Terrance Odean

Tuesday, Oct 28, 2025

Terrance Odean

Rudd Family Foundation Professor of Finance, Haas School of Business, University of California - Berkeley

The Other Interview

On LinkedIn: linkedin.com/in/terrance-odean-a9886111/

Links: odean.berkeley.edu; youtube.com/c/MakingSmartFinancialDecisions

Terrance Odean

Kathryn Berkenpas

Tuesday, Oct 28, 2025

Kathryn Berkenpas

managing director, corporate growth, CFP Board of Standards

The Survey Said

On Twitter: @CFPBoard

Links: cfp.net; cfp.net/news/2025/09/cfp-board-survey-uncovers-gen-xs-biggest-financial-regrets

Kathryn Berkenpas

Lester Jones

Monday, Oct 27, 2025

Lester Jones

chief economist, National Beer Wholesalers Association

The Survey Said

On Twitter: @joneslester

On LinkedIn: linkedin.com/in/lester-jones-nbwa/

Links: nabe.com

Lester Jones

Stefan Sharkansky

Monday, Oct 27, 2025

Stefan Sharkansky

creator, The Best Third

The Other Interview

Links: thebestthird.com

Stefan Sharkansky

Friday, Oct 24, 2025

Dave Rosenberg

president, Rosenberg Research

The Big Interview

On Twitter: @EconguyRosie

Links: rosenbergresearch.com


Rob Shaker

Friday, Oct 24, 2025

Rob Shaker

portfolio manager, Shaker Financial Services

The NAVigator

Links: shakerfinancial.com

Rob Shaker

Steve Cucchiaro

Thursday, Oct 23, 2025

Steve Cucchiaro

chief executive / chief investment officer, 3EDGE Asset Management

The Big Interview Too

On Twitter: @3edgeam

On LinkedIn: linkedin.com/in/stephen-cucchiaro-1134949a/

Links: 3edgeam.com

Steve Cucchiaro

David Ellison

Thursday, Oct 23, 2025

David Ellison

portfolio manager, Hennessy Funds

The Big Interview

On Twitter: @Hennessyfunds

Links: hennessyfunds.com;

David Ellison

Andy Wells

Wednesday, Oct 22, 2025

Andy Wells

chief investment officer, Sanjac Alpha

The Big Interview

On Twitter: @awells10000; @sanjacalpha

Links: sanjacalpha.com

Andy Wells

Wednesday, Oct 22, 2025

Brian Potts

founder, Goods Unite Us; creator of the Democratic Large Cap Core Fund (DEMZ)

Money Life Market Call

On Twitter: @brianhpotts

Links: demz.fund

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