This podcast is an open-ended exploration of topics relating to growing and preserving your wealth including investing, markets, decision making under opacity, risk, volatility, and complexity.
47. Tom Morgan - The Morgan Dialectic- STS Model
In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.
Tom spent the last 16 years on Wall Street working in the distribution of research for firms like Merrill Lynch, Bank of America, Consumer Edge, and Stifel.
Tom is someone who inquisitively consumes content across a huge array of disciplines and extracts actionable insights for busy people. For most of the past decade, Tom wrote a weekly summary titled “The Best Bits,” which had a wide following in investment and non-investment circles.
The Morgan Dialectic- STS Model
Left Brain vs. Right Brain
Cooperation vs Self Interest
The Way of the Taoist
I hope you enjoyed this conversation with Tom as much as I did!
46. The Meb Faber Show – Carry, Convexity & The Cockroach
We've got a special edition podcast this week!
A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to broadly diversified portfolios, different investing philosophies, and different investing vehicles that an entrepreneur could put together for clients.
I hope you enjoy this conversation with Meb!
45. Robert Mullin: Commodities with Carry and Convexity
In this episode I talk with Robert Mullin, general partner and portfolio manager at Marathon Resource Advisors.
Marathon Resource Advisors manages investment strategies focused on income generating natural resource equities in the energy, mining, agriculture and renewables space.
We talk about:
CapEx Perfect Storm
ESG is New OPEC
Fake vs. Real Economy
Hedging Cyclical Risk in a Secular Bull
I hope you enjoyed this conversation with Robert as much as I did!
44. Travis Kimmel: Competing Time Horizons of Money
In this episode I talk with Travis Kimmel.
Our topics include:
Operator Use Liberal Arts Intellectual Dojo of Twitter SAAS Treasuries Why Do We Have Bonds? And more! This is the link to Travis' favorite book on management we discussed: 12: The Elements of Great Managing
Travis' best book he has read in finance: Trade Wars Are Class Wars
I hope you enjoyed this conversation with Travis as much as I did!
43. Bill Brewster: Road Trips and Scuttlebutt
In this episode I talk with Bill Brewster from The Business Brew.
Bill is a private investor who tries to replicate Warren Buffett’s and Charlie Munger’s thought processes, but he is also influenced by Bill Miller III, Stan Druckenmiller, and others. The Business Brew podcast is his attempt to dig deeper into other investing and business philosophies — and share that knowledge with the world.
We talk about:
Road Trips give Political Sentiments
DCFs vs Monte Carlos
The Business of Podcasting
Elusive Buffett and more!
I hope you enjoyed this conversation with Bill as much as I did!
42. Sean Wieland: Tax Free Business Exit
In this episode I talk with Sean Wieland, Founding Principal at Tannhäuser Financial.
We talk about:
Deferred Sales Trusts for business exit Pre and Post sale of your business Premium financing life insurance Captive Insurance 401-H and more! Here is the online illustration tool to compare any highly appreciated asset sale (exiting a business, commercial real estate / 1031 rescue, cryptocurrency, fine art, etc.)
I hope you enjoyed this conversation with Sean as much as I did!
Makes you think
The show always makes me think. There’s usually good discussion on both sides of the investing topic at hand. Thanks for putting the time into creating this content.
The detail you need
These guys do a ton of research to get compelling information on portfolio construction. The example make it easy to understand the rebalancing truck and other keys to long term investment success.
Fun nerding out
I am relatively new to this world of Long Volatility and have really enjoyed the interviews and has made me realize how much I need to learn to be in the best position to help our clients and that Jason and Taylor have created a platform that has been a great place to start this process. The only downside is realizing how much of a rabbit hole I am heading down!