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Guilty! Sam Bankman-Fried & the FTX Collapse - With Michael Lewis
If you don’t know about his most recent book ‘Going Infinite’, you’ll probably want to buy it after listening to or watching this episode with Michael Lewis, author of multiple books and associated films, including 'The Big Short', 'Moneyba
Red Lines, Accounting Gimmicks and Management Gloss: Why You Need to Understand Balance Sheets to Avoid Portfolio Disasters (With Steve Clapham, Founder of Behind the Balance Sheet)
For all the narratives around investing and making money, those who have survived the investment cycles for decades and earned above average returns have typically adhered to sound disciplines. This means valuing companies correctly, not ta
Why Do Companies Die? Value Creation in Public Equity Markets - With Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management.
In his report ‘Birth, Death, and Wealth Creation’, Michael Mauboussin observes and then claims that corporations are surviving longer and winning more. This week, we welcome Michael Mauboussin, Head of Consilient Research at Counterpoint Gl
"Only the Dead Have Seen the End of War." The Evolution of War Since 1945 - With General David Petraeus & Lord Andrew Roberts
'Contrary to what was widely expected at the start of the present century, the world has not seen the end of major wars, confirming that Plato was right when he wrote that “only the dead have seen the end of war.”' These lines come from a n
Five Forces Shaping the Global Economy - With Ray Dalio, Founder of Bridgewater Associates
According to Bloomberg, Ray Dalio and his firm Bridgewater have “made more money for investors than any other hedge fund in history”. In this interview, Ray outlines his investment thinking and analyses some key trends shaping the global ec
What Makes a Great Macro Fund Manager? Meet Scott Bessent, Trump's Treasury Secretary
Today’s guest is the new US Treasury Secretary, serving under Donald Trump. The role gives him immense responsibility for managing US obligations and finances, including circa. $7 trillion of annual US federal spending, the $35+ trillion fi
Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg
Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times (https://en.wikipedia.org/wiki/Financial_Times), including as Global Head of the Lex Column (
The 2023 Israel-Gaza Conflict: What Next? With Sir Tom Beckett and Emile Hokayem of the International Institute for Strategic Studies
There are certain geopolitical developments that need to be examined in an objective and timely manner for their profound strategic ramifications. After the attack by Hamas and the ensuing conflagration, we welcome two seasoned Middle East
Money Maze Vignettes: Iceland’s Vital Role in Pharmaceutical Research (With Robert Bradway, CEO of Amgen)
In this bitesize feature, Amgen’s CEO explains why Iceland’s isolated population make it a useful sample for understanding how disease arises from a genetic standpoint, and what this means for the drug discovery pipeline. In the full interv
Are We Educating Our Children The Wrong Way? With Sir Anthony Seldon (Headmaster, Historian and Author)
William Butler Yeats, the great poet, observed, “Education is not the filling of a pail, but the lighting of a fire.” It may be easy to agree that education is the passport to a better future, but in this episode we wanted to discuss how we
