Gautam Baid

Gautam Baid

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...

Jackie Shoback

Jackie Shoback

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...

Adam Mead

Adam Mead

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...

Brian Murray

Brian Murray

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...

Yishai Kiczales

Yishai Kiczales

Listen to the episode on:   Yishai Kiczales is an Israeli film critic, songwriter, and lecturer, who currently lives in Zurich with his...

William Green

William Green

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...

Jeremy Deal

Jeremy Deal

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...

Joe Chapman

Joe Chapman

  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...

Eitan Chitayat

Eitan Chitayat

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

Dante Albertini of Omaha Capital and some Peruvian investors

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. 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

Herman Peterscheck: How to break into the Gaming Industry, Tencent, Warhammer and Disney.

Herman Peterscheck: How to break into the Gaming Industry, Tencent, Warhammer and Disney.

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.
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He is my go-to expert in the gaming industry. We talked about Nintendo, League of Legends, Games Workshop, Tencent and more.

Links
hypernormalcapital.com/
www.linkedin.com/in/hermannpeterscheck/
twitter.com/petershk

Matthew Peterson: Is now the time to Invest?

Matthew Peterson: Is now the time to Invest?

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.

Executives Referenced:
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

Businesses Discussed:
Daily Journal https://journaltech.com/
Berkshire Hathaway https://berkshirehathaway.com/
Glenair https://www.glenair.com/

Books Recommended:
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/

Whitepaper:
With Whom I would Invest by Guy Spier

Time Stamps
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

Naama Baram of Teva Pharmaceuticals

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

Baroness Cavendish of Little Venice

Baroness Cavendish of Little Venice

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.

Diana Wais, PhD: Psychotherapist

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.

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