159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders
Money Maze Podcast21 Marras 2024

159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders

The episode brings Sir Patrick Sanders, a British military officer, back to discuss geopolitical issues, specifically focusing on the precarious state of global affairs today compared to the 1930s.

The conversation delves into the complexities surrounding Donald Trump's foreign policy perceptions and Norway SWF's approach to defence sector exclusions.

This episode was recorded in Norway at the Grieg Conference, organized by Grieg Investor. They’re an independent investment adviser for institutional investors in Norway representing over 170 clients, and part of the Grieg Group.

Sir Patrick elaborates on Trump's stance towards Russia, emphasizing Trump's unpredictable yet impactful actions, such as his claim of ending the Ukrainian war swiftly—a stance deemed as 'magical realism.' Furthermore, the dialogue explores Trump's potential impact on Middle Eastern politics, highlighting challenges like balancing Israeli interests and Iran's geopolitical maneuvers without igniting broader conflicts.

As the conversation transitions, China's influence and the West's strategy against a backdrop of escalating global competition are scrutinized, touching upon key ideologies in play. The podcast episode draws attention to urgent strategic choices required by Western nations, navigating the significant challenges posed by the geopolitical landscape amidst technological advances.

Insights on investment implications arising from these geopolitical tensions, such as defense and AI sectors, are also discussed by Sir Patrick and Simon.

Jaksot(231)

132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

Our guest today earned her master’s degree in physics, captained her rugby team at Oxford, and then a few years later was posted as bp’s engineering manager to Baku, Azerbaijan. She then spent time a...

21 Maalis 202442min

131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

In May 2021, we turned our attention to an investor dilemma – Should we view wine as a proper asset class? And how should we think about the wine industry, unmodernised for so long, but ripe for chang...

14 Maalis 202444min

130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

In this bitesize feature, David Einhorn, Founder & President of Greenlight Capital, discusses the potential impact passive investing has had on value investors, and where opportunities may lie.  Davi...

11 Maalis 20248min

129: Private Markets Miniseries: Season 2 Highlights

129: Private Markets Miniseries: Season 2 Highlights

In today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series.  We shared fascinating conversations with guests from the likes of TPG, Tikeha...

29 Helmi 202442min

128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope. In the full interview, Alex speaks about ...

23 Helmi 20246min

127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe. He explains PIMCO’...

15 Helmi 202455min

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

Why does a teacher trained to help children with special needs decide to  switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foun...

8 Helmi 202448min

125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith)

125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith)

Our guest today has been referred to as "the English Warren Buffett" for his style and success in investing. His book, published in 1992, Accounting for Growth, and its ensuing controversy helped prop...

25 Tammi 202454min

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