103: Value Investing: Down But Not Out? With David Einhorn, Founder & President of Greenlight Capital
Oscar Wilde defined a cynic as someone who knew the price of everything, and the value of nothing. In today’s episode, we discuss value investing with David Einhorn, Founder and President of Greenligh...
11 Juli 202317min
102: The Ukraine War: An Update for Investors - With General Sir Nick Carter, Former UK Chief of the Defence Staff
General Sir Nick Carter, former Chief of the Defence Staff returns for a short discussion on the Ukraine War. He addresses the current situation from a military perspective, political interpretations...
6 Juli 202328min
101: Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen
The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”. If you want see how biotech can c...
29 Juni 202339min
100: Rewilding: The Next Big Investment Opportunity? With Ben Goldsmith, CEO and Co-Founder of Menhaden Capital
In a wide-ranging episode we have the opportunity to hear from Ben Goldsmith, a seasoned investor, with a particular focus on environmental opportunities, discussing how his passion in this field has ...
22 Juni 202341min
99: How Tech & AI Are Disrupting The Multibillion Dollar Art Market - With Brett Gorvy, Former Chairman of Christie’s and Partner in LGDR
When Picasso’s Les femmes d’Alger was bought for $179 million, at that time, a world record for an artwork sold at auction, the spotlight shone on the world of art valuations, and this episode’s guest...
15 Juni 20231h
98: Are Diamonds Forever? With Bruce Cleaver, Co-Chair of De Beers
If diamonds are forever, then the organisation most associated with them is, of course, De Beers. From inception in 1888, their leadership in the diamond market has been unrivalled, and even today the...
1 Juni 202352min
97: Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting
In our recent discussions with some of the world’s super allocators, we have heard about their investment objectives and varying approaches to asset allocation. In tandem with the growth in complexit...
25 Maj 202344min
96: The French Sovereign Wealth Fund – With Nicolas Dufourcq, CEO of Bpifrance
Our exploration of the world’s super allocators would be incomplete without touching down in France, who have a lesser known but still significant SWF. In this conversation, Nicolas Dufourcq, at th...
18 Maj 202340min
