logo
episode-header-image
Feb 2024
19m 20s

32 years of investing in a complicated j...

CAPITAL GROUP
About this episode
tail spinning
Up next
Jun 11
How relentless focus sets Broadcom's CEO apart
For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks down that discipline in action, including: An acquisition framework Where real con ... Show More
20m 57s
Jun 4
Geopolitics and the U.S. midterms
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the outlook for the U.S. midterm elections. #CapGroupGlobal For full disclosures go to ... Show More
45m 49s
May 28
Skills that matter in an AI world
With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment. In this episode, he explains how these skills s ... Show More
28m 22s
Recommended Episodes
Jul 2021
5 emerging investment themes for sovereign wealth funds
Regional sovereign funds backed local economies amid pandemic while investors have also shifted their strategies to focus more on equity markets and ESG opportunities. This is according to the latest report from US asset management firm Invesco, which surveyed 141 chief investmen ... Show More
19m 35s
Nov 2023
Corporate Governance Can Be a Growth Strategy
Jorge Quintanilla Nielsen started the private asset management firm Capital SAFI in 2007 — and planned to expand from Bolivia across South America. As a private firm, Capital SAFI isn’t required to have a board, but he knew that governance would be one of the main aspects potenti ... Show More
30m 19s
Nov 2023
Simple Agreement For Future Equity
<p>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. </p> <p>When investors want to participate in a sta ... Show More
6m 14s
Apr 2024
How To Structure An Investment Offering
<p>On today’s show we are talking about how to determine the structure of an investment offering. </p> <p>We often hear about the so-called 2 &amp; 20 formula that is popular among fund managers. When we say 2 &amp; 20, that refers to a 2% asset management fee measured on the val ... Show More
5m 28s
Sep 2023
Venture Capital Investing: Exploring The New Tech Innovation Fund With Ben Miller, CEO of Fundrise
<p>I speak to Ben Miller, Co-Founder and CEO of Fundrise about why his company started a new tech Innovation Fund. We explore why Ben thinks his firm has a competitive advantage, the most promising areas where the fund is investing, and the mechanics of investing in a private ven ... Show More
1h 8m
Jan 2019
Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136
In episode 136, we welcome Steve Romick. The conversation begins with Steve explaining that he hated losing more than he enjoyed winning, and while there wasn’t one event that led him to value investing, he considers his aversion to loss a contributor to being drawn to the value- ... Show More
1h 3m
Aug 2023
The VC Fund Closing Equity Gaps — and Making Money
Much of the business world has bought into the idea of stakeholder capitalism. But Freada Kapor Klein and Mitch Kapor say that doing some good by doing well isn’t enough when the business impact still creates negative effects and broader disparities overall. Freada, with a backgr ... Show More
26m 40s
Sep 2020
Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]
My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ... Show More
1h 1m
May 2020
From $17k/mo to $200k/mo: The Newest Company I'm Investing In
<p>Investing capital into a business can be the fastest path to growth... if that business is already healthy and profitable.</p> <p>It helps when that business has an audience of incredibly loyal buyers like Courtney Lee's Prymal brand that sells healthy coffee creamers.</p> <p> ... Show More
50m 43s
Jan 2021
Andrew Beer on the Hedge Fund Industry (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of ex ... Show More
1h 11m
Listen to millions of songs and podcasts on Anghami