Episode 215 – Why NASCAR Legend Carl Edwards Walked Away at His Peak

Episode 215 – Why NASCAR Legend Carl Edwards Walked Away at His Peak

Podcast episode

Episode 215 – Why NASCAR Legend Carl Edwards Walked Away at His Peak

Carl Edwards, NASCAR Hall of Famer and one of the 75 greatest drivers of all time, sits down with host John Coleman to share his remarkable journey from a Columbia, Missouri Volkswagen shop to the pinnacle of motorsports—and his decision to walk away from it all at age 36.

This conversation goes far beyond racing. Carl vulnerably discusses the dangers of building identity on performance, the cost of fame, and the miraculous moment on a mountaintop that transformed his understanding of faith. 

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

Join host John Coleman for an intimate conversation with NASCAR Hall of Famer Carl Edwards, recorded at the Main Street Summit in Carl’s hometown of Columbia, Missouri.

Carl Edwards shares one of the most compelling retirement stories in professional sports. After finishing just laps away from winning the 2016 championship in the best equipment of his career, Carl walked away from a guaranteed multi-million dollar contract to prioritize his family and preserve his cognitive health. But the journey to that decision reveals even more about identity, stewardship, and what it means to build a life of true significance.

From making fake IDs to race at 15 to sweeping floors just to be near a NASCAR truck team, Carl’s entrepreneurial hustle took him from a Volkswagen repair shop in Columbia, Missouri to Victory Lane at the sport’s highest level. Along the way, he learned hard lessons about building identity on performance, the intoxication and devastation of fame, and why Jimmy Johnson became his model for how to compete with integrity.

Carl vulnerably discusses his conversion to faith through a “mountaintop ambush” orchestrated by Brent Beshore and Stephen Garber, his ongoing struggle with scarcity mindset despite financial success, and why his mother’s willingness to risk their family’s entire $18,000 life savings on a race car shaped his understanding of generosity. He also shares why prioritizing his marriage to Kate above his children has become his greatest parenting strategy.

CHAPTERS

00:00 Introduction at Main Street Summit

02:40 Growing up in Columbia, Missouri racing scene

04:23 The entrepreneurial hustle to break into NASCAR

10:05 Landing the big break with Jack Roush

13:04 The discipline and focus required at the highest level

15:25 Fame, identity crisis, and the facade

18:03 Welcome to the league: Mark Martin’s lesson

20:15 Moments of pure joy in the race car

23:24 Jimmy Johnson’s model of competitive excellence

25:00 Marriage to Kate and balancing family with racing

27:51 The retirement decision that shocked the sport

31:01 Loss of identity after walking away

33:23 The mountaintop conversion story

37:53 Life today: stewarding wealth and raising kids

42:19 Being the dad your kids need to see

45:11 Following the stirring in your soul

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Episode 214 – Marks on the Market: Kicking off 2026 in the Markets & Economy | Brandon Pizzurro

Episode 214 – Marks on the Market: Kicking off 2026 in the Markets & Economy | Brandon Pizzurro

Podcast episode

Episode 214 – Marks on the Market: Kicking off 2026 in the Markets & Economy | Brandon Pizzurro

Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, President & Chief Investment Officer at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit returns, the conversation explores whether markets can sustain this momentum, the future of AI investing, and the opportunities emerging in small caps and private markets.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

Join Richard Cunningham and John Coleman for the first Marks on the Markets episode of 2026 as they welcome Brandon Pizzurro, President & Chief Investment Officer at GuideStone Capital Management, to unpack what investors need to know heading into the new year. After three consecutive years of double-digit gains, the question on every investor’s mind is whether this generational bull run can continue—and where the next opportunities lie.

Brandon and John unpack the surprises of 2025, including Liberation Day’s muted economic impact, the ongoing Mag 7 dominance, and why markets continue to reward mega-cap stocks despite stretched valuations. The conversation explores whether 2026 will finally bring the long-anticipated rotation to small and mid-cap stocks, what Fed policy changes to expect, and why private equity and IPO markets are poised for a significant thawing after years of constrained liquidity.

Beyond market mechanics, this episode addresses the stewardship questions that matter most to faith-driven investors: How do we navigate unprecedented market concentration? What does it mean to invest with eternal perspective when returns have been extraordinary? And how do we balance gratitude for God’s provision with wisdom about potential risks ahead?

CHAPTERS

00:00 Introduction and Holiday Reflections

00:39 Welcome to Marks on the Markets 2026

02:28 Looking Back at 2025: What Surprised Us

02:58 Liberation Day and Market Resilience

05:05 Tariff Policy and Supreme Court Implications

08:42 Market Outlook for 2026

09:21 Brandon’s Temperature Check on Markets

10:26 John’s Bullish Case for the Economy

14:04 Shock and Awe: 10 Headlines in 10 Trading Days

15:09 Mag 7 Dominance vs. Small Cap Opportunity

19:12 Market Concentration Concerns

20:28 Interest Rate Sensitivity and Small Caps

21:06 Fed Policy: How Many Cuts in 2026?

24:07 The Future of the Federal Reserve

26:08 John’s Defense of the Fed System

28:24 AI’s Impact on Employment and Productivity

30:32 Productivity Growth and the National Debt

32:48 Private Equity and IPO Markets Thawing

34:47 The Private vs. Public Market Conundrum

37:54 Could Apple Buy OpenAI?

38:14 Geopolitical Risks and International Markets

42:04 Emerging Markets Opportunity

43:44 Spiritual Goals for 2026

44:18 Brandon: Being Present (Matthew 6:34)

45:10 John: Serving Under Authority

46:31 Closing Thoughts

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Episode 213 – Seeds vs. Silos: A Sneak Peek of the 2026 FDI Conference

Episode 213 – Seeds vs. Silos: A Sneak Peek of the 2026 FDI Conference

Podcast episode

Episode 213 – Seeds vs. Silos: A Sneak Peek of the 2026 FDI Conference

Join hosts Henry Kaestner, Justin Forman, and Luke Roush as they preview the upcoming 2026 Faith Driven Investor Conference, exploring the transformative theme “Seeds vs. Silos” and what it means for how we steward capital in service of God’s kingdom.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

As the Faith Driven Investor Conference approaches its seventh year, the movement stands at a pivotal moment. Henry Kaestner, Justin Forman, and Luke Roush preview the 2026 conference theme “Seeds vs. Silos,” examining how faith-driven investors are moving from accumulation mindsets to seed-scattering strategies that bear fruit in unexpected places.

This episode explores the maturation of faith-driven investing over six years—from a movement struggling with both supply and demand to an ecosystem with top-quartile performers across asset classes, engaged advisors serving as river guides, and investors hungry for alignment between faith and portfolio. The hosts discuss the convergence of giving, investing, and building into unified mission-focused asset allocation, real-world examples of first-loss capital strategies in emerging markets, and why excellence in stewardship requires both diligence and courage to act on urgent opportunities like Africa’s growing economy.

The conversation challenges conventional risk frameworks, asking what it means to truly steward capital when eternal outcomes matter more than avoiding financial volatility. With stories from Bible translation collaboration to Kenyan agricultural enterprises, this preview sets the stage for a conference designed not for hype, but for mobilizing capital toward solving real problems in community.

CHAPTERS

00:00 Introduction and Conference Theme Overview

01:27 Welcome and Six Years of FDI Conferences

02:17 Understanding the J-Curve in Investing

03:10 Seeds vs. Silos: Our Relationship with Money

04:07 The J-Curve of Seeds: Planting for Future Harvest

05:46 Movement Stages: Storming, Forming, Norming, Performing

06:59 Movement Measurement and Cultural Mindset Shifts

08:12 Supply, Demand, and the River Guide Advisor

09:31 Asset Allocation Convergence: One Pocket, Not Three

10:58 John Cortines on Good Money and Unified Motive

11:24 Hopeful Expectancy and Community in Investing

12:47 Peer Groups and CEO Encouragement Stories

13:31 The Need for Examples and Courage

15:32 Top Quartile Performance: Excellence Because of Faith

17:27 Beacon Power and Sustainable Business Solutions

18:08 Different Flavors: One Size Fits One

18:45 Build, Invest, and Give: Solving Problems

19:58 Solving the World’s Greatest Problems Under God’s Power

21:04 Power Balance: Recognizing We’re Problems Too

22:01 A Call to Arms: The Body of Christ Mobilized

22:40 Darkness Coordinated vs. Church Unity

23:32 Barns All Around Us: Margin and Retirement

24:45 Repositioning Philanthropy as Early Catalyst

25:00 First-Loss Capital Example in Kenya

26:56 Emergency Response Analogy: Means vs. Ends

29:26 The Africa Strategy: Urgency and Opportunity

30:18 Partnering with Local Faith-Driven Entrepreneurs

31:30 High Risk Appetite in Generosity

32:07 Jesus as First Adopter and First Responder

32:27 Rethinking Risk from an Eternal Perspective

33:35 The Joy of Doing It Together

34:11 Illuminations: Bible Translation Collaboration Story

34:55 Mart Green: Cheaper, Faster, and Better Together

35:34 The Motive Question: What’s in It for Us?

36:35 Blessed to Be a Blessing

37:01 The Fun and Joy of Kingdom Investing

37:56 Call to Action: Watch Parties and Community

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Episode 212 – How The Chosen Went From $0 to 520 Million Viewers | Chris & Chad

Episode 212 – How The Chosen Went From $0 to 520 Million Viewers | Chris & Chad

Podcast episode

Episode 212 – How The Chosen Went From $0 to 520 Million Viewers | Chris & Chad

Join host John Coleman on the set of The Chosen in Midlothian, Texas, for an unprecedented conversation with producers Chris Juen and Chad Gundersen of Out of Order Studios. From the Sanhedrin throne room itself, Chris and Chad share the untold story of how a crowdfunded Jesus project became a global phenomenon reaching 520 million people—and what it means for faith-driven investors seeking to impact culture through entertainment.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

Behind the scenes of the most successful faith-based media project in history, producers Chris Juen and Chad Gundersen reveal what every faith-driven investor needs to know about entertainment investment. Recording from the actual Sanhedrin set in Midlothian, Texas, John Coleman explores how The Chosen scaled from crowdfunding four episodes with no guarantee of episode five to reaching over 520 million viewers worldwide—and what that journey teaches us about investing in culture.

Chris and Chad don’t sugarcoat the risks. Entertainment investment is notoriously unpredictable, and they’ve watched countless well-meaning investors lose everything by backing the wrong teams or taking one-off bets instead of diversified approaches. But they also make a compelling case: Christians yielded culture and then complained when culture went bad. The question isn’t whether entertainment is risky—it’s whether the fight for culture is worth the risk.

Drawing from Chris’s 20 years inside major studios (Contact, Spider-Man, Polar Express) and Chad’s 20 years in independent film, they’ve built Out of Order Studios on a revolutionary model: studio-level quality without studio-level budgets. Their three-pillar investment framework—spark the next generation, build infrastructure, create content—offers faith-driven investors a roadmap for cultural impact that goes far beyond any single project. This is required listening for anyone considering entertainment investment or wondering how to steward capital toward lasting cultural change.

CHAPTERS

00:00 Introduction from The Chosen Set

02:04 How Chris and Chad Joined The Chosen

02:49 Chad’s 20-Year Journey with Dallas Jenkins

05:27 Starting Out of Order Studios in 2015

06:27 The Script That Changed Everything

07:40 Christian Art Became a Dirty Word

09:12 The Perfect Hybrid Model

09:47 “I’m Tired of Crappy Christian Content”

11:49 Jonathan Roumie and Season One Production

14:32 The Kingdom Announcement vs. 50 People

16:01 COVID and the Explosion of Growth

18:26 When Season Two Sold Out in 7 Minutes

19:34 Red Sea Moments and Creating Set Culture

23:41 Why Non-Believers Work on The Chosen

24:21 12,000 People for Feeding of the 5,000

26:05 SAG Calls During Sermon on the Mount

29:34 The Unpredictable Nature of Entertainment

30:08 Why Most Investors Get Burned

32:03 The Disney Animator Who Can’t Run a Project

33:23 Media Investment: Worth the Risk?

34:48 Platforms, Not Projects

38:13 Out of Order’s Vision Beyond The Chosen

39:09 The Chosen Adventures Animated Series

40:39 Combining Studio and Independent Experience

42:36 We Can Handle $1M to $150M Budgets

43:20 Training the Next Generation

45:40 Developing Projects vs. Investing in People

47:11 AI in Animation and Film Production

50:55 Unexpected Choices Drive Great Art

54:04 Advice for Creators and Investors

55:44 Three Investment Pillars for Cultural Impact

56:24 Film Camp and Intern Programs

57:47 Infrastructure, Content, and Why You Invest

58:51 All Ships Rise Together

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Episode 211 – Marks on the Market: 2025 Year in Review: Markets, AI, and the Faith Driven Movement

Episode 211 – Marks on the Market: 2025 Year in Review: Markets, AI, and the Faith Driven Movement

Podcast episode

Episode 211 – Marks on the Market: 2025 Year in Review: Markets, AI, and the Faith Driven Movement

Join FDI hosts Richard Cunningham, John Coleman, and Luke Roush, along with Justin Forman of Faith Driven Movements, as they recap an extraordinary year in markets and ministry. Recording just before Thanksgiving, this special year-end episode explores the key economic trends that shaped 2025 and the remarkable growth of the faith-driven investing ecosystem.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

As 2025 draws to a close, John Coleman, Luke Roush, and Justin Forman join Richard Cunningham for an insightful year-in-review discussion covering both market dynamics and the faith-driven investing movement. This conversation reveals surprising economic resilience amid chaos, the continued dominance of AI-driven growth, and persistent affordability challenges that demand Christian investors’ attention.

The hosts explore four major market themes: continued US economic dynamism despite early-year concerns, the omnipresence of AI and mega-cap technology stocks, ongoing illiquidity in private markets, and the growing affordability crisis affecting housing and wealth inequality. They also celebrate encouraging signs in the faith-driven ecosystem, including explosive growth in Bible engagement and increasing openness about faith in Silicon Valley.

Beyond market analysis, this episode addresses the “how moment” facing faith-driven investors—moving from awareness that capital matters to practical implementation across diverse asset classes. From the maturity of faith-driven real estate strategies to discussions about meaningful work in an AI-disrupted economy, this conversation provides essential perspective for investors approaching 2026.

CHAPTERS

00:00 Introduction and Thanksgiving Plans

02:21 John Coleman’s 2025 Market Overview

07:48 US Economic Dynamism and AI Dominance

10:10 Private Market Illiquidity Continues

11:45 Affordability Crisis and Wealth Inequality

13:57 Green Shoots in Faith and Bible Engagement

14:45 Luke Roush’s Four Words for 2025

17:30 Chaos, Prosperity, and AI Investment

20:09 Faith-Driven Movement Maturity

20:44 Justin Forman on Movement Diversity

24:19 The “How Moment” for Faith-Driven Investors

26:56 Interest Rates and Historical Context

32:28 AI Valuations and Market Uncertainty

33:57 Energy Revolution on the Horizon

35:40 Affordability and Consumer Health Discussion

41:17 Purpose, Meaning, and the Future of Work

44:58 Seeds vs Silos: Re-Risking for Kingdom Impact

46:56 Historical Perspective on Jesus’ Transformation

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Episode 210 – Why African Female Founders Return 2.5X More Revenue | Adesuwa Okunbo Rhodes

Episode 210 – Why African Female Founders Return 2.5X More Revenue | Adesuwa Okunbo Rhodes

Podcast episode

Episode 210 – Why African Female Founders Return 2.5X More Revenue | Adesuwa Okunbo Rhodes

Join host Justin Forman in Nairobi, Kenya, as he sits down with Jean-Paul Nageri, co-founder of KaFresh, for an extraordinary conversation about finding divine solutions hidden in plain sight. When Jean-Paul watched his father’s banana harvest spoil while waiting for traders, he didn’t just see a problem—he saw a calling. What followed was a journey of “God Engineering” that led to a breakthrough preserving produce 10x longer using only natural plant oils.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

Discover why Africa represents one of the world’s most compelling investment opportunities through the lens of Adesuwa Okunbo Rhodes, founder of Arura Capital. As Nigeria’s first woman to raise over $10M for a private equity fund, Adesuwa shares how she’s delivering top-quartile returns while creating massive social impact by investing in overlooked female founders across the continent.

Learn why female-founded businesses in Africa generate 2.5X more revenue per dollar invested than their male counterparts, yet receive only 2% of available capital. Adesuwa breaks down the $150 billion capital gap facing African SMEs and explains how digital transformation is enabling businesses to leapfrog developed markets through embedded finance, B2B commerce platforms, and innovative solar solutions reaching off-grid communities.

From Lagos to Ghana to Côte d’Ivoire, see how Arura Capital’s portfolio companies are transforming Africa’s $1 trillion informal economy while creating 205,000 jobs and generating $150M in value chain revenue. This is faith-driven investing at its finest – market-rate returns with kingdom impact.

CHAPTERS

00:00 Introduction: Lagos Energy and Entrepreneurial Dynamism

02:32 Nigeria’s Demographics: 220M Population Growing to Third Largest by 2050

05:06 The Four Pillars Needed for Nigeria’s Next Decade of Growth

06:11 Africa’s $150 Billion Capital Gap and SME Financing Challenge

07:07 Digital Transformation and Leapfrogging Developed Markets

09:04 Government’s Role in Infrastructure and Economic Development

11:04 Faith-Driven Investors Shaping Cities and Nations

12:07 Building a Redemptive Capital Community in Nigeria

13:35 Living Life Beyond Self: The Legacy Perspective

14:56 Stewardship as the Gateway to Significance

15:59 Starting Arura Capital: Being What You Can’t See

17:14 Africa’s Female Entrepreneurship Rate: 4X Higher Than Europe

19:26 Fund One Results: Top-Quartile Returns with Measurable Impact

21:02 The Case for Commercial Returns with Social Impact

21:42 Measuring Value Chain Impact: $150M in Generated Revenue

22:47 Understanding Africa’s $1 Trillion Informal Economy

23:35 Portfolio Spotlight: Omni Retail’s B2B Commerce Platform

26:08 Portfolio Spotlight: Coolbox’s Solar Freezer Solutions

28:11 Why Africa Enables Seamless Impact and Returns

29:05 The Leapfrog Mindset: Building Rails Despite Infrastructure Gaps

29:43 Resilience and Innovation in Challenging Environments

30:48 Private Sector Solutions to Public Infrastructure Needs

32:03 Why Now Is the Best Time to Invest in Nigeria

33:31 The Innovation Coming from Nigeria’s Recent Challenges

34:43 The Luxury to Pick: Supply-Demand Mismatch Favoring Investors

36:08 Faith-Driven Investing in Africa: Heavenly and Financial Returns

37:14 Scripture and Strength: Daniel’s Contrarian Spirit

38:35 Seven-Year Fundraising Journey: First Nigerian Woman to Raise $10M Fund

39:55 God as Partner: No One Can Shut the Door God Has Opened

41:11 Encouragement for the Next Generation of Fund Managers

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