:…

1 month ago

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Spencer Jakab: What Wall Street Doesn't Want You to Know & Why You're Probably a Worse Investor Than You Think - Award-winning financial journalist shares lessons
Spencer Jakab: What Wall Street Doesn't Want You to Know & Why You're Probably a Worse Investor Than You Think - Award-winning financial journalist shares lessons

Season 1 Episode 196

Spencer Jakab is an award-winning Wall Street Journal investing columnist with 30 years of finance experience who transformed from emerging markets r…

1 month, 1 week ago

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Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success
Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success

Season 1 Episode 195

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Tobias Carlisle is founder and portfolio manager of Acquirer’s Funds managing two deep value ETFs, acclaimed author of five inves…

1 month, 2 weeks ago

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Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss
Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss

Season 1 Episode 194

Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by r…

1 month, 3 weeks ago

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100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns

Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett…

1 month, 3 weeks ago

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Braden Dennis (Fiscal AI CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field
Braden Dennis (Fiscal AI CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field

Braden Dennis is the 30-year-old founder and CEO of Fiscal AI, who scaled an AI-powered financial research platform from a frustration-driven side pr…

1 month, 3 weeks ago

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Gautam Baid on Building Wealth, Health, and Wisdom Through Patient Capital and Positive Compounding
Gautam Baid on Building Wealth, Health, and Wisdom Through Patient Capital and Positive Compounding

Season 1 Episode 193

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Gautam Baid, CFA, is the founder and managing partner of Stellar Wealth Partners India Fund and internationally bestselling autho…

1 month, 3 weeks ago

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Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod
Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.

In this episode of Excess Returns, we sit down with Gary Mishuri…

2 months ago

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Gary Mishuris: Beyond the Magic Genie: Why AI Won't Pick Your Stocks But Will Transform Your Process & What 200+ hours of AI experimentation taught him about modern value investing
Gary Mishuris: Beyond the Magic Genie: Why AI Won't Pick Your Stocks But Will Transform Your Process & What 200+ hours of AI experimentation taught him about modern value investing

Season 1 Episode 192

Gary Mishuris is a CFA and managing partner of Silver Ring Value Partners who combines MIT computer science training with behavioral discipline to pr…

2 months ago

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