173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'
Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989. Hi...
15 Mai 202546min
172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters
Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. ...
24 Apr 20251h 6min
171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management
Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued. It could be...
10 Apr 20251h 21min
170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management
In the world of mythology, Apollo is one the most revered and significant of all the ancient Greek and Roman Gods. It was also the name given to an asset management business created in 1990 and toda...
1 Apr 202550min
169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management
When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks! In a ca...
13 Mar 202556min
168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West
In this episode we’ve been very fortunate to find someone who ranks amongst the most qualified anywhere in the world to discuss this topic. He was the former CFO of Billiton, then as CEO, built Xstra...
6 Mar 202551min
167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space
Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!” Whether Star Trek or Star...
20 Feb 20251h 4min
166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy
In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford. I'm joined by Mark Wallace, MD of Rothschil...
6 Feb 20251h 14min
