Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama.
In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get into a numbe ... Show More
Aug 22
The Parallels of Past and Present in Finance - Mark Higgins | #594
Today’s guest is Mark Higgins, a Senior VP for IFA Institutional, where he specializes in providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on ... Show More
59m 7s
Aug 4
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a de ... Show More
58m 38s
May 2023
Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331]
My guest today is Kieran Goodwin. Kieran spent over two decades at the frontier of credit investing. During the global financial crisis, he was a Partner and Head of Trading at King Street Capital, which grew from $4 billion to $20 billion while he was there. He then left to star ... Show More
1h 1m
Mar 2023
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thought ... Show More
55m 44s
Aug 2023
Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]
My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Le ... Show More
1h 37m
Feb 2023
TIP526: Quality Investing: Lessons from Terry Smith
On today’s episode, Clay Finck discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain. Smith started Fundsmith in 2010, and ever since has returned 478% to his investors ver ... Show More
55m 55s
Oct 2023
RWH035: Learning from Warren Buffett & Charlie Munger w/ Chris Davis
In this episode, William Green talks with Chris Davis, a renowned investor at Davis Advisors who also serves on Berkshire Hathaway’s board of directors. Here, Chris shares powerful lessons he’s learned from his mentors—Warren Buffett & Charlie Munger—about building financial resi ... Show More
2h 16m
Mar 2023
TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson
Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks.Andrew is the co-founder of Tiny, which has been called the ... Show More
1h 2m
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
1 h
Oct 2022
RWH014: The Resilient Investor w/ Matthew McLennan
William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022.
IN THIS EPISODE, YOU'LL LEARN:
02:36 - How Matthew McLennan grew up off the gr ... Show More
1h 54m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.
Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m