CASE STUDIES

In this episode of Case Studies, Casey and Nathaniel Olsen set aside their planned conversation to talk about a trip they just took together: a week in Jerusalem with David Butler. Casey’s earlier episode with Butler is the most-watched in the show’s history. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendatio...

Rocky Derrick built Taylor Derrick Capital from an $800,000 fund into an $800+ million private lending platform, but the real story isn't the balance sheet. In this episode of Case Studies, Rocky sits down with Casey to unpack the partnership that made it possible, the sudden loss of his co-founder, and the grinding, invisible years that came before any of it looked like success. This conversa...

In this episode of Case Studies, Casey sits down with Kevin Galbasini, co-founder of a skilled nursing company that has grown to 10 facilities and roughly 1,500 employees, with zero debt and no outside investors. After becoming the top loan officer at Eric Kendall’s mortgage company during the early-2000s boom, he walked away from the industry, earned a master’s in real estate development at USC,...

In this episode of Case Studies, Casey sits down with Eli Morgan, a 21-year-old BYU student building an AI business, who took Casey up on an unusual challenge: listen to every episode of the podcast and earn an hour-long sauna session. Eli did more than listen. Across 135 hours, through pneumonia, a leave of absence, and the hardest year of his life, he catalogued every lesson, read a book a week...

In this engaging conversation, Casey Baugh sits down with Brent Bohn, an entrepreneur and leader in the McDonald’s franchise system, to explore his journey of building a high-performing organization rooted in excellence, innovation, and family values. Brent opens up about the lessons he’s learned through decades of leadership, from navigating the challenges of running a business to fostering a cul...

In this episode of Case Studies, Casey goes solo on resourcefulness, a theme he first absorbed from Tony Robbins, who used a rare seventeen minutes on a TED stage to make one point: resources are never the problem, a lack of resourcefulness is. Casey pairs it with Harvard's definition of entrepreneurship, the pursuit of opportunity without regard to resources currently controlled. He shares th...

In this episode of Case Studies, Casey goes solo to unpack what he calls the opportunity muscle, the ability to spot potential that everyone else walks past. Drawing on lessons from his mentor Todd Pedersen and patterns across more than 150 guest conversations, Casey shares the five-part framework he uses to evaluate any opportunity: character, competency, track record, trajectory, and resourceful...

In this episode of Case Studies, the conversation with Fesi Sitake continues as BYU's wide receivers coach traces the climb from an $8,000 assistant's salary to the center of one of college football's most talked-about programs. Fesi Sitake walks Casey through the years that shaped his craft: rebuilding a winless Weber State into a playoff team, becoming an offensive coordinator at thi...

In part one of this episode, Casey sits down with Fesi Sitake, wide receivers coach at BYU and a rare figure who has spent his entire coaching career without ever leaving Utah. Fesi's story is not just a football story; it is a study in how a person rebuilds themselves. He walks through a childhood shaped by poverty, a home with more than twenty relatives under one roof, the slow loss of his mothe...

Delyle Bloomquist grew up homeless at times, without food, in a family torn apart by divorce and financial stress. In this episode of Case Studies, he tells Casey how a bishop's quiet decision to enroll him in a mission, and a mission president's insistence he apply to college, redirected the entire trajectory of his life. Delyle unpacks the career that followed: leading turnarounds for global che...

Zack Andersen started as a 15-year-old fridge stocker and car detailer, got paid to read books, and turned that habit into a 7-figure career by age 23. Casey sits down with Zack to trace the blueprint behind that transformation, from door-to-door sales to managing teams to a life he once couldn't imagine. Their conversation covers role models, momentum, and the discipline of not quitting when acco...

Casey goes solo in this episode of Case Studies to talk about the tool that has quietly rewritten how he leads, invests, and communicates: artificial intelligence. Casey has always leaned on soft skills, people, strategy, hard work, while depending on others to fill the gaps in hard skills like finance, accounting, and writing. Over the past year that dependency has disappeared. He walks through r...

In this episode of Case Studies, Casey turns the microphone around and becomes the subject, sitting down with Dan Snow to unpack the lessons behind a life built on discipline, learning, and quiet compounding. From selling satellite systems in Des Moines to losing everything he'd earned in a single month, Casey traces the moments that shaped his belief in economic self-reliance and lifelong educati...

In this episode of Case Studies, the tables turn. Casey sits in the guest chair for the first time in 150 episodes, interviewed by his friend, Dan Snow. Casey opens up about building equity in Vivint before its sale to Blackstone at age 27, his late-in-life ADHD diagnosis, and the morning rituals, cold plunges, and Harvard executive education that keep him grounded. The conversation moves through...

Chelsea Baugh returns for her third conversation on Case Studies, this time as a recent BYU MBA graduate, mother of five, and the one running the Baugh Family Foundation and family office. In this episode of Case Studies, Chelsea traces the winding path that led her back to school at forty, from a spiritual nudge to write scripture study posts, to a rejected application, to an unexpected pivot int...

In this week's episode, Casey sits down with Todd Miller, longtime BYU Golf coach, mentor, and son of golf legend Johnny Miller, for a conversation about leadership, faith, mentorship, and the principles that shape championship culture. Todd shares the lessons passed down through generations of his family, the mindset that has guided his life and career, and why developing people will always matte...

Brian Murphy spent thirty years building Portfolio Advisors from a bare office with no furniture into a firm that raised roughly $90 billion and delivered an 18.4% compounded return to its clients. In this episode of Case Studies, Brian sits down with Casey to trace that arc, from selling bootleg fireworks as a kid to restructuring a broken $395 million portfolio at twenty-nine years old, and ulti...

In this episode of Case Studies, Casey sits down with Adam Edmunds, CEO of Entrata and former executive behind companies like Podium, Allegiance, and SilentWhistle, for an honest conversation about ambition, identity, and the emotional weight that often comes with high performance. Adam opens up about the hidden struggle behind outward success; building and selling companies, chasing relevance, an...

In this episode of Case Studies, Casey sits down again with David Butler, a teacher of world religions and guide of immersive faith based trips, for the second installment of their four part series. The discussion moves from the Maasai tribes of Tanzania to a mosque in Turkey to the streets of first century Jerusalem, tracing a consistent idea. Across every culture, language, and tradition, people...

In this episode of Case Studies, Casey sits down with Jeanette Bennett – award-winning journalist, founder of Utah Valley Magazine, and now a rising leader in commercial real estate; for a compelling conversation about reinvention, resilience, and the power of quiet ambition. Jeanette opens up about her early days growing up in Idaho, her fierce internal drive that led her to become valedictorian,...

In this episode of Case Studies , Casey welcomes back David Butler for the first of a four-part series exploring faith ahead of a group pilgrimage to Jerusalem. David, who leads pilgrimage experiences to the Holy Land, joins Casey to unpack what it means to know God more deeply, starting with creation itself. The conversation moves from a desert night in the Sahara staring through a telescope at t...

In this episode of Case Studies, Casey back sits down with Doug Cartwright; entrepreneur, author, speaker, and longtime friend; for one of the most personal and powerful conversations ever shared on the show. After being diagnosed with stage 4 glioblastoma, an aggressive and incurable form of brain cancer, Doug opens up about the months leading to his diagnosis, the emotional weight of confronting...

In this episode of Case Studies, Casey sits down with Taylor Randall, the 17th president of the University of Utah and former dean of the David Eccles School of Business. With a background as a distinguished economist and academic leader, Taylor brings deep insight into what it takes to lead major institutions through growth, innovation, and cultural transformation. He shares the leadership princi...

In this episode of Case Studies, Casey sits down with Heather and Don Van Boerum — a Utah couple whose ordinary trip to Costco became a moment that divided their lives into before and after — for an honest conversation about trauma, faith, marriage, and what it means to find joy on the other side of the unthinkable. Heather opens up about losing both legs below the knee in a parking lot accident j...

In this episode of Case Studies, Casey sits down with Dan Snow, Berkeley PhD and Harvard Business School professor turned BYU educator; for a thoughtful conversation on identity, reinvention, and choosing a life of deep purpose over conventional success. Dan shares his journey from the factory floors of Ford to the lecture halls of Harvard, and why he ultimately walked away from the elite academic...