158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation
Technological revolutions are by their nature rare events: the printing press, mobile telephony and the internet. The associated excitement can capture the imagination, spur a raft of associated brea...
14 Nov 202455min
157: Gloves Off: Anthony Scaramucci on Trump, Harris, Bitcoin and the US Deficit
Four years ago we had the chance to record a US election special ahead of the vote to determine whether Joe Biden or Donald Trump became President. We welcomed Anthony Scaramucci; Harvard Law, Goldman...
30 Okt 202459min
156: Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business
This recording took place at the London Value Investor Conference over summer, where Simon hosted a discussion with Joel Greenblatt. Joel not only founded and runs Gotham Asset Management, but was als...
24 Okt 202446min
155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities
Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal (CEO of IFM Investors). AustralianSuper, Australia’s largest super f...
10 Okt 202439min
154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos
Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing...
26 Sep 20241h 12min
153: Colm Kelleher, Chairman of UBS & Former President of Morgan Stanley, Discusses Culture, Leadership, Surviving the Great Financial Crisis and UBS Today
In an interview we had especially looked forward to, and with the Credit Suisse acquisition behind us, the MMP went to Zurich to talk to Colm Kelleher. Described as one of the most influential and ca...
19 Sep 202443min
152: Sir Tony Blair, Former UK Prime Minister, on Leadership, Immigration, the Middle East & More!
Thought-provoking, amusing, self-critical, rich with anecdotes, laced with good advice, and large servings of humility, you might not automatically assume I’m describing the book, titled 'On Leadershi...
10 Sep 202442min
151: Volatility Laundering in Private Equity, the Merits of International Diversification, Value Vs Growth and Systematic Investing - With Cliff Asness
Simon introduces Cliff Asness, Co-Founder and CIO of AQR (Applied Quantitative Research), highlighting the firm's systematic approach to investing in a variety of assets. Cliff Asness shared his back...
27 Aug 20241h 18min
