The BeatiDudes Hungry, Humble, and Holy | Jerry Sullivan | Episode #241
Buckle up, buttercup – we're going 4K with portfolio management legend Jerry Sullivan! This week, the BeatiDudes sit down with the man who runs the #1 performing mutual fund out of over 650 competitors (yes, you read that right). But don't worry, Jerry's humility is thicker than his Boston accent.
From taking calls on live TV shows like CNBC's Squawk Box to learning the ropes under the legendary Peter Lynch at Fidelity, Jerry shares the "scrappy" investment philosophy that's made him a Wall Street standout. Spoiler alert: it's not about being the smartest guy in the room – it's about being the hungriest.
But this isn't just another finance bro flexing his portfolio returns. Jerry opens up about his journey from a Brooklyn baptism at St. Ephraim Church (which his grandfather helped build!) to finding his calling through Opus Dei in college. We dive deep into how his Irish mother's fearless faith – jumping on a boat at 20 to cross the ocean with nothing but grit - shaped his approach to both investing and living.
The BeatiDudes explore Jerry's daily commitment to Mass, his monthly men's group in Boston's financial district (complete with coffee, crumpets, and Christ), and how sanctifying your work life isn't just spiritual fluff – it might actually make you better at your job. Who knew holiness and hedge funds could go hand in hand?
Plus, we get treated to Jerry's Irish prayers, hear about the time Peter Lynch bought millions in European stocks based on Jerry's summer research, and discover why the hungriest candidates always beat the smartest ones. Oh, and Jeff attempts to speak "Hollish" in our game segment – you'll have to hear it to believe it.
This is religious fraternity meets financial wisdom, with just enough Irish blessing to keep things interesting. See you at the old Barney Stone with Paul Kolker, Nick Bezner, and Jeff Schiefelbein.
Our Partners:
Sock Religious (10% Discount)
Follow The BeatiDudes:
Jeff Schiefelbein on LinkedIn
BeatiDudes Theme Song and Music By