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:
Sep 14, 2022
In this episode I talk with Bill Brewster from The Business Brew.
Bill is a private investor who tries to replicate Warren Buffett’s and Charlie Munger’s thought processes, but he is also influenced by Bill Miller III, Stan Druckenmiller, and others. The Business Brew podcast is his attempt to dig deeper into other...