Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]

Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]

Would you be comfortable with a robo-advisor running your entire investment portfolio? That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment. Betterment manages $5 billion dollars for over 175,000 clients. Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors. If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you. Please Enjoy! For comprehensive show notes on this episode go to investorfieldguide.com/stein/ For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

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Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11]

Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11]

This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Ki...

14 Marras 201657min

Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]

Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]

This week’s guest is Brent Beshore, Founder and CEO of adventur.es, a family of companies that invests in family-owned companies. Brent has a very specific mission with this company, to cultivate a di...

8 Marras 20161h 38min

Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08]

Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08]

This episode is a major departure from the norm.  My guest, Kiley Adams, is only 21 years old. She has crammed more learning and adventure into two decades than most people could hope to in a lifetime...

28 Loka 201639min

Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]

Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]

This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any investor interested in the world of hedge funds.  Ted S...

25 Loka 20161h 19min

Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manager. My first guest is Gerry O’Reilly, who is the portf...

18 Loka 20161h 1min

Christian Rudder – The Quantified Self - [Invest Like the Best, EP.05]

Christian Rudder – The Quantified Self - [Invest Like the Best, EP.05]

In this episode Patrick talks to Christian Rudder, who is the co-founder of dating service OK Cupid, a NY Times best-selling author, data and math junky, and musician. Patrick and Christian discuss in...

11 Loka 20161h 4min

Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04]

Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04]

In this week’s episode, Patrick and Morgan Housel explore the differences between private and public market investing, how to foster innovation and creativity, how businesses are structured and organi...

4 Loka 20161h 14min

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