Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of hi...
14 Juni 20241h 4min
James Bessen - Understanding the Tech Paradigm
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving i...
31 Maj 202445min
Jan Hummel - Deep Diligence at Paradigm Capital
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European a...
17 Maj 202448min
Todd Combs - Charlie Munger's Legacy
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Ha...
3 Maj 202427min
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League endowment....
29 Dec 20231h 3min
John Armitage - Navigating Macroeconomic Shifts
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capita...
15 Dec 202351min
Nicolai Tangen - Decision-Making and Intuition in Investing
In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nicolai Tangen, the astute CEO of Norges Bank Investme...
24 Nov 202344min
John Rogers - The Power of Patience
John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with his contrarian value investing strategies. But he...
10 Nov 20231h
