In this gripping segment, Eric Schaanning and Guy Spier delve into the complex world of interest rate risk, revealing how seemingly straightforward banking practices can quickly turn into high-stakes dilemmas. Schaanning breaks down how banks forecast deposit behaviours, merging historical trends with expert judgment. He explains that as interest r…

In this episode, we continue our exploration of financial risk management with Eric Schaanning, a thought leader in the field. Following his dynamic insights from the previous discussion, Eric delves into the intricacies of treasury functions within major banks and their critical role in risk management. Together with Guy Spier, they unravel how a …

Eric Schaanning is a dynamic figure in financial risk management, known for his innovative approach to navigating the complexities of market and valuation risk. Leading these critical functions for Nordea Group, Eric blends a wealth of experience with a forward-thinking mindset. His career spans impressive roles, including overseeing risk managemen…

Simon Kold is a Danish entrepreneur and investor who’s making waves in the financial world with his firm, Kold Investments. Before founding Kold Investments, Simon spent over a decadeatNovo Holdings, a powerhouse investment firm managing around €150billionin assets. His approach to investing is anything but ordinary. Simon runs a single-strategy, c…

Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into investing inspired by Warren Buffett. His career spans roles as an activist hedge fund analyst and general counsel, leading up to his authorship of Deep …

Jo Boaler is a British author and Professor of Mathematics Education at Stanford University. Jo is involved in promoting reform mathematics and equitable mathematics classrooms, and thereby fulfils a role of communicating to broader society outside of academics. Beside her new book Math-ish, she is also the author of the books Limitless Mind, The E…

Morgan Housel is the New York Times Bestselling author of The Psychology of Money and Same as Ever and a popular finance blogger. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He is also a partner at The Collaborative Fund and serves on the board of directors at Markel. He talks to Guy Spier about…

Luca Dellanna is a management advisor and an author from Turin, Italy. His books cover topics ranging across management, human behavior, and economics. He talks to Guy Spier about his early career, his research on ergodicity and some topics from his other books, including autism and the difference of decision making and action taking in our brains.…

Daniel Simons and Christopher Chabris are professors of psychology, both experts in the fields of cognitive science and experimental psychology. They are also known as the co-authors of the famous book The Invisible Gorilla, and the inventors of the homonymous psychological experiment. 12 years from the release of their first book they have partner…

Ben Feder is an investor and games executive, currently managing partner at TIRTA Ventures. He is also the author of the book Take Off Your Shoes: One Man's Journey from the Boardroom to Bali and Back. Ben formerly served as the CEO of Take-Two Interactive and was President of International Partnerships for North America at Tencent Games. Ben talks…

Christina Patterson is a journalist, writer, broadcaster, and coach. A former columnist at The Independent, today Christina writes for the Daily Mail, Observer Magazine and The Telegraph, and reviews for The Sunday Times. She is also a regular guest on the Sky News press preview. Christina talks to Guy Spier about her books and the journey of her a…

Lauren Templeton is the founder and CEO of Templeton & Phillips Capital Management. Investing runs in Lauren's blood, as she is the great niece of Sir John Templeton. She reflects on their work together, as well as on the impact of her father on Lauren's journey in investing. Lauren also gives some insight into the perks of working with her husband…

This is a repost of episode RWH023 of The Investor’s Podcast Network. Please check out the original episode here: https://youtu.be/G1yQcykKYJg If you’d like to hear more of William Green’s interviews on the “Richer, Wiser, Happier” podcast, then please check them out here: https://www.theinvestorspodcast.com/richer-wiser-happier/ We discussed many …

Jeff Henriksen is the co-founder and CEO of Thorpe Abbotts Capital, a value oriented hedge fund based in Charlottesville, Virginia. In this short interview, Jeff talks about his experience of attending the executive MBA programme in Oxford, leading to him staying to teach a valuation course to graduates. Other topics include gaining a behavioral ed…

Sachin Khajuria is an investor and the author of the book “Two and Twenty: How the Masters of Private Equity Always Win”. He holds two degrees in Economics from the University of Cambridge. Sachin talks to Guy Spier about his education, career, and the characteristics and future of the private equity world. He also touches on topics such as distres…

Michael McCloskey is the founder and president of GreensKeeper Asset Management. He is one of those rare-to-find people who has a flair for both numbers and writing. In fact, he has a BSc in mathematics, as well as both a JD and an MBA degree. Michael has worked as an investment banker and has a lot of experience in the securities industry. Today, …

Milo Jones is political scientist, a business school professor focusing on intelligence analysis and geopolitics, and has served as an officer in the US Marine Corps. He is currently based in Warsaw, Poland, but he spends plenty of time travelling around the world. Milo is also the author of the book Constructing Cassandra: Reframing Intelligence F…

John Zolidis is an equity analyst and a registered investment advisor, President, and Founder of Quo Vadis Capital Inc. He talks to Guy Spier about what made him found his own company, about the retail sector, and the battle between physical stores and Amazon. John also shares why he is fascinated with the Chinese market, as well as gives some insi…

Guenther Dobrauz is a half-Swiss, half-Austrian lawyer, Leader of PwC Legal Switzerland, and a member of PwC’s Global Legal Leadership Team. In the past he has co-run one of the first Swiss venture funds. He is also the author of 10 books. He talks to Guy Spier about regulatory law in Switzerland, his work at PwC, and his Austrian origins. Blockcha…

द्वारा Guy Spier

Mark Bitz is an entrepreneur, author and community leader. In his latest book, Winning Practices of a Free, Fit, and Prosperous People, and in his course, his aim is to make people aware of the essential practices that should flow through populations, be mastered and subsequently transmitted in order to evolve a superior set of software that enable…

Ninad Shinde grew up in India, studied and worked in the United States, before moving to London, where he still lives and works as a consultant to private equity firms. He talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / softwar…

Olaf Hein is the CEO of Elbstein AG, a publicly traded German holding company. He talks to Georgina Godwin about his early life and education and the evolution of his career in the financial industry. Mr. Hein also shares some advice based on his decades-long stock market experience. Here's an interview by Smart Investor who interviewed Olaf Hein a…

David Sumpter is a professor of applied mathematics at the University of Uppsala, in Sweden, and the author of a wonderful book called The 10 equations that Rule the World. He talks to Guy Spier about the various applications of mathematics in practical areas of our day-to-day life, such as social media algorithms, graph theory, Bayes’ theorem, and…

Ricardo Fernandez is the Founder and Managing Partner of Signal Capital, an alternative asset management company. He grew up in Brazil, studied in Spain and in the United States, and holds an MBA from IESE and an AMP from Harvard Business School. Mr. Fernandez talks to Guy Spier about his education, career, and gives an inside look at the opportuni…

Arthur Fine is a lawyer and one of the directors of Aloha Medical Mission (“AMM”), a non-profit volunteer organization based in Honolulu, Hawaii, which provides free health care to underserved people in the Pacific, Asia and Hawaii and does surgical missions in the developing world (alohamedicalmission.org). His wife, Marjorie Fine, is a general su…

A few months ago, Lory Spier was invited to give the prize-giving-day speech to graduating students at the Dragon School in Oxford. In this interview, she talks to Georgina Godwin about growing up in Mexico, her working experiences and life in her twenties, as well as meeting Guy and eventually settling down in New York. At the end of the episode, …

Gautam Baid, CFA, is the author of the international best-seller The Joys of Compounding. He is also the Founding Creator at Chapter, a revolutionary learning platform. Previously, Gautam served as a portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Mr. Baid talks to me about growing up in India, moving to the…

Manos Papatheofanous was born and raised in Greece, before moving to London to study computer science 31 years ago. Throughout his career he has worked various jobs in banks and proprietary trading desks, in asset management firms and in hedge funds, and has also completed a degree from London Business School of Master’s in Finance. Two years ago, …

Margaret Van was born in a Shanghainese family in Hong Kong. From early on, she has had a deep interest in other cultures, which has also led her to learn various languages with the main goal of being able to communicate with people from all over the world. Since 2005, Ms. Van has embarked on a new chapter as she discovered the practice of mindfuln…

Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism, a deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks to Georgina Godwin about the book, about her journey with Julian and about where they are in their lives today. …

In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise, a research network with a slightly different business model compared to other companies in the primary research business. They give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and…

Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite executive, with a lot of experience in launching, scaling and growing businesses from startup up through multiple billion dollars. She talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career…

Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece, which provid…

Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and Los Angeles. He talks to me about contingency lawyers, Robinhood and the history and importance of arbitration clauses. Full transcript available here: https://aqfd.docsend.com/view/erfj4tazu4zf7qpz Contents: The Benefits of Working wit…

Yishai Kiczales is an Israeli film critic, songwriter and lecturer, who currently lives in Zurich with his family. He writes for the daily newspaper Israel Hayom, and his third solo album, "Inside Yishai Kiczales", will be released on May 22. He talks to me about classic books and movies, about the recent changes in the world of cinema, and highlig…

William Green talks to Guy Spier about his new book, Richer, Wiser, Happier. He shares the long journey he has been on, before finally reaching the confidence and courage to publish his own book, which is full of insights from extraordinary people on how to think better, invest better and live more wisely. Mr. Green believes in compounding goodwill…

Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a unique experience of working both in the corporate world as a consultant at Braxton Associates, a strategy consulting firm, and in the social impact sector, for The Nature Conservancy, the world’s largest environmental non profit, a role he was recr…

In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire. Full transcript available here: https://aqfd.docsend.c…

Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the Unive…

In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans. Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsq Contents: Early Life and Education under Apartheid (01:51) Business Regulations in South Africa (06:51) The Books: Heali…

In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities. University of Rochester www.rochester.edu/ Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html Journal Monetary Economics www.journals.elsevier.com/journal-of-monetary-economics Wikipedia P…

In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030. Full transcript avail…

Introducing Georgina Godwin - who will be doing some of the interviews and hosting. In this episode Guy Spier interviews Georgina Godwin, who will conduct some of the interviews going forward. She discusses her start as a radio host, working at Monocle, and the importance of asking about interviewees early influences. More about Georgina Godwin her…

Listen (or watch) on youtube hereon.aqu.am/3fzgKKUYou can read the email here:on.aqu.am/37cyvMasign up to be on the email list here:bit.ly/2NX8XdQEmail Update: Knowledge Management in a New Era by Guy Spier is licensed under a Creative Commons License.द्वारा Guy Spier

In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos. Other relevant links here: https://twitter.com/kevinschawinski ch.linkedin.com/in/kevin-schawinski-517b2a74 de.wikipedia.org/wiki/Kevin…

In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home. Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5 Contents: Modern Approaches To Value Investing (00:41) Twitter as a Curation Tool (03:15) Twitter: The Teenage Years (16:47) Expanding the Twit…

Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv. I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he's a creative genius. He's also the author of the extraordinary "I'm that Jew" viral youtube video that got more than 10 million hits on various social c…

I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus. More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?origi…

Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision. hypernormalcapital.com/ www.linkedin.com/in/hermannpeterscheck twitter.com/petershk Q3 Letter to Partners He is my go-to expert in the gaming industry. We talked ab…