최고 Balance Sheet 팟캐스트 (2024)

1
Rising Dividends 8:02

2d ago8:02

8:02

ubscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify At retirement, your whole financial life essentially collapses down to one binary question: will your money outlive you, or will you outlive your money? Volatility in the market is often seen as a risk, but it's important to differentiate between the two. The real risk l…

1
#33 The Stoic 52:07

1d ago52:07

52:07

Peter Cowley is a successful angel investor. But it was histragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosedwith terminal Stage 4c can…

1
Banking for Startups with JP Ferro of Bridge Bank 22:39

3d ago22:39

22:39

It’s Friday night – having just finished your final Zoom call of the week, you hop into an Uber to pick up your friend from their Airbnb, while you check Yelp for a good restaurant to grab dinner downtown. Sounds like a pretty realistic scenario, right? In that sentence, I mentioned four different startups that we can't imagine life without. But wi…

1
Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy 53:21

9d ago53:21

53:21

What does the mainstream media get wrong in their economy and stock market coverage? How much does the economy influence the stock market and vice versa? Neil Dutta, a noted business economist from Renaissance Macro Research and father of 1 plus twins, takes us on a journey into investment advice's economics and shattering stereotypes mainstream me…

1
Emotional Decision Making 7:16

16d ago7:16

7:16

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify In the midst of disappointment, our emotions can run hot. Whether it's parenting, finances, or life in general, understanding the impact of emotions on our choices is crucial. Making decisions in the heat of the moment rarely leads to positive outcomes. Instead, creatin…

1
The Role of an Operator with Casey Woo of Operators Guild 24:40

18d ago24:40

24:40

What happens when a Navy SEAL gets put in a leadership position at a company? According to Casey Woo, that is exactly what the operator role is. “They are specialists at being generalists.” In our most recent episode of Beyond the Balance Sheet, Jace sat down with Casey, the founder and CEO of Operators Guild – an independent, invitation-only group…

1
E2 Barry Norris explains why offshore wind economics are unsustainable. 57:14

18d ago57:14

57:14

Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliableworkers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a fact…

1
Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships 42:25

23d ago42:25

42:25

Most couples think they end up in a therapist's office to talk about sex and money. But it's really deeper underlying issues couples are looking to hash out. Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, is a leading voice in the psychology of money and applied behavioral finance. In her practice, Joy has observed…

1
How to Lose Time and Money 12:40

30d ago12:40

12:40

Do you give an honest answer when someone asks, "How are you doing?" Or do you give the typical generic response about how "busy" you are? Paul Graham is an investor who has worked with thousands of startup companies and is also a prolific writer. I imagine that Paul has some valuable insights into what it means to be busy. The central thesis behin…

1
#32 The “Do-Gooder” 58:41

30d ago58:41

58:41

Jonathan Ruffer is the founder of the eponymous assetmanagement firm, a bold and successful investor (a combination unusual to survive, let alone thrive) and considers himself a financial historian. He remains the figurehead of the firm although has stepped back somewhat from the daily combat with markets. In this episode, he explains why he thinks…

1
Robin P. Zander on Storytelling and the Entrepreneurial Mindset 24:03

1M ago24:03

24:03

In our most recent episode of Beyond the Balance Sheet, Jace sat down with Robin Zander, founder and CEO of Zander Media – a creative agency that’s worked with clients such as Sequoia, Philz Coffee, Codility, and more. Robin is a serial entrepreneur, having built three successful companies in the last seven years. He knows a thing or two about buil…

1
Carrie Schochet – Navigating the Emotional Landscape of Career Changes 46:37

1M ago46:37

46:37

Trust that today's conversation holds valuable guidance for those grappling with the emotional hurdles of a career change or fine-tuning work-life balance, especially busy parents. We welcome back our resident career expert, Carrie Schochet of Purple Squirrel Advisors, to discuss everything from the delicate balance of flexibility in the workplace …

1
The Gap and The Gain 9:38

1M ago9:38

9:38

The Gap and The Gain Do you see the horizon, but it’s not moving? Our purpose is a lot like the horizon; it is helpful to figure out your direction and to plan your journey, but you can’t reach your purpose any more than you can arrive at the horizon. A few years ago, I came across a book by Dan Sullivan titled The Gap and The Gain. It was somewhat…

1
The Future of Accounting with Anita Koimur, co-founder and COO of LiveFlow 35:47

2M ago35:47

35:47

With all the new technologies on the rise in the past few years, the accounting landscape is evolving. There’s no question about it. With all the new AI tools, and companies automating processes more and more, a reporting revolution seems to be on the horizon. But what does this look like? In our most recent episode of Beyond the Balance Sheet, Jac…

1
E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition 53:22

2M ago53:22

53:22

Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastruc…

1
Dr. Christine Gravert – Reducing Friction to Change Behaviors 39:49

2M ago39:49

39:49

Christina Gravert, a behavioral scientist and a new mother, has something to say about motivation and habits. Ten months after welcoming a baby into her life, Christina confronts a reality familiar to many: the struggle of balancing personal objectives, like returning to the gym, with the demands of parenthood. Her experiences have led her to probe…

1
Navigating Tax Season: The Importance of Tax Planning vs. Tax Preparation 14:06

2M ago14:06

14:06

Do you know what the difference between tax planning and preparation is? Were you even aware that this is a difference between the two? Today, we delve into the often-misunderstood differences between tax preparation and tax planning. With tax season upon us, it's crucial for everyone to grasp the objectives and intricacies of both. We discuss prac…

1
Beyond the Balance Sheet Podcast Trailer 5:33

2M ago5:33

5:33

Explaining what to expect from a new series of podcasts focusing on the investment opportunities (and risks) in the energy transition. With co-host, climate finance expert Huw van Steenis. Sign up for the newsletter.

1
The Future of Startups with Eric Bahn of Hustle Fund 28:09

2M ago28:09

28:09

On average, it takes startups 40-50 meetings to raise a $1M+ round of capital. This investor often invests after just one or two meetings… In our most recent episode of Beyond the Balance Sheet, Jace sat down with Eric Bahn, General Partner and co-founder of Hustle Fund. They talk about Hustle Fund’s mission and the importance of cultivating commun…

1
Heidi King – College Planning: The Impact of FAFSA Changes on Families 57:36

2M ago57:36

57:36

oday, we're diving into the second part of our insightful series with college planning expert Heidi King. If you thought college planning was just about selecting the right campus vibes for your kids, prepare to think again. We continue unraveling the complexities of the modern financial aid landscape, a terrain changed by replacing the expected fa…

1
#31 The Justice Warrior 1:04:12

2M ago1:04:12

1:04:12

Bill Browder is a human rights activist who championed the Magnitsky Act, signed into law by President Obama. It not only sanctions Russians, but others around the world. Similar legislation is now in place in over 30 countries. He is also a bestselling author and former hedge fund manager. In this episode, we talk about his career, about how he co…

1
Questions to Ask During Your College Search 9:43

2M ago9:43

9:43

Are you feeling overwhelmed with college planning? If you're a high school senior or a parent navigating the college search process, it's understandable if you're feeling anxious. To help guide you through this process, our host Paul Fenner shared a comprehensive list of questions to ask during your college search in the latest episode of Emotional…

1
The State of Banking with Senior Managing Director of Bridge Bank Mike Lederman 26:09

2M ago26:09

26:09

How does a financial pro with over two decades of experience in the banking industry deal with financial uncertainty? In our most recent episode of Beyond the Balance Sheet, Jace sat down with Mike Lederman, senior managing director in Bridge Bank’s Technology Banking. They talk about topics including the current state of the banking industry, how …

1
Heidi King – The High Stakes of College Planning for Parents 54:07

3M ago54:07

54:07

When is the right time to talk with your kids about planning for college? Why is finding the "right fit" school so critical, and what criteria do you use to choose it? Heidi King has a front-row seat in helping parents guide their kids through the college planning process, especially regarding the tough emotional side. Heidi entered college advisin…

1
The Days Are Long But the Years Are Short 10:19

3M ago10:19

10:19

Today I reflect on the milestone of my triplets turning 13 years old and the anniversary of starting his firm, Tama Capital. I share the significance of the name "Tama" and how it represents families helping families. Through personal anecdotes and engaging conversations with others, I delves into the concept of time, emphasizing the importance of …

1
Hardware is Hard with Arvin Vermani, Founder of Perl Street 15:47

3M ago15:47

15:47

In our most recent episode of Ursa Consultants: Beyond the Balance Sheet, Jace sat down with Arvin Vermani, co-founder and COO of Perl Street. Perl Street is a New York-based fintech company with a simple mission: to empower others to fundamentally change the world. How? You might ask. Well, Perl Street transforms under-banked hardware companies in…

1
Cassie Holmes – How to Find Your Happier Hour 55:16

3M ago55:16

55:16

Subscribe to the show on Apple Podcast | Amazon Music | Spotify UCLA Professor and author Cassie Holmes helps us unravel the intricacies of time management and emotional investment, offering valuable insights that can reshape the way you approach your daily life. We delve into the challenges of balancing a busy life, the inspiration behind "Happier…

1
#30 The Japanophile 1:34:23

3M ago1:34:23

1:34:23

Grant Williams is a former hedge fund manager who nowpublishes the monthly newsletter Things that Make You Go Hmmm and a subscription-only investing podcast channel that incredibly is one of the top 0.5% of all podcasts globally. In this fascinating discussion, Grant explains his fascination for Japan and why we should all pay attention. We discuss…

1
Unraveling the Illusion of Market Predictions 8:54

3M ago8:54

8:54

In this episode of Emotional Balance Sheet, I dive into the topic of predictions and why it's crucial to steer clear of them, especially when it comes to the stock market and the economy. Join me as I share insights on the impact of predictions and why having a flexible approach is key to successful portfolio management. This episode is brought to …

1
Allison Schrager – From Brothels to Bonds: Unlocking the Mysteries of Risk 47:05

4M ago47:05

47:05

Allison Schrager is an economist and writer who has taken on the complex subject of risk in her illuminating works. With astute perception and a flair for engaging storytelling, Allison seeks to debunk commonly held myths about risk—challenging the widely accepted mantra of 'no risk, no reward.' Allison's work probes into the subtleties of risk man…

1
Manik Suri's Therma Brings Cutting-Edge Tech to the Central Valley 26:46

4M ago26:46

26:46

In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz, CEO of Ursa Consultants, sits down with Manik Suri, Founder and CEO of Therma, a trailblazing technology startup on a mission to protect food, health, and the planet. Dive deep into the story behind Therma's innovative solutions designed to eliminate food waste, improv…

1
Scott Hanselman – Scaling Yourself (replay) 45:11

4M ago45:11

45:11

Eight years ago, I was introduced to someone who helped change the direction of my life. I am quite positive that I am not the only person whose life has been impacted by this one person. The funny thing, this is the first time that I have been able to speak with and thank Scott Hanselman. Scott Hanselman is a programmer, teacher, and speaker. Alth…

1
Unplugging to Recharge: The Magic Number for Vacation Days 8:31

4M ago8:31

8:31

We all know the importance of taking a breather, stepping away from our daily grind and responsibilities to recharge and rejuvenate. But how many days of vacation do we truly need to achieve that state of zen, that perfect balance between work and life? In the whirlwind of life, we often find ourselves caught up in the vortex of work, family, and s…

1
#29 The Plumber 1:20:41

4M ago1:20:41

1:20:41

James Aitken is an expert in the plumbing of the financial system. We go on a world tour of the hotspots in global finance. You will learn why James is relaxed about the US; why the Japanese government will Make Japan Great Again and why this could have serious repercussions for global bond markets; and why China will likely muddle through, in spit…

1
Navigating Recruiting's Rollercoaster: Insights from Kevin Kinkor 25:31

4M ago25:31

25:31

In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz engages in a compelling conversation with Kevin Kinkor, the co-founder and CEO of Kinkor Consulting, an experienced recruiter with decades of expertise. Kevin shares insights into the recruiting space's ups and downs, closely tied to the ever-changing economic condition…

1
Bruce Fieler – Life is in the Transitions: Mastering Change at Any Age 55:48

4M ago55:48

55:48

How many life transitions have you been through? What did you learn about yourself going through them? Bruce Fieler is the author of seven New York Times bestsellers and an avid collector and analyzer of life stories. Years ago, Bruce began a journey when he embarked on a project to document the experiences of Americans from all walks of life. Litt…

1
How to Handle a Bonus 11:21

5M ago11:21

11:21

Strategically using a bonus can boost your financial health, increase your peace of mind, and even enjoy the fruits of your labor with limited regret. Instead of spending a bonus all at once, consider intentionally distributing it to different areas of your financial plan. This includes paying down debt, funding an emergency account, investing in r…

1
Revolutionizing Residential HVAC with Dan Myers of Flair 34:53

5M ago34:53

34:53

In this episode of “Ursa Consultants: Beyond the Balance Sheet,” host Jace Lotz engages with Dan Myers, CEO of Flair, in a compelling discussion about revolutionizing residential HVAC systems. Myers outlines Flair’s mission, focusing on the four C’s: Comfort, Convenience, Cost, and Carbon, and shares insights into their innovative strategies like b…

1
Debbie Gail: Living in Peace, Not Fear: A Mother's Journey of Healing and Helping Others 47:09

5M ago47:09

47:09

How would your life change emotionally, physically, and mentally after the loss of a child? Debbie Gail is a strong, resilient woman who has transformed her pain into her purpose. Her journey began when she faced the challenges of her son's mental illness and addiction, eventually leading to his tragic loss. Throughout our conversation, Debbie take…

1
Paul Fenner Optimize Your Spending to Increase Your Happiness 9:30

5M ago9:30

9:30

One aspect or secret to happiness can be found through strategic spending— not just spending on possessions or experiences but on what truly holds purpose in your life. It's not about how much money you have, but how you spend it significantly affects your happiness. Research supports the idea that spending money on experiences rather than things l…

1
#28 The Continuous Learner 1:08:51

5M ago1:08:51

1:08:51

Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets (spoiler: not super bullish); how he built Troy into a significant asset management business from scratch; how he has managed …

1
Toby Brooks – Savoring the Now: Mid-Career Pivots and the Human Experience 48:23

5M ago48:23

48:23

Have you ever thought about a mid-career pivot? Staring down the uncertainty of making a bold decision when a new opportunity arises? Toby Brooks, a professor at Texas Tech University, has made his fair share of career pivots. With a background in athletic training, Toby and his wife crisscrossed the country trying to secure a position with a profe…

1
Tom Kirby on Innovation with PrepDD 23:49

6M ago23:49

23:49

In this episode, we’re thrilled to welcome Tom Kirby, the pioneering founder of PrepDD, to our podcast. PrepDD is at the forefront of redefining efficiency and accuracy for finance and accounting teams everywhere. Jace and Tom engage in a riveting conversation about how PrepDD isn’t just enhancing financial operations—it’s leading a revolution with…

1
Are You Living a Life Less Ordinary? 8:24

6M ago8:24

8:24

Imagine waking up one day, taking a moment to reflect on everything you've done, only to realize that everything should have been… well, more. Not in the materialistic sense, but more in-depth, more in enthusiasm, more in meaning. This isn't about being greedy or trying to avoid regrets. If you've read Dan Pink's book "The Power of Regrets," you'll…

1
Ann Coleman – Parenting and Emotional Wellness: Strategies for Navigating Adolescence 56:03

6M ago56:03

56:03

What would you do as a parent to save your struggling relationship with your kid? Ann Coleman is a former attorney who specialized in divorce, child custody, and adoption cases. Through raising her adopted son, Ann found herself deep in research, becoming a parenting expert on how to talk with teenagers struggling with anxiety, substance abuse, and…

1
Every Dollar is a Choice: Parenting & Building Families with Conscious Spending 9:38

6M ago9:38

9:38

Understand how financial decisions, big or small, can impact your family's happiness and well-being while equipping your children with an understanding of financial responsibility that ensures they make informed, conscious decisions aligned with their values and life purpose. Conscious financial decision-making contributes to happiness: Every expen…

1
#27 The Handicapper 1:08:55

6M ago1:08:55

1:08:55

Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour. He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years. He explains why…

1
Trailer - Ursa Consultants: Beyond the Balance Sheet 0:43

6M ago0:43

0:43

Join "Ursa Consultants Beyond the Balance Sheet" with host Jace Lotz, as we dive into the heart of successful startups, exploring both numbers and the people behind them. Whether you’re a CEO, operator, or accountant, gain insights that enhance your business understanding. Subscribe wherever you get your podcasts or sign up at www.ursaconsultants.c…

1
Michelle Zak – Making Opportunities Where There Are None 40:16

6M ago40:16

40:16

What would frequent relocations mean to your career? How would you be able to handle the constant transitions? Michelle Zak has seen her share of transitions as a former Army officer. But as Michelle moved from military to civilian life, her husband remained in the military, requiring constant relocation. Finding a career that could move with her w…

1
Financial Reality Through an Unfiltered Lens: The Honest Instagram 11:44

7M ago11:44

11:44

Have you ever wondered what Instagram would look like if it showed the real financial stories behind those perfect snapshots — the bills, budgets, and sacrifices — and how it could transform our understanding of wealth and financial planning? An honest reflection of our lives on platforms like Instagram, including the financial challenges and sacri…

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