Jeff Gilbert takes over Talking Billions today and asks me questions. He is a master storyteller, forensic accountant, investor, and a good friend. Scroll down, search, and find my earlier conversation with him on the show.

Jeff Gilbert, CPA is an Executive Director of Investigations where he specializes in forensic auditing. Drawing upon personal experience and using real-life case studies, he teaches at the Asper School of Business and with the Chartered Professional Accountants program. Jeff also mentors entrepreneurs and provides strategic advice to assist them in achieving their goals. He manages his own investment portfolio with a mix of public companies and private investments. A strong believer in lifelong learning, he is an avid reader and has numerous interests, including value investing and understanding various philosophies, strategies, and mental models.

In this engaging fireside chat, Bogumil Baranowski and Jeff Gilbert explore a range of topics centered around mentorship, long-term thinking, and the importance of ethics in business. They discuss the significance of building customer loyalty, the role of trust and intuition in investing, and the impact of innovation on profit pools. The conversation delves into the emotional connection to wealth and the craftsmanship model in investing, emphasizing the human element and the importance of caring in professional relationships. They also reflect on the lessons learned from historical figures like Benjamin Franklin and the philosophical lens through which investing can be viewed.

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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