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

In around 2001, while Shaun was a 23-year-old a graduate student at Harvard University, he was putting some thought to the big question: “What am I going to do with my career?” What he did know was he never wanted to go the corporate route and work somewhere like McKinsey or Goldman Sachs, even though most of his classmates were headed in that direction.

Ep117: Natali Morris – Embrace Your Soul Journey

Natali had some trouble choosing her worst, as she’s had so many challenges. One story she can’t really talk about because it is the subject of an active FBI investigation into some funds that were in her IRA. This investment was particularly heartbreaking because she had her children’s investments tied up in that situation, as well hers and her husband’s.

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

In 2016, Venkatesh acquired what he thought would be a good long-term investment – and the company’s profile showed it had good potential based on its statistics and then-current standing. It was a large, generic-pharmaceutical manufacturer, one of the top three in India and 20th in the world.

Ep115: Sloane Ortel – Believe in Yourself

In the summer of 2010, when Sloane had just joined the CFA, she had a very unusual, purely meat-eating Eastern European person move into her house who was “in the process of moving all of his personal wealth into Bitcoin”.

Ep114: Tyler Stewart – Your Investment Does Not Define You

One of Tyler’s memories from his first-year high school business class was that the teacher said that back in the 1980s he had received a tip to buy Microsoft stock. The teacher said: “I didn’t move on it. Had I done so, I would be worth millions.” Tyler never forgot that lesson and since them, all he could think was: “The first tip I get, I’m all in.”