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Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business
Episode 151
This recording took place at the London Value Investor Conference in May, where Joel Greenblatt was the guest speaker. Joel not only founded and runs Gotham Asset Management, but was an adjunct profe…
Published on 1 year, 3 months ago
War or Peace? Why the World May Be More Dangerous than the 1930s - With General Sir Patrick Sanders, Former UK Chief of the General Staff
Episode 150
In this episode we have the huge pleasure and privilege to talk to General Sir Patrick Sanders, who until June of this year served as Chief of the General Staff.
As the professional head of the Brit…
Published on 1 year, 4 months ago
The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners
Episode 149
This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track reco…
Published on 1 year, 4 months ago
Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong)
Episode 148
If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instinct…
Published on 1 year, 4 months ago
Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund
Episode 147
In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill…
Published on 1 year, 5 months ago
“Running Up That Hill” - Strava’s Co-Founder, Mike Horvath, on Building, Branding and Delivering: An Entrepreneurs’ Story
Episode 146
If you wrote a business plan in the 1990s that was way ahead of its time - a 20th century idea that needed 21st century technology to work - then put it aside and instead built an enterprise software…
Published on 1 year, 5 months ago
Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable? With Rob Arnott, Founder of Research Affiliates
Episode 145
Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024).
He has …
Published on 1 year, 5 months ago
Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer
Episode 144
In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists.
…
Published on 1 year, 5 months ago
How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive?
Episode 143
Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order…
Published on 1 year, 6 months ago
Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay
Episode 142
In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations.
Novo Holdings is part o…
Published on 1 year, 6 months ago