Come Fly with Me! Delta Air Lines, The World’s Biggest Airline Discusses Why it’s Not the Business Warren Buffett Used to Avoid - With CEO, Ed Bastian.
“Airlines are a terrible business. They’re capital‑intensive, unionized, and heavily regulated… there’s very little moat.” So Warren Buffett once observed. But is that still true? In this episode, we ...
3 Sep 50min
AI and the Investment Edge: Enhancement, Replacement, or Reinvention?
It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions. In this special compilation episode, we bring together three perspectives from acro...
20 Aug 56min
A New Era: Richard Oldfield on the Future of Schroders and the Asset Management Industry
Most CEOs take years to make their mark. But after three decades dissecting and helping other people’s businesses at PwC, our guest today spent just two years inside Schroders before deciding it was ...
6 Aug 45min
The Golden Age of Absolute Returns? With Davidson Kempner’s Managing Partner and CIO, Tony Yoseloff
In the world of global credit and event-driven investing, there are few firms that have been both quietly competitive, whilst simultaneously successful and long-standing. Founded over 40 years ago, D...
23 Juli 54min
What Do You Call an Institution That Can Play Anywhere in the Capital Stack? With Sixth Street’s Co-CIO & Co-President Julian Salisbury
In a world where investment classification rules supreme, Sixth Street believes that its flexible architecture, approach, and culture make the firm different. Sixth Street, founded in 2009, manages ...
9 Juli 52min
The Future of Flight? Building an Electric Aviation Business with the Man in the Pilot’s Seat - Kyle Clark, CEO & Founder, BETA Technologies
BETA Technologies is a Nasdaq-listed aircraft manufacturer breaking new ground with its advanced pursuit of building world-beating electric planes. Kyle Clark, Founder and CEO, explains the economic a...
25 Juni 1h
What Does It Take to Run One of the World’s Most Powerful Law Firms? With Alan Mason, Global Managing Partner, Freshfields
For the first time in our 6-year existence, the MMP wanted to dive into this somewhat opaque world, in line with our mission to de-mystify areas of business and finance vital to us all.Alan discusses ...
11 Juni 53min
“The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.
“Activism” might be one of the less helpful terms in modern investing, a label that conjures everything from boardroom bust-ups, to terse exchanges between disgruntled shareholders and incumbent manag...
28 Maj 57min
