Episode Details

Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss:  

1. The Multi-Strategy Investment Approach
2. The Selective "War for Talent" 
3. Adapting to Trump 2.0 Volatility 
4. Targeting Real Returns vs Gold 
5. AI: A Digital Tool, Not a Total Bubble 
6. Redefining Value in the Digital Age 
7. Japan's Shareholder Value Pivot 
8. Centralised Planning Risks in China 
9. Patience in Tight Credit Markets 
10. The 2026 Macro Outlook 

You can get more information on Sean's firm here