John Zolidis is the president and founder of Quo Vadis Capital with 25+ years as one of Wall Street's most insightful retail and restaurant analysts, combining rigorous boots-on-ground research with philosophical training to identify fundamental drivers of consumer business success.

Manish Singh is a global investor and meditation practitioner who manages family capital across India, North America, and Western Europe while calling himself a "happy monk" and writing the blog "Mind of Manish."

Lawrence Yeo is a former corporate finance professional turned writer-illustrator-philosopher who left investment banking to pursue creative storytelling full-time, creating the blog "More to That" and publishing a book "The Inner Compass," exploring the intersection of self-understanding, money mindset, and authentic living. This is his very first podcast interview discussing the new book!

Jamie Yuenger is the founder and CEO of StoryKeep, a pioneering company that helps affluent families preserve their legacies through documentary filmmaking and storytelling, transforming how multi-generational wealthy families connect with their heritage and values.

Barry Ritholtz is the founder and Chief Investment Officer of Ritholtz Wealth Management, overseeing billions in client assets and helping investors avoid costly mistakes while building lasting wealth. He’s the acclaimed author of “How Not to Invest,” sharing hard-won lessons from decades in the trenches. Barry is also the creator and host of Bloomberg Radio’s “Masters in Business,” one of the most influential business podcasts in the world, where he interviews top minds in investing and economics. Today, we’re thrilled to welcome his unique perspective to the conversation.

Dede Eyesan - Founder of Jenga Investment Partners and author of "Global Outperformers". Dede Eyesan, the visionary founder of Jenga Investment Partners and author of Global Outperformers, who shares insights on identifying high-growth companies and navigating global markets with a unique blend of fundamental analysis and entrepreneurial spirit.

Ruschelle Khanna - Family business consultant, psychotherapist, and author of "Inherited Trauma and Family Wealth"

Chris Waller. Founder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity.

Caleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families through 18-month transformational storytelling journeys to preserve legacies and inspire human flourishing.

Ardal Loh-Gronager - Founder and Managing Partner of Loh-Gronager Partners Investment Partnership

Background: Over 10 years of financial industry experience at Goldman Sachs, Morgan Stanley, and Credit Suisse. Half Danish, born in UK with a global upbringing across Europe, Asia, and Australia.

Dave Nadig - 30-year veteran of the ETF industry, financial blogger, and advocate for pro-flourishing capitalism

David Werdiger, Director of Nathanson Pearson and bestselling author of "Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History"

Celebrating 150 episodes and 150,000 downloads

Gratitude for listeners and 10,000 monthly downloads

Reflection on past milestone episodes: Guy Spier (10th), William Green (50th), and Chris Mayer

Invitation to share the episode with others who might enjoy it

As I was preparing for my trip to Omaha, an idea took hold that I couldn't shake: to create something special for Berkshire Hathaway enthusiasts. I've gathered insights from my conversations with leading Berkshire experts, distilling their wisdom about Warren and Charlie into one compact episode.

This compilation features the most profound ideas and memorable quotes from these discussions—packaged perfectly for your journey to Omaha, or to enjoy during a walk or bike ride if you're attending in spirit. I'm truly excited about how it came together and believe you'll find tremendous value in it. Share it with the investment enthusiasts and wisdom-seekers in your life who would appreciate these timeless lessons!

Guest: Rick Carew - Former Wall Street Journal journalist covering Asia's financial markets, current investor and educator teaching value investing at Fordham University's Gabelli School.

Key Topics: Value investing, journalism skills in investing, China-US business relations, AI in education, personal success philosophy

Nuala Walsh - Mind Equity CEO, Professor of Behavioral Science at Trinity College Dublin, non-executive director, award-winning author, TEDx speaker, and London School of Economics fellow. Recognized among the 100 most influential women in finance with a 30-year investment career spanning BlackRock, Merrill Lynch, Standard Life, and Aberdeen. Author of "Tune In, How to Make Smarter Decisions in a Noisy World."

Soren Peterson is a 20-year-old investor and co-author (with his sister Maya Peterson) of "The Early Bird: The Power of Investing Young." Soren has been investing since the age of 7 and brings a unique perspective on building wealth through long-term investing from an early age.

An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm.

Today's guest is Alex Morris, the founder of TSOH Investment Research and author of Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from Berkshire Hathaway Annual Shareholder Meetings. Alex began his investment journey in college, where he discovered Warren Buffett's shareholder letters, which sparked a deep interest in investing. His passion led him to drive from Gainesville, Florida, to attend a Berkshire Hathaway annual meeting as a student. During college, he also launched an entrepreneurial venture similar to StubHub, focused on student tickets. After graduating, Alex spent about a decade working at Registered Investment Advisors (RIAs), all while continuing to write about investing on the side. In 2021, he took the leap and launched his own independent research service, TSOH Investment Research.

Emily Bouchard is a specialist in family dynamics around wealth, with over 20 years of experience working with families navigating complex financial relationships. She's the founder of Blended Families Flourishing and Bouchard Bespoke Consulting, focusing on stepfamily dynamics, multigenerational family meetings, rising generation leadership, family governance, and family business succession.