Charles Lemonides, founder of ValueWorks LLC, discusses his investment philosophy focusing on finding growth opportunities at value prices. He shares insights on portfolio management, conceptual position sizing, and why Rivian may be a value investment. The conversation also touches on market cycles, Comcast, and what makes Charles tick.

Consuelo Mack, host of WealthTrack, discusses her career in financial media. Topics include investor education, self-funding her show, transitioning from finance to journalism, reflections on Margaret Thatcher, market observations, behavioral economics, and prioritizing individual companies over market noise. The chapter also emphasizes integrity in investment insights and the importance of embracing challenges and choosing happiness.

Hunter Hopcroft, Managing Director at Armada ETF Advisors, discusses REITs and market trends. Topics include public vs private REITs, Blackstone's investments, dividend growth, and multifamily housing scenarios. The conversation also touches on AI, energy, and Marty Whitman's legacy in finance.

Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, discusses learnings from 2021 onwards, specific stock ideas like Fevertree, thoughts on portfolio management, incentives in finance papers, a great NVDA story, life sciences similarities to tech, interesting forces in biotech, costs of failure as opportunity, and more.

Darren Fisk, CEO of Forum Investment Group, discusses multifamily real estate, lending, insurance, and development. He emphasizes cash flow over cash, a unique LLC investment structure, and the importance of aligning interests in real estate investments. The conversation covers market opportunities, successful refinancing strategies, and navigating challenges post the global financial crisis.

Matthew Sweeney, Managing Partner & Portfolio Manager of Laughing Water Capital, discusses his idea of 'value' in investing and why he focuses on smaller market capitalizations. He shares insights on navigating value investing in a dynamic market, the complexities of investing, and the benefits of investing in small cap companies for competitive advantage.

Hedda Nadler from Mount & Nadler discusses her 40+ year career in marketing for money managers and crisis counseling. She shares insights on providing excellent services in finance, representing clients sensibly, and navigating media relationships. The podcast explores the intersection of asset management and effective PR strategies, emphasizing the value of relationships and consistent marketing efforts. It also touches on stress management through yoga and support systems for overall well-being.

Wes Gray discusses creating the ETF $BOXX, helping others start ETFs, and why value and momentum are effective factors. The episode touches on tax efficiencies, entrepreneurship challenges, military training impact, value investing strategies, and the complexities of launching an ETF.

Corey Hoffstein discusses leveraging ETFs for investing, tax efficiency, diversified portfolios, trend-following strategies, capital efficiency with treasury futures, RSSB product combining stocks, bonds, and managed futures, high yield bond complexity, transitioning to diversified investments, and international perspectives on Bitcoin and digital currencies.

Will Thomson of Massif Capital discusses the lithium and copper markets, highlighting challenges and investment choices. The episode also explores Tesla's projected deliveries, global EV market growth, and the success of the Lundeen family in energy and mining. Strategic mining investments, shorting stocks, fraud prevention, and innovation in investment are also discussed.