Guy Spier inteviews Francisco Negrin about his early life, career in opera, and business leadership behind the scenes
Francisco Negrin talks to Guy Spier about his early life, career in opera, and business leadership behind the scenes.
Guy Spier inteviews Mark Bitz about Winning Practices, Cultural Council, International Affairs and an honest rule of law
Mark Bitz talks to Guy Spier about the winning practices, his idea of a cultural council in the United States, international affairs, and the importance of an honest rule of law.
Guy Spier interviews Ninad Shinde about lab-on-a-chip devices, the evolution of the private equity space, and the cloud / software as a service business
Ninad Shinde talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / software as a service business.
Georgina Godwin interviews Olaf Hein about his early life and education and the evolution of his career in the financial industry.
Olaf Hein is the CEO of Elbstein AG, a publicly-traded German holding company.
Guy Spier interviews David Sumpter about various applications of mathematics in practical areas of our day-to-day life
David Sumpter is a professor of applied mathematics at the University of Uppsala, in Sweden, and the author of a wonderful book, called The 10 equations that Rule the World.
Guy Spier interviews Ricardo Fernandez about his education and career
Ricardo Fernandez is the Founder and Managing Partner of Signal Capital, an alternative asset management company. He grew up in Brazil, studied in Spain and in the United States, and holds an MBA from IESE and an AMP from Harvard Business School.
Georgina Godwin interviews Arthur Fine about his and Marjorie’s early life, their careers and their work
Arthur Fine is a lawyer and one of the directors of Aloha Medical Mission (“AMM”), a non-profit volunteer organization based in Honolulu, Hawaii.
Georgina Godwin interviews Lory Spier: about her working experiences and life
Lory talks about growing up in Mexico, her working experiences and life in her twenties, as well as meeting Guy and eventually settling down in New York.
Guy Spier interviews Gautam Baid: the author of the international best-seller The Joys of Compounding.
Mr. Baid talks to Guy Spier about growing up in India, moving to the United States, changing careers, and how he found his calling in life. He also shares his future projects and important lessons on compounding.
Guy Spier interviews Manos Papatheofaneous: who joined CPP Investments two years ago.
Throughout his career he has worked various jobs in banks and proprietary trading desks, in asset management firms and in hedge funds, and has also completed a degree in Finance.
Georgina Godwin interviews Margaret Van: who has discovered the practice of mindfulness.
From early on, Ms. Van has had a deep interest in other cultures, which has also led her to learn various languages with the main goal of being able to communicate with people from all over the world.
Georgina Godwin interviews Vanessa Stelling: author of the book Julian and I.
A deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks about the book, her journey with Julian and where they are in their lives today.
Guy Spier interviews William Oliver & William Barnes: the founders of In Practise
William Oliver & William Barnes give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and what part of management to interview.
Guy Spier interviews Jackie Shoback: about her career as general manager and C-suite executive
Jackie Shoback talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career and the future of digital identity.
Guy Spier interviews Adam Mead: about the extensive research for his book.
Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014.
Guy Spier interviews Brian Murray: a partner in Glancy Prongay & Murray.
Brian Murray talks to Guy Spier about contingency lawyers, Robinhood and the history and importance of arbitration clauses.
Guy Spier interviews Yishai Kiczales: an Israeli film critic, songwriter, and lecturer.
Yishai Kiczales talks to Guy Spier about classic books and movies, about the recent changes in the world of cinema, and highlights some things the streaming services are missing.
Guy Spier interviews William Green about his new book, Richer, Wiser, Happier.
William Green shares with Guy Spier the long journey he has been on, before finally reaching the confidence and courage to publish his own book.
Georgina Godwin interviews Philippe Taieb an accomplished and respected consultant and coach
Philippe discusses with Georgina Godwin his upbringing in France, as the son of Tunisian immigrants and the origin of his Arabic name, Taieb.
Guy Spier interviews Jeremy Deal about Hamilton Helmer’s Seven Powers
Guy Spier finds out how Deal uses the framework in his own investment research as well as some of the major takeaways from this research.
Georgina Godwin interviews Jehangir Appoo an incredibly accomplished cardiothoracic surgeon
Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania.
Georgina Godwin interviews Grant Schreiber the editor of Real Leaders
Grant Schreiber talks about growing up in South Africa, his books, Real Leaders magazine, and his plans for the future. He points out that it’s not all gloom and doom in South Africa.
Guy Spier interviews Joe Chapman the youngest person to ever compete in professional squash.
Joe knows about what winning feels like, but also what losing feels like. He has also thought carefully about when it’s smart to quit (even though it can be very difficult).
Georgina Godwin interviews Amanda Pullinger CEO of 100 Women in Finance
In this call, Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance.
Guy Spier interviews Georgina Godwin who will conduct some of the interviews going forward.
Georgina Godwin discusses with Guy Spier her start as a radio host, working at Monocle, and the importance of asking about the interviewee’s early influences.
Email Update Guy Spier: Knowledge Management in a New Era
In this episode, Guy Spier reads through his most recent email update: Knowledge Management in a New Era, recommending a few pieces of great writing.
Guy Spier interviews Kevin Schawinski about galaxies’ transition process and more
In this conversation, Kevin Schawinski talks to Guy Spier about Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence and More.
Guy Spier interviews Aaron Edelheit about modern approaches to value investing and more
Guy Spier talks to Aaron Edelheit about Twitter, modern approaches to value investing and a little about the American Home, and his book Chick fil-a.
Guy Spier interviews Eitan Chitayat who leads Natie, a creative branding agency based in Tel Aviv
Guy Spier originally met Eitan Chitayat at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he’s a creative genius.
Guy Spier interviews Dante Albertini of Omaha Capital and some Peruvian investors
I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting.
Guy Spier interviews Herman Peterscheck on how to break into the Gaming Industry
Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision.
Guy Spier interviews Matthew Peterson about whether now is the time to Invest
The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility.
Marcelo Lima – Opening up after Coronavirus
In this conversation, I talk to Marcelo Lima who is the CEO of Heller House Capital management about how we should open up in the aftermath of coronavirus.
Email Update April 2020
Email Update April 2020 by Guy Spier
Naama Baram of Teva Pharmaceuticals
This conversation was with Naama Baram – who is the General Manager of Teva Pharmaceuticals in Switzerland.
Teva and the Pharma Industry
https://tevapharm.com/
https://twitter.com/bnaama
https://www.linkedin.com/in/naama-bar-am/
https://www.instagram.com/p/BbZqLWpB4OF/?igshid=53huznuez7i
Meditation
https://plumvillage.org/about/thich-nhat-hanh/biography/
https://www.eckharttolle.com/
Poetry
Maria Wislawa Szymborska
https://www.brainpickings.org/2017/10/23/wislawa-szymborska-pi/
Teva Background: 00:48:500
Teva and generics soon to come off patent: 03:05:500
Teva Copaxone 04:38:000
Teva R&D efforts: 06:42:500
Teva R&D budget allocation: 07:51:000
– Investment stages in clinical trials: 09:400:500
Teva R&D budget decisions: 10:53:500
Evaluating Teva for investment: 11:11:500
Teva Remicade: 12:23:500
Worlds of healthcare services and devices: 15:17:500
Pharma industry and covid19: 17:06:400
Naamas’ family life work balance: 19:50:000
Key things about meditation: 21:56:000
Mediation routine: 23:00:000
Difference between daydreaming and meditation: 24:13:200
Meditation Resources:
– Thich Nhat Hanh: 25:30:000
– Eckhart Tolle author of The Power of Now and A New Earth: 25:42:500
Naamas’ poetry journey: 26:23:000
Favourite Poets:
Maria Wisława Anna Szymborska: 27:32:000
Bible poems: 28:43:000
Whose texts should be in the Bible if it were to be rewritten:
Yehuda Amichai: 29:06:900
Rumi: 29:21:400
Hafez: 29:34:500
Companies & CEO admiration: 30:32:500
Diana Wais, PhD: Psychotherapist
I have known Diana Wais for more than 20 years. If I had not met Diana, I would not have met my wife, Lory. And even if I had met Lory, without Diana’s help and counselling, we would not have stayed married – I am sure.
This was my first stab at a podcast – and was recorded more than two years ago – i.e. in 2018 or before.
Warren Buffett’s 2015 Annual Letter
Discussing Warren Buffett’s 2015 Annual Letter with Carol Massar and Noah Buhayar