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.

In this thought-provoking conversation, executive coach and author Sean Delaney returns to discuss his latest book, "When Life Begins to Whisper: A Journey Beyond the Answers." Building on our conversation from last year, Sean delves deeper into the subtle internal signals that guide our authentic paths and how we can develop a healthier relationship with pain, uncertainty, and freedom.

In this illuminating conversation, Vitaliy Katsenelson shares his remarkable journey from Soviet Russia to becoming a respected value investor in the United States. Through personal anecdotes and philosophical reflections, Vitaliy explores the delicate interplay between life's most precious currencies: time, money, and purpose.

Anne-Laure Le Cunff is an award-winning neuroscientist and entrepreneur. She is the founder of Ness Labs, where her weekly newsletter is read by more than 100,000 curious minds. Her research at King’s College London focuses on the psychology and neuroscience of lifelong learning, curiosity, and adaptability.

My guest today is Oliver Burkeman, he is the New York Times and UK Sunday Times bestselling author Four Thousand Weeks, and of the newly released Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts. He writes about productivity, mortality, the power of limits and building a meaningful life in an age of distraction. After a decade in Brooklyn, he now lives in the North York Moors in England.

Jonny Miller is the founder of Nervous System Mastery, a course that has helped 1000+ high-performing humans from all walks of life, cultivate calm, reduce nervousness, enhance resilience, and elevate their sense of aliveness. He is the host of a terrific podcast, Curious Humans with Jonny Miller.

Lou Marchetti is a curious mind in search of deeper understanding. I see him as a high-performing professional and an athlete. His life literally came to a complete stop, and he is here with us today to tell a story like no other.

My guest today is Brendan Hughes, he is an investor, an analyst, and an author.

Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals.

Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor.

My guest today is a stock analyst, investor, and author.

Brett Gardner is an Analyst at Discerene Group LP, a private investment partnership that invests globally pursuing a fundamental, contrarian, long-term value investing philosophy. Prior to joining Discerene, Brett worked at multiple investment firms.

A St. John’s University graduate and CFA Charterholder, Brett currently resides in New York City.

In this conversation, Paul Podolsky shares his journey from a challenging childhood marked by loss to a successful career in finance. He discusses his experiences in Russia during the 1990s, the lessons learned about money and security, and the importance of understanding economics.

My guest today is Dr Jordan Grumet, author, doctor, podcaster. In his work, he explores a variety of topics, from financial independence to happiness, meaning, purpose, and more.

We talk about his newly released book: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy

Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens.