Episodios

  • Ep. 39: Morgan Housel and Chris Davis

    Ep. 39: Morgan Housel and Chris Davis
    Jun 8 2023

    Veteran fund manager Chris Davis and best-selling author Morgan Housel share some of their worst investment mistakes and the lessons they learned from these errors. In short, buying and holding great stocks is much harder than you think!

    Más Menos
    33 m
  • Ep. 38: Joe Wiggins

    Ep. 38: Joe Wiggins
    Dec 8 2022
    Are humans completely prone to investment mistakes? Behavioural investment expert Joe Wiggins believes there are a multitude of traps even the most hardened of investor will fall into, so what can you do about it? In the final episode of the series, Wiggins, who has worked across major UK institutions and is now chief investment officer of research group Fundhouse, tackles the waking nightmare of thematics, the pain of past performance and the hubris of high-profile investors.
    Más Menos
    38 m
  • Ep. 37: Desiree Fixler

    Ep. 37: Desiree Fixler
    Dec 1 2022
    The truth path to ESG enlightenment is not paved with positive intentions but must be drilled home by the threat of meaningful punishment. That is the view of ESG expert Desiree Fixler, who oversee the sustainability efforts at DWS before being ousted and ultimately outlining what she saw as misaligned or misguided industry standards around sustainable investing. In this special episode, Desiree, who now works for non-profit group VentureESG, casts a critical eye over the world of ESG investing and looks at the most common mistakes investors and companies alike are falling into. We also hear from Jamie Catherwood on a historic treasure hunt that left investors more underwater than the precious jewels they were seeking.
    Más Menos
    29 m
  • Ep. 36: Howard Marks

    Ep. 36: Howard Marks
    Nov 23 2022
    Where are we in the market cycle? Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, shares his observations and discusses where the 'pendulum' may be heading in this interview with Alex Steger and Alex Rosenberg. Recorded live in San Francisco on November 17th.
    Más Menos
    51 m
  • Ep. 35: John Kampfner

    Ep. 35: John Kampfner
    Nov 17 2022
    Politicians have never been under greater scrutiny, but it is important to work out whether they are mad, bad, irrational or a hostage of fate. In a special Mistakes Were Made recorded at Citywire Berlin 2022 with author and commentator John Kampfner, which came after the political expert had shared his experience of where he thinks the world is headed. In this podcast, Kampfner, who has covered political change in Europe and beyond since the 1980s, reveals what he thinks is the currently the biggest political mistake that is being lived through, while also looking at the strange impact of a 24-hour news cycle. Plus, Investor Amnesia’s Jamie Catherwood takes a closer look at how the boom in the automobile industry led a surge – and inevitable pop – in the burgeoning rubber markets of Malaysia.
    Más Menos
    23 m
  • Ep. 34: Andrew Beer

    Ep. 34: Andrew Beer
    Nov 10 2022
    Dynamic Beta investments' Andrew Beer is having a banner year with his managed futures strategy up big while just about everything else is down. But he’s not always been on the right side of a major bubble burst, as explains to Frank and Alex.
    Más Menos
    34 m
  • Ep.33: Hugh Young

    Ep.33: Hugh Young
    Nov 3 2022
    Abrdn’s Hugh Young is open about the mistakes and challenges that have afflicted him during his four decades of building his noteworthy presence in the Asian market. From picking hot stocks at the exact wrong moment to his long-considered concerns about the Chinese growth story. In this latest episode, the Singapore-based investor talks about the evolution of the Asian equity market, as well as how someone with his level of experience contends with the surge in short-termist thinking that is becoming more and more prevalent.
    Más Menos
    28 m
  • Ep. 32: Rajiv Jain

    Ep. 32: Rajiv Jain
    Oct 27 2022
    GQG Partners' CIO and star fund manager Rajiv Jain explains how an aversion to energy cost him big, that it's vital for fund managers to have skin in the game, and why PM turnover isn't always a bad thing. Plus, Investor Amnesia's Jamie Catherwood drops by to tell us about Japan's Samurai bunny bubble (yes, you read that right). Enjoy!
    Más Menos
    31 m