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When a country enters a financial crisis, collapsing currencies and forced selling can make good companies extraordinarily cheap. They can also expose investors to weak governance, capital controls and permanent loss. How can an investor tell the difference?James speaks with Michael McGaughy, Head of Research at Fusion Wealth Management and portfolio manager of Research Alpha, about his approach to crisis investing. Michael uses a three-part framework - people, structure and value - to find quality companies trading at generationally low valuations in out-of-favour markets.They discuss the psychology of market panics, signs that selling may be exhausted, currency devaluations, minority shareholder protections and related-party transactions. Michael draws on investments across Argentina, Sri Lanka, Nigeria, Egypt, Turkey and Pakistan, and explains why patience and detailed company research matter more to him than forecasting a macroeconomic recovery.A clear guide to the opportunities and risks of investing where the news is bad, valuations are extreme and few institutions are willing to look.For educational purposes only. This episode does not constitute financial advice or a recommendation. Key takeaways ·       Crisis investing begins with extreme valuation, but the company still needs capable owners, sound governance and a structure aligned with minority shareholders. ·       A market may be near a bottom when continuing bad news no longer drives prices lower and knowledgeable investors begin buying. ·       Michael treats currency devaluations as potential entry points because local shares may already have fallen before the currency adjustment. ·       Mapping listed companies to their controlling shareholders can eliminate weak business groups before detailed company analysis begins. ·       Related-party transactions can move value from a listed company into privately owned entities and are a central governance risk. ·       Patience is necessary, but investors must still manage liquidity, capital controls, forced delistings and the danger of selling winners too early. About Michael Michael McGaughy is Head of Research at Fusion Wealth Management in Hong Kong and portfolio manager of Research Alpha, a long-only absolute-return equity fund launched in 2017. His career spans buy-side and sell-side equity research, private equity and fund-of-funds management. He has researched and invested across emerging and frontier markets for decades, using a process centred on the quality of controlling shareholders, corporate structure and valuation. CONNECT WITH MICHAELLinkedIn: https://hk.linkedin.com/in/michael-mcgaughy-caia-647653Minority Report: https://michaelmcgaughy.blogspot.com/Astra and Sinar Mas comparison: https://michaelmcgaughy.blogspot.com/2013/08/astra-and-sinar-mas-22-year-perfomance.htmlSeeking Alpha: https://seekingalpha.com/author/michael-mcgaughyDISCOVER POOR MILLIONAIREShttps://poormillionaires.com/ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Hedge funds are often portrayed as opaque, high-risk vehicles chasing spectacular returns. Markus Derenthal of Cape May Wealth Advisors offers a different view: their most useful role may be to deliver returns that behave differently from stocks and bonds. James and Markus break down the major hedge fund strategies, how they can support portfolio diversification, and the practical barriers facing affluent investors — including high minimums, closed funds, fees, liquidity constraints and regulatory eligibility. They also examine the role of funds of hedge funds, the limitations of industry performance data, and why specialist due diligence matters in an asset class that can remain a ‘black box’. A practical introduction for investors who want to understand where hedge funds might fit within a broader portfolio — without the Hollywood hype. Key takeaways ·       ‘Hedge fund’ describes a flexible investment vehicle; the strategies and risks inside it vary enormously. ·       For a diversified portfolio, the relevant aim is often low correlation to stocks and bonds rather than maximum return. ·       Long/short equity, global macro, quantitative/arbitrage and multi-strategy funds produce very different exposures. ·       Minimum tickets and closed funds make access a central challenge for smaller family offices and affluent individuals. ·       Funds of hedge funds can provide diversified exposure, manager access and specialist due diligence — at an additional layer of fees. ·       Headline performance indices can be distorted by survivorship and selection biases. ·       Liquidity must be assessed fund by fund: quarterly dealing is common, but some sought-after managers impose multi-year redemption periods. ·       Investors must also consider regulatory eligibility, governance and how much strategy opacity they can tolerate. Chapters 00:00 Introduction and disclaimer00:39 What investors misunderstand about hedge funds03:14 What actually defines a hedge fund?06:21 Long/short equity and the main strategy families08:05 Global macro: making diversified bets on the world09:22 Quantitative, statistical and arbitrage strategies11:12 How multi-strategy hedge funds manage talent and risk13:28 Where hedge funds fit for a ‘poor millionaire’17:55 A message from the boss18:37 Performance in crises — and the problem with hedge fund data21:10 Allocations, minimum tickets and accessing top managers23:44 Are ‘two and twenty’ fees still common?25:15 Liquidity, lock-ups and five-year redemptions27:00 How investors can assess a hedge fund30:25 Suitability and regulatory thresholds32:07 Replacing bonds, building three pillars and accepting complexity33:37 About Cape May Wealth Advisors and its newsletter About Markus Markus Derenthal is Managing Partner at Cape May Wealth Advisors, a Berlin-based wealth management firm serving entrepreneurial families. He previously advised institutional investors on systematic investment strategies and helped build the ETF business for a major US bank before moving into holistic wealth management for entrepreneurs and their families. At Cape May, he works across investment strategy, liquid assets, hedge funds and private investments. CONNECT WITH MARKUS AND CAPE MAYCape May Wealth Advisors: https://www.capemay.de/enCape May Wealth Weekly: https://capemaywealth.beehiiv.com/Subscribe to the newsletter: https://capemaywealth.beehiiv.com/subscribeHedge Funds: A Primer: https://capemaywealth.beehiiv.com/p/hedge-funds-a-primerMarkus on LinkedIn: https://www.linkedin.com/in/markus-derenthalDISCOVER POOR MILLIONAIREShttps://poormillionaires.com DisclaimerThis podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Swen Lorenz is author of Undervalued Shares and CEO of Sarnia Asset Management. Swen is here to talk about the wave of shareholder activism that’s about to sweep the UK equity market and present some big opportunities for investors. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Alyx Wood is co-founder and chief investment officer at UK-focused hedge fund Kernow Asset Management.  Alyx and James delve into the incredible opportunities on offer in the much maligned UK market, which has become something of a stock picker’s paradise.  Alyx's website: https://kernowam.com Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Diana Tenkova, founder of Institutional Quality, is an expert in helping investment firms build credibility, reputation and long-term investor trust. In this episode we're exploring why smaller so-called boutique asset managers have become one of the fastest-growing parts of the investment industry - and whether smaller can actually be better. You can hear more from Diana via her LinkedIn profile and her website. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Martin Sjogren, aka the "Frontier Viking", has spent years immersed in Frontier markets, which he believes are one of the most under-appreciated and under-researched sectors in the investment landscape right now. Martin shares his journey in frontier market investing, along with his formula for screening the best places to go hunting for bargains. You can hear more from Martin via his Substack: https://frontierviking.substack.com Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

In this episode, Swen Lorenz discusses the investment strategies of Michael Steindler, a portfolio manager with a 250x return since 2000. We explore unconstrained investing, hidden optionality, and how to find under-the-radar opportunities in global markets. Key Topics Unconstrained investment strategyHidden optionality in stocksFinding under-researched opportunitiesPortfolio sizing and concentrationMarket inefficiencies in small and mid-capsThe role of AI and innovation in investing Chapters 00:00 Introduction to Sven Lorenz and Investment Strategies 02:55 The Unconstrained Investment Philosophy 04:24 Understanding Hidden Optionality in Stocks 09:23 Case Study: Hypoport and Long-Term Investment 13:44 The Brute Force Approach to Stock Research 17:35 Finding Opportunities in Small and Mid-Cap Companies 20:01 Concentration vs. Diversification in Portfolios 24:12 Lessons on Position Sizing from Michael's Strategy 26:29 Exploring Niche Markets: The Rhodium Experience 29:54 Investing in AI: Michael's Approach 33:40 Key Takeaways from Michael's Investment Strategy Resources Sarnia Asset Management: https://sarnia-am.com About Poor Millionaires Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Harald Berlinicke shares his remarkable journey from a teenage investor witnessing Black Monday, through building an €8 billion structured credit business before the Global Financial Crisis, to becoming a respected family office CIO and one of LinkedIn’s most authentic finance voices. In this candid conversation, Harald opens up about the excesses and lessons of the pre-2008 era, what truly separates exceptional active managers, and the mindset required to preserve and grow generational wealth. Key Topics: Surviving the 2008 financial crisis and its psychological impactThe truth about active vs passive investingWhy boutiques often outperform large institutionsBuilding a personal brand in finance without compromising authenticityPractical wisdom for “Poor Millionaires” from real old-money structures Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Steve Clapham is an ex-hedge fund manager and financial educator who trains professional investors how to analyse corporate financials. In this episode, we reveal why private investors really can create an edge over the big institutions. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Christian Broyhill is the founder of NexGen Journeys, where she helps rising generation family members find clarity, confidence and purpose whilst navigating the emotional landscape of wealth. We dig into how Poor Millionaires can arm themselves against all the psychological pitfalls of becoming wealthy. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

James Faulkner is joined by Matthew Stafford, a highly experienced venture capital investor, who gives us the “how to” of Venture Capital (VC) investing. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Many Poor Millionaires struggle with the transition from business owner and entrepreneur to being an investor. Digby Summerhill has just completed an exit of his family’s furniture business and in this episode he shares his experiences of managing that transition and becoming a full time investor. Here we unpack the reality of life after an exit - through the experience of someone who’s actually going through it right now. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Today’s guest is Paul Rossini, CEO of AssetPass. Paul has spent the best part of the past decade tackling the challenges of digital inheritance, and in this episode we’ll help you ask the question of whether or not your financial legacy is adequately prepared for the brave new world of blockchain and tokenisation. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

Robert Karas is Chief Investment Officer at Bank Guttmann. Robert lifts the shroud of mystery on the enigmatic world of private banking and shares his insights into investing and managing the wealth of HNW families for this 29 billion euro AUM institution.   Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.

James is joined by Tim Price, Director and Fund Manager at Price Value Partners. Tim gives you the inside look on how to pick the right wealth manager - including the questions you must ask and the red flags to avoid at all costs. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit our website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested.