Dr. Andrew Stotz, CFA public
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The mission of My Worst Investment Ever Podcast is to share stories of loss to keep you winning. In our community, we know that to win in investing you must take the risk, but to win big, you’ve got to reduce it. Andrew Stotz, Ph.D., CFA, is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection. To find more stories like this, previous ep ...
 
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Shan Saeed is Chief Economist at Juwai IQI, a leading property, technology, and investment company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Melbourne, Makati, Toronto, and Dubai. He has 20 years of financial market experience in private banking, risk and compliance management, commodity investments, global econo…
 
Jonathan Palmar makes videos. “People will always disappoint you because your expectations will never match what they provide you with.” Jonathan Palmar Worst investment ever Ever seeking approval Like most people, Jonathan grew up believing that he needed to trust in the constant search for other people’s approval. As is human nature, Jonathan wan…
 
Dale Dupree is leading a sales rebellion against the mediocre ways of the status quo in order to put people over products, community over commissions, experiences over performing a pitch, and fellowship over negotiations. “If you miss it at 30, and you don’t find it until 60, it’s okay. Being patient with your outcomes is what’s most important inst…
 
Chris Tate is one of the first people to ever release a share trading book in Australia. He is the best-selling author of The Art of Trading and The Art of Options Trading in Australia. He’s been running the 6-month repeat-for-free Mentor Program since the year 2000, and he’s also the founder of the Talking Trading podcast, a free weekly trading po…
 
Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates. He is also the Chairman of the FinTech Association of Hong Kong, an Adjunct Professor at the AIT School of Management, a Mentor for PingAn’s Cloud Accelerator, a Guest Contributor for eFinancialCareers and Regulation Asia, and a Senior Advisor to many leading startups in the …
 
Born and bred in a small coal mining and steel mill town in Western Pennsylvania, Ric Franzi moved to California after graduating with a B.A. in Communications from the University of Pittsburgh. While in Southern California, he continued his education by attaining his MBA from Pepperdine University. Ric is the host of the Critical Mass Radio Show &…
 
Mighty Pete Lonton from the Fire In The Belly show is an author, soon to be TEDx speaker (Jan 2021), podcast host, mentor, entrepreneur, property investor, husband, and father of three beautiful girls. Pete’s background is in project management and property, but his true passion is the ‘Fire In The Belly’ show and project. His mission is to help ot…
 
Best of 2020 Podcast Episodes Roundup “Hello, fellow risk-takers, and welcome to My Worst Investment Ever,” that’s how I start every one of the 300+ My Worst Investment Ever Podcast episodes I have recorded. Below are some of the highlights from the 170 people I interviewed in 2020. One of the things that makes the investors, businessmen and women,…
 
Larry Levine is the best-selling author of Selling from the Heart and the co-host of the Selling from the Heart Podcast. In a post trust sales world, Larry Levine helps sales teams leverage the power of authenticity to grow revenue, grow themselves, and enhance their clients’ lives. Larry has coached sales professionals across the world, from tenur…
 
Dr. Robert B. Ramos, CFA, CAIA, CIPM, completed his undergraduate degree from the Ateneo de Manila University. He finished one master’s degree in Business Management from the Asian Institute of Management and the second one in Business Economics from the University of Asia and the Pacific. And to top that off completed his doctoral degree from De L…
 
Kevin Maloney is a serial entrepreneur with 20+ years of experience in business development, marketing, operations, and finance with early to the mid-stage consumer, media, technology, and real estate companies. He has led more than 1,000+ early mid-stage investor presentations, conducted 100+ corporate and institutional roadshows, and raised more …
 
Armand Rosamilia is a New Jersey boy currently living in sunny Florida, where he writes when he’s not sleeping. He’s happily married to a woman who helps his career and is supportive, which is all he ever wanted in life. He’s written over 150 stories that are currently available, including horror, zombies, contemporary fiction, thrillers, and more.…
 
At the age of 29, and the peak of her corporate career and deep unhappiness, Dr. Natalia Wiechowski quit her job and started from scratch. She took a nine-month sabbatical, during which she changed the way she thinks, speaks, and acts. From that moment, she committed to designing her purposeful dream life and founded Think Natalia. Her obsession is…
 
Ari Gunzburg is a rising new star in personal growth after experiencing trauma as a child and then extreme volatility as a teenager. As an award-winning international speaker, Ari motivates people using personal stories filled with triumph, tragedy, and transformation. Ari also helps inspire people using one-on-one coaching and his books for both c…
 
Sanjeev Chitre is the Managing Partner at U-Group and a four-time successful entrepreneur. Sanjeev has 30+ years of starting, growing, and executing the liquidity of several major small and medium-sized companies. He brings together an integrated team of industry and growth partners to creatively build value for The U-Group clients. Sanjeev earned …
 
Kathleen Ann, a corporate escapee, is known as the “Money & Marketing Champion” for heart-centered women entrepreneurs (and enlightened men!). She is the Founder of ‘Power Up Your Marketing’ and holds multiple Money and Marketing Coach certifications. Kathleen works with service-based women business owners to help them create and grow financially s…
 
After 10 years in investment banking, Scott Eddy moved overseas and lived in Europe and Asia for 17 years. While living in Bangkok, he started the first digital agency in Southeast Asia, and it remained the biggest in the region for five years. After selling the agency and spending some time in Europe while building his personal brand, he now trave…
 
James Mulvany is a successful entrepreneur, and over the past 10 years, has built multiple internet companies (including Podcast.co & Radio.co) plus a property portfolio and has made a range of angel investments in startups! Having actually never had a job in his life, he started his first business when leaving school. “Business is never plain sail…
 
Jim O’Shaughnessy is the Chairman and Co-Chief Investment Officer of O’Shaughnessy Asset Management (OSAM). He is the author of four books on investing, and his book What Works on Wall Street is a BusinessWeek and New York Times Business bestseller. Jim is the former Chairman of the Board of the Chamber Music Society of Lincoln Center and currently…
 
John North is a Seven-Time #1 International Selling Author about business strategy and internet marketing and his passion for squash. John is CEO of Evolve Systems Group and has created many products and services designed to empower business owners, including Evolvepreneur.app, Evolvepreneur.club, and Evolve Global Publishing. John’s passion is to …
 
Frank Agin works to empower small businesses to achieve more by helping them create dynamic professional relationships. He does this by operating a membership-based referral program called AmSpirit Business Connection and shares insightful content via his Networking RX podcast, articles, and books. Learn all about Frank here. “Everybody I know can …
 
Hala Taha is the host of Young and Profiting Podcast, a top 10 Self-Improvement podcast on Apple with over 1 million downloads. She recently launched YAP Media, a full-service podcast production and marketing agency for top podcasters, celebrities and CEOs projected to generate over $2M in revenue in its first year. Hala is also known for her engag…
 
Rune Sovndahl is the co-founder of Fantastic Services – an international brand with 10+ years of experience that combines technological innovations with bespoke customer care to deliver services for the home, office, and garden. Rune is Danish but moved to London 20 years ago to study for a BA (Hons) in Business Information Systems Design at South …
 
A recovering, hard-driving leader with over 35 years of sales, marketing, educational and entrepreneurial experience, Professor Pete Alexander successfully battled the negative effects of stress head-on and developed the LIGHTEN™ stress management model that will motivate you and your team to take action in only a few minutes per day. After learnin…
 
Marcia Daszko is one of the world’s leading business strategists and catalysts for leadership and organizational transformation. She believes and teaches innovation in leadership thinking. She has 25 years of proven success as a Founder and CEO of a consulting firm, Marcia Daszko & Associates, and is an executive team workshop facilitator. She is a…
 
Dr. Julian Hosp is the largest crypto influencer in the German-speaking world, with over 90,000 followers on YouTube. He has written many articles and spoken at many blockchain conferences. He is a medical doctor and ex-professional athlete, and CEO co-founder of Cake, and chairman of DeFiChain Foundation. His vision is to bring blockchain awarenes…
 
As the CIO of Spotlight Asset Group, Shana Sissel oversees all aspects of the investment platform ranging from overall strategy, implementation, and communication to clients and prospects. Shana has nearly two decades of industry experience at leading investment firms, primarily in Boston and Chicago. She previously served as Director of Investment…
 
Wes Schaeffer is The Sales Whisperer®, a pigheaded entrepreneur who rehabilitates salespeople and trains their managers. He’s a reassuringly expensive copywriter, sought-after speaker, and marketing automation expert. He is the author of 2.5 books on sales, marketing, and CRMs, host of The Sales Podcast, host of The CRM Sushi Podcast, and he will h…
 
James Jani is a YouTube Expert and Vlogger, who creates thought-provoking documentaries on YouTube about Business, Money, and Life. He’s been running a YouTube channel since January of 2020 that has now grown to 422k+ subscribers, with an average of 2 million views a month! His “The Untold Truth About Money” has had 3.8m views, and he first went do…
 
Daniel St-Jean was born and raised in Montreal. Still, he has also lived in Whitehorse Yukon Territory, Vancouver BC, Ottawa, and now home is in Niagara-on-the-Lake, Ontario. He is an entrepreneur to the core, and the last time he received a paycheck as an employee was in 1986. Over the 34 years since, he has owned several businesses, including an …
 
Rhonadale Florentino has been an HR practitioner for around 19 years. She is the CEO and President of UpRush Social Geekers, an HR solutions and services provider located in the Philippines. She has held various director-level positions and has worked on the Gamification Framework to gamify human resources and the Digital 201, which helped her comp…
 
Jim Rembach is a Customer Experience Authority and President of Influence to Action, which operates several entities, including CX Global Media, Call Center Coach Virtual Leadership Academy, Contact Center Virtual Summit, and Customer Service Weekly. He’s the host of the Fast Leader Show, B2B Digital Marketer, and Customer Service Weekly podcasts. …
 
Michelle Connell, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities, and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area owned by a female CFA charterholder-an important resource in a wor…
 
Jordan Paris is an author, podcast host, and entrepreneur featured in Forbes, Entrepreneur, Men’s Health, Yahoo! Finance, and Market Watch. Jordan’s podcast, Growth Mindset University, was ranked #6 in Apple’s Self-Improvement category, #3 in the Training category, and #5 in the How-to category. In Education, one of Apple’s most competitive categor…
 
Luke Fenwick has had a corporate career spanning over 20 years across numerous industries, including luxury goods and professional sports at organizations such as Louis Vuitton Moet, Hennessy, and Melbourne United Basketball Club. He is a father and husband and chose to follow his purpose and become a life impact coach to help people gain awareness…
 
Josh Steimle is an entrepreneur, author, and speaker, best known for his framework The 7 Systems of Influence and the 300+ articles he’s published in more than two dozen publications like Time, Forbes, Fortune, Mashable, and TechCrunch. Get started on writing your book with Josh at Publishedauthor.com. “Business should never be your highest priorit…
 
Oluwatosin Olaseinde is a professional accountant with over 10 years of experience spanning across accounting, audit, financial management, and taxation. She is the Founder and CEO of Money Africa, an ed-tech platform that enhances financial literacy and investments leveraging technology. Oluwatosin is a Washington Mandela Fellow, and she was a fin…
 
Beverley Agbakoba-Onyejianya is a Sports & Entertainment lawyer and Entrepreneur. She is an accredited mediator with the Lagos High Court Multi Door Centre and a member of the panel of neutrals at the Lagos Court of Arbitration. She has years of experience in the banking and capital markets in the United Kingdom and Nigeria. She is a Nigeria SEC-re…
 
Steve Anderson is an expert in strategic risk and business growth. Drawing on decades of experience in the insurance industry, he wrote The Bezos Letters: 14 Principles to Grow Your Business Like Amazon, a Wall Street Journal, USA Today, and international bestseller. With hundreds of thousands of followers, Steve has been handpicked by LinkedIn as …
 
Ela Staniak Leaupepe was born in Poland, and her challenging upbringing was a speed lesson in life. At 21, she moved to Australia and began working first in the fitness industry before embarking on a journey through online and corporate coaching. She studied Fitness, Sports Coaching, Neurolinguistic Programming, Hypnotherapy, Public Speaking, Intui…
 
John Pastor has close to two decades of leadership experience in the business process industry in the Philippines. He has numerous years of exposure in both the in-house and outsourced areas of the industry and has had the opportunity to work with top tier multinational organizations since 2001. Aside from operations, he is also well-versed in the …
 
Cameron Herold is the founder of the COO Alliance & Second In Command Podcast. He is known worldwide as THE CEO Whisperer and is the mastermind behind hundreds of companies’ exponential growth. Cameron has built a dynamic consultancy by speaking, not from theory, but experience. He earned his reputation as the business growth guru by guiding his cl…
 
Avelo Roy is a serial tech entrepreneur, investor, and TV host, who started his first startup at the age of 19 around his patent-pending technology while still studying as a computer engineer at Illinois Institute of Technology. He built that company up to a multi-million dollar valuation by the age of 22. Over the years, he has built eight busines…
 
Dr. Todd Dewett is a best-selling leadership author, educator, and professional speaker. After beginning his career with Andersen Consulting and Ernst & Young, he completed his Ph.D. in Organizational Behavior at Texas A&M University and enjoyed a career as an award-winning professor. Today he speaks, writes, coaches, and has created an educational…
 
Nathanial Bibby ranks number one in the Asia Pacific region on the Social Media Marketing Institute’s top LinkedIn marketers list, and he won Best Use of LinkedIn at the Social Media Marketing Awards 2019. He is a two-time finalist for the 2020 Social Media Marketing Awards for his campaigns “Monday Night Live” and “LinkedIn vs. Instagram.” Bibby C…
 
Greg Au-Yeung has held senior executive positions at various global banks in China, including Saxo, UBS, ANZ, Morgan Stanley, and State Street Bank. He has a solid track record pioneering, building, and managing technology centers in China that deliver innovative solutions and support digital transformation programs for incumbent banks and FinTech.…
 
Tony Fish thrives in complex, ground-breaking, and uncertain environments, bringing proven judgment and decision-making skills with cross-sectorial experience. He has a track record of sense-making and foresight, with enthusiasm and drive that is contagious. Tony is a maverick and (un)intentional rule breaker. His focus is on how the future of corp…
 
Graduating from Northeastern University in Boston, Massachusetts, where he studied law, finance, and technology, Edmund Lowell is a serial entrepreneur living in Asia since 2011, innovating at the crossroads of finance, technology, and legal fields. Edmund has built several Fintech and RegTech products during this time, including FlagTheory.com, KY…
 
Gillian Perkins is the founder of Startup Society and the host of the Earn More, Work Less podcast. She also hosts a popular entrepreneurship-focused YouTube channel that has received over 20 million views to date. Gillian teaches people how to start and build profitable online businesses that allow them to earn passive income and live a flexible l…
 
Charoenjit Chantarasiri has been an investment consultant at Kasikorn Securities in Thailand for the past 10 years. He holds a bachelor’s and a master’s degree in finance from Thammasat Business School. As an investment consultant, Charoenjit advises retail investors in various equities, fixed-income, derivatives, and mutual funds products. He also…
 
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