Guests

Brad Thomas is an author, value investor, real estate expert, and adviser with more than three decades of investing experience. He founded Wide Moat Research in 2020.

Matt Franz founded registered investment adviser Eagle Point Capital in 2017. Its objective is to avoid the permanent loss of capital while maximizing the increase in long-term,...

Andrew Walker is a portfolio manager at value-oriented hedge fund Rangeley Capital and author of Yet Another Value Blog. He focuses on microcap, deep-value, and...

Dr. John Sviokla is an author, executive fellow at Harvard Business School, AI pioneer, and co-founder of GAI Insights - the world's leading generative-AI analyst firm.

Edwin Dorsey conducts deep, investigative analyses of public companies in his newsletter, The Bear Cave. By prioritizing customer relations and common-sense logic over financial...

Jonathan Shaffner is a retired U.S. Army colonel with 25 years of service who currently works as the director of federal business development at MBO Partners. MBO specializes in...

Brendan Ahern is the chief investment officer at asset manager KraneShares. The company provides investors access to Chinese companies, climate investments, and uncorrelated...

Bob is the chief economist at technology firm infineo, author of more than a dozen books, and a passionate advocate of free markets.

Brody Mullins is a Pulitzer Prize-winning investigative reporter who focuses on businesses, lobbying, campaign finance, the political-intelligence industry, and how investors...