Sunday, July 21, 2019

Today we have two episodes with investors who have a high active share and are operating outside of the norm, an interview with Peter Thiel, an episode on the future of equity research, and an interview with the CEO of Gallup on the importance of leadership.

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Business

  • Value Investing with Legends: Taking a Top-Down Approach to Value Investing. This episode features Jean-Marie Eveillard, a portfolio manager of the Société Générale International Fund, later becoming the First Eagle Global Fund, where he returned an annualized 15% for over 25 years. He does a great job explaining how he adapted to different market environments and cycles over his career, how he applied both Ben Graham and Warren Buffett’s investing principles, and how he manages client’s expectations during bear markets/while underperforming. [July 12, 2019–1 hour] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
  • The Long View: James Montier: “How Do I Get Paid for Owning This Asset?” Montier is a member of GMO’s Asset Allocation team and author of multiple books, including The Little Book of Behavioral Investing. His take on the markets is definitely a deviation from a typical portfolio; the GMO team has 0% of their portfolio allocated to U.S. equities. He explains the rationale behind that choice, thoughts on long-term mean reversion, how they are willing enough to look different from other investors, their portfolio construction process and how they size positions, and the different risks that different types of investors face. [July 10, 2019–53 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
  • The Portal: Peter Thiel. This is the first episode from Eric Weinstein, who is a managing director at Thiel Capital. His guest is none other than Peter Thiel, co-founder of PayPal and founder of the Founders Fund, a VC firm. Their conversation is interesting, as they both are on opposite sides of the political spectrum. They cover a lot: issues with the education system, how to handle student debt, the impact of automation on economic growth, why universal basic income won’t fix any problem, why economic growth is necessary to reduce violence in the future, Thiel’s fight with Gawker, and why he thinks a major issue in society is everyone’s tendency to be politically correct instead of stating what they truly believe. [July 17, 2019–2 hours, 52 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
  • The ETF Experience: Conviction. This episode features both the CEO and COO of ARK Invest, Cathie Wood and Tom Staudt. Their firm focuses on investment opportunities resulting from technological innovations. They explain the difficulties of running a firm with such a high active share, starting as an ETF provider before it was mainstream, deciding to publicly share their research and valuation models. If you enjoy this episode, you can hear Cathie Wood’s appearance on Invest Like The Best from 2018. [July 10, 2019–49 minutes] iTunes Podcast | Spotify | Overcast | Breaker
  • CFA Institute Take 15: AI and the Future of Equity Research. This was a great episode to understand the future of equity research and the impact data science may have on the investment process. The episode features the co-founders of Aiera (artificially intelligent equity research analyst), an adaptive, deep-learning platform designed to enhance active fundamental investment strategies. The guests are Bryan Healey, who was previously a software development manager on Amazon’s Alexa team, and Ken Sena, who was previously the global head of Internet equity research at Wells Fargo Securities and Evercore ISI. They explain the software works by aggregating data from over 9,000 sources, including Tweets, CNBC posts, online articles, SEC filings, and foreign videos. All of this is used to determine how the narrative around a stock has changed in the past 1–90 days. [March 13, 2019–27 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link

The Rest

  • The Learning Leader Show With Ryan Hawk: 319: Jim Clifton — How To Become A World-Class manager (CEO of Gallup). Clifton has served as CEO of Gallup and written multiple books, including his most recent one, It’s the Manager, which is around the idea that the quality of managers is the biggest factor in an organization’s success. He explains the rationale behind this, why great leaders embrace compounded learning, the differences between a manager and a leader, and why great managers manage for a higher purpose instead of the minor day-to-day functions. This is a great episode for anyone in a leadership position. [July 15, 2019–1 hour, 4 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link

34% of employees in the U.S. say they are engaged at work, which compares great to countries like India and China where engagement is in the single-digits (around 6%).

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Colby Donovan

Colby Donovan

Here to bring you podcast suggestions. Twitter → @colby__donovan

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