Podcast Episodes

Value Investing: Down But Not Out? With David Einhorn, Founder & President of Greenlight Capital

Episode 103

Oscar Wilde defined a cynic as someone who knew the price of everything, and the value of nothing. In today’s episode, we discuss value investing with David Einhorn, Founder and President of Greenlig…

Published on 2 years, 5 months ago

The Ukraine War: An Update for Investors - With General Sir Nick Carter, Former UK Chief of the Defence Staff

Episode 102

General Sir Nick Carter, former Chief of the Defence Staff returns for a short discussion on the Ukraine War.

He addresses the current situation from a military perspective, political interpretation…

Published on 2 years, 5 months ago

Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen

Episode 101

The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”.

If you want see how biotech can …

Published on 2 years, 5 months ago

Rewilding: The Next Big Investment Opportunity? With Ben Goldsmith, CEO and Co-Founder of Menhaden Capital

Episode 100

In a wide-ranging episode we have the opportunity to hear from Ben Goldsmith, a seasoned investor, with a particular focus on environmental opportunities, discussing how his passion in this field has…

Published on 2 years, 5 months ago

How Tech & AI Are Disrupting The Multibillion Dollar Art Market - With Brett Gorvy, Former Chairman of Christie’s and Partner in LGDR

Episode 99

When Picasso’s Les femmes d’Alger was bought for $179 million, at that time, a world record for an artwork sold at auction, the spotlight shone on the world of art valuations, and this episode’s gues…

Published on 2 years, 6 months ago

Are Diamonds Forever? With Bruce Cleaver, Co-Chair of De Beers

Episode 98

If diamonds are forever, then the organisation most associated with them is, of course, De Beers. From inception in 1888, their leadership in the diamond market has been unrivalled, and even today th…

Published on 2 years, 6 months ago

Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting

Episode 97

In our recent discussions with some of the world’s super allocators, we have heard about their investment objectives and varying approaches to asset allocation.

In tandem with the growth in complexi…

Published on 2 years, 6 months ago

The French Sovereign Wealth Fund – With Nicolas Dufourcq, CEO of Bpifrance

Episode 96

Our exploration of the world’s super allocators would be incomplete without touching down in France, who have a lesser known but still significant SWF.  

In this conversation, Nicolas Dufourcq, at t…

Published on 2 years, 7 months ago

Norway's Sovereign Wealth Fund - With Nicolai Tangen, CEO (Replay)

In this podcast, we have an enlightening conversation with Nicolai Tangen, CEO of the Norwegian Sovereign Wealth Fund, which manages over $1.2 trillion in assets (as of 31/12/22), making it the secon…

Published on 2 years, 7 months ago

The New York State Common Retirement Fund - With Anastasia Titarchuk, CIO

Episode 95

 As we continue exploring the world’s “super-allocators”, we’re learning how different they are in approach and dispersed in investment decisions.

In this episode we examine these questions through …

Published on 2 years, 7 months ago