Conversations with Mike Gitlin: Featuring Mark Casey

Conversations with Mike Gitlin: Featuring Mar...

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Inside the AI supply chain

Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital I ...  Afficher plus

You can't model human behavior

Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, "You ...  Afficher plus

Épisodes Recommandés

Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
The Meb Faber Show - Better Investing

Today’s guest is Steve Klinsky, founder and CEO of New Mountain Capital, a private equity firm with over $37 billion in assets under management. Steve began his time in private equity when he co-founded Goldman Sachs’ Leverage Buyout Group back in 1981 when there were very few pr ...  Afficher plus

Insights from an Entrepreneur Turned Investor
eComFuel Podcast

<span style="font-size: 10pt;">Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today's episode, I'm joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, ...

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Simple Agreement For Future Equity
The Real Estate Espresso Podcast

On today’s show we are talking about deal structure. Some of the financing vehicles that are increasingly common in real estate had their roots on Wall Street. Others had their roots in the tech environment of Silicon Valley. 

When investors want to participate in a sta ...

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TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
We Study Billionaires - The Investor’s Podcast Network

On today’s episode, Clay is joined by Andrew Brenton. Andrew Brenton is the CEO and a co-founder of Turtle Creek. Since it’s inception in 1998, Turtle Creek has acheived an average annual return of 20% versus just 7% for the market. $10,000 invested into their fund at inception w ...  Afficher plus