Vlad Dolgocheev - Podcast Details

Shows

Wall Street Vision Investment Podcast67. KPMG/Deloitte/EY/PwC - Is it Harder to Obtain “Partner Status” Today?What happens when the dream of becoming a Big Four partner starts to lose its shine? In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it used to be — and what that means for folks on the partner track.Is the equity partner model fading — and how should professionals and investors adapt to this quiet shake-up?Here’s what you’ll learn: ✅ Why fewer people are being promoted to equity partner at the Big Four✅ The rise of the “non-equi...2025-05-2009 min

Wall Street Vision Investment Podcast66. Are YOU saving enough?Why Saving Is the Real Secret to Wealth (Even More Than Investing)Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this episode, we unpack why saving—not just investing—is the real foundation of wealth investors.Want to build long-term wealth and enjoy a secure retirement? It starts with what you don’t spend today.✅ Why saving is crucial during every life stage—from your 20s to retirement✅ The 50/30/20 rule and when it doesn’t make sense for your lifestyle...2025-05-1116 min

Wall Street Vision Investment Podcast65. Unlocking Tax Savings: The Spousal Loan Strategy for Canadian CouplesIn this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family’s tax situation. 🎧 Listen to this episode to discover: ✅ How the spousal loan strategy works and why gifting money isn’t as tax-friendly as you might think ✅ Step-by-step process on setting up an enfor...2025-01-2807 min

Wall Street Vision Investment Podcast64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFDI recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries. Greg shared his unique insights from vast experience as both a funeral director and financial planner. His work focuses on helping people navigate end-of-life planning and estate preparation. 🎧 Listen to this episode to discover: ✅Why roughly 50% of North American adults don't have a will and what to do about it ✅ How to have difficult but crucial end-of-life planning conversations with family members ✅ The lates...2024-12-2444 min

Wall Street Vision Investment Podcast63. What's Really Going on with AI? (Key Things to Know Now)Wall Street Vision is back after a break! You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours! I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again. This episode is all about AI. Join us for a comprehensive overview of artificial intelligence (AI), covering its recent dev...2024-11-0427 min

Wall Street Vision Investment Podcast62. How Aaron Letzeiser raised $39M for his insurance startup (Obie Insurance)I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space. 🎧 Listen to this episode to discover: 👉 The steps Aaron took to raise $39M for his startup ⭐ What it’s like being a nimble startup in an industry with behemoth...2024-03-1729 min

Wall Street Vision Investment Podcast61. What does it take to become successful? Mark Murphy (CEO of Northeast Sequoia)In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve financial success (he didn’t grow up rich) Why it’s important to compete against yourself (instead of competing against others) How to cultivate the right mindset for success The correct way to view failure The mindset of inve...2023-12-2615 min

Wall Street Vision Investment Podcast60. When will AI replace humans? Convo w/ Jake Buerke (founder of chtrbx.AI)Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!) -What can you do to avoid being replaced by artificial intelligence? -Jake's thoughts on the drama happening at openAI (company that created chatGPT -chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights Don't miss out on a special offer - Use coupon...2023-12-0655 min

Wall Street Vision Investment Podcast59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFPTed Oakley is a true investing expert with over 40 years of experience working with high net worth clients. You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover: -Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing -Top mistakes that he sees investors making -How people’s past experiences with investing can cause them to make poor decisions, and what to do about it 2023-11-0143 min

Wall Street Vision Investment Podcast58. Are we headed for a crash? Conversation with Sam Burns, CFA, MBAYou’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy? I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research. Tune in to find out: What is Sam’s take on the current state of the economy and his outlook to later this year and 2024? Why do we sometimes see scary headlines while the stock market ke...2023-10-2440 min

Wall Street Vision Investment Podcast57. Meme stocks, arbitrage and where to look for investing opportunities - Interview with Michael Robbins, CFAIn this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG. In this episode, we discussed: Is the meme stock mania over, or here to stay? What are the characteristics of markets where arbitrage may be possible How computers and chatGPT are changing investing Investing biases that can lead to bad investments What factor investing...2023-10-2446 min

Wall Street Vision Investment Podcast56. Why Warren Buffett is not a fan of credit cardsWarren Buffett has a beef with credit cards. Check out this episode to find out why. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #CreditCard Disclaimer: This content is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in...2023-06-2103 min

Wall Street Vision Investment Podcast55. How Jim Simons Beat Warren BuffettDid you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible feat through his Medallion Fund at Renaissance Technologies (Rentech). 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast: website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #JimSimons Disclaimer: This content is for entertai...2023-06-0105 min

Wall Street Vision Investment Podcast54. How Howard Schultz Built a Starbucks EmpireIn this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcast...2023-05-0916 min

Wall Street Vision Investment Podcast53. How Kirk Kerkorian went from Broke to BillionaireKirk Kerkorian is one of the ultimate entrepreneurs of the 20th century. From rags to riches, Kerkorian's story is truly inspiring and a great example of hard work and determination paying off big time. In this episode we'll take you on a journey through his early days, his rise to the top, and all the challenges he faced along the way. We'll talk about his early years, flying planes during WW2, and his start as a developer in Las Vegas. We’ll also go over how he built the biggest hotel-casino in the world, not onc...2023-04-1222 min

Wall Street Vision Investment Podcast52. How Mike Cessario Made $700 Million With Canned Water (Liquid Death)Mike Cessario founded Liquid Death and it became a $700 million dollar business against all odds. The crazy thing is that Liquid Death is not some trendy energy drink - It’s canned water. Now this isn’t the most conventional founder/CEO story. Mike grew up playing in punk rock and heavy metal bands and eventually became a graphic designer and advertising creative director. While working on campaigns for big clients like Netflix, he learned tricks for capturing people's attention and getting them hooked on a product. But it wasn't until he noticed a subset of p...2023-03-1413 min

Wall Street Vision Investment Podcast51. From Failed Web Business to $3 Million per year - The Pieter Levels (levelsio) StoryPieter Levels (levelsio) is the digital nomad who took a leap of faith and became a multi-millionaire by building a portfolio of successful startups. From his humble beginnings as a teenager dabbling in programming to launching 7 mediocre startups, Pieter finally hit the jackpot with Nomad List and RemoteOK. With his philosophy of "learn by doing" and a focus on speed and simplicity, Pieter Levels has built a thriving empire that generates $3 million a year with high margins. Watch this inspiring story of how Pieter took control of his fate and achieved his entrepreneurial dreams. Pieter/levelsio info:2023-02-2108 min

Wall Street Vision Investment Podcast50. The Wealthiest Person in History: The John D. Rockefeller StoryIn this episode, we will be examining the life and legacy of John D. Rockefeller, one of the most iconic figures in American history. Though he is known as the world's first billionaire, there is much more to his story than just his wealth. Growing up, Rockefeller's family did not have much money, and many of his classmates and teachers thought he was a "slow learner". Despite these challenges, he worked hard to succeed and eventually became one of the wealthiest people in modern history. Rockefeller was a complex and influential figure, known for both hi...2023-01-0443 min

Wall Street Vision Investment Podcast49. From War Vet to Billionaire; The Bob Parsons Story (GoDaddy)When Bob Parsons was growing up, no one seemed to think he’d amount to much. He was born into a lower-middle-class family in Baltimore in the 50's. With parents who were gamblers (not the winning kind), he seriously lacked career role models. Bob failed the fifth grade, and just barely graduated high school (his teachers let him pass because he joined the marines). None of that stopped him from starting two thriving businesses, which he sold for billions. It’s an amazing underdog victory story. Check out this episode to learn how Bob...2022-11-2424 min

Wall Street Vision Investment Podcast48. How Ben Francis (Gymshark) went from $0 to Billionaire by age 30Ben Francis became a billionaire by making gym clothes. And to top it all off, he did it without any external investors and without borrowing money - All before he turned 30 years old. You often hear about software CEOs becoming billionaires at a young age. That’s happened a bunch of times in Silicon Valley. It’s easy to scale a software business, but it’s so much harder to achieve scale with a clothing company. Check out this episode to learn how Ben did it. P.S. We’re currently working on some exc...2022-10-2624 min

Wall Street Vision Investment Podcast47. Homeless to Billionaire; the John Paul DeJoria storyJohn Paul DeJoria grew up poor and he didn’t have a father figure to look up to. These humble beginnings only drove him to work harder. On his way to the top, JP went through job firings, failed marriages, and even homelessness at one point. It was a rough road, but none of it could extinguish the fire in his belly. He started Paul Mitchell Systems haircare company at age 36. Even with this “late start”, JP still managed to make billions - amazing inspiration for anyone who thinks it’s too late to chase an entre...2022-08-3023 min

Wall Street Vision Investment Podcast46. How Ray Kroc Made Billions by Franchising McDonald's From The Ground UpRay Kroc had a pretty mediocre career until he got involved with franchising McDonald's locations. At 52 years old, he took on a business venture that would change his life and the fast-food industry forever. Even with this “late start”, he still managed to make billions! Great inspiration for anyone who thinks it’s too late to pursue an entrepreneurial dream. In this episode, we’ll uncover the lessons Ray applied from his pre-McDonald’s careers, as well as the steps he took to grow the restaurant chain into a massive success. P.S. I’ve adjus...2022-07-2626 min

Wall Street Vision Investment Podcast45. How Barbara Corcoran (Shark Tank) Overcame Dyslexia and Became the Queen of NY Real EstateYou probably know Barbara Corcoran as Shark Tank's straight-shooting business lady, who tells it like it is. But don’t be fooled by her powerful persona. Though she’s a true power player, she overcame many hurdles and setbacks to become a millionaire. Her childhood wasn’t easy. She has dyslexia, and back when she was growing up, learning disorders weren’t treated with compassion. She also shared a small two-bedroom suite with nine siblings! Talk about starting life with the odds stacked against you! As she started building her real estate career, her business partner...2022-06-2928 min

A Really Smart PodcastEpisode 102: Money Doesn't Buy Happiness, But It Does Buy Off Unhappiness (w/ Vlad Dolgocheev)Vlad Dolgocheev began saving coins in a blue piggy bank, when he was a young boy. Fast forward he studied at a university in Toronto, and became a charted financial analyst. He loves money, but not in a greedy way. He loves learning about how people build his wealth, which is why he started a podcast looking at how people built their wealth, Wall Street Vision.We talk bombing in comedy, investments, and who is a better investor, Warren Buffet or Jay Z? Look at his podcast at https://wallstreetvision.com/podcasts-list/2022-06-151h 48

Wall Street Vision Investment Podcast44. How Sara Blakely (Spanx) turned $5,000 into $1.3 BillionSara Blakely went from running an illegitimate underground babysitting business to founding Spanx and becoming a billionaire in the process. The crazy thing is that she only invested $5,000 into Spanx – Talk about an amazing return on investment! With this trajectory she’s giving Warren Buffett a run for his money :) But her road to riches wasn’t easy. She faced tons of challenges along the way. She even had to do a brutal door-to-door sales job to cover her living expenses while chasing her dream. Check out this episode to learn how she did it...2022-05-3123 min

Wall Street Vision Investment Podcast43. How Sam Bankman-Fried Made $20 Million With Bitcoin ArbitrageSam Bankman-Fried is one of the youngest billionaires on the Forbes 100 list. With a current net worth of over $24 billion, he accumulated all that wealth in less than 5 years. Instead of splurging on yachts and private islands, he drives a Toyota Corolla and has pledged to give up the vast majority of his net worth to charity. It’s amazing to think that his wealth journey started as recently as 2017 - and he earned the majority of it before he turned 30! It all started when he set up a Bitcoin arbitrage trade that en...2022-04-2622 min

Wall Street Vision Investment Podcast42. How Naval Ravikant Used the 4 types of Leverage to Earn MillionsNaval Ravikant is a Venture Capitalist who's always been ahead of the curve. Based in Silicon Valley, he invested in companies like Uber and Twitter long before they were household names. But apart from being a shrewd investor, he’s also a great thinker. This guy’s like a modern-day philosopher. Being a reading machine, he consumes content from all sorts of different industries and connects the dots in unique ways. One of Naval's greatest contributions is his concept of the “four types of leverage”. But first of all, what exactly is leverage? In financ...2022-03-2723 min

Wall Street Vision Investment Podcast41. Broke to Billionaire; the Jesse Livermore StoryJesse Livermore was the best trader you’ve never heard of. Not only did he achieve billionaire status from his investments, but he also has a fascinating back story. His life played out like a movie, from humble beginnings growing up on a farm, to outsmarting mobsters at gambling parlors! Jesse's trading skills took him from a shack in Massachusetts to a mansion in New York. And, his fierce ambition and work ethic fueled his rise to the pinnacle of financial success. This guy’s ability to bounce back from adversity is truly inspiring. He lost...2022-03-0337 min

Wall Street Vision Investment Podcast40. How Porsche Made Hedge Funds Lose €20 billion in the VW Short SqueezeDid you know that at one point Volkswagen (VW) became the most valuable company in the world? It was a surprising event that caught virtually everyone off guard. You might be asking, “How the heck does a capital-intensive automaker become the #1 company in the world?”. Well, it’s a fascinating story that involves short sellers, hedge funds and a secret plan by the Porsche family to take over VW. It also resulted in short sellers getting burned to the tune of €20 billion. Whoa! There’s a research paper that examined what happened. It was written by Profess...2022-02-0130 min

Wall Street Vision Investment Podcast39. Why Warren Buffett Has Lived in the Same House Since 1958 and How Frugality Is the Secret Sauce for Building WealthSo everyone knows that Warren Buffett is an investing GOAT. I mean, his results speak for themselves, right? Okay, fair enough, but did you know that he still lives in the same house he bought in 1958? How many billionaires do you know who do still live in the same house they got in their late 20s! I have a simple money philosophy; If Warren does something, there’s a good reason for it. In this episode we’ll explore the story of how he bought his house, and why he’s still hanging out in suburb...2022-01-0117 min

Wall Street Vision Investment Podcast38. Here’s How MJ DeMarco Achieved Financial Freedom In His 30sMaybe you haven’t heard of MJ, but trust me, his story is worth paying attention to. We’ll take a look at how he started (and later sold) a website where people could book limo services all over the country. Of course it wasn’t a straight path to success …it was a bumpy road along the way. One of the things we can learn from MJ are the core thought patterns that allowed him to become financially free. His financial freedom didn’t happen by accident, he was focused on making his dream lifestyle...2021-12-1320 min

Wall Street Vision Investment Podcast37. How Howard Marks Invested During the Global Financial Crisis and his Key Investing LessonsHoward Marks is widely considered to be a top investor. He became a self-made billionaire and is the co-founder and co-chairman of Oaktree Capital. They manage $150 billion+ of assets so you know his firm is the real deal. In this episode we’ll cover: The epiphany that Howard discovered while investing in the "Nifty Fifty" stock era The key mindsets that any good investor should have What he did during global financial crisis -- Including how he made an investment that yielded a 23x return in less than 10 years (!) Special thank you to Meb Faber for audio in...2021-11-2919 min

Wall Street Vision Investment Podcast36. How Ed Thorp Went From Beating Casinos at Roulette to Beating Wall Street at InvestingEd Thorp has a very interesting story. He used his physics and math skills to beat the casinos at blackjack and roulette before transitioning to finance. Then, he started two hedge funds that made record returns for investors. His 2021 net worth was over $800 million dollars - Wow! Check out this episode to learn more about his story. Special shout out to Aaron Fifield from Chat With Traders podcast for letting me use clips from his interview with Ed. You can check out Aaron’s interview with here: https://chatwithtraders.com/ep-109-edward-thorp/ Contact me...2021-11-1526 min

Wall Street Vision Investment Podcast35. How Carl Icahn Made $2 Billion from Apple Using Share Buybacks as a CatalystCarl Icahn is one of these investors who really thinks outside the box. He has a very impressive track record, and his 2021 net worth was over $17 Billion. The cool thing is that Carl came from a very average Brooklyn family to boot! In this episode we cover the story of how he used share buybacks as a catalyst to make a $2 billion return on his investment in Apple. If you have any comments/suggestions/feedback, you can reach me at visionwallstreet at gmail.com - I look forward to hearing from you! Sources:2021-11-0118 min

Wall Street Vision Investment Podcast34. How Peer Pressure Made Stan Druckenmiller Lose $3 BillionStan Druckenmiller is a superinvestor with an incredible track record - He compounded capital at over 30% for 30 years without a single down year. Those are GOAT stats! Like every other investor, he's had some bumps along the road. In this episode we'll cover his $3 billion loss during the dot-com bubble. We'll also cover the biggest lesson that Stan learned from George Soros. Audio Sources: Newsclip: CNN Moneyline Special Report 1999 https://www.youtube.com/watch?v=uTeFU1qivbs&ab_channel=ToggleAI https://www.youtube.com/watch?v=rq2lGZyW2yA&ab...2021-10-1812 min

Wall Street Vision Investment Podcast33. How Blair Hull Beat the Casinos at Blackjack and Later Started His Own $500 million Trading FirmBlair Hull went from beating casinos at blackjack to starting up his own Wall Street firm. They went from one employee to operating on stock exchanges around the world. Blair eventually sold the company to Goldman Sachs for over $500 million dollars. In this episode we’ll cover Blair’s amazing story and some great takeaways from it. I want to thank Aaron from the Chat With Traders podcast for letting me use parts of his Blair Hull interview for this episode. You can check out Aaron’s podcast here: https://chatwithtraders.com/ Blair...2021-10-0419 min

Wall Street Vision Investment Podcast32. How Linda Raschke got into Finance at a Time When Investing Was Dominated by MenLinda Raschke might not be as known as Warren Buffett or George Soros. But she’s had lots of successes in the markets throughout the years, and even started her own hedge fund. At one point her hedge fund was ranked 17th (out of 4500) for having the best 5 year performance, so you know she’s the real deal! This episode is about how she got started in investing at a time when investing was a very male-dominated industry. Music: https://pixabay.com/music/ Sources: https://lindaraschke.net/ http...2021-09-2016 min

Wall Street Vision Investment Podcast31. Why Investing With Leverage is so Risky - The Epic Rise and Fall of Bill Hwang and Archegos CapitalBill Hwang of Archegos Capital had a 10x return on his money in less than 7 years. He went from a net worth of “just” $200 million to over $20 billion dollars. Then it all came crashing down when one of his investments turned against him -- causing a catastrophic chain reaction. Check out the episode to learn about Bill’s story. Music: https://pixabay.com/ Sources: https://www.focusonthefamily.com/contributors/bill-hwang/ https://www.youtube.com/watch?v=MhMhg97fmzE https://www.bloomberg.com/news/features/2021-08-31/city-to-pittsburgh-please-annex-us ...2021-09-1316 min

Wall Street Vision Investment Podcast30. Is Your Environment Costing You Returns? Lessons From Guy Spier (Aquamarine Capital)Our environment has a huge effect on our results. Guy Spier figured this out after the Great Financial Crisis stressed him out like crazy. That caused him to make a bunch of changes in his life to ensure that he’d optimize everything for investing success. In this episode, we’ll cover: [1:30] The story of how Guy dealt with the Great Financial Crisis [6:42] Mental blind spots in investing [10:02] How Guy Spier sets up his work environment for investing success [17:31] Why checking stock prices every minute might not be a good idea 2021-09-0622 min

Wall Street Vision Investment Podcast29. A Simple Guide to Arnold Schwarzenegger’s Top Investment Lessons - Real Estate, Movie Deals and Owning a Boeing 747In previous episodes, we’ve covered people who are primarily known as investors. Arnold is more known for his bodybuilding, acting and political careers -- but this guy is a super smart investor as well. He started from $0 and now has a fortune estimated to be around $400 million dollars. In this episode we cover some great investments that Arnold made. We’ll discuss his real estate deals, movie negotiations and that time he bought a Boeing 747 as an investment! Sources: https://www.amazon.com/Total-Recall-audiobook/dp/B009JY6WEQ/ref=sr_1_1?dchild=1&keywords=tota...2021-08-3019 min

Wall Street Vision Investment Podcast28. What Would Buffett Do If He Started Investing Today? A Simple Guide to Advantages of Small/Retail InvestorsThere’s a Warren Buffett quote where he says that if he was starting investing today with a $1 million portfolio, he’d have a return of 50%. He’s one of the best investors of all time, so I’ll take his word for it! In investing you often hear about the big institutional investors having all the advantages. But there are some good things about being a small and nimble investor as well. Check out this episode for some of the advantages that small investors have in the markets, and some ideas on what Buffett might do if he wa...2021-08-2319 min

Wall Street Vision Investment Podcast27. Here’s How Mohnish Pabrai Picks What Companies to Invest in & His Investment ChecklistMohinsh Pabrai is a great investor that contributes a lot to the investment community by sharing lots of his ideas/ investment methods. In this episode we’ll cover his investment process. We'll discuss: Where he gets investment ideas How he chooses which ones to pursue and which ones to pass on His investment checklist - which is a really important part of the investment process. Timestamps: 1:32 - The incredibly story of how a checklist saved thousands of lives 5:52 - Mohnish Pabrai’s investment process 10:32 - Mohnish Pabrai’s investment checklist 15:4...2021-08-1617 min

Wall Street Vision Investment Podcast26. Are You a Good Investor, or Just Lucky? Luck vs Skill in Investing and Lessons From Michael MauboussinIn investing it’s really important to separate out luck vs skill. Luck is fleeting, but skill is where investors can get better investment performance over time. Michael Mauboussin wrote a great book on the topic called “The Success Equation”. In this week’s episode we cover a few takeaways from the book and we discuss how investors can shift from relying on luck to using skill. We also discuss the importance of having good decision-making, and that bad results don’t always mean a flawed decision-making process. Sources: https://www.amazon.com/Success-Eq...2021-08-0917 min

Wall Street Vision Investment Podcast25. Are These Investing Blind Spots Costing You Returns? Takeaways From “Predictably Irrational” by Dan Ariely (Endowment Effect, Arbitrary Coherence)Human beings have lots of “mental blind spots” that make successful investing hard. Dan Ariely wrote about a bunch of these in his book “Predictably Irrational”. There’s lots of great info in the book that shows you how these blind spots work. In this episode, We’ll explore two of these blind spots: Endowment Effect Arbitrary Coherence The Endowment Effect causes people to fall in love with the things they own ...and if you fall in love with an investment, it's hard to be rational about it. Arbitrary Coherence is all about how prices become "sticky" in your brain...2021-08-0216 min

Wall Street Vision Investment Podcast24. Here’s The Best Money Advice Warren Buffett Has Ever Received - Key Takeaways From The Intelligent InvestorSomeone asked Warren Buffett about the best money advice that Warren has ever received. Warren’s answer was ‘Chapters 8 and 20 of the Intelligent Investor’. When an investment GOAT says something so specific, I take note! In this episode, I’ve dusted off my copy of the classic investment book to share those lessons with you. The lessons come down to: 1. Having a proper attitude toward markets 2. Looking at stocks as businesses 3. Operating with a margin of safety Check out this episode for a breakdown of each of those ke...2021-07-2614 min

Wall Street Vision Investment Podcast23. How Masayoshi Son (Masa) Became One of the Biggest Tech Investors in the World & his Incredible Return on AlibabaIf you haven't heard of him, Masa is a tech super-investor. He has an incredible story where his burning desire to succeed led him to: Finish high school in 2 weeks Sell an invention for $1 million while he was an undergrad student Start his own company (Softbank) that would become a Japanese tech behemoth Invest in Alibaba 20+ yrs ago for a total return of 7,500x or 750,000% (wow!) In this episode we cover this amazing story and we also discuss the key takeaways from his success. Sources: https://www.wsj.com/articles/SB948202996877749173 http...2021-07-1915 min

Wall Street Vision Investment Podcast22. How Jim Simons & The Medallion Fund Conquered Wall Street Through the Best Investment Performance in HistoryThe Medallion Fund is the best performing fund in investing history. It has averaged over 66% before fee average returns since inception! Wowza! In this episode we cover the story of how Jim Simons started the Renaissance Technologies hedge fund in the late 70’s, and how they’ve achieved such amazing investment success through their Medallion Fund. Check out this episode to learn about the story of Renaissance Technologies, as well as some details on how they’ve achieved these jaw-dropping results. Whitepaper: https://www.cornell-capital.com/blog/2020/02/medallion-fund-the-ultimate-counterexample.html Source...2021-07-1220 min

Wall Street Vision Investment Podcast21. Here’s What Happens When Short Selling Goes Wrong - The Epic Battle Between David Einhorn & Allied CapitalShort selling has been in the news a lot lately. Lots of big name hedge funds are feeling the heat form short selling "meme stocks". In this episode we look into the story of when David Einhorn (of Greenlight Capital) shorted Allied Capital. This is a crazy story that includes a PR smear campaign, stolen phone records and David's wife getting fired from her job. Wowza! It's a wild tale! Check out this episode to learn what happened, and some key lessons from the whole ordeal. Sources: https://www.amazon.ca/Fooling-Some-People-All-Time/dp/B071VQDGVH/r...2021-07-0419 min

Wall Street Vision Investment Podcast20. How George Soros Broke the Bank of England and Why Currency Trading is so HardGeorge Soros is known as the guy who broke the bank of England. He made over a billion dollars from his famous trade! Wowza! Check out this episode to learn how he did it. We also cover why currency trading is an incredibly hard way to make money. Sources: https://www.forbes.com/sites/steveschaefer/2015/07/07/forbes-flashback-george-soros-british-pound-euro-ecb/?sh=433eb21b6131 https://en.wikipedia.org/wiki/Black_Wednesday https://www.investopedia.com/terms/b/black-wednesday.asp https://opentextbc.ca/principlesofeconomics/chapter/29-2-demand-and-supply-shifts-in-foreign-exchange-markets/ https://www.investopedia.com/ask/answers/022415...2021-06-2816 min

Wall Street Vision Investment Podcast19. What You Can Learn From Warren Buffett’s Biggest Investment Mistake - The Infamous Dexter Shoe PurchaseOn this show we've talked a lot about Warren Buffett's investment successes. In this episode I'm doing something a little different - we'll discuss his biggest investment blunder. This episode covers the story of the Dexter Shoe purchase. Buffett had high hopes and the investment seemed to be paying off ...before disaster struck. Check out the episode for the full story and key takeaways from it. Sources: https://markets.businessinsider.com/news/stocks/warren-buffett-most-gruesome-mistake-dexter-shoe-9-billion-error-2020-1-1028827359 https://www.berkshirehathaway.com/letters/1993.html https://www.berkshirehathaway.com/letters/2000pdf.pdf 2021-06-2114 min

Wall Street Vision Investment Podcast18. A Simple Guide to Mohnish Pabrai’s Investment in Frontline & How He Made a 55%+ Return in a Few MonthsIn this episode we'll dive into a story about how Mohnish Pabrai made a 55%+ return on his Frontline investment (in a few months!). The story takes place in the early 2000's, but there's some great timeless lessons to learn from Mohnish's approach. By the way, in case you're wondering, Frontline is a company that transports crude oil around the world using massive ships. We'll go over how Mohnish used a mental model to figure out this was a good opportunity, and we cover the importance of having a circle of competence in investing. Sources: ...2021-06-1415 min

Wall Street Vision Investment Podcast17. A Guide to the Nifty Fifty Stocks & Lessons From Their Boom and BustThe late 60's and early 70's were the "go-go" years on Wall Street. You had a massive boom in the number of young people joining the investment industry, and there was a group of 50 companies called the Nifty Fifty. These were supposed to be "one decision companies" that you could buy at any price and still get rich. The logic was that their amazing earnings growth would make up for their high price... Well, it didn't quite turn out like that. Check out this episode for the lessons from their boom and bust. We'll also take a look at...2021-06-0713 min

Wall Street Vision Investment Podcast16. Why Scale Economics Shared is a “Business Model on Steroids” & The Costco StoryScale Economics Shared is a business model that creates amazing long term growth in companies that implement it well. It's also a business model that ensures a long runway for a company, excites its customers and keeps competitors at bay. Costco used this strategy to grow a lot during the years Jim Sinegal was CEO. Check out this episode to learn about Scale Economics Shared and the Costco Story. Sources for episode: https://microcapclub.com/2018/02/new-mental-model-investing/ http://mastersinvest.com/newblog/2020/9/16/learning-from-nicholas-sleep https://igyfoundation.org.uk/wp-content/uploads/2021/04/Full_Collection_Nomad_Letters_.pdf 2021-05-3115 min

Wall Street Vision Investment Podcast15. How Bill Benter Made Over a Billion Dollars from Horse Races and Investment Lessons From His SuccessIn this episode we'll cover the amazing story of how Bill Benter made over a billion dollars from betting on horse races. Charlie Munger has often talked about horse race betting as a mental model for how the stock market works. We'll also cover the importance of having a circle of competence in investing, and why Charlie Munger recommends investing in companies with a high return on equity. Charlie's speech "Art of Stockpicking": http://www.grahamanddoddsville.net/wordpress/Files/Gurus/Charlie%20Munger/Charlie%20Munger%20_%20Art%20of%20Stock%20Picking.pdf Bill Benter story sources:2021-05-2418 min

Wall Street Vision Investment Podcast14. A Quick Guide to Finding +10,000% Stocks - Top Takeaways from Chris Mayer's BookStocks that return a 10,000% gain are called 100 baggers. The math behind 100 baggers is awesome - Invest $10,000 and get $1,000,000. Sign me up for those types of returns! Well... It's not so easy - the tricky part is finding these types of stocks. Lucky for us, Chris Mayer wrote an amazing book just on that topic. In this episode we'll explore his findings. 100 Bagger Book: https://www.amazon.com/100-Baggers-Stocks-100-1-ebook/dp/B019978QJQ Monster Energy story: https://www.equities.com/news/small-cap-success-story-monster-beverage Podcast website: Wall Street Vision I...2021-05-1715 min

Wall Street Vision Investment Podcast13. Market Timing Doesn’t Work - Here’s How to Avoid this Rookie MistakeYou often hear that "Time in the Market" beats "Timing the Market". In this episode we'll cover some research that sheds light on why this true, and we'll also look at what some great investors have to say about it. Here are the show notes with links referenced in the episode: Quotes from great investors on Timing the Market: http://mastersinvest.com/newblog/2018/3/29/market-timers J.P. Morgan guide to retirement: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/ Vanguard study on lump sum investing vs. dollar c...2021-05-1016 min

Wall Street Vision Investment Podcast12. A Guide to Inflation & Warren Buffett's Thoughts on Investing During InflationYou've probably seen the headlines about food prices, lumber and copper prices increasing. With the massive amounts of money printing and government spending, it's no wonder people are starting to think about inflation coming up. Check out this episode for a guide to different types of inflation, and how Warren Buffett thinks about investing during inflationary periods. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied u...2021-05-0313 min

Wall Street Vision Investment Podcast11. Warren Buffett vs Ray Dalio - Who's Right About Bitcoin?Bitcoin is now over 10 years old and there's still a healthy debate over it. Is it a legitimate replacement for gold or is it a speculative asset that will end up worth $0? Check out this episode to learn what Warren Buffett and Ray Dalio think about Bitcoin. More info from Ray Dalio is at the link below: https://www.bridgewater.com/research-and-insights/our-thoughts-on-bitcoin Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for...2021-04-2615 min

Wall Street Vision Investment Podcast10. LTCM Had the Brightest PhDs, Then it Went Bust - Why Successful Investing With Leverage Is So HardLeverage is essentially borrowing money to increase your returns. LTCM (Long Term Capital Management) was a hedge fund started by John Meriwether in the 90's. This fund used leverage as a way to make incredible returns for investors... Until it went bust. Tune in to this episode to learn about the LTCM story and what went wrong. I'll also cover 2 non-financial ways to use leverage in your daily life. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: T...2021-04-1914 min

Wall Street Vision Investment Podcast9. How Investors Like Warren Buffett Use Market Inefficiency To Make Great ReturnsSome of the best investment returns can come from market inefficiencies. An inefficient market is one where the price of a stock is below its true value - It's like the stock is selling at a discount! Certain special situations in markets produce inefficiencies. Warren Buffett and other big investors have often taken advantage of these special situations. Special situations don't come up too often, but when they do, they provide opportunities for great returns. In this episode we discuss special situations including illiquidity, information asymmetry, forced selling, investing in smaller markets, and investing in companies with l...2021-04-1216 min

Wall Street Vision Investment Podcast8. Why Warren Buffett Invests in Companies With Moats & Lessons From His Purchase of See's CandiesWarren Buffett loves investing in companies that have wide moats. Moats are a company's competitive advantages. A great example of a business that had a wide moat is See's Candies. Warren Buffett purchased See's Candies in the 1970's. Since then, the business has generated a ton of cash for Warren Buffett. Check out this episode to learn about moats and why See's Candies was such a good investment. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This p...2021-04-0513 min

Wall Street Vision Investment Podcast7. Lessons From Warren Buffett Buying American ExpressI think you can learn a lot by looking at great investors' successful investments. In this episode we take a look at Warren Buffett's American Express purchase in the 1960's. Learn about the "scuttlebutt" method that Warren used when he bought Amex, and how a salad oil crisis helped him get the deal of a lifetime. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon...2021-03-2912 min

Wall Street Vision Investment Podcast6. Howard Marks' Advice on Why You Should Use Second Level ThinkingHoward Marks is the co-founder and co-chairman of Oaktree Capital Management. He's a great investor and a self-made billionaire. His book titled "The Most Important Thing" has some amazing lessons on how to apply Second Level Thinking to your decision making. Check out this episode to learn what Second Level Thinking is, and how you can use it. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be r...2021-03-2211 min

Wall Street Vision Investment Podcast5. How Charlie Munger Avoids Investment TrapsCharlie Munger has been Warren Buffett's right hand man for many years. He's a great investor, a self made billionaire, and a philanthropist. In 1995 Charlie made a speech at Harvard - The speech was about '24 things that screw up people's decision making'. In the speech he goes over these "blind spots" that can affect anyone. Check out this episode to learn about some "blind spots" or "mental biases" that can cause bad investments. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact 2021-03-1510 min

Wall Street Vision Investment Podcast4. How John Malone Made Investors Over 30% Each Year for 25 YearsJohn Malone made investors 30%+ per year over 25 years. He has an amazing track record that’s better than Warren Buffett’s (Buffett’s record so far is "just" 20% per year). Check out this episode to learn the top 3 lessons on how John Malone achieved this amazing result. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisi...2021-03-0814 min

Wall Street Vision Investment Podcast3. How Bill Ackman made $2.6 billion in less than a month & the power of asymmetric investmentsIn this episode we'll cover how Bill Ackman made a 100x return in less than a month. The only way to make a 100x return is if you understand how to harness the power of asymmetric investments. Tune in to learn about Bill's big trade and how asymmetric investments are made. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment...2021-03-0110 min

Wall Street Vision Investment Podcast2. Inside the mind of Michael BurryDr. Michael Burry became popular when Christian Bale portrayed him in "The Big Short". In this episode I explore Michael Burry's unlikely investment story as well as covering investment lessons from Dr. Burry's quarterly client letters. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a professional. I may maintain positions in the securities d...2021-02-2215 min

Wall Street Vision Investment Podcast1. The difference between investing and speculatingIn this episode I'm discussing the difference between investing and speculating. I use two stories to illustrate these concepts. If you've started investing recently, understanding the difference between investing and speculating is key for your financial well-being. Check out the episode for more info. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purposes only and should not be relied upon as the basis for investment decisions. Before making any decisions, consult a p...2021-02-1511 min

Wall Street Vision Investment PodcastWall Street Vision Investment Podcast (Trailer)2021-02-1400 min