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Five Good Questions Podcast

Updated 9 days ago

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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

11 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

11 Ratings
Average Ratings
11
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 Dec 13, 2019

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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 Aswath Damodaran - Narrative and Numbers

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Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Before coming to Stern, he also lectured in Finance at the University of California, Berkeley. He has been voted "Professor of the Year" by the graduating M.B.A. class five times during his career at NYU and was profiled in Business Week as one of the top 12 U.S. business school professors.  Professor Damodaran currently teaches Corporate Finance and Equity Instruments & Markets. His research interests include Information and Prices, Real Estate, and Valuation.

1.  Why has access to increased data and computing power ironically made us more dependent on and susceptible to storytelling?

2.  What makes numbers so powerful? How do we guard against being fooled by numbers, especially when we’re fooling ourselves?

3.  There seems to be competition amongst many firms on who has the most “unbiased” process and is the most quantitatively-driven. What are some potential shortcomings of being so quant focused?

4.  Your book is chock full of great insights on some of the biggest business and investing stories over the last few years including, Amazon, Uber, Valeant, Ferrari, GoPro, Yahoo and Vale. To take one interesting example, can you walk us through how both numbers and narrative impacted your valuation of Uber?

5.  What’s the one narrative today that’s likely to eventually cause the most financial pain over the next 3-5 years?

Apr 07 2017

16mins

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Rank #2: 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 #3: 5GQ Michael Mauboussin - The Success Equation

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Michael J. Mauboussin is an investment strategist and has been in the financial services industry for more than twenty-five years. He has also taught at the Columbia Graduate School of Business since 1993, and is on the board of trustees at the Santa Fe Institute.He is the author of two previous books, Think Twice: Harnessing the Power of Counterintuition andMore Than You Know: Finding Financial Wisdom in Unconventional Places and is coauthor, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns.

Dec 18 2015

17mins

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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: 5GQ Wesley Gray - The DIY Financial Advisor

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After serving as a Captain in the United States Marine Corps, Dr. Gray received a PhD, and was a finance professor at Drexel University.  Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect.  You can learn more about his firm at http://alphaarchitect.com.

Nov 20 2015

21mins

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Rank #7: 5GQ Howard Marks - The Most Important Thing

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Author Background:

Howard Marks is an American investor and writer.  After working in senior positions at Citibank early in his career, Marks joined TCW in 1985 and created and led the High Yield, Convertible Securities and Distressed Debt groups.  In 1995, he left TCW and co-founded Oaktree Capital Management.  In the 2011 Forbes rankings of the wealthiest Americans, Marks was ranked the #273 richest in the United States, with a net worth of $1.5 billion.

He is known in the investment community for his “Oaktree memos” to clients which detail investment strategies and insight into the economy, and in 2011 he published the book The Most Important Thing: Uncommon Sense for the Thoughtful Investor.

Aug 19 2015

12mins

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Rank #8: 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 #9: 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 #10: 5GQ Tadas Viskanta - Abnormal Returns

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Tadas Viskanta is the Founder and Editor of Abnormal Returns.  Tadas is a private investor with over 25 years of experience in the financial markets.  He is the co-author of over a dozen investment-related papers that have appeared in publications like the Financial Analysts Journal, Journal of Portfolio Management among others. Tadas is also the author of the well-received book: Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere that culls lessons learned from his time blogging.

Five Good Questions:

  1. With traditional media, TV, bloggers, twitter, etc., there’s so much information flow these days.  It can feel overwhelming.  How do we go about curating signal from noise?
  2. As special businesses have transitioned from primarily key PPE advantages (more readily quantifiable by accounting) to instead relying on IP, knowledge, network effects, intangibles (less quantifiable and more subjective), you could make an argument that the balance sheet is increasingly divorcing from economic reality.  Given this trend, does a quantitatively driven approach to value investing still work in the future?
  3. I’ve heard many great investors say you shouldn’t compare yourself to the S&P, and yet every does.  What do you personally use for your benchmarks?
  4. You often hear that ETFs are a better mousetrap?  What exactly makes them so much better than mutual funds?
  5. You have an interesting quote: “The primary role of the financial system is to coax risk-adverse investors into risky securities.”  What did you mean by that, and do you think it’s even more of an issue with zero interest rate policies like we see today?

Feb 05 2016

26mins

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Rank #11: 5GQ Jack Vogel - Quantitative Momentum

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Jack Vogel, Ph.D., conducts research in empirical asset pricing and behavioral finance, and is a co-author of two books: DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth and QUANTITATIVE MOMENTUM.  His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a Finance instructor at Villanova University. Dr. Vogel is currently a Managing Member of Alpha Architect, LLC, an SEC-Registered Investment Advisor, where he heads the research department and serves as the Chief Financial Officer and co-CIO. He has a PhD in Finance and a MS in Mathematics from Drexel University, and graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.

http://amzn.to/2kXjWnh

1.  Let’s start with some basic definitions that seem to trip people up. What are the differences between “growth” and “momentum” strategies?

2.  You argue in your book that value and momentum investing are like cousins, or two sides of the same behavioral coin. So why does the idea of momentum investing remain so repulsive to most value investors? Why the religious zealotry in an industry that prides itself on being hyper-rational?

3.  If you’re index fund investor, you’re effectively investing in both value and growth strategies at all times. Why might you be better off with a basket made up of value + momentum instead?

4.  There are so many different ways to slice momentum. What criteria did you find that worked to define the quality of momentum and what were some reasons all momentum isn’t created equally? And where does trend following fit in? Is there any timing information in momentum?

5.  For a concentrated value investor, can adding momentum be as simple as, if individual Stock A and Stock B are on par, pick the one with the strongest relative strength? Or are you in favor of a more diversified approach?

Feb 24 2017

27mins

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Rank #12: 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 #13: 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 #14: 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 #15: 5GQ Kenneth Jeffrey Marshall - Good Stocks Cheap

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In this week's Five Good Questions, we're interviewing Kenneth Jeffrey Marshall about his book Good Stocks Cheap.

Kenneth Jeffrey Marshall teaches value investing at the Stockholm School of Economics in Sweden, and at Stanford University.  He also teaches asset management at UC Berkeley.  A longtime value investor, he wrote the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance.  He holds a BA in Economics from UCLA; and an MBA from Harvard.

Five Good Questions: 1.  Can you walk us through how you built your investing model?  I especially liked your ideas that organize efforts around “Know what to do,” “Do it,” and “Don’t do anything else.” 2.  Your book demonstrates a clear understanding of accounting.  Has the rise of intangibles changed how you use and interpret financial statements? 3.  There have been some great studies and white papers on reversion to the mean on returns on invested capital.  Do those influence your evaluation of strategic assessment?  Are we ever going to see profit margins mean revert again? 4.  One of the biases you identify is called “miscontrast.”  Can you explain what that is?  Do you consider yourself an absolute or relative value investor?  (It feels like a lot of the 13F ideas I’ve kicked the tires on the last few years during an expensive market suffer from this biases.) 5.  What are the ancillary, non-monetary benefits you’ve found to being an investor?

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

Feb 08 2019

31mins

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Rank #16: 5GQ Kabir Sehgal - Coined

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Kabir Sehgal is the New York Times and Wall Street Journal bestselling author of five books including Coined: The Rich Life of Money And How Its History Has Shaped Us.  He has written for MarketWatch, New York Observer, TheStreet, CNBC, Quartz, ZeroHedge, and Atlanta Business Chronicle.  He has appeared on CNN, PBS, NPR, C-SPAN, Bloomberg, CNBC, Fox News.  He was a vice president at J.P. Morgan and is a Grammy winning producer.

Nov 27 2015

18mins

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Rank #17: 5GQ Sean Iddings - Intelligent Fanatics Project

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Sean Iddings is co-founder of the Intelligent Fanatics Project which helps investors and entrepreneurs see further by standing on the shoulders of organizational and leadership giants. The book series, of the same name co-authored by Ian Cassel, is the introduction into the overall project. Sean is also a member of MicroCapClub and runs Unconventional Capital Wisdom, a registered investment advisor in New York State.

http://amzn.to/2nQlEu2

1. What is an “intelligent fanatic,” and why do we want to recognize them as investors? What are some qualities you didn’t like in some of the leaders or their organizations you highlighted in the book? Why?

2. Who was John Patterson and how did he embody an intelligent fanatic?

3. Finding a Jeff Bezos or Warren Buffett after they’re big and famous seems easy. How do we find an intelligent fanatic early enough to invest in them to really see the benefits? Are there markers we can look for a priori to success?

4. A large addressable market with a big runway for growth was a common theme among everyone profiled. The timing also happened to coincide with an epoch of unprecedented economic growth in the US. If you consider that the tide might not be coming in as quickly in the developed world as it once was, are the spectacular results of an intelligent fanatic still replicable?

5.Many of the intelligent fanatics chose a lowest-cost-provider business model to succeed. Is that the most likely way to succeed for them? Or are there others who were able to create differentiated products instead?

Mar 31 2017

27mins

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Rank #18: Dorie Clark - Stand Out

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Dorie Clark is an Adjunct Professor of Business Administration at Duke University’s Fuqua School of Business and the author of Reinventing You (Harvard Business Review Press, 2013) and Stand Out (Portfolio/Penguin, 2015), as well as the e-book Stand Out Networking.  A former presidential campaign spokeswoman, she is a frequent contributor to the Harvard Business Review, TIME, and Entrepreneur.  Recognized as a “branding expert” by the Associated Press, Inc., and Fortune, Clark is a marketing strategy consultant and speaker for clients including Google, Microsoft, Yale University, Fidelity, and the World Bank.  You can follow her on Twitter @dorieclark and download her free 42-page Stand Out Self-Assessment Workbook.

Nov 13 2015

17mins

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Rank #19: 5GQ Danielle Town - Invested

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In this week's Five Good Questions, we're interviewing Danielle Town about her book Invested.

Danielle Town is a New York Times bestselling author and corporate attorney who was afraid of stock markets until she realized she had been abdicating the power of her money and could create impactful generational wealth with an investing practice. She now invests and writes her newsletter, The Invested Practice, from Zurich, Switzerland. She wrote her book, Invested, with her investor father, Phil Town, with whom she also banters about value investing and life on their podcast, InvestED.

Five Good Questions: 1. What kept you from learning about investing until you were in your mid-30s, despite having a dad who is a value investor? How did “voting with your money” draw you into learning about investing and help you overcome your fears?

2. I’ve long been fascinated by the “intangibles” of the investment process, like time management, mental and physical preparation, and environmental design. How did you curate your investment environment for success?

3. As a corporate attorney, you got a firsthand view of the asymmetry of information between what gets reported and what’s really happening in the messy world of business. How do you reconcile that in your analysis of a public company where that same asymmetry may exist?

4. Charlie Munger recently said, “If you have trouble finding good investments, join the club… my advice to the seeker of high compound interest is to reduce your expectations. Things are likely to be tough for a while.” My impression was that your dad might have piqued your interest in investing by showing you the magic of compounding returns. Do you think the returns of the last 20-30 years be available to us over the next 20-30 years?

5. How has your background in meditation helped you in investing?

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

Feb 22 2019

28mins

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Rank #20: 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 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

Play

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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5GQ Joshua Miller - I Call Bullsh*t

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In this week's Five Good Questions, we're interviewing Josh Miller about his book I Call Bullsh*t.

Josh is a Master Certified Executive Coach and a creative leader in the personal and professional development field. His career experience spanned both the advertising world and the world of organizational development. In advertising, he was the Creative Lead. He was responsible for the campaign strategy for Fortune 100 brands. Today, he is an innovator, developing and supporting executive development and change management for many of the same companies.

Five Good Questions: 1. You carry a fortune cookie around with you in your wallet. What does it say, and what is the significance? 2. What does it mean to you to live an authentic, happy life? 3. How do we separate out what we want versus what society tells us we’re supposed to want? 4. How do we keep a groove in life from becoming a rut? 5. If you could waive a magic wand and solve one small problem that you see tripping people up, what would you fix?

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

Mar 29 2019

23mins

Play

The Hikecast 6

Podcast cover
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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

Play

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.