#54 The Innovation Fans

Tom Gayner is the CEO of Markel Group and has run its investment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This makes him one of the most successful capital allocators in the US stockmarket, yet he is under the radar. He explains why he holds 140 sto ...

Tim Guinness is the founder and Chairman of Guinness Global Investors. He has been in business 5 decades and has been managing money for 44 years. He has built up two firms, the first he sold and the second now runs $11bn. Age 77, he is still thinking about how to grow the busine ...  Afficher plus

Welcome to Strategy Skills episode 522, an interview with the author of Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son, Lionel Barber.

In this episode, Lionel discusses his career and insig ...

In this episode, Peter, Salim, and Anthony discuss the future of the Department of Government Efficiency, how long Elon will last in the White House, and how the new Administration should handle Bitcoin.  Recorded on Nov 20th, 2024 Views are my own thoughts; not Financial, Medica ...  Afficher plus

This week, Goldman Sachs opened its doors for its first-ever Investor Day in its 150-year history. In this episode, Goldman Sachs CFO Stephen Scherr recaps the day and explains how leadership is trying to increase transparency with clients by releasing three-year financial target ...  Afficher plus

In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, an ...  Afficher plus