Episodes

My guest today is Vatsal Nahata, Research Analyst at the International Monetary Fund (IMF). In our conversation, Vatsal talks about growing up in a middle class Marwadi community in Calcutta and the values he learned from his parents and grandparents. We also talk about his interest in the Indian civil service and his passion for economics, and Vatsal shares his inspiring story of how he utilized the power of social media to secure a job at the height of the pandemic. Please enjoy my conversati...

My guest today is Terry McGuire, a long time friend, partner and portfolio manager at Dividend Growth Partners. In our conversation today, we discuss the appreciation Terry gained from a migrant childhood and the friends he discovered along the way. Despite struggling with dyslexia, he was able to overcome the challenges it presented and go on to major in both rhetoric and economics. He also shares valuable lessons he learned from his first major investment loss in high yield bonds, and we delve...

My guest today is Jason Medley, a personal friend, entrepreneur and founder of The Collective Genius. In our conversation today we discussed Jason’s upbringing and the lessons he learned in discipline from a single parent household. We talked about hitting rock bottom and making the conscious choice to reprogram his life. We also discussed Jason’s subsequent journey that led him to founding The Collective Genius - the leading real estate mastermind for wholesalers and the overall value of peer t...

My guest today is Jeremy Hill, a successful entrepreneur and founder of JB Capital. In our conversations today, we discuss what success looks like and how one person's path to success may differ from another. We discuss how the ways we make connections today differ significantly from our grandparents' generations and the importance of a good connection in the business world. Please enjoy my conversation with Jeremy Hill. For full show notes, transcript, and links to content discussed in this e...

My guest today is Nick Anderson, advisor, mentor, and author of “Six-Word Lessons For Middle Managers”. In our conversation we discuss how Nick has drawn upon his experience in the banking industry coupled with how he’s overcome personal tragedy to mentor others through his company Chosen Leader. We dive into the meaning of Chosen Leader and the idea that leaders are not born or built. Please enjoy my conversation with Nick Anderson. For full show notes, transcript, and links to content discus...

My guest today is Chris Lahiji, President and founder of LD Micro, host of one of the most influential micro-cap conferences in the world of professional investing. Chris takes pleasure in pretty much everything he does; his larger than life personality lends itself well to being the founder of one of the most interesting conferences I attend each year. Chris’ approach to his conferences and to life is energizing and contagious. He defines a successful conference as a carefully orchestrated sens...

My guest today is Brian Morgan, President of Think Deeply, Write Clearly - a communications coaching company that teaches entrepreneurs how to create trust and credibility by writing powerful content. Brian is a former actor, author, copywriter, marketing expert, and deep thinker. Brian’s approach to writing developed from a seed of going back to first principles and wondering “What if I questioned whether everything that I was taught was true?” Please enjoy my conversation with Brian Morgan. ...

My guest today is Anthony Estevez, an entrepreneur from New York City and a good friend of mine. Anthony has formed many companies over the years. In our conversation we talked about New York’s Dominican community, how his father inspired him, and how he has learned and developed new businesses over the years. ------ Please enjoy my conversation with Anthony Estevez. For full show notes, transcript, and links to content discussed in this episode refer to the episode page here: ------ For m...

My guest today is PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation. In our conversation we discussed the differences between Canadian and US entrepreneurs. How 911 changed the trajectory of his career, and how 50% of the role of a CEO involves supporting the success of the people around them. ----- Please enjoy my conversation with PJ Patel. For full show notes, transcript, and links to content discussed in this episode refer to the episode page here: For more ep...

My guest today is Sam Namiri, Co-founder and Co-portfolio Manager of the Ridgewood Select Fund - a focused fund that concentrates on investing in publicly traded small and micro cap companies. In our wide ranging conversation, Sam talks about his upbringing as a Persian American Growing Up in Los Angeles, his experiences starting and running a successful business and how his journey to becoming an investor in small and micro cap businesses shaped and continues to shape his approach to investing....