116: Investing Lessons from 40+ Years at the FT & Bloomberg -  With John Authers, Senior Markets Editor at Bloomberg

116: Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg

Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before moving to Bloomberg as Senior Markets Editor.

He is responsible for ‘Points of Return’, the highly regarded and followed commentary, and has the unusual appeal of a career spanning geographies, asset classes and employers.

John recaps on his investing lessons from years of writing ‘The Long View’ at the FT, Lex, and being a correspondent across industries. He highlights some key investing takeaways, including diversification, fee minimisation, patience and avoiding home country bias.

He also discusses the evolution of the 60/40 portfolio, lessons from Swensen, and reflects on his doubts about some of the private assets euphoria.

In addition, John explains how he and his team approach the topics they want to research and cover, how he prioritises the news which matters, assessing mistakes, and staying relevant in a fast-evolving industry.

Finally, he also covers corporate culture, whether the City of London is losing out to New York, and reflects on lessons from one or two of the great investors.

The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches and LiveTrade.

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197: From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

197: From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

Some lives trace the currents of history; a childhood in Wales, growing up in the shadow of parents who had escaped Nazi Germany, academic distinction at Oxford and Wharton, followed by a career that ...

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196: Scale, Strategy, and Stewardship: Rachel Elwell, CEO, on Border to Coast’s Growing Power in UK Pensions

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Moreover, if executed well, it offers the potential to act with a long-term horizon as true asset owners, and to unlock investment opportunities that individual funds might struggle to access alone. T...

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195: From Battlefield to Boardroom: Assessing the Cyber War Frontlines  - Jen Easterly on the New Era of Cyber Risk

195: From Battlefield to Boardroom: Assessing the Cyber War Frontlines - Jen Easterly on the New Era of Cyber Risk

We have had some extremely distinguished guests over the last 6 years, but we haven’t secured one who combines, a Rhodes Scholar, US Army Colonel, Counter terrorism expert, leading the US’s cyber inte...

5 Mars 1h 4min

194: General David Petraeus: Inside a World Glowing Red

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A first! For the first time since our inception 6 years ago, we welcome back a guest for their third visit. General David Petraeus, once described by Simon Sebag Montefiore as the ultimate soldier-sch...

19 Feb 1h 6min

193: From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS

193: From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS

While women leaders in finance are gradually becoming more common, that cannot be said the alternatives industry. But as traditional investment firms increasingly acquire alternatives and private mark...

5 Feb 51min

192: Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.

192: Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.

Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. Such became the re-allocation away from them and the magnetism ...

22 Jan 47min

191: Can We Live Longer? What it Might Mean for Medicine, Money, & Markets - With Dr Andrew Steele

191: Can We Live Longer? What it Might Mean for Medicine, Money, & Markets - With Dr Andrew Steele

As Mike Milken said on this podcast, “the greatest achievement of humankind in the 20th century, was the doubling of life expectancy.” If living longer seems a powerful goal, the caveat would be only ...

8 Jan 1h 4min

190: Marketing God. With Nicky Gumbel, Pioneer of the Alpha Course

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In this Christmas special, we reshare our conversation with Nicky Gumbel!  Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely do...

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