Navigating Portfolio Construction and Investment Strategies

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Back by popular demand today, for his second tour of duty on the podcast, is Brent Beshore. Brent is the Founder and CEO of Permanent Equity, a private investment firm that invests in Founder-owned small to medium sized businesses. Beyond his commercial acumen, one of the things that I most admire about Brent is how he takes a deeply personal approach to his work, utilizing tools and frameworks from disciplines like philosophy, psychology, and religion to inform how he thinks about conducting himself both personally and professionally. This is one of the reasons why a seemingly black and white conversation about investing went into domains like fear of failure, the source of our identities, and why young professionals ought to demonstrate more vulnerability, among other topics. My first conversation with Brent, published in November of 2022, was one of our most highly rated episodes, and something tells me that this one might even top it.