What is The Happy Investor podcast about and who is it for? That’s the question I will help you answer in this first episode. You’ll learn more about the tagline ‘from surviving to thriving in asset management’ and why I call this show the most personal podcast in the industry. I also unpack the concept of the P/PC balance from Stephen Covey’s ‘The 7 Habits of Highly Effective People’ and how it relates to you.