As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.

Mike Odrich, the Managing Partner and Founder of A&M Capital Partners, shares his journey from aspiring doctor to private equity expert managing $5.9B. He discusses adding operational value to investments, emphasizing strategic partnerships with A&M Consulting. Mike highlights the shift from public to private equity, lessons from the 2008 financial crisis, and the challenges faced by family-owned businesses. He delves into navigating today's economic landscape, emphasizing the importance of operational expertise amidst rising interest rates and inflation.

Ben Inker, Co-Head of GMO's Asset Allocation team, shares invaluable insights into the world of value investing. He delves into the principles that drive investment decisions and encourages a critical examination of common market beliefs. Ben discusses the evolution of his career and the emotional challenges investors face during downturns. He highlights the shifting dynamics between value and growth investing, especially in the current market. Finally, he offers perspectives on navigating investment strategies in a changing interest rate environment.

Get ready to uncover the four biggest mistakes that investors often make! With 25 years of experience, the host emphasizes the importance of long-term thinking and diversification. Learn how behavioral biases can derail your financial success and the value of managing risk instead of trying to predict market movements. Embrace these insights to elevate your investment strategies and avoid potential pitfalls that could impact your journey.

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

Jeff deGraaf, the founder and head of technical research at Renaissance Macro Research, shares his expertise as a top technical analyst in Wall Street's Analyst Hall of Fame. He discusses the contrast between technical and fundamental analysis, emphasizing the significance of market psychology in decision-making. Jeff highlights the importance of adapting investment strategies in dynamic markets and navigating price signals over narratives. He also explores the impact of inflation on market dynamics and the nuances of investment errors.

David Dredge, Founder and CIO of Convex Strategies with over 30 years of risk management experience, offers intriguing insights into modern investment practices. He challenges traditional risk frameworks, advocating for a 'barbell' approach to navigate market uncertainties. Dredge highlights the significance of convexity in investment strategies, critiquing conventional measures. He also explores economic risks related to rising interest rates and emphasizes the impact of divergent investment returns, illustrating how key moments can make or break long-term growth.

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.