Best Epsilon Theory Podcasts (2024)

1
The Intentional Investor #6: Daniel Crosby 1:08:07

41m ago1:08:07

1:08:07

In this episode of The Intentional Investor, we sit down with Daniel Crosby, a clinical psychologist turned behavioral finance expert and author of the upcoming book "The Soul of Wealth." We explore Daniel's fascinating journey from punk rock bassist to leading voice in the world of investing psychology, discussing the importance of setting healthy…

1
John Rotonti: The Ultimate Stockpicking Masterclass 1:18:32

39m ago1:18:32

1:18:32

My guest today is John Rotonti — in my mind, John is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to. We recorded our first episode together about a year ago; scroll down to find it. It’s a tru…

1
Morgan Ranstrom: Money with Purpose: Receive the Dividends of an Undivided Financial Life 1:20:29

2h ago1:20:29

1:20:29

Morgan is a singer-songwriter, an author, and the co-founder of Trailhead Planners, a financial planning and wealth management firm serving clients nationally. Morgan lives with his family in Minneapolis, Minnesota.Morgan is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life and is an in-demand financial industry…

1
Epsilon Theory on Tape: Gell-Mann Amnesia 6:41

23h ago6:41

6:41

"Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the sto…

1
Brian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life 1:02:15

10d ago1:02:15

1:02:15

“True wealth is the ability to underwrite a meaningful life.”My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth.Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the…

1
The Intentional Investor #5: Perth Tolle 3:00

14d ago3:00

3:00

In this episode of The Intentional Investor, host Matt Zeigler interviews Perth Tolle, founder of the Freedom Index and Life + Liberty Indexes. Perth shares her remarkable journey from growing up in China to launching a freedom-weighted emerging markets ETF strategy, which recently celebrated its 5th anniversary. She discusses her experiences with …

1
Adam Seessel: Where the Money Is: Value Investing in the Digital Age 1:12:58

12d ago1:12:58

1:12:58

Investing continues to change -- we talk about Ben Graham's lessons from one particular investment, and where the money is in this new era for investors.Any stocks mentioned today, as always, are no recommendations; they are case studies or illustrations — please do your own research and/or talk to an advisor, please.My guest today is Adam Seessel.…

1
Breaking News #22: Israel, Meme Stocks and the Rising Risks Across the Globe 1:03:20

23d ago1:03:20

1:03:20

Risks are rising on a variety of fronts across the world. And market players are positioning themselves to profit before they are realized. In this episode of Breaking News, we take a tour of some of the major issues we face in the current challenging environment. We discuss the peculiar announcement by Ireland, Norway, and Spain recognizing the Pa…

1
Epsilon Theory on Tape: The NFL Has a Gambling Problem 46:59

18d ago46:59

46:59

The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the NFL in 2021, however, IS new.By Ben Hunt

1
Jeff Gilbert: Curiosity, Ethics, Investing, Frauds & More 1:21:02

29d ago1:21:02

1:21:02

An hour-plus with a master storyteller, forensic accountant, investor, and a good friend. Jeff is such a terrific guy. He has that voice and storytelling gift that keeps you hooked for hours because every minute, you feel like he is letting you in on the biggest secret, and he really is. I had to have him here on TB, and he kindly said yes. He is a…

1
The Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory Podcast 1:12:04

1M ago1:12:04

1:12:04

A wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-…

1
The Intentional Investor #4: Bogumil Baranowski 1:12:04

24d ago1:12:04

1:12:04

In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-generational mindset. Baranowski shares his personal journey from growing up in communist Poland to discovering the transformative potential of free market economies and property rights. We also discuss the i…

1
Ben Hunt: Epsilon Theory Part Four 53:59

29d ago53:59

53:59

Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…

1
Elizabeth C. Pagé: Leadership for a Change — What Climbing the Himalayas with a Sherpa Can Teach Us About Business 1:21:00

26d ago1:21:00

1:21:00

We will learn about leadership from a global executive who taught 60,000 students around the world.My guest today is Elizabeth Campbell Pagé. She is an entrepreneur, manager, and global executive in international organizations, including The World Bank, Inter-American Development Bank (IDB), and The Royal Society. Elizabeth teaches cross-sectoral t…

1
Breaking News #21: Donald Trump and the Story the Media Isn't Telling 58:12

29d ago58:12

58:12

In this episode of Breaking News, we explore a range of topics, from the lack of media coverage surrounding the billions of dollars funneled to Donald Trump through his social media company, to the pervasiveness of gambling and speculation in our society. We discuss the embedded wage-price inflationary environment and its potential impact on our fr…

1
Jeremy Deal: Cultivating the Investing Craft 1:18:23

1M ago1:18:23

1:18:23

Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quality and durability of future earnings power is not reflected in the price. The fund's goal is to buy and hold a handful of businesses that can survive and thrive over long periods of time.www.jdpcap.comToday, my g…

1
A Fireside Chat with the Host: Bogumil answers Matthew Stafford’s questions 1:10:09

1M ago1:10:09

1:10:09

Before I tell you about this week’s bonus episode, here is a quick announcement: this episode will air on Wednesday, May 1, a day before my arrival in Omaha for Buffett’s Berkshire Meeting. If you are in Omaha and see me, please say hello; I’d love to meet you and hear more about you. Even if you aren’t coming to Omaha but feel inspired to share so…

1
The Intentional Investor #3: Howard Lindzon 59:35

1M ago59:35

59:35

In this episode of The Intentional Investor, host Matt Ziegler interviews Howard Lindzon, the founder and CEO of StockTwits. Lindzon shares his journey from aspiring comedian to stockbroker, entrepreneur, and investor, highlighting the importance of mentorship, tight networks, and adaptability in the ever-changing landscape of business and technolo…

1
Guido Alfani: As Gods Among Men. A History of the Rich in the West 1:24:14

1M ago1:24:14

1:24:14

What if you could learn from the richest people that ever lived -- both how to make money, and how to keep it once you make it. My guest has a lot to share about both pursuits.Guido Alfani is a Professor of Economic History at Bocconi University, Milan (Italy). He is also an Affiliated Scholar at the Stone Center on Socio-Economic Inequality (New Y…

1
Breaking News #20: Hot Ones and Phony Wars 59:09

1M ago59:09

59:09

In this episode of Breaking News, we examine the recent situation with NPR and how it relates to the concept of fiat news. We also delve into the current state of tensions between Iran and Israel and why we may see a 'phony war" in the coming months. Additionally, we examine the underwhelming sales of Tesla's Cybertruck and the broader decline of t…

1
Richard Adler: Reflecting on REITs 55:00

2M ago55:00

55:00

Richard Adler was a co-founder and former Managing Director of EII Capital Management, an investment advisory firm for over 38 years managing REIT portfolios beginning in 1986. He has sat on the advisory board of Armada since its founding, and is a storied entrepreneur and business leader. Richard joins Phil to discuss REITs, investment, and reflec…

1
The Intentional Investor #2: Justin Castelli 1:11:34

2M ago1:11:34

1:11:34

In this episode of the Intentional Investor, Matt Zeigler and Justin Castelli explore the intersection of life and investing, discussing the importance of aligning your financial plan with your personal values and vision. Justin shares his unique perspective on setting goals versus having a vision, emphasizing the significance of investing in exper…

1
Ken Honda: Happy Money - The Japanese Art of Making Peace with Your Money 1:13:32

2M ago1:13:32

1:13:32

80th Episode!! My guest today is Ken Honda, the best-selling author of a beautiful book — Happy Money.Another way of looking at money: a money conversation that will make you smile if not laugh!At just 29 years old, Ken made an unexpected decision: he stepped away from a successful career in consulting and accounting to fully immerse himself in the…

1
Cursed Knowledge #28: Casual Gambling 25:09

2M ago25:09

25:09

Gambling is a big deal. And everyone's got an opinion one way or another. It's had a pretty insane increase over the last few years. But what happens when Gambling becomes gambling? When it stops being a grand event and is instead a much more insidious and, well, casual thing. Spoiler Alert. Nothing good. It's now showing up everywhere. From sports…

3751
Men of God in the City of Man, Pt. 5: Epidemic 52:41

2M ago52:41

52:41

Men of God prophesied as early as 2007 that God would make Donald Trump the President of the United States.Our narrative virus gave these predictions fertile ground to take root.By Ben Hunt

1
Cliff Asness: The Cliff Factor 53:03

2M ago53:03

53:03

Cliff Asness is the founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Phil joins Cliff at his AQR office to chat about market concentration, value investing, and the market environment as a whole. Through the conversation, Cliff shares a wealth of knowledge and perspectives from his 30+ years of experience in the a…

1
The Intentional Investor: Ben Hunt 1:25:47

2M ago1:25:47

1:25:47

In this episode of The Intentional Investor, Matt Ziegler has a wide-ranging conversation with Ben Hunt, discussing Ben's journey from academia to finance and the pivotal moments that shaped his career. Ben shares his lifelong fascination with games, puzzles, and cracking codes, which eventually led him to the world of investing. They delve into Be…

1
Polina Pompliano: Hidden Genius: The Secret Ways of Thinking that Power the World’s Most Successful People 1:15:05

2M ago1:15:05

1:15:05

My guest today is the author of “Hidden Genius,” The Secret Ways of Thinking that Power the World’s Most Successful People, Polina Marinova Pompliano. She is the founder of The Profile, a media organization that studies successful people and companies.Previously, she spent five years at FORTUNE where she covered technology and venture capital.As th…

1
Breaking News #19: Number Go Up For November 57:16

2M ago57:16

57:16

In this episode we discuss how the upcoming November election is shaping the current political and economic landscape. We discuss why inflation, the stock market and the war in the Middle East are all being viewed through a political lens as the election approaches and those with a vested interest seek to influence its outcome . We also discuss the…

1
Michael Antonelli: Good Vibes & Bull Vibes 39:16

2M ago39:16

39:16

Michael Antonelli is a market strategist at Baird Private Wealth Management and author of the "Bull and Baird" blog. In a world where there is no shortage of anxiety inducing doomsday narratives, Michael stands out by being a bullish optimist. Michael makes the case for communicating about the market using common language, using a data driven appro…

1
Devin Martin: Discovering Lifestyle Integrity: Wealth, Success, Dream Life & Career 1:35:44

2M ago1:35:44

1:35:44

Devin Martin is the founder of the executive life coaching company LifeStyle Integrity. His purpose is to bring wisdom to power, and his passion is helping leaders make life-altering decisions.Because of his core belief that the fate of both humanity and the planet hinges on the decisions that our leaders make, he has since dedicated his career to …

1
Gautam Baid: The Making of a Value Investor: What a Bear Market Taught Me About Investing 1:06:21

2M ago1:06:21

1:06:21

Best-Selling Author | 2nd Time on TB | Top Ten TB Episode for 12 months | 50,000 Download MilestoneGautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund. He invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.Gautam is the author of the international best-seller on value investing, T…

1
Breaking News #18: The Rise of Raccoons 1:02:23

2M ago1:02:23

1:02:23

As anyone who has ever left their trash lid loose would know, racoons have a tendency to come in and clean up the leftovers. And they make a huge mess while they do it. That isn't the only place they exist, though. Raccoons also exist in the financial world, the self help world and a lot of other places. They come in and take what is leftover from …

1
Jared Dillian: Hungry Like A Wolf 39:40

3M ago39:40

39:40

Jared Dillian, author and investment strategist, joins the Phil Bak podcast. He is the author of books such as No Worries: How to live a stress-free financial life, and Street Freak: A Memoir of Money and Madness. Jared and Phil discuss financial freedom, hard work, rules for success, and taking control over your financial outcomes.…

1
Eddie Palmgren and Niklas Sävås: Investing by the Books Hosts Talking about Serial Acquirers, Investing, Money, Inheritance, Immortality, and More 1:37:50

3M ago1:37:50

1:37:50

Today’s guests — Eddie Palmgren and Niklas Sävås are passionate about learning and investing. They are the hosts of Investing by the Books podcast and work at Redeye, an investment bank in Stockholm, Sweden.It’s a wide-ranging rich discussion from inheritance to immortality and everything in between.Today, they both share with me not only their chi…

1
Dan Haylett: Humans vs. Retirement, Becoming a Retirement Rebel, and Getting Over the Fear of Running Out of Money 1:08:17

3M ago1:08:17

1:08:17

My guest today is Dan Haylett (the host of the #1 Retirement Podcast in the UK). Dan’s ‘pull back the duvet every morning’ purpose is to help his clients spend their time and money on what’s truly important.His passion for understanding and learning about the emotional, behavioral, and financial challenges of life after work makes him a true specia…

1
Breaking News #17: The Rise of Financial Nihilism 1:02:47

3M ago1:02:47

1:02:47

Younger generations today feel like they don't have a chance. Whether it be rising home prices or income and wealth inequality, they feel that they are starting with a significant disadvantage relative to older generations. One of the responses to this has been to resort to more aggressive gambling when it comes to their investments and their lives…

1
Michael Green: Broken Markets 45:49

3M ago45:49

45:49

Mike Green, CFA, is the Portfolio Manager and Chief Strategist at Simplify Asset Management. Mike and Phil discuss the over-emphasis of indexing, passive investment, and low fee competition causing potential hazards in investing. This includes large cap companies receiving the bulk of capital, reduced reward for conducting fundamental analysis, and…

1
Thomas Chua: Steady Compounding, Leaving the Iron Rice Bowl to Chase Your Dreams 1:07:42

3M ago1:07:42

1:07:42

Thomas Chua writes, hosts a podcast, runs a stock research service, he is the founder of SteadyCompounding.com , where he writes about lessons from super investors, stock analysis and market insights.Compounding is a fascinating concept, so simple, yet so hard to embrace. I lately spoke about it with Pieter Slegers from Compound Quality and Gautam …

1
Rob Simone: A Big Short REIT 50:15

4M ago50:15

50:15

Phil Bak sits down with Rob Simone, managing director of Hedgeye Risk Management. Rob has over 15 years of corporate equity research within the REIT sector. Rob joins Phil today to discuss his famous short call on Medical Properties Trust.

1
Pieter Slegers: Compounding Quality: Lessons from the Investing Legends 1:09:21

3M ago1:09:21

1:09:21

My guest today is Pieter Slegers, the founder of the world-famous and hugely successful Compounding Quality Newsletter.Pieter and I missed each at the last year’s Berkshire meeting, but connected soon after. It was Gautam Baid (the author of Joys of Compounding) who in Omaha told me I should chat with Pieter. We had a few wonderful calls since then…

1
Breaking News #16: Technology and the Teenage Mind 57:53

3M ago57:53

57:53

We all know that technology can be bad for children. But a new paper from 13D Research, which was republished on Epsilon Theory, really drove home the point of just how bad it can be be and the impact it has on the wirings of children's minds. In this episode, we discuss this research and what we can do as parents to help mitigate the damage techno…

1
Rachael Camp: Dream Life, Financial Freedom, Sudden Wealth, Alternatives to Retirement and more 1:05:15

3M ago1:05:15

1:05:15

Money is a difficult topic, so when I meet someone who can make it easier, I can’t wait to have them on the show.Rachael is a Certified Financial Planner and owner and founder of Camp Wealth, a financial planning firm for high-earners and entrepreneurs.She graduated from Indiana University Kelley School of Business with a degree in Finance, and spe…

1
A Fireside Chat with the Host: Bogumil answers Matt Zeigler’s questions 1:32:48

4M ago1:32:48

1:32:48

My recent podcast guest and a good friend took over the show and asked me some incredibly thoughtful questions -- what followed was a lovely discussion.Matt is one of those multi-faceted individuals that I feel blessed to have in my life that no simple bio can describe, but it doesn’t have to.He reads, writes, loves music, he is passionate about fi…

1
Christian Billinger: Investing a Family Fortune with the Soul in the Game 1:42:39

4M ago1:42:39

1:42:39

Christian and I were at the same investor event in Zurich last summer, John Mihaljevic’s MOI Global. A couple of mutual friends told me I needed to have Christian on the show, and he was kind enough to say yes, and we sat down, and chatted for over an hour. Christian Billinger has invested in European equities for close to 20 years, first as an ana…

1
Breaking News #15: Useful Idiots 1:01:21

4M ago1:01:21

1:01:21

Over ten countries are currently engaged in hot wars in the Middle East. But you wouldn't know if from the media coverage where what has been going on has received limited attention. In this episode we dig into why that is. We also cover Tucker Carlson's recent interview with Vladimir Putin, Joe Biden's attempts to tackle shrinkflation and airline …

1
Vishal Khandelwal: The Sketchbook of Wisdom, A Hand-Crafted Manual on the Pursuit of Wealth and Good Life 1:37:38

4M ago1:37:38

1:37:38

Vishal Khandelwal is the founder of Safal Niveshak, an investor education initiative. He is an independent analyst and financial writer. He says that he spends 75% of his waking time reading. He is the author of The Sketchbook of Wisdom, A Hand-Crafted Manual on the Pursuit of Wealth and Good Life. I highly recommend it; it’s a beautiful book packe…

1
Cursed Knowledge #27 Panera Lemonade 25:02

4M ago25:02

25:02

Panera's in hot water over their charged lemonade. After building their brand on clean and healthy food, they're now facing several lawsuits claiming their lemonade caused permanent heart damage and even death. So what's really going on with the lemonade? And why is the story surrounding it so misleading?…

1
Jordan Olmscheid: The Wealth Letters, A Crowdsourced Guidebook on How to Find True Wealth, Wisdom & Meaning in a Noisy World 1:13:29

4M ago1:13:29

1:13:29

Jordan Olmscheid is a successful small business owner and the editor of the Wealth Letters, a collection of letters written by people from all walks of life. The idea was to tap into the wisdom of the crowd and distill wisdom from the life and business experiences of others. Jordan was kind enough to include me in his project, and we’ve had some wo…

1
Breaking News #14: Harvard Material 1:04:03

4M ago1:04:03

1:04:03

Harvard has some of the most stringent admission standards of any university. Most people will never have the opportunity to receive a degree from this elite institution. But that doesn't mean you can't obtain your "graduate certificate" in fields like Museum Studies, Social Justice and Digital Storytelling all for the bargain price of $12,880 from…

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