This podcast episode explores the journey and unique approach to investing of Matthew Chabron, co-founder of TKO Capital. Chabron shares his background in investment banking and the inspiration he gained from books like "Liar's Poker" and "Predator's Ball." The episode also discusses the founding of Tikehau Capital and the challenges and opportunities they faced during the dot-com implosion and the financial crisis. It highlights the company's motivations for expanding into the US market and their emphasis on differentiation. The episode further explores TKO's approach to differentiation, the investment environments in Europe and the US, the impact of monetary and fiscal stimulus, and the opportunities and challenges presented by market volatility. It also delves into TKO's impact investing strategy and the importance of ESG in impact investing. The episode concludes with discussions on the rise and fall of SPACs, the impact of Brexit and the Russian invasion of Ukraine, the economic outlook for Europe, and book recommendations and investment advice from Matthew Chabron.
