Wall Street Vision Investment Podcast

Wall Street Vision Investment Podcast

Vlad Dolgocheev, CFA, CFP

Episodes 69
Avg. Duration 17m
Activity Sporadic
Since Feb 2021
Latest Episode Dec 2025

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Schedule
Monthly
Format
Episodic
Hosting
anchor.fm

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About This Podcast

Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.

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Recent Episodes

69. How is AI changing biotech? Interview with Guru Singh (Founder/CEO of Scispot)

Dec 08, 2025 45m

This episode dives into the fascinating intersection of biotech, AI, and automation with Mr. Guru Singh, CEO/Founder of Scispot and Y Combinator alumnus. Learn how a data-driven, autonomous lab…

68. How Business Owners Can Save Thousands in Tax (Ontario Probate Planning)

Sep 20, 2025 7m

If you’re a business owner in Ontario, your financial plan could be overlooking a costly problem: probate fees. In this episode, we explore a strategy that can save your family tens of thousands of…

67. KPMG/Deloitte/EY/PwC - Is it Harder to Obtain “Partner Status” Today?

May 19, 2025 9m

What happens when the dream of becoming a Big Four partner starts to lose its shine? In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it…

66. Are YOU saving enough?

May 11, 2025 16m

Why Saving Is the Real Secret to Wealth (Even More Than Investing)Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this…

65. Unlocking Tax Savings: The Spousal Loan Strategy for Canadian Couples

Jan 28, 2025 7m

In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable…

64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFD

Dec 24, 2024 44m

I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries. Greg shared his unique insights from vast experience as…

63. What's Really Going on with AI? (Key Things to Know Now)

Nov 04, 2024 27m

Wall Street Vision is back after a break!  You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP)…

62. How Aaron Letzeiser raised $39M for his insurance startup (Obie Insurance)

Mar 17, 2024 29m

I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his…

61. What does it take to become successful? Mark Murphy (CEO of Northeast Sequoia)

Dec 26, 2023 15m

In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group.  Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs…

60. When will AI replace humans? Convo w/ Jake Buerke (founder of chtrbx.AI)

Dec 06, 2023 55m

Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!)  -What…

59. What secrets do 40+ yrs of investing teach you? Conversation with Ted Oakley, CFA, CFP

Nov 01, 2023 43m

Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients.  You can learn a lot from someone who’s been through so many decades of investing. In our…

58. Are we headed for a crash? Conversation with Sam Burns, CFA, MBA

Oct 24, 2023 40m

You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy? I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20…

57. Meme stocks, arbitrage and where to look for investing opportunities - Interview with Michael Robbins, CFA

Oct 24, 2023 46m

In this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a…

56. Why Warren Buffett is not a fan of credit cards

Jun 21, 2023 3m

Warren Buffett has a beef with credit cards. Check out this episode to find out why. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision…

55. How Jim Simons Beat Warren Buffett

Jun 01, 2023 5m

Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible…

54. How Howard Schultz Built a Starbucks Empire

May 09, 2023 16m

In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful…

53. How Kirk Kerkorian went from Broke to Billionaire

Apr 12, 2023 22m

Kirk Kerkorian is one of the ultimate entrepreneurs of the 20th century. From rags to riches, Kerkorian's story is truly inspiring and a great example of hard work and determination paying off big…

52. How Mike Cessario Made $700 Million With Canned Water (Liquid Death)

Mar 14, 2023 13m

Mike Cessario founded Liquid Death and it became a $700 million dollar business against all odds. The crazy thing is that Liquid Death is not some trendy energy drink - It’s canned water. Now this…

51. From Failed Web Business to $3 Million per year - The Pieter Levels (levelsio) Story

Feb 21, 2023 8m

Pieter Levels (levelsio) is the digital nomad who took a leap of faith and became a multi-millionaire by building a portfolio of successful startups. From his humble beginnings as a teenager dabbling…

50. The Wealthiest Person in History: The John D. Rockefeller Story

Jan 04, 2023 43m

In this episode, we will be examining the life and legacy of John D. Rockefeller, one of the most iconic figures in American history. Though he is known as the world's first billionaire, there is…

Frequently Asked Questions

How many episodes does Wall Street Vision Investment Podcast have?

Wall Street Vision Investment Podcast has published 69 episodes since February 2021, covering topics in Business, Investing.

Is Wall Street Vision Investment Podcast still active?

Wall Street Vision Investment Podcast is currently sporadic with new episodes monthly. Average episode length is 17m.

How do I contact Wall Street Vision Investment Podcast for sponsorship or guest appearances?

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