The Sleuth Investor: How Chris Waller Uncovers Hidden Small Cap Gems
Guest: Chris WallerFounder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a kee...
2 Jun 202550min
Caleb Breakey: Legacy Beyond Wealth: How Family Storytelling Preserves What Truly Matters
Guest: Caleb Breakey, Founder of Renown PublishingCaleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families through 18-month transformational storytelling jou...
26 Mai 202555min
The Perceptive Investor: How Ardal Loh-Gronager Sees What Others Miss in Markets
Guest: Ardal Loh-Gronager - Founder and Managing Partner of Loh-Gronager Partners Investment PartnershipBackground: Over 10 years of financial industry experience at Goldman Sachs, Morgan Stanley, and...
19 Mai 20251h 31min
Who You Can Trust? White Hat Capitalism: Dave Nadig on Finding Purpose in Finance
How a 30-year ETF veteran learned to prioritize human flourishing over profit maximizationGuest: Dave Nadig - 30-year veteran of the ETF industry, financial blogger, and advocate for pro-flourishing c...
12 Mai 20251h 7min
Transition - Navigating Family Wealth with David Werdiger
Guest: David Werdiger, Director of Nathanson Pearson and bestselling author of "Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History"Key Discussion Points:[0...
7 Mai 202551min
Talking Billions - The 150th Episode - Answering Your Questions :)
Thank YOU! For all excellent questions! [00:00] Episode Highlights[03:00] Introduction and Milestone Celebration[06:00] Setting the Stage[08:00] Investment Philosophy and Starting a Career[10:00] Busi...
5 Mai 202559min
Wisdom from Omaha: Timeless Lessons from Buffett's Farewell Address + The Berkshire Pilgrimage: Reflections on Principles that Endure
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 fresh memories and thoughts from a historic meeting. ...
4 Mai 202513min
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 investing wisdom of Guy Spier. Drawing from Spier’s...
4 Mai 20251h 6min
