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The Gordon Asset Management Podcast

Gordon Asset Management, LLC

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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Listen in on interviews with world-renowned experts exploring the forces in history that shaped the world both then, and now. The topics we explore vary from whaling, to the Roman games, but they always touch on the intersection between riches and power, particularly in business and economic history.
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Energy Impact

Bret Kugelmass, Energy Impact Center

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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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The China Shock started in earnest in the early 2000s after it entered the World Trade Organization. In those years, the American heartland's manufacturing was gutted as a result of the shockingly fast entry of cheaper Chinese goods into the world stage. That was China Shock 1.0. Why was that shock so impactful, and what is going on during today's …
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Imagine a world in which people dying in airplanes wasn’t international headline making news. A world, instead, in which planes crashing was a common, everyday occurrence. A little over 100 years ago, there was an air race that captivated the country as its participants raced from coast to coast, then back again. But this wasn’t a simple race. It w…
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How much do podcast hosts make? What does it take to get your show listened to? Why is podcasting such a great business model? Gary Arndt is a longtime podcast host of Everything Everywhere Daily, one of the most listened to history podcasts on the planet. We had a great discussion about the podcast industry itself. Join us for the ride!…
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Part 2: Mixed Martial Arts (MMA) rose from obscurity into being the third most popular sport on the planet. How did such a violent, oft-frowned-upon sport become so popular? And how did Dana White come to so dominate the sport via his Ultimate Fighting Championship (UFC) brand? This is a multi-billion dollar sport that you may not ever have heard m…
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Mixed Martial Arts (MMA) rose from obscurity into being the third most popular sport on the planet. How did such a violent, oft-frowned-upon sport become so popular? And how did Dana White come to so dominate the sport via his Ultimate Fighting Championship (UFC) brand? This is a multi-billion dollar sport that you may not ever have heard much abou…
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In Part 2 of our conversation with CEO of Rex, Jack Ryan, we talk about an OpEd in the Wall Street Journal he recently published: "What Does HUD Have to Show for the Trillions It’s Spent?" We dig deep on the US Department of Housing and Urban Development, its staggering spend over the past six decades, and why it has struggled to achieve any of its…
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CEO and Author Jack Ryan recently wrote an op ed in the Wall Street Journal called "What Does HUD Have to Show for the Trillions It’s Spent?" and subtitled: "The U.S. homeownership rate was 64% in 1967, two years after the department opened. Now it’s . . . 64%." He is an entrepreneur, an expert on housing policy, and a crusader against incumbent ho…
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Imagine walking down an aisle at Target or Walmart looking for a new coffee maker, but there is just one option. Shelf after shelf of a single brand’s coffee maker. You don’t like it? Too bad. Or, imagine a time before big-box retailers, when you might have to order a coffee maker via a catalog and wait weeks for its delivery. We live in an era of …
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Imagine a world in which you don’t own index funds, but rather own companies directly. You have to know them intimately, and vote on issues affecting the operations of the company. Today, we live in a world in which most of us invest passively, but it hasn’t always been that way. Join us as we explore the world and history of asset managers. Sahand…
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Imagine living in a world without a conception of a past greater than a few hundred or thousand years. A world in which “old” was perhaps not much older than your great, great, great grandfather. How would that change your conception of history, your place in the world, what the future holds? Deep time is a very modern idea whose impact on the deve…
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1. Where Erika and Anthony grew up, respectively, as well as how their passions for sustainability came to be 2. The process of Siemens Financial Services and how they think ahead both strategically and tactically 3. A deep dive into The Decarbonization Business Optimizer (DBO) tool 4. A discussion of software and hardware technologies and how both…
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Imagine a world before North Face, Patagonia, or any other cold-weather gear. A world in which you had to rely only on what you could find in nature. It was in that world that industrial-scale hunting of seals took place because their fur provided fantastic insulation from the elements. It was also in that world that the unbelievable journey of the…
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1. Vanessa’s move to the United States and her early interests in the STEM field, as well as the passion for creation that eventually led to Vanessa being a seller on QVC 2. How Vanessa was introduced to the Department of Energy and began her career there 3. A deep dive into the work of the Office of Technology Transitions (OTT) and the mission beh…
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1. Amy’s upbringing on a cattle ranch in eastern Washington State and how this developed her understanding of energy and climate change, as well as how her interest in journalism first developed 2. What Cipher is, when it was founded, and the problem it’s trying to solve 3. What Amy thinks about the state of AI as a tool or supplement for clean tec…
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1. Sustainable investing in the early 2000’s and what drew Paul to the space early in its growth 2. The challenges investors are looking to solve when it comes to sustainable investing 3. A deep dive into The Sustainable Finance Podcast 4. The guests Paul enjoys speaking to on the podcast, as well as how the younger generation will positively impac…
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Imagine a world in which you can’t lie because, if you do, you will be found out 100% of the time. We obviously don’t live in this world, but we’ve built machines in an attempt to get closer to that reality. So-called lie detectors—a staple of police procedural dramas—are an attempt to suss out the truth of a testimony using science. But is that sc…
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Imagine a world in which you love skiing, but the only way to shush down the mountain is to trudge to the top of the mountain with the skis strapped to your back. There are no lift lines, sure, but each run requires an arduous effort to make happen. Conversely, imagine a world in which ski lifts are abundant, but a lift ticket doesn’t cost north of…
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1. How Bryan’s love of reading and writing translated into interests in global health, the future, and international news coverage relating to climate and energy 2. The tension between the need for reducing carbon emissions and increasing electricity demand 3. Bryan’s book and what motivated him to write it, as well as what the piece covers 4. A di…
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1. Jacqueline’s background, an abundance of travel, and how it all lead her to a career in impact investing 2. What drove Jacqueline to begin her work tackling poverty and the first projects she chose to begin in this new space of impact investing 3. Acumen’s Hardest-to-Reach initiative and what it focuses on 4. The future of investing in clean ene…
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1. Kate’s background of many moves, tenant law, and an interest in clean energy conversations both domestically and internationally 2. How Kate ended up in the ground floor of the Apollo Alliance, the first green jobs organization in the United States 3. Kate’s transition from Apollo to the United States Department of Energy and how her experience …
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1. What motivated Leo to make a difference and become interested in clean energy technology 2. A deep dive into the many different types of carbon removal 3. Voyager’s investment thesis and how it resonates with Leo 4. The constantly evolving technologies of the energy transition and what we might see from them in the future…
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1. What drew Michael into Google and the early iterations of renewable energy 2. Google’s leadership in the energy procurement realm 3. What Michael has learned about driving innovation over the years and some valuable lessons for problem-solving 4. Taking a look at advanced technology and what the future holds for energy generation…
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Why did the Cold War end? Every high schooler in the country would likely answer that with some reference to the steely-eyed resolve of John F. Kennedy, or America's overwhelming economic power. But Professor Fritz Bartel of Texas A&M University has a compelling--and very surprising--new theory he put forth in his recent book The Triumph of Broken …
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The two largest ride share providers in the United States, Uber and Lyft, have recently said that they will be exiting Minneapolis in May. Minneapolis' city council has passed into law a requirement that the ride share providers pay a (in the companies' view) high minimum hourly wage to their riders. The companies say the wage is unsustainable. The…
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1. Why everyone should care about and be invested in energy and the progression of the energy industry 2. How the energy transition may fundamentally change the industry and how this intersects with finance 3. The ways in which interest in the sustainable finance space has increased exponentially in the past decade 4. How communities will interact …
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1. Zainab’s background in Physics and English and how all roads eventually led back to Energy and Power 2. How important lower costs are to various energy industries and the common challenge of supply chain 3. Investment trends in the clean energy space and the kind of research the Cleantech Group completes 4. Hopes for the future of the energy tra…
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Imagine a war ravaging your home and everything you know. But this isn’t a normal war, it is, in the eyes of the aggressor, a “small war.” The aggressor perhaps calls it a “peacekeeping mission.” From your perspective, this doesn’t matter one bit. Death is death and violence is violence. Throughout modern history, imperial powers have waged so-call…
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1. An important lesson Clay learned early in his career about destinations and opportunities 2. A deep dive into Lowercase and Lowercarbon Capital 3. The idea of improving existing processes versus fundamental breakthroughs in the issue of climate change 4. A debate on the future of the energy transition and different paths to tackling climate chan…
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Imagine a world in which your elected leaders may not be removed from office. You go to the polls, you vote, and for whichever leader wins the election, they are handed a mandate and a golden ticket to pilfer the country in whatever way they see fit. In the United States and many other democracies around the globe, even the holder of the highest el…
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1. Neal Dikeman’s early career and his experience running for the U.S. Senate 2. How Neal made his way into the energy space 3. A deep dive into Energy Transition Ventures and the state of the energy landscape 4. Neal’s vision for the future and what Energy Transition Ventures is currently working on, as well as what we might see in the near future…
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Imagine a world in which time is not kept by a single authority. If you drive from your hometown to one a few hours away, noon is slightly different and tied to the local experience of when the sun peaks. Time would be less precise, and more driven by the moon, the stars, the sun, and even the behavior of animals. We all live in a world in which ti…
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1. How Brandon made his way to Washington, D.C. and what landed him in the White House and the Department of Energy 2. The driving force behind Boundary Stone Partners and its initial goals and vision 3. The international client landscape and how Boundary Stone’s business model differentiates itself from other companies 4. The hurdles we might face…
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1. Mark’s interests in energy, business, and finance and how his time at GE sparked a long-time passion for energy transition work 2. How an idea turned into what is now Lime Rock New Energy 3. The three big areas of Lime Rock’s focus: Grid modernization, energy efficiency for the industry, and decarbonization of transportation 4. Carbon Enterprise…
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Join us for a discussion with a two-time Pulitzer Prize finalist. Imagine living in a country riven by political discord and strife. One party works to steal the election from the other. Politicians who are, in the eyes of their opposition, wholly unfit for office are running for and winning some of the highest elected positions in the country. Thi…
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1. Jeanette’s interest in history, her time at Mother Jones, getting a degree in law, and how it all led to her early career in energy 2. The start of PNM’s Washington D.C. office and the state of climate law in the early 2000’s 3. Jeanette’s road to the Clean Air Task Force and the development of environmental justice resources 4. Climate change v…
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1. A monumental move to San Francisco and how it led Matt to computers and engineering 2. Matt’s story of founding companies, trying new things, and meeting interesting people in different industries 3. A discussion of pre-seed deep tech, the boom of investment, and what the technology industry is looking like in 2023, as well as Anthropocene Ventu…
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As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pi…
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As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing…
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1. How drilling oil rigs in West Texas jumpstarted Collin’s interest and career in energy 2. The mission of connecting people from different industries, starting podcasts, and Collin’s determination to start a company 3. Everything Digital Wildcatters and how they’re working towards a goal of creating a vertically integrated professional network fo…
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Imagine a world in which your life is turned upside down by war…. Not just war, but total war. The very land on which you live is destroyed and you are forced to flee, leaving everything behind. Beyond that, the very place you live in is destroyed. Food is scarce, shelter is difficult to find, and fear pervades your life. Though total war is most a…
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1. Michael’s upbringing in Nebraska, his early architectural engineering career interests, and how his career trajectory completely changed before his senior year of college 2. A leap into the private equity world and the first work product Michael recalls being proud of 3. Understanding risk and reward as it relates to investing on behalf of other…
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Imagine living in a country without a written constitution. A country in which laws are subject to whimsy or a powerful person’s interpretation and there is no recourse for an individual who does not like or agree with the outcome of various legal decisions. In the United States, we live in a system subject to a written constitution. The document i…
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1. Aparna’s childhood in the wilderness of Oregon, her interest in working on cars, and some of the philosophies that guide her work 2. A dive into Aparna’s time abroad - Why recognizing privilege, power and bias is important 3. Aparna’s journey to working as Deputy Chief Climate Officer for the U.S. International Development Finance Corporation 4.…
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Imagine traveling across the world. But not on an airplane, not by car, but on your own two feet and on the backs of animals. Now, imagine doing that for two decades. Marco Polo was a Venetian merchant whose travels gained notoriety in his time and whose name survives across the millennia. There is far, far more to the man than just his name. He tr…
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1. Josh’s foray into West Coast living, physics, semiconductors, and more 2. How Josh got into energy and where the industry has led him in his career so far 3. A dive into Congruent Ventures and how they stand out in a growing universe of funds 4. Who Congruent Ventures partners with, how they help, and who makes up the Congruent team…
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