#20: Eric Cinnamond on ’The Rapidly Increasing Inflationary Environment’

#20: Eric Cinnamond on ’The Rapidly Increasin...

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#62: Ruchir Sharma On What Went Wrong With Capitalism

To quote Aerosmith’s Steven Tyler, “There’s something wrong with the world today.” Wealth and income inequality have soared to levels not seen in a century; housing affordability has hit the worst levels on record; consumer sentiment has plunged even though the unemployment rate ...  عرض المزيد

#61: Peter Berezin On Finding The Courage To Be A Contrarian

There is no greater contrarian on Wall Street today than Peter Berezin. But being out-of-consensus in one of the most competitive fields on the planet and being right is certainly not an easy feat to pull off. In this conversation, Peter discusses how his macroquant model, the pr ...  عرض المزيد

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Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ...  عرض المزيد

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]
Invest Like the Best with Patrick O'Shaughnessy

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ...  عرض المزيد

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ...  عرض المزيد

Brent Beshore - Learnings from a Year of Unexpected Events - [Invest Like the Best, EP. 226]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five years. Brent and I revisit our conversation from the heart of COVID to touch on key ...  عرض المزيد