Best Dr. Andrew Stotz, CFA Podcasts (2024)

1
Chris Ball - If They’re Not 100% Right, Don’t Hire Them 16:59

11m ago16:59

16:59

BIO: Chris Ball started his career in 2004 as a tax adviser with KPMG LLP. He then transitioned and founded Hoxton Capital Management in 2018. The group’s sole emphasis is helping HNW and UHNW clients with borderless global financial advice. Chris’ specialty is assisting individuals with their retirement planning needs. STORY: When Chris started hi…

1
Vivek Raina - Nobody Can Beat You at What You’re Good At 24:47

23h ago24:47

24:47

BIO: Vivek Raina is a seasoned veteran with over two decades of experience in the broadband industry. As the CEO and Co-Founder of Excitel, he leads the mission to connect BHARAT, propelling the company to the top three ISPs in India—a remarkable feat in just eight years. STORY: Vivek spent 10 years finding an investor to fund his business idea. He…

1
William Cohan - Power Failure: The Rise and Fall of An American Icon 1:02:05

8d ago1:02:05

1:02:05

BIO: William D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch, and JPMorgan Chase, is the New York Times bestselling author of seven nonfiction narratives, including his most recent book, Power Failure: The Rise and Fall of An American Icon. STORY: William discusses lessons from his most…

1
Tony Fish - Be Brave to Ask the Unsaid Questions 47:36

25d ago47:36

47:36

BIO: Tony Fish is a neuro-minority and a leading expert on decision-making, governance, and entrepreneurship in uncertain environments. His 30-year sense-making and foresight track record means he has been ahead on several technical revolutions. STORY: In this episode, Tony talks about his newest book, Decision Making in Uncertain Times. How can we…

1
ISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ Efficiency 39:22

1M ago39:22

39:22

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Eff…

1
Chris Kendall - Don’t Underestimate the Funding Needed to Go Big Time 41:37

1M ago41:37

41:37

BIO: Chris Kendall is the CEO of the Australian outsourced accounting group Aretex. Aretex helps businesses grow and scale with best-practice accounting, bookkeeping, and real-time access to accurate financial information. STORY: Chris invested in the idea of a reality TV show piloted around finding baseball players. Chris believed in his friend’s …

1
Riggs Eckelberry - Don’t Go into Any Industry Unprepared 38:44

1M ago38:44

38:44

BIO: Riggs Eckelberry is a nationally renowned entrepreneur who deploys his personal Break To Build™ process to help rebuild the water industry, which has reached a critical breaking point in recent years despite being essential to the planet’s survival. STORY: Riggs met this wonderful lady who asked him to sit down with her money manager. He showe…

1
ISMS 39: Larry Swedroe – Don’t Choose a Fund by Its Descriptive Name 43:57

1M ago43:57

43:57

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 28: Do You Fail to Compare Your Funds to Prop…

1
Lark Davis - Take Your Profits and Run Away 34:53

2M ago34:53

34:53

BIO: Lark Davis is the Founder of the weekly crypto newsletter Wealth Mastery, which combines insider insights and in-depth market analysis to offer cryptocurrency investors the best opportunities to grow their wealth, stay ahead of the curve, and avoid costly mistakes. STORY: Lark invested in the Terra Luna cryptocurrency, which had a famous implo…

1
Sam Primm - Be Intentional About What You Invest In 36:07

2M ago36:07

36:07

BIO: Sam founded FasterFreedom to teach people like him to quit their jobs, become successful real estate investors, and achieve that same freedom and financial independence. STORY: Sam and his partner invested in a self-storage. They fixed the property a bit and built a couple more facilities. They didn’t know this space, and the investment has co…

1
Marc Faber - The Value of True Diversification 56:21

2M ago56:21

56:21

BIO: Dr. Marc Faber, renowned for his unconventional expertise in investment strategies, is a fund manager and author. He serves as the editor of the “Gloom Boom & Doom Report” and the “Monthly Market Commentary,” earning international recognition as the pessimistic stock market expert “Dr. Doom.” STORY: In the late 1990s, Marc became convinced tha…

1
Coach JV - Diversify Inside and Outside the Asset Class 41:43

2M ago41:43

41:43

BIO: Coach JV believes that what you believe in your heart and what you think in your mind will eventually become your words and reality. STORY: Coach JV was introduced to cryptocurrency and decided to invest without an exit plan. In just a year, his investment had fallen by 85%. LEARNING: Diversify inside and outside the asset class. Pull out your…

1
ISMS 38: Larry Swedroe – The Self-healing Mechanism of Risk Assets 36:41

2M ago36:41

36:41

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss Larry’s recent piece, The Self-healing Mechanism of Risk Assets. LEARNING: Don’t engage in resulting because there will be periods when an investment will underperform and others when it …

1
Solomon Thimothy - Give Yourself Permission to Fail 39:28

2M ago39:28

39:28

BIO: Solomon Thimothy is an entrepreneur with over 17 years of experience in marketing and sales. As the co-founder and CEO of OneIMS, a leading inbound marketing and sales agency, and Clickx, he has helped businesses double their revenue using the 10X Framework. STORY: When Solomon started his service business, he built software unique to his busi…

1
Anthony Greer - Be Patient and Willing to Get Rich Slow 36:28

2M ago36:28

36:28

BIO: Tony began a career in equity sales in varying capacities, including running sales and trading at Bank Hapoalim for three years and a team of sales traders at Dahlman Rose for five years. In November 2016, Tony launched the Morning Navigator, a macro trading newsletter distributed to over 800 professionals worldwide. STORY: Tony invested six f…

1
Kevin Sutantyo - You Have to Back the Right Founders 26:13

2M ago26:13

26:13

BIO: Kevin Sutantyo is the Partner for South East Asia investments for Sovereign’s Capital, a venture capital fund focused on early-stage, tech-driven, scalable companies. STORY: Kevin invested in a company, thinking that he had more influence over the outcome of the company than he actually did. So, he directed the company owners on what to do, ma…

1
Dan McClure - Understand Who You Are and What You’re About 42:56

3M ago42:56

42:56

BIO: Dan McClure is an innovation choreographer. That’s someone whose job is to run into burning buildings, looking for opportunities to reinvent how the world works. STORY: Dan took up a senior management job because his friends and family insisted he should have a ‘real’ job. However, Dan hated the job and was terrible at it. LEARNING: Understand…

1
Bryan Kramer - Be Human and Build Relationships 32:22

3M ago32:22

32:22

BIO: Bryan Kramer is a renowned business strategist, global keynote speaker, executive trainer and coach, investor, two-time bestselling author, and Forbes contributor. STORY: Bryan decided to expand his business, but the growth snowballed out of control to the point where he traveled 200 days a year and missed out on family time. Being on the road…

1
Andrew Stotz - 8 Benefits of Increasing the Profits of Your Business 2:30

3M ago2:30

2:30

Isn’t Capitalism Great!? Here are eight key benefits of increasing the profits of your business. And I challenge you to set the goal for 2024 to increase the profits of your business. Why is increasing profit so important? Because without profit any business will eventually die. Your obligation as a founder, owner, leader, or director is to ensure …

1
Nathaniel Harding - One Risk at a Time 28:35

3M ago28:35

28:35

BIO: A born and bred Oklahoman, Nathaniel Harding is an innovator and market maker who has founded, scaled, and sold companies. He is a successful investor in energy, biotech, and ag tech. STORY: Nathaniel’s company decided to deploy new technology to explore oil and gas fields. The venture was cash-intensive and an absolute commercial zero. LEARNI…

1
Will Roundtree - Get a Customer First 44:05

4M ago44:05

44:05

BIO: Will Roundtree offers the world a unique lens into wealth-building strategies and examines opportunities for his communities to expound on their knowledge and have effective practices to apply it. STORY: Will invested in a small tax franchise after he bought into the owner’s lavish lifestyle. He didn’t do his due diligence, only to discover th…

1
Kyle Mowery - Invest in Your Circle of Competence 32:56

4M ago32:56

32:56

BIO: Kyle Mowery, founder and portfolio manager at GrizzlyRock Capital, has an 18-year career beginning at PAAMCO, where he honed his analytical skills. He later delved into high-yield corporate securities at T.H. Lee Senior Credit Strategies and expanded his expertise at BMO Capital Markets. STORY: Kyle invested in a business that produced sandalw…

1
Gabe Marusca – Pay Extreme Attention to Your Body 47:45

4M ago47:45

47:45

BIO: Gabe Marusca, known as The Nomad Solopreneur, is a location-independent marketing strategist who established Digital Finest as a solo founder. STORY: Gabe spent 20 hours working daily for over a year trying to make as much money as soon as he could. This caused his body to shut down, and he developed a chronic disease. LEARNING: Pay extreme at…

1
Giuseppe Grammatico - Pick the Medium That Works for You and Stick With It 22:57

4M ago22:57

22:57

BIO: Giuseppe Grammatico is a franchising advisor who has owned several Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. STORY: Giuseppe hired a full-service marketing company that managed everything from his website to emails and social medi…

1
Andrew Stotz - 27 Top Podcast Interviews of 2023 to Reduce Risk and Increase Return 21:50

4M ago21:50

21:50

In 2023, I released about 160 My Worst Investment Ever podcast episodes, and this is a list of some of my and my listeners' favorites. I have also created a free “Top 27 from 2023” playlist where you can listen to and view this curated list for free. Just go to My Worst Investment Ever dot com and click the button that says, “Top 27 from 2023.” Sin…

1
Johan Norberg - We Have to Fight for Capitalism 48:00

4M ago48:00

48:00

BIO: Johan Norberg is an author, lecturer, and historian of ideas from Stockholm, Sweden. His books on economics, politics, and history have been translated into more than 30 languages. STORY: Johan talks about capitalism and why it’s important. LEARNING: We should never lose sight of the benefits of capitalism. Capitalism is about peace, trust, an…

1
Steve Faktor – How to Build Your Investment Future 1:30:38

4M ago1:30:38

1:30:38

BIO: Steve Faktor is a former Fortune-100 executive—turned entrepreneur, futurist author of Econovation, and podcaster. As Managing Director of IdeaFaktory Innovation, he helps tech, financial services, and consumer goods clients see and build the future. STORY: Steve joins the My Worst Investment Ever podcast again, this time sharing advice on how…

1
Eric Simonson - Not All Real Estate Investments Are Made Equal 27:46

4M ago27:46

27:46

BIO: Eric Simonson is the Founder and CEO of Abundo, a financial planning firm that teaches and empowers people to take action and own their financial lives. STORY: In 2020, during the early days of COVID-19, Eric and his wife sold their home and bought a condo because they wanted to live downtown. They later sold the condo in 2023 and lost about 1…

1
Kimberly Flynn - Don’t Put All Your Savings Into a Single Idea 35:53

4M ago35:53

35:53

BIO: Kimberly Flynn, CFA, is a founder and Managing Director of XA Investments, responsible for all product and business development activities. STORY: Kimberly put all her $2,000 savings into a single telecom-dedicated mutual fund at the peak of telecom valuations and saw it go down to 30 cents on the dollar. LEARNING: Don’t put all your savings i…

1
Peter Goldstein – Check Your Emotions at the Door 32:36

4M ago32:36

32:36

BIO: Peter Goldstein is a seasoned entrepreneur, capital markets expert, and investor with over 35 years of diverse international business experience. STORY: He and four others put a significant amount of money into opening up this facility in Long Beach, California, where cannabis was in great demand just when it was being legalized for recreation…

1
ISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and Taxes 40:01

5M ago40:01

40:01

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Fu…

1
Jitipol Puksamatanan – Let Time Be Your Friend 26:23

5M ago26:23

26:23

BIO: Dr. Jitipol Puksamatanan heads macro and wealth research at CGS-CIMB Securities (Thailand). He develops actionable investment ideas, independent economic analysis, and asset allocation strategies. STORY: Jitipol learned as much as he could about a stock he was interested in. He was very confident in this stock. So much so that even when the st…

1
Anatoliy Labinskiy – Double-Check How Your Product Looks and Works 28:09

5M ago28:09

28:09

BIO: Anatoliy Labinskiy is an entrepreneur, eCommerce expert, and a holder of 4-time Two Comma Club awards. He is the founder of GSM Growth, an agency that helps e-commerce entrepreneurs achieve a new level of growth in their businesses. STORY: When Anatoliy and his partner decided to scale their e-commerce shoe business, they paid a supplier in Ch…

1
Therapong Vachirapong – You Need to Take Risk to Earn a Return 39:45

5M ago39:45

39:45

BIO: Therapong Vachirapong is a Managing Director and a Head of Equity Research at Phatra Securities PLC. STORY: Therapong was a risk-averse investor who hardly took any risks. Therefore, he missed out on many investment returns and didn't increase his returns. The only time he’d take a risk was buying stocks when the prices were very low and in mo…

1
Carolyn McClanahan – You’ll Never Be Smart Enough to Beat the Market 24:23

5M ago24:23

24:23

BIO: Dr. Carolyn McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end-of-life, long-term care, health care reform, and health care costs. STORY: Carolyn lost a good c…

1
ISMS 36: Larry Swedroe – Two Heads Are Not Better Than One When Investing 34:35

5M ago34:35

34:35

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this thirteenth series, they discuss mistake number 24: Do You Believe More Heads Are …

1
Luke Gromen – Start Small, Then Grow as You Learn 51:23

5M ago51:23

51:23

BIO: Luke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst. STORY: Luke put a large position in a private equity investment because it had a great founder who had previously created and sold some tech companies. Additionally, one of Luke’s dearest friends went to work there. However, he di…

1
Jason Brown – You Never Go Broke Taking a Profit 34:42

5M ago34:42

34:42

BIO: Jason Brown is the founder of Power Trades University and the Brown Report. He has over a decade of stock & options trading experience, is a podcast host, and is a YouTuber. Jason believes anyone can profit from the stock market, even if they’ve lost money before. STORY: At 24, Jason had about $250,000 in a trading account. Jason wanted to buy…

1
ISMS 35: Larry Swedroe – Great Companies Are Not Always High-Return Investments 39:35

5M ago39:35

39:35

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this twelfth series, they discuss mistake number 22: Do You Confuse Great Companies wi…

1
Chris Vermeulen – Find What You’re Passionate About 33:35

5M ago33:35

33:35

BIO: Chris Vermeulen shares a different way of investing that doesn’t use diversification or the buy-and-hold method. In his new book, “Asset Revesting - How To Exclusively Hold Assets Rising In Value, Profit During Bear Markets, And Continue Building Wealth In Retirement,” he explains why this approach is the way forward. STORY: Chris and his fath…

1
Kenny Rose – Don’t Invest in Anything You’re Not Fully Educated In 37:07

5M ago37:07

37:07

BIO: Kenny Rose is the Chicago-based founder and CEO of FranShares, a platform that democratizes franchise investing. STORY: Kenny invested in an aviation stock and hit the jackpot. Feeling lucky, he invested in a company dealing with processors and microchips, an industry he knew nothing about. He bought the stock at $4. About a year later, the st…

1
ISMS 34: Larry Swedroe – Consider All Hidden Costs Before You Invest 33:25

6M ago33:25

33:25

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eleventh series, they discuss mistake number 20: Do You Only Consider the Operati…

1
Chong Ser Jing – Pay Attention to What Drives Business Results 40:25

6M ago40:25

40:25

BIO: Chong Ser Jing is the Portfolio Manager and Co-Founder of Compounder Fund, an investment fund that invests in stocks around the world. STORY: In October 2010, Ser Jing bought six stocks. Two of these were companies in the oil industry. By the time he was selling these stocks, he had a loss of 77% and 31% from the two companies, respectively. L…

1
James M. Dahle – Don’t Buy More Insurance Than You Need 24:47

6M ago24:47

24:47

BIO: James M. Dahle, MD, is a practicing emergency physician who took an interest in personal finance and investing in residency after getting ripped off by every financial professional he came into contact with. He founded The White Coat Investor in 2011 to help fellow docs get a fair shake on Wall Street. STORY: James got sold a whole life insura…

1
Harley Bassman – Sizing Is More Important Than Entry Level 48:33

6M ago48:33

48:33

BIO: Harley Bassman is an industry thought leader and commentator on macroeconomic issues spanning decades. STORY: In 2019, Harley bought some calls and sold some puts on Citibank stock for a cost strategy. He believed the stocks would increase because all its peers were trading above their book value. When COVID came, the stocks went south, causin…

1
Mike Philbrick – Just Because You’re Winning Doesn’t Mean You’re Smart 40:47

6M ago40:47

40:47

BIO: Mike Philbrick is the CEO of ReSolve Asset Management. He has over 30 years of experience in investment management, serving in senior investment industry positions with several major financial services firms, and is responsible for investment decisions, coaching, and strategic leadership. STORY: Mike learned of a mining stock at the urinal. He…

1
Sam Burns – Understand What You’re Really Betting On 24:51

6M ago24:51

24:51

BIO: Sam Burns is Chief Investment Strategist at Mill Street Research, an independent investment research firm based near Boston, MA. For 25 years, he has focused on global asset allocation and quantitative stock selection, primarily for institutional investors. STORY: Sam decided to short-sell options that went horribly wrong after the Russian def…

1
Jay Pelosky – You Can Be Right but at the Wrong Time 59:14

6M ago59:14

59:14

BIO: Jay Pelosky has over 35 years of both buy and sell side financial market experience. While at Morgan Stanley, he was ranked # 1 in Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. STORY: In the 90s, Jay was bullish about Mexico even though people were concerned about foreign currency debt and the country’s…

1
Reuben Mattinson – Have Solid Proof That Trading Is Happening and It’s Regulated 21:07

6M ago21:07

21:07

BIO: Reuben Mattinson graduated with a degree in physiotherapy in 2012. He followed this up in 2013 with a degree in Science teaching. During this time, Reuben began building his first company, RJM Tax Exemption. STORY: Reuben got attracted to a company doing forex crypto trading and invested hundreds of thousands of dollars even though he had no s…

1
Jerry Parker – Understand Your Investing Capabilities and Limitations 35:19

6M ago35:19

35:19

BIO: Jerry Parker started his trading career in 1983 in the Richard Dennis Turtle Program. He started Chesapeake Capital in 1988. Chesapeake manages about $200M in private funds, mutual funds, ETFs, and managed accounts. STORY: Jerry has had some stinker investments in real estate and gold over the years. Two things that have cost him money in his …

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Dr. Andrew Stotz, CFA Podcasts

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