Listen to the episode on: Gautam Baid, CFA, is the author of the international best-seller The Joys of Compounding. He is also the Founding Creator at Chapter, a...
Listen to the episode on: Manos Papatheofanous was born and raised in Greece, before moving to London to study computer science 31 years ago. Throughout...
Listen to the episode on: Margaret Van was born in a Shanghainese family in Hong Kong. From early on, she has had a deep interest in other...
Listen to the episode on: Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism, a...
Listen to the episode on: In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise, a...
Listen to the episode on: Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite...
Listen to the episode on: Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management...
Listen to the episode on: Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and...
Listen to the episode on: Yishai Kiczales is an Israeli film critic, songwriter, and lecturer, who currently lives in Zurich with his...
Listen to the episode on: William Green talks to Guy Spier about his new book, Richer, Wiser, Happier. He shares the long journey he has been...
Listen to the episode on: Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a...
Listen to the episode on: In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework...
Listen to the episode on: Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his...
Listen to the episode on: I asked co-host, Georgina Godwin, to interview Grant Schreiber - who is the editor of Real Leaders. He...
Sports and sportsmen can teach us so much about life. And Joe Chapman is no exception. In 2006 in Melbourne, Joe became the youngest person to ever compete in...
Listen to the episode on: In this call, Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace,...
Listen to the episode on: Introducing Georgina Godwin - who will be doing some of the interviews and hosting. In this episode, Guy...
Listen to the episode on: In this episode, Guy Spier reads through his most recent email update, recommending a few pieces of great writing. He explains the upside and downside of...
Kevin Schawinski: Supermassive Black Holes, the Big Bang, Quantum Mechanics, Artificial Intelligence and More.
What happened in the big bang?
What is a multiverse?
What is the Copenhagen interpretation of quantum mechanics?
What’s the future of artificial intelligence?
Will I ever have more than a cartoon understanding of these topics?
Mainly, we talk about Twitter. But we also talk a little about the American Home, and about Chick fil-a.
Here is a link to Aaron’s twitter write-up
And here is a link to the transcript
Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv.
I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he’s a creative genius. He’s also the author of the extraordinary “I’m that Jew” viral youtube video that got more than 10 million hits on various social channels
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. We also discussed the world economy, the state of the markets and coronavirus.
More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=pe
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.
He is my go-to expert in the gaming industry. We talked about Nintendo, League of Legends, Games Workshop, Tencent and more.
Is now the time to invest?
That’s the question that I asked Matthew Peterson.
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. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity.
Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long term, public equity fund.
Charlie Munger https://en.wikipedia.org/wiki/Charlie_Munger
John Malone https://en.wikipedia.org/wiki/John_C._Malone
Peter Kaufman http://latticeworkinvesting.com/2018/04/06/peter-kaufman-on-the-multidisciplinary-approach-to-thinking/
Guy Spier https://en.wikipedia.org/wiki/Guy_Spier
Daily Journal https://journaltech.com/
Berkshire Hathaway https://berkshirehathaway.com/
Commons Stocks and Uncommon Profits by Philip Fisher https://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics-ebook/dp/B00XCC5Y0O
A Man for All Markets by Edward Thorp https://www.amazon.com/Man-All-Markets-Street-Dealer/
With Whom I would Invest by Guy Spier
0:56 – A Message for Investors
2:38 – Regret Minimization
4:46 – With Whom I Would Invest
5:29 – Admirable Business Managers
10:22 – Recommended Books
11:40 – Getting Connected
12:12 – Final Words
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 by Guy Spier
This conversation was with Naama Baram – who is the General Manager of Teva Pharmaceuticals in Switzerland.
Teva and the Pharma Industry
Maria Wislawa Szymborska
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
– 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
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
Companies & CEO admiration: 30:32:500
My conversation with Camilla Cavendish took place before corona – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescient.
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.
Discussing Warren Buffett’s 2015 Annual Letter with Carol Massar and Noah Buhayar