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Caleb Breakey: Legacy Beyond Wealth: How Family Storytelling Preserves What Truly Matters
Caleb Breakey: Legacy Beyond Wealth: How Family Storytelling Preserves What Truly Matters

Season 1 Episode 154

Guest: Caleb Breakey, Founder of Renown Publishing

Caleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families…

9 months, 3 weeks ago

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The Perceptive Investor: How Ardal Loh-Gronager Sees What Others Miss in Markets
The Perceptive Investor: How Ardal Loh-Gronager Sees What Others Miss in Markets

Season 1 Episode 153

Guest: Ardal Loh-Gronager - Founder and Managing Partner of Loh-Gronager Partners Investment Partnership

Background: Over 10 years of financial indust…

10 months ago

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Who You Can Trust? White Hat Capitalism: Dave Nadig on Finding Purpose in Finance
Who You Can Trust? White Hat Capitalism: Dave Nadig on Finding Purpose in Finance

Season 1 Episode 152

How a 30-year ETF veteran learned to prioritize human flourishing over profit maximization

Guest: Dave Nadig - 30-year veteran of the ETF industry, fi…

10 months, 1 week ago

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Transition - Navigating Family Wealth with David Werdiger
Transition - Navigating Family Wealth with David Werdiger

Season 1 Episode 151

Guest: David Werdiger, Director of Nathanson Pearson and bestselling author of "Transition: How to Prepare Your Family and Business for the Greatest …

10 months, 2 weeks ago

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Talking Billions - The 150th Episode - Answering Your Questions :)
Talking Billions - The 150th Episode - Answering Your Questions :)

Season 1 Episode 150

Thank YOU! For all excellent questions!


[00:00] Episode Highlights

[03:00] Introduction and Milestone Celebration

[06:00] Setting the Stage[08:00] Inve…

10 months, 2 weeks ago

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Wisdom from Omaha: Timeless Lessons from Buffett's Farewell Address + The Berkshire Pilgrimage: Reflections on Principles that Endure
Wisdom from Omaha: Timeless Lessons from Buffett's Farewell Address + The Berkshire Pilgrimage: Reflections on Principles that Endure

Season 1 Episode 149

TWO articles, ONE episode, less than 15 minutes. I'm sharing my thoughts from ahead of the Berkshire Hathaway 2025 meeting, and right after. Still fr…

10 months, 3 weeks ago

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Guy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons
Guy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons

This episode originally aired on Excess Returns on 4/28/2025. Enjoy!


In this episode, Matt Zeigler and Bogumil Baranowski dive deep into the timeless …

10 months, 3 weeks ago

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Wisdom from the Berkshire Chronicles: Insights from Those Who Know Buffett Best
Wisdom from the Berkshire Chronicles: Insights from Those Who Know Buffett Best

Wisdom from the Berkshire Chronicles: Insights from Buffett and Munger Experts [See text version on my Substack]

8 previous Talking Billions conversat…

10 months, 3 weeks ago

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Tariffs, Tech, and Tomorrow's Markets: Bridging the US-China Investment Landscape with Rick Carew
Tariffs, Tech, and Tomorrow's Markets: Bridging the US-China Investment Landscape with Rick Carew

Season 1 Episode 148

Did we get it all wrong, and we are actually negotiating a deeper globalization? A Thoughtful Tariff Talk and more

Guest: Rick Carew - Former Wall Str…

10 months, 3 weeks ago

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The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran, Excess Returns Podcast
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran, Excess Returns Podcast

This is an episode of the Excess Returns Podcast with Matt Zeigler and me. We go over the highlights from our two interviews with Professor Aswath Da…

10 months, 3 weeks ago

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