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 pl

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 cha

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, incr

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

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

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-

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 h

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. A

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 acqui

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 gami