Episode #220: Joel Klein – Fizyx Investment Group
Joel Klein, Fizyx Investment Group — Finding Exponential Winners & Leveling Up Mindset Joel Klein is the award-winning portfolio manager behind Fizyx Investment Group, known for spotting market leaders early and compounding results over decades. Mentored by William O’Neil and forged by real-world adversity, Joel blends deep market research with battle-tested mindset practices. If you care about building wealth and resilience, this episode is your playbook. https://www.youtube.com/watch?v=GVBPnk1YKtg Top 5 Takeaways from the Episode: Study the roots, not just the fruit. Don’t chase “the next Tesla”; understand why markets move, build rules from the data, and act with discipline. Exponential focus. Fizyx hunts for stocks compounding ~40%+ over sustained periods—aiming to build portfolios exclusively from true leaders (think Apple, Google, Tesla). Asymmetric risk. Define outcomes before you act: Joel targets ~3:1 reward-to-risk (e.g., +20% upside vs. −7% stop) so he doesn’t need a 50% win rate to win big. Timing matters. In tough, choppy markets, he prefers stalking and patience; for most investors, dollar-cost averaging into indexes remains a smart long-game. Mindset is a multiplier. Leveling up your business (or investing) demands leveling up your mindset—embrace discomfort, learn from setbacks, and build a diverse team aligned to one clear goal. Watch the full episode now on YouTube: https://www.youtube.com/watch?v=GVBPnk1YKtg Memorable Quote: “Failure is an illusion—you only fail if you don’t get back up.” Want to be a Guest on our Show? Apply Now Connect with Joel Linkedin Globe Envelope
Episode #191: David Wald – Co-Founder & CEO of Aclaimant
David Wald – Co-Founder & CEO of Aclaimant David Wald is the Co-Founder and CEO of Aclaimant, a Chicago-based risk management platform helping businesses keep their people safe and reduce workplace risk. With a background in consulting, venture capital, and startup growth—including time with Groupon’s early venture fund—David brings a unique blend of entrepreneurial experience and operational discipline. His journey shows how risk management, when digitized, can transform business safety and efficiency at scale. Key Takeaways from the Episode From Investor to Founder: David began his career at Bain & Company before joining Lightbank, Groupon’s venture fund, where he learned firsthand how successful founders iterate and scale. The Spark for Aclaimant: What started as his girlfriend’s (now wife’s) father’s insurance idea became a thriving company with 60 employees and Series B funding. Fixing Outdated Systems: Aclaimant moves risk management out of the “paper form era” into digital workflows—helping companies prevent accidents, manage incidents, and reduce insurance costs. Family Business Done Right: Building a company with his father-in-law wasn’t without challenges, but David credits honesty, trust, and shared passion as the keys to success. The Future of Risk & Tech: Beyond insurance, David sees Web 3.0 and blockchain as technologies that will revolutionize industries—though like 3D printing, it will take time to mature. Catch the full conversation with David Wald and host Ken on YouTube: https://www.youtube.com/watch?v=mRF9c8hv9kY Memorable Quote: “If you don’t know how to lose, you can never really win. In startups, you’re getting your butt kicked all the time—what matters is how you learn from it.” – David Wald Want to be a Guest on our Show? Apply Now Connect with David Linkedin Globe
Episode #112: Texas Business Broker – Mike Feindmen
Mike Feinman of Texas Business Brokers: Mastering the Art of Buying & Selling Businesses Mike Feinman, Managing Partner at Texas Business Brokers, joins the Clicks & Bricks Podcast to break down what it really takes to minimize risk when buying or selling a business. With decades of hands-on leadership experience across the restaurant, fitness, and jewelry industries, Mike has helped countless entrepreneurs navigate complex deals—and build businesses that last. https://www.youtube.com/watch?v=t7SfcGkBIjA This Episode’s Highlights Buying an existing business reduces risk compared to starting from scratch—if you do your homework. Understand whether a business is truly absentee-owned or still dependent on the seller’s day-to-day involvement. Asset purchases are safer than buying a company’s entire legal entity (LLC), reducing liability risks. The seller’s involvement post-sale should be limited to transition and training, not daily operations. Never underestimate the value of a strong attorney and clear personal guarantees to protect your investment. Catch the full conversation and hear more of Mike’s tips on managing business acquisitions the smart way. Watch now on YouTube: https://www.youtube.com/watch?v=t7SfcGkBIjA Memorable Quote: You never buy a business high—you always want to buy a business with opportunity. Want to be a Guest on our Show? Apply Now Connect with Mike Linkedin Globe