Podcast Episodes

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Investing as a Hobby (Tadas with David Schawel)

Season 1 Episode 146

“Where investing as a hobby might be sensible is with a small amount of your assets that you can afford to lose, and that you can handle psychologica…

7 years ago

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On Authenticity (with Josh)

Season 1 Episode 147

There are two types of authenticity and both are important to clients and potential clients of any business. Josh breaks it down, Live from the Compo…

7 years ago

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Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)

Season 1 Episode 145

“As with most things in life you are in charge of your own stuff. If you want to drive a new luxury vehicle, more power to you. Just realize that the…

7 years ago

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Monday Morning Meeting 6/24

Season 1 Episode 144

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7 years ago

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Aiming For A Benchmark (Tadas with Robert Seawright)

Season 1 Episode 143

“The moral of this story is obvious. We all do better when we have something to aim at. That’s why proper benchmarking is so important. In the invest…

7 years ago

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The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)

Season 1 Episode 142

Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger.


In fact, it is Shirl Penney, the …

7 years ago

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"I did everything I was supposed to do" (with Josh and Michael)

Season 1 Episode 141

Josh Brown and Michael Batnick discuss the recent post "I did everything I was supposed to do", which is the story of a man whose spent his whole car…

7 years ago

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Josh Monday Meeting 7/15

Season 1 Episode 149

This is not a business of numbers. It uses finance, but it is not even a business about finance. This business is a business of communication. Of rel…

7 years, 1 month ago

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What if the cost of capital never rises again? (Josh with Ben)

Season 1 Episode 140

Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks …

7 years, 1 month ago

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How the Financial Advice Industry is Changing (Tadas with Cullen Roche)

Season 1 Episode 139

“This is going to be life and death for many advisors. Legacy firms with massive overhead and fixed high fee AUM structures will struggle to compete …

7 years, 1 month ago

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