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About this episode
Lionel Barber is the former editor of the Financial Times and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT  metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44x earnings. And as editor, Barber fully backed up ... Show More
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Sep 2024
#39 The Optimizer
Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. H ... Show More
1h 6m
Aug 2024
#38 The Cyclist
Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled ... Show More
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Jul 2024
#37 The Analyst
John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital,  celebrates its 30th anniversary this year. In this conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his ... Show More
59m 13s
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