Posts Categorized: Finance

The State of Automated Investing, with Jon Stein – [Invest Like the Best, EP.09]

Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment.  Betterment manages $5 billion dollars for over 175,000 clients.  Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the…

An Internal Locus of Control — Kiley Adams [Invest Like the Best EP.08]

This episode is a major departure from the norm.  My guest, Kiley Adams, is only 21 years old. She has crammed more learning and adventure into two decades than most people could hope to in a lifetime.  She’s track-and-field star, valedictorian, varsity soccer player, Tae Kwon Do fourth degree master black belt, and philanthropic researcher. …

The Best “Per-Page” Books

Let’s get right to it. For more every month, sign up for the book club. Non-Fiction   Because the criteria is “per-page,” many of the non-fiction books I’ve chosen are very systematic. They tend to describe/explain how one or more system(s) work. This is so valuable because understanding a system is like having a big lever—it…

A Deep Dive into Hedge Funds with Ted Seides [Invest Like the Best EP.07]

This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any investor interested in the world of hedge funds.  Ted Seides worked under David Swensen at Yale’s endowment and was a co-founder, President and Co-chief investment officer at Protégé Partners, a multibillion-dollar…

The Quantified Self – Christian Rudder [Invest Like the Best EP.05]

In this episode, I speak with Christian Rudder, who is the co-founder of OK Cupid, a NY Times best-selling author (of the awesome Dataclysm), a data and math junky, and a musician. We discuss interesting and unsettling trends in OK Cupids dating data (age, race), artificial intelligence, the NSA, great books on the Civil War, and…

Podcasting Lessons, and PodGod

I’ve fallen in love with podcasts as a medium. They are the perfect tool for enjoyment, discovery, and education. I. It is very easy to launch a podcast if you are willing to pay someone to help you produce it.  Far easier than setting up a website. I rely heavily on Matthew Passy, who makes…

Thinking and Walking – Morgan Housel [Invest Like the Best EP.04]

In this week’s episode, Morgan Housel and I explore the differences between private and public market investing, how to foster innovation and creativity, how businesses are structured and organized, and how Morgan finds interesting books and topics to write about.  Morgan is a prolific writer and researcher, who recently left the Motley Fool and is…