Of Bulls And Bears - Personal Finance for South Africans by South Africans. We explore the basic principles so you can apply them today and build generational wealth for you and your family.
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At AXA Investment Managers (AXA IM) we are an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. We are part of the AXA Group, a world leader in financial protection and wealth management.
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We're taking the edge off investing with fun conversations, special guests, current events, investing tips, and more. This new-school financial podcast will focus on innovation-based investing strategies and disruptive technology, all with a little buzz. Based in Kentucky, we'll sip on excellent bourbons and discuss pertinent topics with fun and interesting people. Nope, this isn't the stuffy financial discussions you're used to, this is new-school investing, with a twist. So break out your ...
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1
Donald Robertson - How to Think (and Invest) Like a Roman Emperor
1:47:38
1:47:38
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1:47:38
Stoicism expert and prominent author, Donald Robertson, joins Bulls, Bears, and Bourbon to discuss Stoic techniques for life (and investing). Donald is a writer, cognitive-behavioural psychotherapist, and trainer. Donald specializes in teaching evidence-based psychological skills and is known as an expert on the relationship between modern psychoth…
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Max Wojcik - The Ultimate Life Formula for Happiness
1:46:32
1:46:32
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1:46:32
The Ultimate Life Formula = Happiness = Wealth + Health + Happiness Max Wojcik joins Bulls, Bears, and Bourbon to guide us through his ultimate life formula. Our discussion breaks down the 24 variables Max has identified as contributing to our happiness. Max’s formulaic, mathematical, and logical approach to defining happiness is intriguing and lea…
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Craig Fuller - Supply Chains: A Peek Behind the Logistics Curtain
1:18:51
1:18:51
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1:18:51
Logistics and supply chains are usually the last things on our minds. We expect shelves to be stocked with our favorite foods and gadgets, and packages to arrive at our doorsteps within days of ordering them online. But recent disruptions have created a new interest in these typically disregarded topics. In this episode of Bulls, Bears, and Bourbon…
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I/O Fund - Identifying Microtrends and Investing in Growth and Technology
58:02
58:02
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58:02
For the first time Bulls, Bears, and Bourbon features two guests – Knox Ridley, and Bradley Cipriano from I/O Fund. I/O Fund runs one of the highest performing tech-focused stock portfolios in the world. Knox began consulting on portfolios in 2007 and is an experienced growth investor in both bull and bear markets. He is very keen on macro trends a…
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Andres Mazabel - Estate Planning is for Everyone
56:03
56:03
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56:03
Whiskey and estate planning - two things usually don’t go together, but we’re different at Bulls, Bears, and Bourbon. Andres Mazabel of Trust & Will joins me on the show to shed some light on their annual report on millennials and estate planning. Trust & Will is tackling estate planning by modernizing the process and making will-based plans, trust…
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Chris Hanna - Gambling versus Investing: The Differences (and Similarities)
1:03:00
1:03:00
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1:03:00
This episode of BB&B is different - we talk gambling. Yes, this is an investing show, but a lot of people don’t understand the difference between investing and gambling, and who better to discuss that with than a former professional blackjack player and card counter turned financial coach? Chris Hanna joined me at the bar to tackle the similarities…
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Arnold Van Den Berg - The Power of the Subconscious Mind
1:59:28
1:59:28
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1:59:28
Arnold Van Den Berg is a special investor and a special person. He was born in Amsterdam in 1939, several blocks from the historic Anne Frank House. Arnold's family, being Jewish, also had to hide from the Nazi occupiers. Fearful of being discovered and executed, Arnold's parents arranged to smuggle him to an orphanage as a toddler. His childhood a…
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Around the Bar - What is Wealth? The Best on the Meaning of Wealth
26:08
26:08
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26:08
This special AROUND THE BAR episode of Bulls, Bears, and Bourbon focuses on one of the two questions asked of each guest: WHAT IS WEALTH? Wealth is subjective. Wealth is personal. And wealth is much more than money! The idea of this bonus episode is to demonstrate that wealth means so much more than money. As a financial advisor, I talk and think a…
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Adam Blumberg - Down the Rabbit Hole on Crypto, Blockchain, NFTs, Web3, and more.
1:28:28
1:28:28
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1:28:28
Adam Blumberg of Interaxis helps demystify DeFi (Decentralized Finance) in the episode of Bulls, Bears, and Bourbon. From crypto and blockchain to NFTs and Web3, Adam shares his thoughts on the current landscape and what the future might hold. Whether you’re new to crypto or a long-time HODLER, you’re sure to find something interesting in this jam-…
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Brian Feroldi - Investing Checklists, When to Sell Stocks, FIRE, Optionality, and more.
1:02:30
1:02:30
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1:02:30
Brian Feroldi discusses his investing checklist, how he decides when to sell a stock, optionality, FIRE (Financial Independence, Retire Early), valuing a company, and so much more in this packed episode of Bulls, Bears, and Bourbon. Brian started investing in 2004 and has since become a contributor to the Motley Fool and grown a large Twitter follo…
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Shane Monks O'Byrne - Living and Investing Better with a Rules-Based Approach
1:05:27
1:05:27
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1:05:27
Shane Monks O’Byrne is the Founder and CEO of Irish FintechStartup Aikido Finance. His goal is to democratize quantitative investing. He runs his company as a digital nomad – living in his self-built campervan, traveling, and working from amazing places throughout the world. He loves adventure and is an avid skier, runner, and alpine climber. While…
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Joyce Marter - Cultivate Financial Prosperity By Improving Mental Health
58:36
58:36
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58:36
Joyce Marter has been a licensed clinical professional counselor for over 25 years and is an expert on self-esteem, mindfulness, career development, and the psychology of money. Her book, The Financial Mindset Fix, includes a step-by-step approach to changing your outlook about money, which will spill over into other aspects of your life, too! Joyc…
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Nir Bashan - Unlock Creativity to Become a Better Investor
37:03
37:03
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37:03
Nir Bashan is the author of The Creator Mindset (August 2020 / McGraw Hill) and a world-renowned creativity expert. He has taught thousands of leaders and individuals around the globe how to harness the power of creativity to improve profitability, increase sales, improve customer service and ultimately create more meaning in their work. Nir has sp…
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William Green - Investing and Life Lessons From the World's Greatest Investors
1:38:01
1:38:01
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1:38:01
William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in the Markets and Life (April 20, 2021; Scribner). The book is the culmination of his journalistic work, which led him to conversations with many of the world’s greatest investors, from Sir John Templeton to Charlie Munger, Jack Bogle to Ed Thorp, Will Da…
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Steve Koch - Demystifying Investment Banking, Being Calm During Volatility, & Serendipity
51:26
51:26
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51:26
Steve Koch, former Credit Suisse Investment Banker and Deputy Mayor of Chicago, joins me at the bar to share lessons from his breadth of experience in both the private and public sectors. Steve provides a primer on investment banking, explains the value of being calm amid the volatility, reflects on the role of serendipity in his life, and shares l…
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Bharat Kanodia - The Importance of a Company's Story and Being an Infinite Player
1:00:40
1:00:40
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1:00:40
Sipping and chatting with host James Vermillion is Bharat Kanodia, owner of Veristrat Inc. While enjoying a glass of Old Carter, Batch 9, James and Bharat chat about the keys to a billion-dollar valuation, the importance of company cultures, Software-as-a-Service, investing in private and public companies, working towards happiness, and being an in…
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William Glass: Developing Positive Money Habits, Financial Literacy, and Entrepreneurship
1:13:26
1:13:26
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1:13:26
Great whiskey. Great Conversation. William Glass, CEO of personal finance app Ostrich, joins the show to chat about behavioral finance, entrepreneurship, no-code software development, and more. Ostrich is a mobile app that helps users build better money habits with a game-like system that reinforces positive financial behaviors. William is a self-p…
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Tyrone Ross: Cryptocurrencies, Digital Assets, and the Future of Finance
48:50
48:50
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48:50
You asked. We delivered. Tyrone Ross, CEO of Onramp Invest, joins Bulls, Bears, and Bourbon for a special episode about digital assets and cryptocurrencies. Tyrone is out front in the movement to widen access to and education about this new asset class. As he always does, Tyrone brings energy and passion to our conversation. Listen as we scratch th…
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Ben Leybovich: Multifamily Real Estate and Chasing a Better Version of Ourselves
1:15:18
1:15:18
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1:15:18
Ben Leybovich, a Principal of both WhiteHaven Capital and WhiteHaven Construction, brings his unique perspectives to the show. He shares his “why” and explains his unanticipated entrance to real estate investing. At WhiteHaven, Ben oversees new acquisitions, asset management, and investor relations. He’s been investing in multifamily real estate si…
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Tim Maloney: The Metaverse, E-Sports, and the Future of Gaming
49:46
49:46
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49:46
Tim Maloney, Co-Founder and CIO of Roundhill Investments shares his thoughts on all things gaming. From the metaverse and virtual reality to the shift to a gaming-as-a-service revenue model, we dive into the world of e-sports, streaming, and the gaming industry. As we sip and share notes on two different bourbons, Tim provides insight into the curr…
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Jason Wenk - The Founder of Altruist talks Entrepreneurship, Fintech, and more!
1:00:29
1:00:29
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1:00:29
Jason Wenk, Founder and CEO of Altruist joins the show to talk about his journey to becoming a FinTech founder. He gives a primer on financial custody, talks about the DNA of a company and why it's important, and shares the lessons he's learned along the way. [01:24] - Introduction [03:58] – Bourbon snafu! Buffalo Trace Bourbon Cream & Coffee [06:2…
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1
Adam Edelen: The Future of Energy and the Power of Innovation
54:03
54:03
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54:03
Adam Edelen, Founder and CEO of Edelen Renewables joins the show to talk about the exciting things happening in the green energy space. We talk innovation, solar energy, and modernizing the grid. As we share a very mysterious bourbon we also talk about leaving a legacy, entrepreneurship, and wealth. Join us for a forward-focused conversation and a …
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1
Dasarte Yarnway: Onward to Greatness.
41:18
41:18
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41:18
Onward to Greatness! That’s the mantra of guest Dasarte Yarnway and whether he’s hosting his podcast Young Money Podcast, writing books, or working with his clients, he’s constantly striving to be great. As we chat about the wealth management business, working with millennial clients, and the “Drop Zone”, we sip on a really good bourbon out of New …
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Dr. Sonat Birnecker Hart: Crafting a Family-First Business & Lifestyle
1:00:06
1:00:06
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1:00:06
Koval Distillery President Dr. Sonat Birnecker Hart leads a tasting of three unique Koval whiskies as we chat about her transition from academia to distilling. Sonat describes how she and her husband Robert got creative to leave their former careers behind to pursue a new venture and craft a family-first business and lifestyle. As we sip their inno…
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Rob Koyfman: Bringing Powerful Investing Analytics to the Masses
58:30
58:30
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58:30
Koyfin CEO Rob Koyfman joins the show to sip one of bourbon's crown jewels and talk investing. Rob explains the "fiasco" that was the GameStop short squeeze, gives his take on Amazon, and talks about the good, bad, and ugly from his time on Wall Street. We also discuss Koyfin, the company Rob founded, which provides investors with powerful analytic…
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1
Dale Robinson: Call it a Comeback
1:00:02
1:00:02
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1:00:02
Listen as Dale Robinson shares his comeback story from incarceration to entrepreneur, motivational speaker, and investor. While sipping a delicious bourbon from Four Roses, we also chat about Elon Musk becoming the world's richest person, being motivated by our families, failing to innovate and the repercussions, self-belief, and more. Dale Robinso…
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1
An Introduction to Bulls, Bears, and Bourbon
1:25
1:25
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1:25
Welcome to Bulls, Bears, and Bourbon - The Investing Show with a Buzz. In this episode, the host, James Vermillion, introduces himself and shares a bit about the show. James is the founder of Vermillion Private Wealth, a financial planning and investment management firm that embraces innovative and disruptive technologies in its investment solution…
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Podcast 4 - Fear and the inflation game: Explaining inflation
28:51
28:51
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28:51
Podcast 4 - Fear and the inflation game: Explaining inflation (featuring Jonathan Baltora)De către AXA Investment Managers
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Podcast 3 – What are the megatrends driving the best investment opportunities today?
30:50
30:50
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30:50
Podcast 3 – What are the megatrends driving the best investment opportunities today? by AXA Investment ManagersDe către AXA Investment Managers
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Podcast 2 - Bulls, Bears, and Bonds: Answering the ‘common questions’ about bonds
29:44
29:44
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29:44
Featuring Nicolas TrindadeDe către AXA Investment Managers
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Podcast 1 - The dangers of having ‘too much’ debt in the economy - Introduction
30:30
30:30
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30:30
As we approach the tenth anniversary of the crash of global banking giant Lehman Brothers, what are the lessons we can learn from the past? Presenters Hardeep and Nick discuss if global debt hitting a trillion dollar high this year is sign that things are only getting worse; while AXA Investment Managers’ Chris Iggo looks at the future of fixed inc…
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002 - The Psychology Of Cashflow
18:40
18:40
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18:40
- You MUST have a cashflow plan, before you have an investment plan.Game Plan- Every month- In Writing / Typing- TOGETHER - be on the same pageHow a cashflow plan affects your investment plan- A cashflow plan includes both savings AND investment.- Without savings, people draw from their investments at terrible times- Savings protect your investment…
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001 - Where Do You Get Your Financial Advice?
18:55
18:55
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18:55
Who should you speak to about your financial advice?Hit me up on Twitter @ofbullsandbearsDe către Of Bulls And Bears
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