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The Conscious PIVOT Podcast

Adam Markel, International Speaker, Best Selling Author, Business Mentor and Entrepreneur

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From entrepreneurship and leadership – to purpose and spirituality – the Conscious PIVOT Podcast is the place for powerful insights, interviews, stories, tools, and actionable advice from people who have successfully reinvented some area of their business and personal life. Gain greater insights to navigate your own pivot, learn how to fully embrace new opportunities, increase your performance, master the art and science of innovation and resilience, and love your life! Join Adam for a much ...
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show series
 
Could Korean stocks offer the same chance for high returns as Japanese stocks had? I have discussed these questions with Chan H. Lee and Albert Yong of Petra Capital Management. The video was recorded end of February 2024. We have discussed the following: 00:00 Podcast preview 00:58 Introducing Petra Capital 02:34 Is South Korea the winner of the U…
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In this podcast, Tom Gayner invites us to the Markel Brunch 2024 in Omaha and the Markel Reunion 2024 in Richmond. Here you can register for the Markel Brunch in Omaha: https://www.good-investing.net/event/markel-omaha-brunch-2024-omaha/ Here you can register for the Markel Reunion in Richmond: https://www.good-investing.net/event/markel-annual-mee…
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Chris Waller of Plural Investing (https://www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy. We have discussed the following: 00:00 Introduction to Chris Waller 01:30 Investments Chris Waller is excited about 05:20 What is his strategy? 07:30 Chris Waller’s circl…
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In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with Adam Mead. You can buy the book here: https://amzn.to/3ZtOzTw Learn more about the BRK AGM: https://www.good-investing.net/event/berkshire-hathaway-annual-shareholders-meeting-2024/ The Good Investing universe ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Apply to the Plus communit…
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In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: https://youtu.be/pPTV0nAdDQU), we discuss the companies’ ambition in renewables. We have discussed the following: 00:00 Intro 00:35 Welcome to part 2 of the ABO Wind video 01:00 From ABO Wind to ABO Energy 02:00 Becoming a global player in renewables 05:25 Understan…
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ABO Wind is back! Two years after our first interview (https://www.youtube.com/watch?v=VoiG8FKHTNE&t=1s), I am pleased to welcome CEO Karsten Schlageter for a two-part follow-up interview. We started our discussion with the heatedly debated change to a KGaA and followed up with questions on capital allocation. Here, we have discussed the following:…
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Please enjoy the second part of my conversation with Steffen Schneider of HomeToGo, where we covered HomeToGo Pro, M&A, and his investment in the company. We have discussed the following: 00:00 Recap 00:40 Introduction to part 2. Please check out part 1: 01:06 HomeToGo competitors 02:40 Smoobu competitors 06:27 The complexity of problem-solving wit…
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Two years after our first interview, it was great to have Marco Pescarmona of Gruppo Mutui Online back. The company has changed a lot since 2021. To better understand the change, we have discussed the following: 00:00 Teaser 00:32 Intro 00:51 The biggest challenge in the last two years 01:31 Biggest challenge at the moment 04:03 Acquiring new busin…
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I am pleased to welcome CFO Steffen Schneider for a two-episode discussion of HomeToGo and the business’s growth chances. We have discussed the following: 00:00 Intro 00:47 Introducing Steffen Schneider of HomeToGo 01:13 Reasons for considering HomeToGo in a competitive market 02:26 Customer persona A – the renter 08:06 Customer persona B – the sma…
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We had the pleasure to welcome Per Brilioth of VNV Global back. In this interview, we walk through Babylon’s bankruptcy and the portfolio companies’ chances. We have discussed the following: 00:00 Welcoming Per Brilioth 01:19 Getting through volatile periods 03:49 What went wrong with Babylon? 05:40 Learnings from Babylon bankruptcy 11:05 Portfolio…
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Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research. In the podcast, we talked about the following: 00:00 Welcoming Matthew Brown to the podcast 00:45 The Beginning of Matthew’s investing career 04:57 The Investment Research Management System 07:39 Reasons for using Notion 1…
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In the second part of our conversation with Christopher Tsai of Tsai Capital, we discuss Christopher’s heritage and what lessons he could learn from his family. Here you can find the first part: https://www.good-investing.net/podcast/2023/09/christopher-tsai-what-is-the-ultimate-goal-of-investing/ We have discussed the following: 00:00 Check out Pa…
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I had the pleasure to interview Shaurya Gupta of https://gupta-partnership.com/. Shaurya started his partnership 5 years ago, at the age of 21. He is hunting for quality stocks. We have discussed the following: 00:00 Welcoming Shaurya Gupta 00:33 Making it through the first 5 year 04:43 Starting a partnership early 06:33 Check out Stratosphere 07:0…
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We are back with a new format: The home studio talk! It was a pleasure to welcome Christopher Tsai of Tsai Capital as our first guest in Berlin. We have discussed the following: 00:00 Welcoming a special guest in our new studio 00:57 Navigating investing for 23 years 02:00 Building a client base 04:30 Chris‘ ultimate goal 05:15 The early portfolio …
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Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services. We have discussed the following: 00:00 Welcome 00:27 Disclaimer 00:40 Introducing Joshua Collinsworth 02:06 L…
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In this last part of my 2023 interview series with Guy Spier, we have collected helpful thoughts for emerging managers and investment business builders. If you are building an investment business, please check out www.good-investing.net/plus/ We have discussed the following: 00:00 Teaser 00:26 Good Investing Talks Intro 01:10 What were your best in…
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It was great to welcome Tom Gayner of Markel back on the podcast. This interview, done in April 2023, tells a bit of a different story. The core is built around how Tom has steadily built Markel’s reputation. We have discussed the following: 00:00 Introduction 01:05 Introducing Tom Gayner 01:50 Describing the market with music 06:57 “Touring” to bu…
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Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments. We have discussed the following: 00:00 Teaser 00:29 Intro Good Investing Talks & Disclaimer 01:07 Introducing Thomas Triska 01:41 The regional i…
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Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following: 00:00 Introduction 00:21 Good Investing Talks Intro 01:00 Why did you not invest in Apple? 08:37 Handling mistakes 14:00 Check out Stratosphere https://www.stratosphere.io/ and get 25% off with the code goodinvesting 14:…
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Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. Marko Graßmann just recently started managing the Alpha Star Europe fund. Here you can find additional information: https://www.alpha-star-aktienfonds.de/europa/ In Good Investing Plus, we have also discussed an investment idea…
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Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed the following: 00:00 Teaser & Introduction 00:57 Welcome back, Guy Spier 01:33 Guy’s meditation prac…
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Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining. We have discussed the following: 00:00 Introduction 01:05 Introducing Anthony Young 02:05 Disclaimer 02:12 Anthony‘s background 03:25 From…
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Stone House Partners has a fascinating investing approach. Compared to the other investors on this channel, they bring the term “concentration” to a maximum. What does this mean for their performance? The answer is surprisingly good! We have discussed the following: 00:00 Teaser 00:12 Introduction & Disclaimer 00:41 Introducing Mark Cohen & Raphi R…
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What are the pillars that make resilience?What is long-term resilience?How can you improve your flexibility and adaptability?Tune in, as Oleg and Adam, dive deep into strategies for developing resilience, things resilient people do, whether resilience is inherited or learned, qualities to develop as a leader to become resilient, and other related t…
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Jake Taylor of Farnam Street Investments has spent a lot of time building Journalytic (https://journalytic.com/). Journalytic is a journaling tool for investors. In this podcast, we discussed Jake’s background and what he has built with Journalytic. Apply to Plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.net/sup…
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What can one learn about life from a fighter pilot?What inspires people to become fighter pilots?What is a fighter pilot mindset?Tune in, as Oleg and Kim, dive deep into the most important thing to be a fighter pilot, hardest part of being a fighter pilot, the importance of keeping calm and carrying on, and other related topics.…
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It is the beginning to a brand new year.The perfect time to start making changes in your life.Some view such time filled with optimism and hope.Others view it filled with fear.What is the difference? Why do some see it one way and others see it differently?How can one find a new path when feel lost or uncertain? Tune in, as Mark and Oleg, dive deep…
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Check-out Wise ► https://good-investing.net/wise/ * JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into the company. Apply to plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.net/suppor…
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va-Q-tec is another European company that could be interesting for investors looking for opportunities in the energy crisis. The company specializes in energy savings with its unique isolation technology. Check-out Wise* ► https://good-investing.net/wise/ Apply to Plus ► https://www.good-investing.net/plus/ Support us ► https://www.good-investing.n…
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Support us ► https://www.good-investing.net/support/ & https://paypal.me/goodinvesting Apply to Plus ► https://www.good-investing.net/plus/ LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future plans of the German …
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How do you make a story captivating?What makes a story attractive or captivating?What are the characteristics of a memorable story?Tune in, as Oleg and Majeed Mogharreban dive deep into ways to develop a clear central message, tools for embracing conflict, frameworks for storytelling, importance of mining your personal experiences and other related…
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What does it mean to be "satisfied" with your life?Is satisfaction the same as fulfilment or happiness?What daily habits contribute toward achieve such state of being?Tune in, as Oleg and Matthew Lesser, explore ways to increase satisfaction in life, importance of exercise, sleep, nutrition, gratitude, tools for recognizing dissatisfaction, and oth…
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Are you aware of your attitude toward things?Many have argued that to be successful in any area in life you need to have the right attitude to approach any task or job.But, how does one develop it? Where does it start?Tune in, as Oleg and Harry Cohen, dive deep into ways your attitude determines your direction in life, how to change your behavior, …
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Apply to Plus: https://good-investing.net/plus/ Check out our sponsor: https://good-investing.net/ib/ * Dev Kantesaria is one of the two decision-makers at Valley Forge Capital Management. In his portfolio (https://www.dataroma.com/m/holdings.php?m=VFC) he is focussing on high-quality stocks. In our interview, you can get to know his high-quality a…
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Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we have discussed Soo Chuen Tan’s builder story and his investing approach. In our discussion we have discussed the following: 00:00 Check out Interactive Brokers @ https://g…
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What is the root cause of jealousy? Why is it important to understand jealousy? How do you cure jealousy? Tune in, as Kelly and Oleg, dive deep into exploring the different levels of jealousy, ways to let go of jealousy and insecurity, how to fix jealousy in a relationship, and other related topics.By Oleg Lougheed
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I had the pleasure to interview the CEO of Georgia Capita Irakli Gilauri. Georgia Capital is a holding that owns a lot of quality assets. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Introducing Irakli Gilauri of Georgia Capital 02:45 Post-Soviet-Georgia in the 1990s 06:51 Starting to…
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What are the toughest decisions in life? Why do you struggle making some decisions and not others? How do you make a big decision if you can't decide? Tune in, as Oleg and Anna dive deep into decision-making, ways to deal with decision anxiety, how to make a decision and not regret it, and other related topics.…
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A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining. Together with Fabian Erismann of the Earth Resource Investm…
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John Zolidis is an expert on retail and restaurant stock. I had the please to interview him on different opportunities in his universe of coverage. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:39 Who is John Zolidis? 02:47 Focussing on retail & restaurants 05:03 Tracking the US consumer …
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Do you notice your surroundings?Do you focus on one thing at a time?Are you grateful for what you have?Do you practice mindfulness?Tune in, as Oleg and Emilio, dive deep into the importance of spending time with people who make you feel happy, ways to be in the moment, tools for mindfulness, and other related topics.…
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Andrew is an advocate for embracing failure in order to live a fuller life. He believes that by doing so, one has the opportunity to learn and grow from their mistakes. He has had personal experience with this idea and uses it to guide his life choices. Tune in, as we discuss: 1) The importance of embracing failure, 2) How to tell if you're becomin…
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Decisions.We make thousands of them every single day.How do we know which one to make?How do we know where each decision might lead?Is it a shot in the dark?Or is there a process/methodology behind it?Tune in, as Oleg and Jeff, dive deep into the psychology of decision-making, “right” vs “wrong”, how decisions impact our story or life narrative, wa…
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Daniel Kröger runs the global ELM Global TICO fund with a strong tech focus. With him, I have discussed how he manages his portfolio during the current volatile market. We have discussed the following: 00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ * 00:38 Introduction to Daniel Kröger 02:57 Observations on the German vs. US t…
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How can you control the way you react?Can you train yourself not to react?Tune in, as Sigalle and Oleg, dive deep into understanding your emotions, importance of taking time outs, writing down your thoughts, practicing relaxation techniques, avoiding judgement, and other related topics.By Oleg Lougheed
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