Ep135: Chance Glenn – Have the Courage to Stick with It

Andrew and Chance would like to dedicate this podcast to peace “I stand for life against death; I stand for peace against war.” Pablo Picasso   Guest profile  Chance Glenn is an innovator and entrepreneur who has been engaged in creative pursuits for the better part of his life. He holds bachelor of science and…

Ep133: Andrew Sherman – Mistakes to Avoid When Selling Your Business

Guest bio Andrew Sherman is a partner in the corporate department of Seyfarth Shaw LLP, and serves as the corporate office chair for the Washington DC team. He focuses his practice on issues affecting business growth for companies at all stages, including developing strategies for licensing and leveraging intellectual property and technology assets, intellectual asset…

Ep132: Todd Tresidder – Learn From Your Mistakes, Don’t Feel Bad About Them

Guest bio Todd Tresidder is the author of seven personal finance books with an eighth coming out shortly. He created a course on strategic wealth planning and is the founder of FinancialMentor.com, a popular personal finance site. He is a self-made millionaire and was financially independent at age 35, which was more than two decades…

Ep131: William Manzanares – Don’t Invest What You Can’t Afford to Lose

Guest bio William Manzanares IV was born and raised in the Tacoma area of Washington State and is an active member of the Puyallup Tribe. He is a serial entrepreneur, having owned and operated successful smoke shops, convenience stores, and restaurants since 2005. William is passionate about helping small business owners as well as struggling…

Ep130: Shawn Walchef – Let the Pain of Failure Fuel Your Success

Guest bio Shawn Walchef is a restaurant owner, digital entrepreneur and a proud father. Since 2008, Shawn has owned Cali Comfort BBQ in San Diego County. In order to survive, Shawn knew early on to operate his family restaurant and sports bar like a tech company. Now whether it’s his annual #BETonBBQ “Turf and Surf” tasting…

Ep129: Ted Seides – Always Diversify, Anything Can Happen

Ted Seides, CFA, is the son of a teacher and a psychiatrist. Perhaps by genetic disposition, he is passionate about sharing his insights and investing in people. He is the chief investment officer of Perch Bay Group, a single-family office he joined in 2017 to manage a diversified portfolio of direct and fund investments across…

Ep128: Michael Oyster – Ask if it is a Compensated or Uncompensated Risk

Michael Oyster is the founder and CIO of Oyster Capital, a multifaceted investment advisory organization dedicated to providing customized solutions for planners, advisors, investment managers and asset owners to assist in the achievement of all types of investment goals. Previously, Michael served as senior quantitative analyst with options advisory firm Schaeffer’s Investment Research conducting research…

Ep127: David Stein – Trading Currencies and Commodities is Harder Than You Think

David Stein helps individuals to become more confident investors via audio, video, and books. For the past five years, he has hosted the weekly personal finance podcast, Money For the Rest of Us. The show has more than 250 episodes and more than 10 million downloads. David’s upcoming book, Money For the Rest of Us:…

Ep126: Mario Nawfal – Persistence Helps You Recover From Disasters

Mario Nawfal is the founder of the Athena Group of Companies, a conglomerate that operates in more than 40 countries. He started in 2012 with $300 in the bank selling blenders door to door and built that into a business (Froothie) that generated $10m in its second year. Next he built global brand status with…

Ep125: Lex Sokolin – Put the Proven Power of Diversification on Your Side

Lex Sokolin is a futurist and an entrepreneur focused on the next generation of financial services. He is the global fintech co-head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a decentralized world. Lex focuses on emerging digital assets, public and private enterprise blockchain solutions, and decentralized autonomous organizations.…

Ep123: Jen Greyson – Start-ups Always Look Great, Plan for the Worst

Jen Greyson is one of the top eight women in crypto and is a “genius at failure”. She’s currently running co.co, a start-up that’s the Airbnb of office space, speaks inter-nationally on topics ranging from AI to being a female tech founder and knows the struggle of being a working parent through the longest summer.…

Ep122: Douglas Tengdin – The Government Can Take Anything Away

Douglas Tengdin, CFA, is the chief investment officer (CIO) of Charter Trust Company, where he has worked since 2000. He graduated magna cum laude from Dartmouth College in 1982, and received his CFA Charter in 1992. He was the founding president of CFA Society Vermont and remains an active volunteer with the CFA Institute. His…

Ep121: Darryl Tom – The Value of Staying in Your Lane

Darryl Tom is a private wealth manager who delivers personalized comprehensive wealth management strategies and solutions to high-net-worth (HNW) individuals. Previously, he was a private banker at DBS and ANZ private banks and an investment manager with HSBC Australia, providing investment portfolio construction across multi-asset classes, including unit trusts, ETFs, equities, global fixed income and…

Ep120: Jason Bible – You Can’t Plan For a 1,000-Year Flood

Jason Bible, aka Mr. Texas Real Estate, is a full-time real estate investor who is thriving after a long journey in the field working with buyers and sellers of real estate. He is the co-host of the live call-in Right Path Real Estate radio show on Houston Business 1110AM KTEK, Monday to Friday at 9am.…

Ep118: Shaun Rein – You Can’t Win Unless You Know How to Lose

Shaun Rein is the founder and managing director of the China Market Research Group (CMR), a globally prominent strategic market intelligence firm focused on China. He works with boards, billionaires, heads of state, CEOs and senior executives of Fortune 500 and leading Chinese companies, private equity firms, SMEs and hedge funds, to develop their China…

Ep117: Natali Morris – Embrace Your Soul Journey

Natali Morris is a former network news anchor turned personal finance educator and motivator. Her specialties include personal finance, business, and technology. She is currently a contributor to CNBC and MSNBC, where she was previously an anchor, a role she also filled prior to that at CBS Interactive. Her experience includes being a contributor to…

Ep116: S. Venkatesh – Be Flexible and Ready to Change Course

S. Venkatesh is an author, speaker, investor and entrepreneur. He has spent 22 years in the Asian markets in senior roles across listed equities (with JP Morgan and Credit Suisse), private equity (with Macquarie and AMP) and corporate strategy (with Masan Group). He is the co-founder of strategy consulting firm Dhyana Partners, and has served…

Ep115: Sloane Ortel – Believe in Yourself

Sloane Ortel is an explorer and definer of the connections between capital markets and economic/cultural forces. Our guest is the publisher of The Sloane Zone, “an email newsletter that comes when you least expect it and makes more sense than it should”. She holds a bachelor of arts degree in English from Fordham University, was…

Ep114: Tyler Stewart – Your Investment Does Not Define You

Tyler Stewart has always been an educator at heart; whether it was his previous life as a stock trader, or his current life as head of investor relations at RealCrowd, an online commercial real estate investing platform with more than U$6 billion in deals, Tyler has made teaching investing fundamentals his life’s mission. This calling led him to…

Ep113: Giacomo Arcaro – Don’t Chase the Money

Giacomo Arcaro is one of the most important European growth hackers, with more than 140,000 “crypto-followers” and has been featured in the Financial Times, Forbes, Wired and the Los Angeles Times. He’s had 2-million-euro exits with two start-ups, CercaClienti.it and SocialAutomation.online and is the founder of Black Marketing Guru. Giacomo has now been involved in…

Ep112: Erik Bergman – Keep Empathy in the Start-Up War Room

Erik Bergman started his career as a professional poker player while he was still a teenager. At the same time, he founded his first companies. In 2012, at age 24, he started Catena Media, a company that only three and a half years later would be listed on the Stockholm Stock Exchange with a US$200-million…

Ep111: David Keller – It’s OK to be Wrong, It’s not OK to Stay Wrong

David Keller, CMT, is president and chief strategist at Sierra Alpha Research, a boutique investment research firm focused on managing risk through market awareness, and author of the blog, Market Misbehavior. David calls himself a right-brained person in a left-brained industry and prides himself on his ability to bridge the gap between academic and practical…

Ep110: Clayton Morris – Say ‘No’ to Speculation

Clayton Morris is a former Fox News anchor who left the No.1 cable news show in its timeslot, Fox & Friends, after achieving financial freedom. Through his Financial Freedom Academy, Clayton now devotes himself to helping others build passive income and achieve financial freedom like he did using methods he had to learn the hard way. After some epic failures, he’s learned…

Ep109: Avery Konda – If Your Intuition Sends an Alert, Listen!

Avery Konda is all about positive business, impact investing, and #Social Impact Everywhere. He is 23 years old, a podcast host, and an impact investor in 18 start-ups; all of which have a bottom line or mandate for positive impact. Avery works as the chief community engagement officer for Tandempark, an online volunteer platform, centralized…

Ep108: Viola Llewellyn – Learn to Embrace Failure

Viola Llewellyn is the co-founder and president of Ovamba Solutions, Inc. where she oversees innovation, strategic implementation, investor communications, and business development. Digitalundivided included her as one of only 34 black women in the US to have raised more than US$1 million for a technology company. She is a TED speaker and has been lauded as a Global Technology Pioneer by the World Economic Forum. Recently, she was listed in…

Ep107: Gaurav Sharma – Fail Fast, Fail Early, Move On

Gaurav Sharma holds a post-graduate degree in management from Birla Institute of Management Technology (Bimtech), in Uttar Pradesh, India, and a bachelor of science degree from the University of Rajasthan. He has had a rewarding five years of experience at various multinational companies in wealth management, investment analysis and portfolio reporting. He is presently working towards democratization and simplification of the wealth management services by leveraging machine learning,…

Ep106: Nate Abercrombie – Invest with Good Management Teams

Nate Abercrombie lived in Syria for two years trying to learn Arabic before attending graduate school. He had hoped the language skills would help him secure a job in the oil and gas industry. Ironically, he ended up working in the renewable energy industry as a financial analyst. He loved having the opportunity to analyze…

Ep105: Reed Goossens – Invest in Yourself First, Learn and Take Action

Reed Goossens moved to the United States in 2012 to pursue a career in structural engineering, however he then discovered a passion for real-estate investing. With limited funds and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, RSN Property Group. Reed now syndicates large multimillion-dollar deals…

Ep104: Paulo Caputo – Expect External Events to Hit Your Investment

Paulo Caputo is pursuing an MBA at McGill University (Canada) with a concentration in global leadership and strategy. After graduating with a bachelor of economics from Faculdades de Campinas in Brazil, Paulo worked for five years at Cyrela Brazil Realty, the largest real estate company in South America, acting as a regional controller in his last role. He then spent a summer launching Uber’s operations in Belo Horizonte (sixth…

Ep103: Ramesh Raghavan – Entering a Start-Up? Leave Your Baggage at the Door

Ramesh Raghavan is currently vice chairman of Business Angel Network of Southeast Asia (bansea), one of the leading and oldest organizations of its kind in Asia. He is also as an early-stage venture investor, an advisor in several start-ups and advises on risk management in traditional public market investments and alternative investments to family offices and emerging hedge funds. Ramesh previously…

Ep101: Christopher Uhl – Write it Down

After graduating from college at perhaps the worst time in recent history, Christopher Uhl began his decade-long career in the world of corporate finance. Having become a Certified Management Accountant (CMA) and yet feeling unfulfilled by corporate life, he decided to follow his passion for trading stocks and options and created this website, 10minutestocktrader.com, in…

Ep100: Pashin Katpitia – Protect your Financial and Mental Capital

Pashin Katpitia is the chief technical officer and a director at Inspiron investment consultants based in Mumbai, India. A third generation entrepreneur, stock trader and technocrat, Pashin is a highly disciplined trader who focusses on market realities at all time. He is committed to the growth of the investor and trading community and has trained thousands…

Ep99: Christopher Salem – Meditate and Journal to Overcome Pain of Losing

Christopher Salem is an accomplished business and emotional intelligence strategist, world-class speaker, award-winning author, certified mindset expert, radio show host and media personality. He is also a wellness advocate partnering with entrepreneurs, corporations, and small businesses to help his clients overcome their limiting beliefs so they can adopt processes to operate within the solution – and…

Ep98: David Siegel – Start-ups Should Start with Selling

David Siegel is the world’s first web designer and is the author of five books on the web and business. He has started 23 companies, including Studio Verso, one of the world’s first digital agencies, which was later sold to KPMG. His most recent book, which is highly rated on Amazon, is called Pull, which…

Ep97: Mohsen Arjang – Follow your Heart but Take Your Brain With You

Mohsen Arjang completed a bachelor of science degree in industrial economics at Allameh Tabataba’i University in Iran and then started his work as an economic journalist at a local newspaper. Following that he continued his career as a foreign commercial manager at prominent corporations. In 2013, he started his own business as a digital marketing…

Ep96: Danny Goh – Look for Vision, Execution, Flexibility

Danny Goh is a serial entrepreneur and an early stage investor. He is the founder and CEO of Nexus FrontierTech, an AI research firm that easily integrates AI into various organizations’ processes by using natural language processing to transform idle information into structured data, enabling organizations to run better, leaner, and faster. He is also a partner at the G&H Ventures fund, which…

Ep95: Tariq Dennison – Know the Value of Your Time, Know Your ‘Edge’

Tariq Dennison is a Hong Kong-based manager of US and offshore retirement plans at his own firm, GFM Asset Management. Prior to GFM, he worked in the wealth management divisions of Société Générale in Hong Kong, CIBC in Toronto and London, Bear Stearns and JP Morgan in New York, after a few years in Silicon Valley. Tariq holds a master of financial engineering degree from the University of California at Berkeley and a bachelor of science…

Ep94: Lisa Ryan – Be Grateful For Who You Are And Where You Are

Lisa Ryan is the chief appreciation strategist at Grategy. She is an award-winning speaker, an author of 10 books, including Manufacturing Engagement, and a co-star in two inspirational films with other personal development experts that you may have heard of – and she’s happy to name-drop when asked. When she’s not on stage, you’ll find Lisa traveling the world meeting relatives she has discovered on Ancestry.com, reading murder…

Ep93: Raja Skogland – There is No Business If There are No Sales

Raja Skogland is an entrepreneur who believes in limitless human potential and is dedicated to empowering her peers. Since 2015, she has been helping thousands of entrepreneurs to build their networks, gain knowledge and access capital, enabling them to start and successfully grow their businesses. From 2016 to 2018, she successfully launched and managed Hub.no,…

Ep92: In-bok Song – A New Learning Curve is Coming

In-bok Song joined Seafarer Capital Partners in 2016. She is a lead portfolio manager of the Seafarer Overseas Growth and Income Fund and is the firm’s director of research and chief data scientist, responsible for the firm’s research processes and systems, new research methodology initiatives, and oversight of training for analyst staff. Prior to joining…

Ep91: Elliott Zaagman – Don’t Try to Do Too Much at One Time

Elliott Zaagman is the co-host of the China Tech Investor podcast, and works as a PR and leadership consultant for Chinese tech founders and executives. He is a frequent commentator on issues facing China and its tech industry, and his work has been published by The Lowy Institute, Foreign Policy, SupChina, and TechNode, as well…

Ep90: Pipat Luengnaruemitchai – Learn the Value of Diversification Early

Pipat Luengnaruemitchai is an assistant managing director, the co-head and chief investment officer of the office of wealth management, and the chief economist at Phatra Securities. He leads a team of analysts responsible for giving clients investment advice on global asset allocation and product selection. Previously, he was a research analyst covering the Thai financial…

Ep89: Cyrille Langendorff – Setbacks are Part of the Investment Life

Cyrille Langendorff is managing director of the international affairs and private equity department of French bank Credit Coopératif (CC), a member of the BPCE banking group, and has more than 20 years of experience in the banking sector. After achieving bachelor’s and master’s degrees in finance from Paris Dauphine University, Cyrille began his 15-year investment…

Ep88: Bobby Casey – Worst Bet Is Taxes, Best Bet Is You

Bobby Casey is managing partner of Global Wealth Protection. His company helps clients from around the world to internationalize their assets and take advantage of unique investment opportunities globally. Bobby is a lifelong entrepreneur, investor and student of life. He is a believer in privacy and freedom and fights this fight via words and actions…

Ep87: Eelco Fiole – Be Skeptical, Not Negative, About What You’re Offered

Dr. Eelco Fiole is co-founder and sole managing partner of Alpha Governance Partners (AGP), a risk-governance-focused fiduciary services firm with alternative assets under governance of US$15 billion across 12 jurisdictions globally. He is also CFO of the Tezos Foundation, a blockchain endeavor that has enjoyed one of the largest fundraising levels globally. Eelco is adjunct…

Ep86: Edward Stephens – Be Empowered, Vote with Your Capital

Edward Stephens is director of the global brokerage at the Angel Investment Network, where he’s worked since 2010. In that time, he’s helped raise money for more than 400+ start-ups, including What3Words and Simba Mattresses. He also hosts a podcast called The Startup Microdose, which he started with a colleague. Guests have included the founders of…

Ep85: Christopher Wong – Enjoy Investing, But be Disciplined

Christopher Wong is the chief investment officer of Banjaran Asset Management, an alternative fund management house based in Singapore. He joined the company in January 2019. He was previously with Aberdeen Standard Investments and his last position was as investment director for Asia-Pacific and Emerging Markets. During his 17 years with Aberdeen, he was a senior member of…

Ep84: Camilita Nuttall – If It’s Not Making Money, It’s Not Making Sense

Camilita Nuttall is the world’s No. 1 “Rock Star” international speaker, is the founder of Event of Champions®, a seven-time-award-winning corporate sales and business growth expert, executive business coach, entrepreneur, author and property investor. She has been featured in Forbes magazine and quoted in Think & Grow Rich for Women. Camilita has appeared on SKY…

Ep83: Josiah Smelser – Push Through When Everything Goes Wrong

Josiah Smelser is the current host of The Daily Real Estate Investor podcast, a show on achieving financial freedom through real estate investing. Josiah runs his own appraisal business, is a licensed real estate agent, and operates his own investment property business along with a partner. Josiah is a licensed certified general appraiser (can appraise commercial…

Ep82: Daniel Schwartz – Take the Emotion Out of Investing

Daniel Schwartz is an author, senior executive and investor in sales, marketing, business development and management, with extensive contacts and relationships throughout Asia in many industries, through the intense networking and relationship-building he’s been doing over the past 20 years. As a co-founder of 3TNetworks, members and customers are empowered to build their wealth in…

Ep81: Catherine Flax – How to NOT Lose a Friendship When Investing

Catherine Flax has had a distinguished multi-decade career in financial services, fintech and commodities. She is currently an advisor and board member to numerous start-ups and mature businesses, bringing expertise in business and strategic growth, innovation, talent development, regulatory affairs, and more. Catherine was the CEO of Pefin, the world’s first AI financial advisor. Before…

Ep80: Ian Dunlap – Invest Early in Life But Put Health First

Ian Dunlap is an investor with one of the highest win percentages in the United States. He is also the founder of Red Panda Academy, through which he teaches his blueprint for success to students who often have little to no experience with trading. Using completely custom formulas, Ian is able to teach in 30…

Ep79: Ian Ng – It is Hard to Fight Against Falling Prices

Ian Ng is currently the CFO at Nielsen China and he has spent six years providing accounting and auditing services at Big Four accounting firms, covering trading services, manufacturing, and construction. Prior to that, he spent 13 years in corporate finance, doing mergers and acquisitions and all kinds of business support and business strategies. His…

Ep78: Eric Choe – Make an Investment Checklist and Check it Twice

Eric Choe started his investment industry career as a sell-side equity analyst in South Korea, where he worked with Samsung Securities, ABN AMRO, and Deutsche Bank. After earning his MBA at The University of Chicago Booth School of Business, he worked at Fidelity Investments where he ran the Fidelity Thailand Fund. Currently, Eric manages multi-asset…

Ep76: Azran Osman-Rani – From Zero to a Billion Dollar IPO

Azran Osman-Rani is currently the founding CEO of Naluri a digital health technology company that provides a cost-effective and accessible digital health psychology service to help users adopt healthier lifestyle behavior changes. He is active in the internet technology space is a co-founder investor and advisor to iflix, MoneyMatch, Cognifyx, and Yellow Porter. He was previously the CEO…

Ep75: Md. Nafeez Al Tarik – Most of the Time the Price is Right

Md. Nafeez Al Tarik is head of research and investment at City Brokerage Limited in Bangladesh. He has eight years of research and investment experience in the equity markets of Bangladesh and provides his research to foreign and local institutions. Prior to working at City Brokerage, he served as the chief investment officer at Asia…

Ep74: Beth Azor – Keep your Arrogance and Overconfidence in Check

Beth Azor is a 33-year veteran of the commercial real estate industry and owns Azor Advisory Services, which specializes in consulting services in training, sales, leadership, coaching, acquisition, due diligence, and market analysis. Beth owns and manages a US$79 million portfolio of commercial retail properties in Florida and recently wrote and published Don’t Say No…

Ep73: Jeyabalan Parasingam – Trust No One, Be Aggressive in Due Diligence

Jeyabalan Parasingam is a Certified Public Accountant (MICPA) and a Chartered Financial Analyst (CFA). He has more than 25 years of corporate experience in areas, such as finance, taxation, auditing, private equity, real estate, investment banking, and investment management. He’s been instrumental in setting up several successful start–ups over the past 15 years with a range of companies involving BPO (business process outsourcing), private equity, real…

Ep72: Manit Parikh – Made a Million by 24, Lost a Million by 26 

Manit Parikh has worked across sectors on transformational programs with impact organization-wide, leading two companies to reach US$300 million in revenue. He is currently working with number three. This has led him to earn the nickname “The Michael Bay of Business”. Manit is working with Yellow as a director of investment and head of business. Prior to Yellow, Manit has worked with…

Ep71: Verawat Kirinruttana – Beware of Vietnam, Liquidity Risk is Very High  

Verawat Kirinruttana holds an MBA from MIT’s Sloan School of Management and a bachelor’s degree in engineering from Chulalongkorn University with first-class honors and gold medal. He is vice president of investment advisory services at Siam Commercial Bank (SCB), and in this role, he provides asset allocation strategies and investment recommendations for private banking and affluent customers. Prior to that, he…

Ep70: Phuong Nguyen – Avoid Leveraging Investment in Cyclical Stocks 

Phuong Nguyen is a CFA charterholder. He is a value-oriented and fundamentally driven investor. He has 8 years of experience in the investment industry with various buy-side firms and has lived through some of the toughest times in the market. In his view, the Asian investment landscape is uneven and investors should sharpen their investing…

Ep69: Ian Beattie – Follow a Structure, Not Emotions  

Ian Beattie is currently the co-chief investment officer of NS Partners London, an investment management boutique. He holds a BSc degree in economics from City University of London and started in the investing business in the early days of January 1992 as an Asian specialist with Asian equities. Since then, he has been involved in East Asian and Asian emerging markets. Ian joined NS Partners in 1996,…

Ep68: Michael Falk – Get and Stay Invested

This podcast is dedicated to John Bogle (1929 to 2019)   Michael and Andrew would like to dedicate this podcast episode to the icon who passed away at 89 just before this recording was made. John Bogle, founder of The Vanguard Group, and author of such classics on investing as The Little Book of Common Sense Investing, was a real vanguard and revolutionary so they tip their hats in tribute.       Michael Falk is a…