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The Long View

Sahil Bloom: ‘Curiosity Is the Fountain of Youth’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 4 February 2025

⏱️ 55 minutes

🧾️ Download transcript

Summary

The author of The Five Types of Wealth shares practical strategies for improving time management and the importance of maintaining a growth mindset for life.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.6

Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:39.1

Our guest on the podcast today is Sahil Bloom. He's the author of a new book called The Five

0:44.2

Types of Wealth, and he also writes a newsletter called The Curiosity Chronicle. He's the founder and

0:49.9

managing partner of SRB Holdings and SRB Ventures. Before embarking on a career as a content

0:56.5

creator, Sahil was a vice president at a private equity fund. He double majored in economics and

1:02.5

sociology at Stanford University, and he also received his master's in public policy there.

1:08.6

Sahel, welcome to the Longview. Thank you so much for having me.

1:12.7

Well, we're thrilled to have you here.

1:14.7

We want to talk about your book, which has just launched, and we're excited to discuss

1:19.9

that further.

1:20.5

But we wanted to provide a little bit more background on you.

1:24.3

So maybe you can share a little bit about your journey.

1:29.1

It sounds like you were working in private equity, but found yourself more engaged with content creation and thinking that you

1:34.9

wanted to make a pivot. Can you talk about kind of making that switch? Yeah, absolutely. So I

1:40.6

finished up in school in 2014. I was a baseball player at Stanford, played there for four years. And when I got done, I took a job at a private equity fund that had just recently got formed. It was a spin out from another firm and had raised its first and then just starting the second fund. And I joined right then. I was one of

2:01.6

the first group of analysts that ever got hired there and really had an incredible experience,

...

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