Bill Ackman, CEO of Pershing Square Capital Management, talks about his losses on Netflix, the Silicon Valley banking crisis, allocation tips and much more in the 20VC Podcast
Investors’ Chronicle podcast where Joel Greenblatt talks about specific relatively cheap US companies, why he’s still a fan of big tech and the outlook for the UK stock market.
Chief Strategist at Nykredit, Frederik Engholm, gives his assessment of the current turmoil in the financial sector, including the banks that suddenly found themselves in trouble
The recent rise in interest rates has made Danish mortgage bonds more interesting for investors. Nykredit gives their assessment of investing in Danish mortgage bonds.
Extensive interview with Guy Spier, who talks about his major investments in China and India, his discussion with Buffett on the use of debt and much more.
First Eagle gives their assessment of the last week’s banking crash in the US and how they are investing in the current market.
Nykredit assesses the interest rate hike from the European Central Bank, including: “Eurozone: ECB delivers 50bp but signals increased cautionA “large majority” of the Governing Council supported a 50bp increase
Bill Nygren from Oakmark gives his assessment of the current banking situation in the US and his assessment of Bank of America.
Howard Marks on the market situation and reflections from his latest memos
Mohnish Pabrai discusses a number of interesting topics in this interview with SumZero, including Ferrari, Brookfield, Alibaba vs. Tencent and Microsoft vs. Apple.
Bill Hench, head of the First Eagle small-cap fund, talks about their approach and offers concrete investment ideas.
New and improved portfolios It took some legwork, but all portfolios are now updated in a consistent and expanded format. This means that you can now gain insight into the
Howard Marks, co-chairman at Oaktree Capital Management and Ida Liu, global head at Citi Private Bank discuss the recent significant shifts in investment trends.
Bill Nygren from Oakmark discusses their investment approach and current investment opportunities, including the banking sector.
British investor Terry Smith, founder of Fundsmith, has not profited from Meta, but still owns the position. In the interview, he discusses the investment case.
Interesting interview with Tomas Gaynor, Markel CEO, on everything from specific investments, investment style and his love of The Big Lebowski.
