Feb 13, 2023
In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas.
Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent...
Nov 29, 2022
In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.
Tom spent the last 16 years on Wall Street working in the
distribution of research for firms like Merrill Lynch, Bank of
America, Consumer Edge, and Stifel.
Tom is someone who inquisitively consumes content across...
Oct 26, 2022
We've got a special edition podcast this week!
A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to...
Oct 12, 2022
In this episode I talk with Robert Mullin, general partner and portfolio manager at Marathon Resource Advisors.
Marathon Resource Advisors manages investment strategies focused on income generating natural resource equities in the energy, mining, agriculture and renewables space.
We talk about:
CapEx Perfect Storm
Sep 28, 2022
In this episode I talk with Travis Kimmel.
Our topics include:
This is the link to Travis' favorite book on management we discussed: 12: The Elements of Great Managing
Travis' best book he has read in finance: