47. Tom Morgan - The Morgan Dialectic- STS Model

11/29/22 • 77 min

In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.

Tom spent the last 16 years on Wall Street working in the distribution of research for firms like Merrill Lynch, Bank of America, Consumer Edge, and Stifel. Tom is someone who inquisitively consumes content across a huge array of disciplines and extracts actionable insights for busy people. For most of the past decade, Tom wrote a weekly summary titled “The Best Bits,” which had a wide following in investment and non-investment circles.

We discuss:

The Morgan Dialectic- STS Model
Left Brain vs. Right Brain
Cooperation vs Self Interest
The Way of the Taoist

I hope you enjoyed this conversation with Tom as much as I did!

In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.

We discuss:

The Morgan Dialectic- STS Model
Left Brain vs. Right Brain
Cooperation vs Self Interest
The Way of the Taoist

I hope you enjoyed this conversation with Tom as much as I did!

Previous Episode

46. The Meb Faber Show – Carry, Convexity & The Cockroach

We've got a special edition podcast this week!

A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to broadly diversified portfolios, different investing philosophies, and different investing vehicles that an entrepreneur could put together for clients.

I hope you enjoy this conversation with Meb!

Next Episode

48. Zed Francis - Will credit markets be tight or illiquid in 2023?

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas.

Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.

Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.

We discuss: