Bulls, Bears, and Bourbon
Business & Economics Podcasts
We're taking the edge off investing with fun conversations, special guests, current events, investing tips, and more. This new-school financial podcast will focus on innovation-based investing strategies and disruptive technology, all with a little buzz. Based in Kentucky, we'll sip on excellent bourbons and discuss pertinent topics with fun and interesting people. Nope, this isn't the stuffy financial discussions you're used to, this is new-school investing, with a twist. So break out your favorite bottle, relax, and join us. Cheers! The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Thanks for listening.
Location:
United States
Description:
We're taking the edge off investing with fun conversations, special guests, current events, investing tips, and more. This new-school financial podcast will focus on innovation-based investing strategies and disruptive technology, all with a little buzz. Based in Kentucky, we'll sip on excellent bourbons and discuss pertinent topics with fun and interesting people. Nope, this isn't the stuffy financial discussions you're used to, this is new-school investing, with a twist. So break out your favorite bottle, relax, and join us. Cheers! The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Thanks for listening.
Twitter:
@vermillionpw
Language:
English
Contact:
8596842511
Episodes
Donald Robertson - How to Think (and Invest) Like a Roman Emperor
7/12/2022
Stoicism expert and prominent author, Donald Robertson, joins Bulls, Bears, and Bourbon to discuss Stoic techniques for life (and investing).
Donald is a writer, cognitive-behavioural psychotherapist, and trainer.
Donald specializes in teaching evidence-based psychological skills and is known as an expert on the relationship between modern psychotherapy (CBT) and classical Greek and Roman philosophy. He was born in Irvine, Scotland, and grew up in Ayr. He worked as a psychotherapist for...
Duration:01:47:31
Max Wojcik - The Ultimate Life Formula for Happiness
6/7/2022
The Ultimate Life Formula = Happiness = Wealth + Health + Happiness
Max Wojcik joins Bulls, Bears, and Bourbon to guide us through his ultimate life formula. Our discussion breaks down the 24 variables Max has identified as contributing to our happiness. Max’s formulaic, mathematical, and logical approach to defining happiness is intriguing and leads us to a wide-ranging discussion on topics like the importance of a personal brand, stoic philosophy, eating natural foods, and the power of...
Duration:01:46:09
Craig Fuller - Supply Chains: A Peek Behind the Logistics Curtain
5/10/2022
Logistics and supply chains are usually the last things on our minds. We expect shelves to be stocked with our favorite foods and gadgets, and packages to arrive at our doorsteps within days of ordering them online. But recent disruptions have created a new interest in these typically disregarded topics. In this episode of Bulls, Bears, and Bourbon we take a peek behind the logistics curtain to answer some of the common questions that have been asked over the past year.
Craig Fuller is the...
Duration:01:18:46
I/O Fund - Identifying Microtrends and Investing in Growth and Technology
4/12/2022
For the first time Bulls, Bears, and Bourbon features two guests – Knox Ridley, and Bradley Cipriano from I/O Fund. I/O Fund runs one of the highest performing tech-focused stock portfolios in the world.
Knox began consulting on portfolios in 2007 and is an experienced growth investor in both bull and bear markets. He is very keen on macro trends and is trained in Fibonacci Trading, Elliott Wave theory, as well as Gann Cycles. He also uses classical technical analysis to manage risk and...
Duration:00:57:57
Andres Mazabel - Estate Planning is for Everyone
3/8/2022
Whiskey and estate planning - two things usually don’t go together, but we’re different at Bulls, Bears, and Bourbon.
Andres Mazabel of Trust & Will joins me on the show to shed some light on their annual report on millennials and estate planning. Trust & Will is tackling estate planning by modernizing the process and making will-based plans, trust-based plans, and nominations of guardianship accessible to everyone.
[01:15] – Introducing Andres Mazabel
[4:40] – Whiskey Tasting – Willett...
Duration:00:55:56
Chris Hanna - Gambling versus Investing: The Differences (and Similarities)
2/22/2022
This episode of BB&B is different - we talk gambling. Yes, this is an investing show, but a lot of people don’t understand the difference between investing and gambling, and who better to discuss that with than a former professional blackjack player and card counter turned financial coach?
Chris Hanna joined me at the bar to tackle the similarities between gambling and investing, but more importantly, the differences. Chris also shared his story of bypassing wall street to become a...
Duration:01:02:47
Arnold Van Den Berg - The Power of the Subconscious Mind
2/1/2022
Arnold Van Den Berg is a special investor and a special person. He was born in Amsterdam in 1939, several blocks from the historic Anne Frank House. Arnold's family, being Jewish, also had to hide from the Nazi occupiers. Fearful of being discovered and executed, Arnold's parents arranged to smuggle him to an orphanage as a toddler. His childhood and young adulthood were filled with difficult circumstances. Still, Arnold overcame the anger, resentment, and self-doubt to become one of the...
Duration:01:59:25
Around the Bar - What is Wealth? The Best on the Meaning of Wealth
12/21/2021
This special AROUND THE BAR episode of Bulls, Bears, and Bourbon focuses on one of the two questions asked of each guest: WHAT IS WEALTH?
Wealth is subjective. Wealth is personal. And wealth is much more than money!
The idea of this bonus episode is to demonstrate that wealth means so much more than money. As a financial advisor, I talk and think about money a lot, but it's important to keep things in perspective, and the guests have certainly helped me do that.
In this bonus episode,...
Duration:00:26:04
Adam Blumberg - Down the Rabbit Hole on Crypto, Blockchain, NFTs, Web3, and more.
12/7/2021
Adam Blumberg of Interaxis helps demystify DeFi (Decentralized Finance) in the episode of Bulls, Bears, and Bourbon. From crypto and blockchain to NFTs and Web3, Adam shares his thoughts on the current landscape and what the future might hold. Whether you’re new to crypto or a long-time HODLER, you’re sure to find something interesting in this jam-packed discussion.
[01:18] – Introducing Adam Blumberg
[02:45] – Japanese Whiskey (Hibiki Japanese Harmony) in honor of Satoshi...
Duration:01:28:16
Brian Feroldi - Investing Checklists, When to Sell Stocks, FIRE, Optionality, and more.
11/23/2021
Brian Feroldi discusses his investing checklist, how he decides when to sell a stock, optionality, FIRE (Financial Independence, Retire Early), valuing a company, and so much more in this packed episode of Bulls, Bears, and Bourbon. Brian started investing in 2004 and has since become a contributor to the Motley Fool and grown a large Twitter following for his practical, easily digestible content.
[01:10] – Introducing Brian Feroldi
[02:38] – Stock Price vs. Value – “investing is the only...
Duration:01:02:29
Shane Monks O'Byrne - Living and Investing Better with a Rules-Based Approach
11/2/2021
Shane Monks O’Byrne is the Founder and CEO of Irish FintechStartup Aikido Finance. His goal is to democratize quantitative investing. He runs his company as a digital nomad – living in his self-built campervan, traveling, and working from amazing places throughout the world. He loves adventure and is an avid skier, runner, and alpine climber.
While sharing some Guinness, we chop it up on many topics, from rules-based investing and living to building a second brain, to the power of...
Duration:01:05:19
Joyce Marter - Cultivate Financial Prosperity By Improving Mental Health
9/21/2021
Joyce Marter has been a licensed clinical professional counselor for over 25 years and is an expert on self-esteem, mindfulness, career development, and the psychology of money. Her book, The Financial Mindset Fix, includes a step-by-step approach to changing your outlook about money, which will spill over into other aspects of your life, too!
Joyce is the recipient of a Distinguished Alumni Award from The Family Institute at Northwestern University and is the current Chair of the Midwest...
Duration:00:58:35
Nir Bashan - Unlock Creativity to Become a Better Investor
9/7/2021
Nir Bashan is the author of The Creator Mindset (August 2020 / McGraw Hill) and a world-renowned creativity expert. He has taught thousands of leaders and individuals around the globe how to harness the power of creativity to improve profitability, increase sales, improve customer service and ultimately create more meaning in their work. Nir has spent the last two decades working on a formula to codify creativity. That formula is found in The Creator Mindset.
He has worked on numerous...
Duration:00:46:45
William Green - Investing and Life Lessons From the World's Greatest Investors
8/24/2021
William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in the Markets and Life (April 20, 2021; Scribner). The book is the culmination of his journalistic work, which led him to conversations with many of the world’s greatest investors, from Sir John Templeton to Charlie Munger, Jack Bogle to Ed Thorp, Will Danoff to Mohnish Pabrai, Joel Greenblatt to Howard Marks.
Green has written for many leading publications in the US and Europe, including The New...
Duration:01:38:01
Steve Koch - Demystifying Investment Banking, Being Calm During Volatility, & Serendipity
8/3/2021
Steve Koch, former Credit Suisse Investment Banker and Deputy Mayor of Chicago, joins me at the bar to share lessons from his breadth of experience in both the private and public sectors. Steve provides a primer on investment banking, explains the value of being calm amid the volatility, reflects on the role of serendipity in his life, and shares lessons that will help us be better investors.
[01:23] – Introducing Steve Koch: Investment Banker, Former Deputy Mayor of Chicago,...
Duration:01:42:51
Bharat Kanodia - The Importance of a Company's Story and Being an Infinite Player
7/6/2021
Sipping and chatting with host James Vermillion is Bharat Kanodia, owner of Veristrat Inc. While enjoying a glass of Old Carter, Batch 9, James and Bharat chat about the keys to a billion-dollar valuation, the importance of company cultures, Software-as-a-Service, investing in private and public companies, working towards happiness, and being an infinite player.
Bharat has valued over 2000 businesses, real estate, industrial, governmental infrastructure, public and private companies. Some...
Duration:01:00:39
William Glass: Developing Positive Money Habits, Financial Literacy, and Entrepreneurship
6/22/2021
Great whiskey. Great Conversation. William Glass, CEO of personal finance app Ostrich, joins the show to chat about behavioral finance, entrepreneurship, no-code software development, and more. Ostrich is a mobile app that helps users build better money habits with a game-like system that reinforces positive financial behaviors.
William is a self-professed money-nerd and an entrepreneur and brings a simple, down-to-earth approach to financial education.
[01:23] - Introducing William Glass,...
Duration:01:13:25
Tyrone Ross: Cryptocurrencies, Digital Assets, and the Future of Finance
5/25/2021
You asked. We delivered. Tyrone Ross, CEO of Onramp Invest, joins Bulls, Bears, and Bourbon for a special episode about digital assets and cryptocurrencies. Tyrone is out front in the movement to widen access to and education about this new asset class. As he always does, Tyrone brings energy and passion to our conversation.
Listen as we scratch the surface and discuss the future regarding bitcoin, crypto, and digital assets.
[01:18] – Introducing Tyrone Ross
[03:40] – Internet Money –...
Duration:00:48:50
Ben Leybovich: Multifamily Real Estate and Chasing a Better Version of Ourselves
5/11/2021
Ben Leybovich, a Principal of both WhiteHaven Capital and WhiteHaven Construction, brings his unique perspectives to the show. He shares his “why” and explains his unanticipated entrance to real estate investing.
At WhiteHaven, Ben oversees new acquisitions, asset management, and investor relations. He’s been investing in multifamily real estate since 2006 and maintains a private portfolio outside WhiteHaven. He’s also a published author and prolific blogger.
In this episode, while sipping...
Duration:01:15:17
Tim Maloney: The Metaverse, E-Sports, and the Future of Gaming
4/27/2021
Tim Maloney, Co-Founder and CIO of Roundhill Investments shares his thoughts on all things gaming. From the metaverse and virtual reality to the shift to a gaming-as-a-service revenue model, we dive into the world of e-sports, streaming, and the gaming industry.
As we sip and share notes on two different bourbons, Tim provides insight into the current state of gaming and we look at what it could become in the future.
[01:17] - Introduction
[03:10] – Tasting: Woodford Reserve Master...
Duration:00:49:45