Beste Balance Sheet podcasts (2024)

1
#41 The Composer 1:20:40

10d ago1:20:40

1:20:40

Anthony Bolton is best known for Fidelity Special Situationsfund’s 19.5% pa returns, 6% above his benchmark, over a 28 year period. He was not only a highly accomplished investor but was both revered and liked by his colleagues. Pragmatic, unfailingly courteous, courageous, and universally popular, he exhibits none of the arrogance that is sometime…

1
Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance 43:04

11d ago43:04

43:04

Imagine trying to find your way in the dark without a light. Even if you have a plan, do you have a light to help show you the way? Our purpose and values are the light that helps to guide us along our lives and weaves itself into our financial plans. Our resident therapist expert, Dr. Jennifer Dragonette, helps us explore how deeply our emotions a…

1
Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose 48:11

18d ago48:11

48:11

Have you ever set a goal and wondered why is this really important to me? Or did you set an objective and lose your motivation while trying to achieve it? I welcome back to the show Professor Ayelet Fishbach, Eric J. Gleacher Distinguished Service Professor of Behavioral Science and Marketing at the University of Chicago. Ayelet is a motivation sci…

1
Paul Fenner – Is the Election Over Yet? 8:13

25d ago8:13

8:13

By the time this episode is released, I sure hope we have an answer to who won the 2024 presidential election. I wanted to take a few minutes to explain my strategy of how I have handled this current election cycle, highlighting what I have done and, more importantly what I have not done. While tuning out the noise of the election is hard, patience…

1
Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes 36:35

1M ago36:35

36:35

Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes Do you ever wonder why fear takes over when trying to gain traction when it comes to your physical or financial health? Dr. Teryn Clake, our resident neurologist expert, is back to discuss why negative feedback loops are stronger than positive ones, making …

1
How to Use Emotions as Information - Dr. Jennifer Dragonette 29:39

1M ago29:39

29:39

Every day, we are surrounded by our emotions. But how can we use our emotions as information rather than be bullied by them? Our resident therapist expert, Dr. Jennifer Dragonette, joins us once again to discuss the concept of emotions as information and explore how our feelings significantly impact our financial decisions, careers, and overall lif…

1
Why Politics Should Stay Out of Your Portfolio 12:06

2M ago12:06

12:06

If you haven't heard, a presidential election is happening this year. This often leads to a topic of conversation or a series of questions about what will happen to the stock market, depending on who wins. In this episode, I dive into why politics should stay out of your portfolio. Why time invested in the market is better than trying to time the m…

1
#40 The Chronicler 57:34

2M ago57:34

57:34

Lionel Barber is the former editor of the Financial Timesand probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44xearnings. And as editor, Barber fully bac…

1
The Hidden Dangers of Seed Oils for Brain Health - Dr. Teryn Clarke 32:01

2M ago32:01

32:01

Dr. Teryn Clarke is back with us to delve into a topic affecting our health in surprising ways: seed oils. Have you ever wondered about the hidden impacts of common cooking oils on your brain and overall well-being? Dr. Clarke explains what seed oils are, where they come from, and how they contribute to inflammation—a key factor in diseases like Al…

1
Jill Benedict – How to Master and Save Money on Family Vacations 51:44

2M ago51:44

51:44

I am often asked how families master planning for vacation from a financial and experience standpoint. Jill Benedict, a seasoned travel agent who runs a unique travel agency, emphasizes that vacations aren't just about booking trips—they are about creating memorable experiences that align with personal and financial goals. Jill shares her insights …

1
Unlocking Your Personal Power: Embrace Your Control 9:21

2M ago9:21

9:21

You have more power and control than you realize, has become a powerful theme emerging from my recent planning sessions with families. In this episode, we'll explore how taking control of your emotional and financial well-being can profoundly impact your life. Drawing insights from my own experiences and the wisdom of expert guests like neurologist…

1
Dr. Jennifer Dragonette – Understanding the Role of Money Conversations in Relationships 34:08

2M ago34:08

34:08

How do you have money conversations with your spouse or partner? And just as important, what are you trying to achieve by having them? Today, we're diving deep into the intricate dance of relationships, communication, and money with our resident therapist, Dr. Jennifer Dragonette. We explore the importance of understanding each other's upbringing a…

1
#39 The Optimizer 1:06:20

2M ago1:06:20

1:06:20

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. Harris has also constructed a unique organisational methodology to hand…

1
Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating 40:39

3M ago40:39

40:39

Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating I am excited to have Dr. Teryn Clarke join us once again. Dr. Clarke also sheds light on the power of mindful and balanced eating over restrictive diets, sharing her insights from her research and personal experiences. We'll discuss practical tips for implementing time-r…

1
Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor 56:52

3M ago56:52

56:52

Can you find trust and comedy within the highly personal and emotional arena of financial planning? Tom McCarthy has built a successful 24-year career in the mortgage industry based on trust, doing what is in the best interests of his clients, and with a little comedy. Tom shares his unique perspective on the current housing market, including the i…

1
Multiple Retirement Options to Choose 9:16

3M ago9:16

9:16

Door Paul Fenner

1
Dr. Benjamin Ritter – Becoming Fearless: Finding Harmony and Purpose in Personal and Professional Life 46:26

3M ago46:26

46:26

How do you find harmony between your personal and professional lives? Do emotions such as fear hold you back from finding your unique purpose? Dr. Benjamin Ritter rejoins us as we discuss his new book, "Becoming Fearless, 65 Strategies to Journey from Self-Doubt to Self-Mastery." Ben and I dive deep into the importance of focusing not just on our f…

1
Carrie Schochet – Leveraging LinkedIn and Networks for Discreet Job Opportunities 38:20

4M ago38:20

38:20

Are you frustrated with your current job but aren't taking the first step you know you need to make to implement a positive change? Carrie Schochet, executive recruiter and founder of Purple Squirrel Advisors, rejoins us as we navigate career challenges and changes. We dive deep into the importance of networking and making meaningful connections, e…

1
#38 The Cyclist 1:13:17

4M ago1:13:17

1:13:17

Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer te…

1
Two Pieces of Data Tells the World About You 9:49

4M ago9:49

9:49

Ep.153 – Two Pieces of Data Tells the World About You What if I told you that only two pieces of data would tell me everything I needed to know about you? Could you guess what they would be? These two data points show where your money goes and how you prioritize your time. I'll explore how understanding these elements can help align your spending a…

1
Megan Brissette – The College Planning Journey: A Student's Perspective on Academics, Finances and Social Transition 32:03

4M ago32:03

32:03

Whether you're a parent looking for guidance on supporting your child through the college planning process or a high school student trying to figure out your own path, this episode is packed with relatable insights and practical advice from a student's perspective. 19-year-old Megan Brissette shares her journey from developing her college list to t…

1
Why You Should Care About the Financial Health of Your Employees with Andy Bandyopadhyay of Attune Insights 28:58

4M ago28:58

28:58

In the most recent episode of Beyond the Balance Sheet, Jace sat down with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights. Andy teaches at the Berkeley Haas School of Business, where he challenges Silicon Valley founders to put people first, and at the Berry College MBA program, where he teaches business owners to build people-first rese…

1
When Does a Cost Stop Being an Expense and Start Being an Investment 9:23

4M ago9:23

9:23

When does a cost stop being an expense and start being an investment? The answer to this question is part of a broader search for helping people identify and develop their purpose and supporting objectives, not solely from a financial perspective but more from a personal and lifestyle perspective. Ultimately, the transition from expense to investme…

1
Productivity and Parenting: Raising Intrinsically Motivated Children 8:51

5M ago8:51

8:51

When you think of the word productivity, what is your first thought? Today, we're diving into a fascinating discussion on productivity, but not in the way you might expect. Recently, I had a conversation with one of my clients about what it means to raise productive children and the challenges parents face in this endeavor. Whether you have one chi…

1
#37 The Analyst 59:13

5M ago59:13

59:13

John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. Inthis conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requ…

1
Enjoy Your Holiday and Our Past Episodes 0:57

5M ago0:57

0:57

We are taking a break to spend time with friends and family this week as we celebrate the 4th of July holiday. Be sure to check out our 150th episode from last week, where I highlight some of my favorite conversations over the past four years of hosting the show. You can access that show here to find an episode I am sure you will love. Connect with…

1
Reflecting on 150 Episodes: Celebrating Awareness and Life Transitions 30:14

5M ago30:14

30:14

Welcome to the 150th episode of the Emotional Balance Sheet podcast! I can hardly believe it's been nearly four years since we launched our journey in October 2020. Through the ups and downs, your support has kept us going, and today, I want to celebrate this milestone by highlighting some of the most meaningful conversations we've had. In this spe…

1
Striving For Efficient Lives 8:03

6M ago8:03

8:03

Inspired by a quote from psychologist Amos Tversky, I wanted to dive into the detrimental effects of over-scheduling and the importance of allowing ourselves time to wander and be creative. Cognitive scientist Scott Barry Kaufman's research finds that 72% of our best ideas often come to us in the shower. Why is that? And what other places could we …

1
#36 The Runner 1:18:25

6M ago1:18:25

1:18:25

John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles. We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation ev…

1
Dreams and Dollars: Navigating a Vacation/Rental Home Purchase 14:08

6M ago14:08

14:08

As we dive into the summer vacation season, a frequently asked question arises: should I buy a vacation home or rental property? I share personal insights and experiences from when my family purchased a vacation home in Traverse City, Michigan, diving into the various considerations and decisions involved in such a significant financial commitment.…

1
Data Breaches: What You Can Do to Help Protect Yourself 11:31

6M ago11:31

11:31

Recently, a massive breach at Ticketmaster potentially affected over 500 million people. While this is not an isolated incident, data breaches are becoming increasingly common. So what can you do? In this episode, I'll be sharing practical steps you can take to safeguard your personal information, including investing in a credit monitoring service,…

1
Creating a Supportive and Balanced Work Environment with Bill Tyndall of Tynrose, Inc. 27:25

6M ago27:25

27:25

In the most recent episode of Beyond the Balance Sheet, Jace sat down with Bill Tyndall, founder & CEO of Tynrose, Inc. Bill is a former D1 college football player, turned seasoned entrepreneur and investor. Tynrose, Inc. is a holding company focused on long-term innovation within the digital transformation industry. Throughout his career, he has b…

1
The U.S. Government is Not Going Bankrupt 9:46

6M ago9:46

9:46

Do you believe the U.S. government is going bankrupt? It's becoming more of a common question as our national debt levels have ballooned to epic proportions. It might even conjure up emotions of fear if you listen to mainstream media sources. However, if we go beyond the headlines, we will find that the U.S. is not going bankrupt, and we should lik…

1
E3 Carine Smith Ihenacho of Norges Bank IM 48:12

6M ago48:12

48:12

Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: Ho…

1
Dr. Shaan Patel - Decoding Test-Optional College Admissions 47:05

6M ago47:05

47:05

Have you ever wondered if standardized tests like the SAT or ACT are still relevant, especially when colleges offer test-optional admissions? The debate around standardized testing has become more nuanced than ever. With the rise of test-optional college admissions, many students and parents grapple with the question: Is taking the SAT or ACT still…

1
Unsolicited Advice for Everyone About to Graduate 12:06

7M ago12:06

12:06

Welcome to a special "Emotional Balance Sheet" graduation episode where we're diving into real-world advice for all the fresh graduates. Congratulations on this incredible milestone in your life! Now, let's talk about what comes next. While the world often echoes Steve Jobs' famous 2005 Stanford speech urging graduates to follow their passion, toda…

1
#35 The 100 Bagger Hunter 57:33

7M ago57:33

57:33

Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investingnewsletter which led him to travel the world seeking investment ideas. Studying the universe of 100 Baggers has led Chris to a clear set of inv…

1
Why Every Startup Should Use AI With Mehdi Tehranchi of KnowledgeNet.ai 27:38

7M ago27:38

27:38

In the most recent episode of Beyond the Balance Sheet, Jace sat down with Mehdi Tehranchi, co-founder and CEO of KnowledgeNet.ai. Mehdi Tehranchi is a seasoned software entrepreneur who is currently working on his third startup. KnowledgeNet is an AI solution designed to help companies retain knowledge across their organization. Jace and Mehdi tal…

1
Christina Gossayn – Embracing Identity and Prioritizing Yourself in Parenthood 48:37

7M ago48:37

48:37

Have you ever taken the time to think about who you are? We all have multiple identities, but how do the different people we represent come together to form who we are? Christina Gossayn, a behavioral scientist and Ph.D. in Organizational Behavior candidate, has focused her research on how identities evolve over time, especially under the mantle of…

1
A Lifetime of Teachable Moments 10:21

7M ago10:21

10:21

I am the product of a tight-knit, small-town community. While searching for a job during college, I was fortunate to cross paths with Darrell and Melodee Hoff, who became my first career mentors. Darrell recently passed, and I wanted to share not only the practical skills I learned from him but also the profound influence of his mentor in shaping m…

1
#34 The Letter Reader 1:03:48

7M ago1:03:48

1:03:48

Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser. His most famous book is the Essays of Warren Buffett in which he extracts sections from the sage’s letters over decades and orders them by subj…

1
Holly Markiecki-Bennetts – Study Skills, Self-Advocacy, and Finding the "Right-Fit" College 47:40

7M ago47:40

47:40

Did you know that the path to choosing the "right-fit" college for your child could also lead to life lessons in self-advocacy? I welcome back Holly Markiecki-Bennetts, a high school guidance counselor and college advisor who is also a mom to one + twins! Holly is a testament to thoughtful and intentional educational decision-making. While many hig…

1
Rising Dividends 8:02

8M ago8:02

8:02

ubscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify At retirement, your whole financial life essentially collapses down to one binary question: will your money outlive you, or will you outlive your money? Volatility in the market is often seen as a risk, but it's important to differentiate between the two. The real risk l…

1
#33 The Stoic 52:07

8M ago52:07

52:07

Peter Cowley is a successful angel investor. But it was histragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosedwith terminal Stage 4c can…

1
Banking for Startups with JP Ferro of Bridge Bank 22:39

8M ago22:39

22:39

It’s Friday night – having just finished your final Zoom call of the week, you hop into an Uber to pick up your friend from their Airbnb, while you check Yelp for a good restaurant to grab dinner downtown. Sounds like a pretty realistic scenario, right? In that sentence, I mentioned four different startups that we can't imagine life without. But wi…

1
Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy 53:21

8M ago53:21

53:21

What does the mainstream media get wrong in their economy and stock market coverage? How much does the economy influence the stock market and vice versa? Neil Dutta, a noted business economist from Renaissance Macro Research and father of 1 plus twins, takes us on a journey into investment advice's economics and shattering stereotypes mainstream me…

1
Emotional Decision Making 7:16

8M ago7:16

7:16

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify In the midst of disappointment, our emotions can run hot. Whether it's parenting, finances, or life in general, understanding the impact of emotions on our choices is crucial. Making decisions in the heat of the moment rarely leads to positive outcomes. Instead, creatin…

1
The Role of an Operator with Casey Woo of Operators Guild 24:40

8M ago24:40

24:40

What happens when a Navy SEAL gets put in a leadership position at a company? According to Casey Woo, that is exactly what the operator role is. “They are specialists at being generalists.” In our most recent episode of Beyond the Balance Sheet, Jace sat down with Casey, the founder and CEO of Operators Guild – an independent, invitation-only group…

1
E2 Barry Norris explains why offshore wind economics are unsustainable. 57:14

8M ago57:14

57:14

Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliableworkers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a fact…

1
Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships 42:25

8M ago42:25

42:25

Most couples think they end up in a therapist's office to talk about sex and money. But it's really deeper underlying issues couples are looking to hash out. Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, is a leading voice in the psychology of money and applied behavioral finance. In her practice, Joy has observed…

Podcasts die het beluisteren waard zijn

Balance Sheet Podcasts

Podcasts die het beluisteren waard zijn

Korte handleiding