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Five Good Questions Podcast

Updated 2 months ago

Business
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Health & Fitness
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Welcome to Five Good Questions. I’m your host, Jake Taylor.Fact: the average American watches 5 hours of television per day. What would the world be like if we dedicated one of those hours to reading books instead?I don’t know, but I’d like to find out.So to inspire others to read more, I ask five good questions of interesting authors and share the results with you every Friday. Let’s see if together, we can’t rescue some of those lost hours.

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Welcome to Five Good Questions. I’m your host, Jake Taylor.Fact: the average American watches 5 hours of television per day. What would the world be like if we dedicated one of those hours to reading books instead?I don’t know, but I’d like to find out.So to inspire others to read more, I ask five good questions of interesting authors and share the results with you every Friday. Let’s see if together, we can’t rescue some of those lost hours.

iTunes Ratings

14 Ratings
Average Ratings
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Great podcast with unique discussions

By Bill Brewster - Nov 17 2018
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There’s a lot out there in podcast world. Jake found a good niche with this one. I’ve enjoyed the guests and content. Great discussions about life, family, and business. Thank you Jake!

Great Podcast!

By Ipse_Dixit_fc3 - Dec 13 2016
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Jake asks some great questions and explores some amazing authors.

iTunes Ratings

14 Ratings
Average Ratings
14
0
0
0
0

Great podcast with unique discussions

By Bill Brewster - Nov 17 2018
Read more
There’s a lot out there in podcast world. Jake found a good niche with this one. I’ve enjoyed the guests and content. Great discussions about life, family, and business. Thank you Jake!

Great Podcast!

By Ipse_Dixit_fc3 - Dec 13 2016
Read more
Jake asks some great questions and explores some amazing authors.
Cover image of Five Good Questions Podcast

Five Good Questions Podcast

Latest release on Apr 10, 2020

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Welcome to Five Good Questions. I’m your host, Jake Taylor.Fact: the average American watches 5 hours of television per day. What would the world be like if we dedicated one of those hours to reading books instead?I don’t know, but I’d like to find out.So to inspire others to read more, I ask five good questions of interesting authors and share the results with you every Friday. Let’s see if together, we can’t rescue some of those lost hours.

Rank #1: 5GQ Christopher Mayer - 100 Baggers

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Chris Mayer is the Investment Director of Bonner & Partners, a financial research firm.  He is the author of Invest Like A Dealmaker: Secrets from a former banking insider, World Right Side Up: Investing Across Six Continents and, most recently, 100 Baggers: Stocks that Return 100-to-1 and How to Find Them.

Five Good Questions:

  1. What are some of the key ingredients that might point to a 100x investment return?  Do we just have to depend on luck and strike oil or benefit from a big pharmaceutical drug approval, or is there any skill involved?
  2. When I was teaching at UC Davis’s MBA program, we did a study where we examined the performance of investing gurus vs. various value investing studies (Tweedy Browne, Magic Formula, What Works on Wall Street etc.).  It was amazing how the studies trounced even the pros.  One reason is likely liquidity, the bigger pros couldn’t get into smaller investments that the study did, which could constrain returns.  But another hypothesis I had was that because the studies are so mechanically driven and only sell after certain time periods, perhaps the studies participated in some of the market irrationality to the upside for a given stock.  A guru would have taken advantage of the downside irrationality of a low P/E, but then sold out before it ever got to an extreme high P/E.  How does this fit into your “coffee can” approach.
  3. Your book is full of off-the-beaten path stories, including a tontine.  What the hell is a tontine? ;)
  4. We all know about Graham and Buffett, but what made Keynes such a great investor?
  5. Buffett has a great article from way back in the day called “How Inflation Swindles the Equity Investor.”  It’s early Buffett, so it’s a little technical, but I thought you did a great job of simplifying it in your book and explaining how light-asset businesses are a better bet in inflationary environments.  Can you walk us through your reasoning?  

Feb 12 2016

27mins

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Rank #2: 5GQ Jereon Bos - Deep Value Investing

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Author Background:

Jeroen Bos, a Dutch investor, has worked his entire career in the financial services industry in England.  He worked for many years at stock broker Panmue Gordon, in the City of London.  It was here that his interest in value investing  developed.  This process accelerated after the October 1987 market crash, during which time he took inspiration from the Intelligent Investor by Benjamin Graham.

Aug 23 2015

14mins

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Rank #3: 5GQ Pabrai & Spier - The Education of a Value Investor

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Author Backgrounds:

Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings.  Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow).  He is the author of two books, including The Dhandho Investor.  Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide.

Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships.  In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett.  Guy recently published his first book, The Education of a Value Investor.  In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street.  He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University.  He spoke at TED India and co-hosted TEDx Zurich.

Aug 22 2015

37mins

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Rank #4: 5GQ Pabrai & Spier - The Dhandho Investor

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Author Backgrounds:

Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings.  Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow).  He is the author of two books, including The Dhandho Investor.  Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide.

Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships.  In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett.  Guy recently published his first book, The Education of a Value Investor.  In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street.  He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University.  He spoke at TED India and co-hosted TEDx Zurich.

Aug 22 2015

18mins

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Rank #5: 5GQ Mebane Faber - Invest with the House

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Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management.  Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds.  Mr. Faber has authored numerous white papers and several books: Global Asset AllocationShareholder Yield, The Ivy Portfolio, Global Value, and Invest with the House.   He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

  1.  It seems like a basket composed of each gurus’ highest conviction pick would be a smart strategy.  Yet you found their top pick was the worst performer of their top 10!  How is that possible?  And what can we do to benefit from that information?
  2. If I believed in following a copycat 13F strategy, how would I go about doing that in an intelligent, systematic manner?
  3. Only 25% of stocks are responsible for all of the market’s gains.  What implication does this have for stock picking vs. indexing?
  4. As ETFs proliferate and various strategies become available, do you think people will still pay 2% and 20% for these kind of strategies when you could have all of them for a fraction of the expense?
  5. I know this doesn’t fit your investing style, but if you had to pick one of these managers to invest 100% of your net worth, who would it be and why?  You have to factor in age and length of potential service to you.  

Mar 11 2016

27mins

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Rank #6: The Hikecast 6

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Tobias Carlisle.  Toby is principal at Acquirers Funds, LLC, and serves as chief investment officer.  He is best known as the author of Acquirer's Multiple, Deep Value, Quantitative Value, and Concentrated Investing.  He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

We went on a blustery morning hike in Southern California.

Please enjoy this hikecast with Toby Carlisle.

*** Also, pick up a copy of my first literary effort: The Rebel Allocator.

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in both print and digital formats.

With gratitude, Jake

Mar 01 2019

1hr 26mins

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Rank #7: 5GQ Paul Allen - Choose Stocks Wisely

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Author Background:

Paul Allen is a Professor Emeritus at Mississippi State University.  He holds a CPA, DBA (Doctor of Business Administration), MBA, BPA (Bachelors of Professional Accountancy) and previously worked as a senior accountant for 5 years with Exxon Co. USA .  He has been widely published in accounting, finance and marketing journals.

Aug 23 2015

19mins

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Rank #8: 5GQ Mark Simpson - Excellent Investing

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In this week's Five Good Questions, we're interviewing Mark Simpson about his book Excellent Investing.

Mark is a UK-based deep value investor and author with over 15 years of experience investing in individual securities. He writes about finding sources of edge in the market, investor psychology, avoiding investment mistakes and building better portfolios.

Five Good Questions 1. Why do you think the microcap space is inefficient, and how much less efficient is it? 2. Wes Gray has this concept called the “God Portfolio.” What is it and what does it mean to knowing yourself as an investor? 3. What are your thoughts on averaging down when a stock you own drops in price? What are assassins, hunters, and rabbits in this context? 4. A percentage of the Kelly Criterion (½ Kelly or ⅓ Kelly) are popular upper limits for position sizing. What are lower limits and why are they important? 5. What do oxytocin and empathy have to do with story stocks?

Sep 06 2019

50mins

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Rank #9: 5GQ: Gautam Baid - The Joys of Compounding

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In this week's Five Good Questions, we're interviewing Gautam Baid about his book The Joys of Compounding.

Gautam Baid is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, He was profiled in Morningstar’s Learn From The Masters series.

Five Good Questions: 1. In your book, you state that “I am a better investor because I am a lifelong learner, and I am a better lifelong learner because I am an investor.” Why is continuous learning so important in investing? 2. What does the equation [Ego = 1 / Knowledge] mean? 3. How has minimalism improved your investment process? 4. Given the increase in the rate of change of business, is there cause for concern about the durability of moats? 5. How do you balance high conviction with maintaining mental flexibility?

Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

Jun 28 2019

22mins

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Rank #10: 5GQ Alex Soojung-Kim Pang - Rest

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Alex Soojung-Kim Pang is the founder of The Restful Company and a visiting scholar at Stanford.   He spent more than a decade as a science and technology forecaster, most recently as a senior consultant at Strategic Business Insights. Alex received a Ph.D. in History and Sociology of Science from the University of Pennsylvania.

http://amzn.to/2jmwHcM

Five Good Questions:  

1. What’s Wallas’s four-stage model of creativity?

2.What’s the Default Mode Network?

3. Our society idolizes the 80-100 hour work week as a requirement for success.  How do you explain the paradox of the most productive and creative people working much less than that?  Also, what is this notion of “deep play” that a lot of creative people practice?

4. What was a Bill Gates’s “Think Week” and what can we learn from it?

5. How has your daily, weekly, monthly, and yearly schedule changed based on what you learned writing a book about rest?  How has it impacted how you think about work and creativity?

Jan 27 2017

42mins

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Rank #11: The Hikecast 9

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Nyle Bayer.  Nyle is the Chief Marketing Officer at Helios Quantitative Research (HQR), an investment research company which assists financial advisors in creating, implementing, and monitoring quantitative investment strategies for their clients and boasts over $20 billion in assets under influence.  Previous to his work at Helios, Nyle served as the President of Up Capital Management, a Registered Investment Advisor and he is the founder of Financial Time Traveler, a financial media company.  Nyle is a father of three children, and lives in Roseville, CA with his wife Nicole.

We went for an awesome hike in the Sierra Nevadas.

Please enjoy this hikecast with Nyle Bayer.  

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

Oct 25 2019

49mins

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Rank #12: 5GQ John Browne - Make, Think, Imagine

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In this week's Five Good Questions, we're interviewing Lord John Browne about his book Make, Think, Imagine.

John Browne trained as an engineer, was CEO of BP from 1995 to 2007 and remains an influential leader in the energy business. He is Chairman of the Crick Institute, a Fellow of the Royal Society, past President of the Royal Academy of Engineering and former Chairman of Tate. He is a collector of antique books and art and the author of four previous books, including The Glass Closet: Why Coming Out is Good Business.

Five Good Questions:

1. Do you have a sense that much of cutting edge technology relies on intervention into complex, nonlinear systems and fattens the probability tails of undesirable outcomes? Said more simply, does technology invite more black swans?

2. What’s the one new tech on the horizon that you’re most excited for?

3. How was the stirrup such a powerful invention and what does it tell us about the future of technology?

4. How did gunpowder ironically lead to greater peace in the world?

5. Investors like Warren Buffett have borrowed the engineering principle of margin of safety for their investment processes. What’s another concept from engineering that might also be useful for us?

Sep 27 2019

27mins

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Rank #13: 5GQ Brent Beshore - The Messy Marketplace

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In this week's Five Good Questions, we're interviewing Brent Beshore about his new book, The Messy Marketplace.

Brent is the founder and CEO of adventur.es, a family of companies that acquires family-owned companies. He recently published “The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers” and lives in Columbia, MO with his wife and three daughters.

Five Good Questions: 1. There’s a tremendous amount of information that needs to be sorted through before a buyer can get comfortable purchasing an entire business. What percentage of information do you shoot for before making that final decision? 2. Like any investment, you often have to pay up for quality. What’s your thought process as you balance the quality of the business versus your purchase price? 3. How do you assess capital allocation skills in a small business? 4. What’s the most preventable deal breaker you see sellers making on a regular basis? What about buyers? 5. After analyzing more than 10,000 deals, what’s been the craziest clause you’ve ever seen in a contract?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

Jan 25 2019

13mins

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Rank #14: 5GQ James Clear - Atomic Habits

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In this week's Five Good Questions, we're interviewing James Clear about his book Atomic Habits.

James is an author, entrepreneur, and photographer. He writes about habits and human potential on his website JamesClear.com. His focus is self-improvement that is supported by scientific research. James’s work ends up being one-part storytelling, one-part academic research, one-part personal experimentation.

Five Good Questions: 

1. What makes being thoughtful about our habits so important? 2. What are a few best practices for good habit hygiene? 3. What habit would you guess is a commonality among great investors? Or maybe, we should invert and ask what are the bad habits of investing? I’m imagining checking stock prices too often has to be up there? 4. Is there a dark side to habits? Is it possible that too much structure can sap away spontaneity, joie de vivre, and being present? 5. What’s the one bad habit that’s been hardest for you to personally break?

Jan 18 2019

34mins

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Rank #15: The Hikecast 7

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Dan Sheehan.  Dan is the general partner of Sheehan Associates Limited Partnership, an investment partnership created in 1999. Dan has a degree in economics from McMaster and an MBA from York.

We went on a chilly hike in Toronto.

Please enjoy this hikecast with Dan Sheehan.

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

Apr 26 2019

1hr 28mins

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Rank #16: 5GQ Barbara Tversky - Mind in Motion

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In this week's Five Good Questions, we're interviewing Barbara Tversky about her book Mind in Motion.

Barbara Tversky has three degrees in cognitive psychology at the University of Michigan. She moved to Israel with Israeli husband, learned the language & culture, taught, fought wars, and had 3 kids. Then she was on to Stanford to research memory, categorization, spatial thinking & language, design, diagrams, event cognition. Her kids grew up, her husband died, and she moved to Columbia Teachers College, adding research on gesture, art, creativity, and joint action.

Five Good Questions: 1. What are mirror neurons and how do they unite seeing and doing? 2. How do we use spatial reasoning to navigate the world? 3. What is the first law of cognition and what are some examples to help us understand? 4. What makes maps so miraculous? 5. How can insights of your research help investors and professional decision-makers be more effective?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in digital, physical, and audiobook formats!

May 24 2019

27mins

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Rank #17: 5GQ Ashley Goodall - Nine Lies About Work

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In this week's Five Good Questions, we're interviewing Ashley Goodall about his book Nine Lies About Work.

Ashley Goodall is an executive, leadership expert, and author. He currently serves as the Senior Vice President of Leadership and Team Intelligence (LTI) at Cisco, a new organization he has built to focus entirely on serving teams and team leaders. He is the co-author, with Marcus Buckingham, of Nine Lies About Work: A Freethinking Leader’s Guide to the Real World and of two cover stories in the Harvard Business Review.

1. In your book you state that culture is a “shared fiction” and similar to plumage. What do you mean by that and what are “we” vs. “me” experiences at work? 2. What’s wrong with management by objectives (MBOs), SMART goals, and Objectives and Key Results (OKRs) that are widely used? 3. What can Lionel Messi teach us about employees? 4. What do “red threads” have to do with work-life balance? 5. As an investor, what are some outside clues that could indicate a good culture exists in a company we might want to invest in? How do we really know?

Jun 21 2019

30mins

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Rank #18: 5GQ Brandon Miller - Play to Their Strengths

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In this week's Five Good Questions, we're interviewing Brandon Miller about his book, Play to Their Strengths.

Brandon Miller is a certified Strengths Coach through the Gallup Organization and has been coaching and training strengths for over fifteen years. He is CEO of 34 Strong Inc, an employee engagement and strengths-based development consultancy.

Five Good Questions: 1. Could you explain the equation “Talent x Investment = Strength”? 2. We always tell children they can be anything they want to be if they work hard. I was surprised when you called that a lie. Why is that common idea wrong? 3. In your book, you talk about the before and after picture of your family, what has changed and how do you measure success? 4. What’s the “positive sandwich” with respect to punishment? 5. What’s the most common mistake parents make, and a possible solution?

Jun 07 2019

24mins

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Rank #19: 5GQ James Grant - The Forgotten Depression

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Author Background:James Grant is a financial journalist, historian, and the founder and editor of Grant’s Interest Rate Observer, a twice-monthly  journal of the investment markets.  His new book, The Forgotten Depression, 1921: the Crash that Cured Itself, is a history of America’s last governmentally unmedicated business-cycle downturn.

Aug 19 2015

25mins

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Rank #20: 5GQ Sam Carpenter - Work the System

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Author Background:

With a background in engineering, construction, publishing and journalism, Sam founded Centratel in 1984.  He resides in Bend, Oregon, which fits with his outside interest of mountaneering, skiing, cycling, reading, and traveling.  Other business enterprises include educational products, software, and consulting.  Sam is founder and director of Kashmir Family Aid, a non profit aiding surviving school children of the 2005 Pakistan and Kashmir earthquake.

Aug 19 2015

28mins

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5GQ Mike Michalowicz - Fix This Next

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In this week's Five Good Questions, we're interviewing Mike Michalowicz about his book Fix This Next.

Mike Mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals.

Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned.

Five Good Questions:

1. When every problem in a small business feels existential, how do we prioritize what to fix first? What is the Business Hierarchy of Needs?

2. Many businesses, particularly in Silicon Valley, have grand visions of changing the world, yet their unit economics might not work. How does that violate your Business Hierarchy?

3. What can the Winchester Mystery House teach us about being an entrepreneur?

4. What is the biggest mistake you see that holds back the good from becoming the great?

5. What special advice do you have to small business owners who may be facing 50-100% drops in revenue?

Apr 10 2020

29mins

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5GQ Matt Ridley - How Innovation Works

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In this week's Five Good Questions, we're interviewing Matt Ridley about his new book How Innovation Works. Matt Ridley's books have sold over a million copies, been translated into 31 languages and won several awards. 

His TED talk "When Ideas Have Sex" has been viewed more than two million times.  He writes a weekly column in The Times (London) and writes regularly for the Wall Street Journal.

As Viscount Ridley, he was elected to the House of Lords in February 2013. He also served on the science and technology select committee.  With BA and DPhil degrees from Oxford University, Matt Ridley worked for the Economist for nine years as science editor, Washington correspondent and American editor, before becoming a self-employed writer and businessman.

Five Good Questions:

1. What was the single most important event in the history of humankind and why?

2. Campfire, dung, whale oil, kerosene, “Edison’s” light bulb, CFLs, and LEDs. What are the sweeping innovation lessons we can draw from how humans simply light their homes?

3. Does the use of debt allow us to pull innovation from the future, similar to overclocking a computer?

4. What do past responses to health epidemics teach us about dealing with COVID-19?

5. Has science gotten so complex, specialized, and expensive that accidental, tinkering, gentlemen scientists are no longer feasible? For instance, could I build a thorium reactor in my garage? Is centralized research by governments and big businesses the necessary answer?

Mar 20 2020

38mins

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5GQ Bogumil Baranowski - Money, Life, Family

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In this week's Five Good Questions, we're interviewing Bogumil Baranowski about his book Money, Life, Family.

Bogumil K. Baranowski is a New York City-based investment professional with almost fifteen years of experience. He is a founding partner of Sicart Associates, a boutique investment firm catering to families and entrepreneurs on both sides of the Atlantic and the Pacific. He is the author of Outsmarting the Crowd and a TEDx Speaker ("The Great Investor in You"). Bogumil greatly enjoys speaking about investing and family wealth around the world. He likes to say that he was born Polish, grew up European only to become American later on. In his free time, he reads, writes, flies single-engine propeller planes, scuba dives around the globe, and sails.

Five Good Questions:

1. How have your early life experiences shaped you as an investor?

2. What are the three types of “remote” we need to live a good life and be a successful investor?

3. Warren Buffett has a quote that he’s a better businessman because he’s an investor and a better investor because he’s a businessman. What do you think of the idea that you’re a better investor because you’re a traveler, and a better traveler because you’re an investor?

4. What are some of your best tips for insulating against the noise of the news cycle and financial markets?

5. Most family wealth was built from a severe lack of diversification. How much diversification is necessary to maintain wealth?

Dec 13 2019

39mins

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The Hikecast 10

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Bill Brewster. Bill is a research analyst at Sullimar Capital Group. After getting a degree in Finance and Accounting from Auburn University, he got a law degree from Loyola. Bill ran a flooring franchise from 2007-2009 and worked as a credit analyst for BMO Harris Bank.

We went for a brisk morning walk in Virginia. Please enjoy this hike cast with Bill Brewster.

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

Nov 29 2019

46mins

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5GQ Alan Klement - When Coffee and Kale Compete

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Alan Klement helps individuals, teams, and companies become great at making and selling products that people will buy.  His own experience as an entrepreneur helps make him effective at helping others.  He is the author of When Coffee and Kale Compete.

Five Good Questions

  1. Perhaps you could explain what Job to Be Done (JTBD) and Customer Jobs mean through the example of buying a Snickers vs. Milky Way?
  2. What is the problem with Chasing Visible Figures and how it relates to creative destruction?
  3. What are the forces of progress and how do they fit with JTBD?
  4. What do systems have to do with innovation?
  5. What does Clayton Christensen have wrong?

Nov 15 2019

40mins

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5GQ Robert Greifeld - Market Mover

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Robert Greifeld is the former CEO and Chairman of Nasdaq, Inc. He is currently Chairman of Virtu Financial, a leading financial technology and trading firm, Managing Partner and Co-Founder at Cornerstone Investment Capital, a financial technology investment firm, and a Board Member at Capital Rock and Financeware.  Bob is Chairman and Founder of USATF Foundation, an organization dedicated to supporting both athletes from disadvantaged backgrounds and our next generation of Olympians. Bob also serves on the NYU Stern Board of Overseers.

Five Good Questions:

  1. What do you think about the online brokerages now charging $0 for most trades?
  2. What does the shift from active to passive mean for exchanges? Are we losing the wisdom of the crowds which imbued information into market pricing? Could the market be doing a less effective job than before?
  3. You successfully executed dozens of acquisitions during your CEO tenure. What are the keys to good M&A and what are the risks
  4. Amazon went public at a $440m valuation. Google at $23B. Facebook at $104B. As companies delay going public for longer, is there concern for public equity investors that there won’t be enough growth left for them after a lofty IPO?
  5. You’ve interacted with countless high-profile CEOs. What was your most memorable moment with one of them? What do you consider to be the single most important factor that allowed you to be successful, and what as the single most important factor that limited your success?

Nov 08 2019

26mins

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The Hikecast 9

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Nyle Bayer.  Nyle is the Chief Marketing Officer at Helios Quantitative Research (HQR), an investment research company which assists financial advisors in creating, implementing, and monitoring quantitative investment strategies for their clients and boasts over $20 billion in assets under influence.  Previous to his work at Helios, Nyle served as the President of Up Capital Management, a Registered Investment Advisor and he is the founder of Financial Time Traveler, a financial media company.  Nyle is a father of three children, and lives in Roseville, CA with his wife Nicole.

We went for an awesome hike in the Sierra Nevadas.

Please enjoy this hikecast with Nyle Bayer.  

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

Oct 25 2019

49mins

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5GQ Jon Vroman - The Front Row Factor

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Jon Vroman is a husband and father, who also happens to be the founder of FrontRowDads.com and host of the Front Row Dads podcast.  His mission is to help high-performing entrepreneurial men be family men with businesses, not businessmen with families.  In addition to his business and family, Jon founded FrontRowFoundation.org in 2005, a charity that creates unforgettable moments for individuals who are braving life-threatening illnesses.  Ten years later, he published The Front Row Factor, to share “everything you can learn about living life from those fighting for it.”

Five Good Questions:

1. What inspired you to found the Front Row Foundation and what lessons has it taught you about your own life?

2. The modern world is full of stress--how have you made friends with stress?

3. How do you balance achievement and fulfillment? (Or is that a false paradigm?)

4. What are some tips for making more and better moments? Where are most of us going wrong?

5. It seems like you’ve done a great job to minimize the big life regrets. Yet recognizing that getting regret to zero might be impossible, what do you think could still be lingering for you personally when your time is up?

Oct 11 2019

34mins

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5GQ John Browne - Make, Think, Imagine

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In this week's Five Good Questions, we're interviewing Lord John Browne about his book Make, Think, Imagine.

John Browne trained as an engineer, was CEO of BP from 1995 to 2007 and remains an influential leader in the energy business. He is Chairman of the Crick Institute, a Fellow of the Royal Society, past President of the Royal Academy of Engineering and former Chairman of Tate. He is a collector of antique books and art and the author of four previous books, including The Glass Closet: Why Coming Out is Good Business.

Five Good Questions:

1. Do you have a sense that much of cutting edge technology relies on intervention into complex, nonlinear systems and fattens the probability tails of undesirable outcomes? Said more simply, does technology invite more black swans?

2. What’s the one new tech on the horizon that you’re most excited for?

3. How was the stirrup such a powerful invention and what does it tell us about the future of technology?

4. How did gunpowder ironically lead to greater peace in the world?

5. Investors like Warren Buffett have borrowed the engineering principle of margin of safety for their investment processes. What’s another concept from engineering that might also be useful for us?

Sep 27 2019

27mins

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5GQ Mark Simpson - Excellent Investing

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In this week's Five Good Questions, we're interviewing Mark Simpson about his book Excellent Investing.

Mark is a UK-based deep value investor and author with over 15 years of experience investing in individual securities. He writes about finding sources of edge in the market, investor psychology, avoiding investment mistakes and building better portfolios.

Five Good Questions 1. Why do you think the microcap space is inefficient, and how much less efficient is it? 2. Wes Gray has this concept called the “God Portfolio.” What is it and what does it mean to knowing yourself as an investor? 3. What are your thoughts on averaging down when a stock you own drops in price? What are assassins, hunters, and rabbits in this context? 4. A percentage of the Kelly Criterion (½ Kelly or ⅓ Kelly) are popular upper limits for position sizing. What are lower limits and why are they important? 5. What do oxytocin and empathy have to do with story stocks?

Sep 06 2019

50mins

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5GQ Maya Peterson - Early Bird

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In this week's Five Good Questions, we're interviewing Maya Peterson about her book Early Bird.

https://amzn.to/2FUuQWM

Maya Peterson is a current high school student who values the power of investing young, so she wrote a book about it called "Early Bird: The Power of Investing Young" and works to educate those around her about the power of compounding with talks and workshops.

Five Good Questions: 1. Where did your passion for investing come from and what inspired you to write a book at such a young age? 2. What are three of your best tips for young investors? 3. Where do you see yourself in ten years? 4. How did you develop a relationship with the Motley Fool? 5. What are some of the dangers of a Peter Lynch-inspired “buy-what-you-know” investment strategy?

Jul 12 2019

24mins

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5GQ: Gautam Baid - The Joys of Compounding

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In this week's Five Good Questions, we're interviewing Gautam Baid about his book The Joys of Compounding.

Gautam Baid is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, He was profiled in Morningstar’s Learn From The Masters series.

Five Good Questions: 1. In your book, you state that “I am a better investor because I am a lifelong learner, and I am a better lifelong learner because I am an investor.” Why is continuous learning so important in investing? 2. What does the equation [Ego = 1 / Knowledge] mean? 3. How has minimalism improved your investment process? 4. Given the increase in the rate of change of business, is there cause for concern about the durability of moats? 5. How do you balance high conviction with maintaining mental flexibility?

Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

Jun 28 2019

22mins

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5GQ Ashley Goodall - Nine Lies About Work

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In this week's Five Good Questions, we're interviewing Ashley Goodall about his book Nine Lies About Work.

Ashley Goodall is an executive, leadership expert, and author. He currently serves as the Senior Vice President of Leadership and Team Intelligence (LTI) at Cisco, a new organization he has built to focus entirely on serving teams and team leaders. He is the co-author, with Marcus Buckingham, of Nine Lies About Work: A Freethinking Leader’s Guide to the Real World and of two cover stories in the Harvard Business Review.

1. In your book you state that culture is a “shared fiction” and similar to plumage. What do you mean by that and what are “we” vs. “me” experiences at work? 2. What’s wrong with management by objectives (MBOs), SMART goals, and Objectives and Key Results (OKRs) that are widely used? 3. What can Lionel Messi teach us about employees? 4. What do “red threads” have to do with work-life balance? 5. As an investor, what are some outside clues that could indicate a good culture exists in a company we might want to invest in? How do we really know?

Jun 21 2019

30mins

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5GQ Brandon Miller - Play to Their Strengths

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In this week's Five Good Questions, we're interviewing Brandon Miller about his book, Play to Their Strengths.

Brandon Miller is a certified Strengths Coach through the Gallup Organization and has been coaching and training strengths for over fifteen years. He is CEO of 34 Strong Inc, an employee engagement and strengths-based development consultancy.

Five Good Questions: 1. Could you explain the equation “Talent x Investment = Strength”? 2. We always tell children they can be anything they want to be if they work hard. I was surprised when you called that a lie. Why is that common idea wrong? 3. In your book, you talk about the before and after picture of your family, what has changed and how do you measure success? 4. What’s the “positive sandwich” with respect to punishment? 5. What’s the most common mistake parents make, and a possible solution?

Jun 07 2019

24mins

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The Hikecast 8

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Bogumil Baranowski. Bogie is a founding partner at Sicart and Associates and previously worked at Tocqueville Asset Management. He's the author of the book Outsmarting the Crowd.

We went for a beautiful walk in Central Park in NYC.

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

May 31 2019

1hr 5mins

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5GQ Barbara Tversky - Mind in Motion

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In this week's Five Good Questions, we're interviewing Barbara Tversky about her book Mind in Motion.

Barbara Tversky has three degrees in cognitive psychology at the University of Michigan. She moved to Israel with Israeli husband, learned the language & culture, taught, fought wars, and had 3 kids. Then she was on to Stanford to research memory, categorization, spatial thinking & language, design, diagrams, event cognition. Her kids grew up, her husband died, and she moved to Columbia Teachers College, adding research on gesture, art, creativity, and joint action.

Five Good Questions: 1. What are mirror neurons and how do they unite seeing and doing? 2. How do we use spatial reasoning to navigate the world? 3. What is the first law of cognition and what are some examples to help us understand? 4. What makes maps so miraculous? 5. How can insights of your research help investors and professional decision-makers be more effective?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in digital, physical, and audiobook formats!

May 24 2019

27mins

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5GQ Mark Moffett - The Human Swarm

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In this week's Five Good Questions, we're interviewing Mark Moffett about his book, The Human Swarm.

Mark Moffett is a tropical biologist and explorer known for finding rare species and behavior in remote places. His research has extended from the architecture of rainforest canopies to the behavior of army ants. For the last six years he has been merging psychology and anthropology to investigate the role of social identity in holding societies together across species and in humans up to the present day.

Five Good Questions 1. What is so remarkable about being able to walk into a modern day coffee shop? 2. What can ants, with their 250k neurons, teach us about human societies? 3. Can we ever get rid of societies? 4. Is it possible the psychological bias known as the “endowment effect” is an artifact of our avoiding violent territorial conflicts? 5. Tell us a funny or surprising anecdote about E.O. Wilson.

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in digital, physical, and audiobook formats!

May 17 2019

25mins

Play

The Hikecast 7

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The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature.

The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature.

Care to join us on a hike? :)

My guest for this episode is Dan Sheehan.  Dan is the general partner of Sheehan Associates Limited Partnership, an investment partnership created in 1999. Dan has a degree in economics from McMaster and an MBA from York.

We went on a chilly hike in Toronto.

Please enjoy this hikecast with Dan Sheehan.

*** Also, please check out my first literary effort: The Rebel Allocator

It’s a coming-of-age story of a young man who learns about business and life from an unlikely teacher. Imagine The Karate Kid meets Thorndike’s The Outsiders. You’re right, it’s probably not what you were expecting, but I have my fingers crossed that you’ll really enjoy it. It's available on amazon now in print, digital, and audiobook formats.

With gratitude, Jake

Apr 26 2019

1hr 28mins

Play

5GQ Betsy Atkins - Be Board Ready Part 2

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In this week's Five Good Questions, we're interviewing Betsy Atkins about her book Be Board Ready.

Betsy Atkins is a 3-time CEO, serial entrepreneur & Founder of Baja Corp. Betsy is a corporate governance expert with an eye for making boards a competitive asset. Her corporate board experience is vast and covers multiple industries, she has served on over 27 public boards and been through 13 IPOs.

Five Good Questions (PART 2): 1. What should you look for when selecting board members? 2. How can you get the most out of your board? 3. How do you "future proof" your board? 4. From an investor’s perspective, what does a healthy board look like from the outside? 5. What’s the biggest mistake you see management make with board interactions?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

Apr 12 2019

23mins

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5GQ Betsy Atkins - Be Board Ready Part 1

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In this week's Five Good Questions, we're interviewing Betsy Atkins about her book Be Board Ready.

Betsy Atkins is a 3-time CEO, serial entrepreneur & Founder of Baja Corp. Betsy is a corporate governance expert with an eye for making boards a competitive asset. Her corporate board experience is vast and covers multiple industries, she has served on over 27 public boards and been through 13 IPOs.

Five Good Questions (PART 1): 1. What is the best way to get on a board? 2. What are the right or wrong reasons for someone to want to be on a board? 3. What makes for an effective board member? 4. What role do activist investors play? 5. What’s the biggest mistake you see first time board members make?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!

Apr 05 2019

18mins

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iTunes Ratings

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Great podcast with unique discussions

By Bill Brewster - Nov 17 2018
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There’s a lot out there in podcast world. Jake found a good niche with this one. I’ve enjoyed the guests and content. Great discussions about life, family, and business. Thank you Jake!

Great Podcast!

By Ipse_Dixit_fc3 - Dec 13 2016
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Jake asks some great questions and explores some amazing authors.