The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring career options, we hope you gain some helpful insights and enjoy the shows. Thank you for listening! Visit our website to learn more & access further content: moneymazepodcast.com
In this episode of the Money Maze Podcast, host Simon Brewer interviews Neil Woodford, a prominent UK fund manager, about his career, investment strategies, and the events leading to the downfall of his investment management firm. The conversation is structured into three parts, using mountaineering terminology: "scali...
In this episode of the Money Maze Podcast, host Simon Brewer interviews Scott Kleinman, Co-President of Apollo Asset Management, about the evolution of private equity, the changing landscape of asset management, and Apollo's strategic approach to investment opportunities. Kleinman discusses the impact of low-interest r...
In this episode of the Money Maze Podcast, Simon Brewer interviews Howard Marks, co-founder of Oaktree Capital, about his investment philosophy and career. Marks discusses his early interest in accounting, his transition to high-yield bonds, and the importance of buying things well rather than just buying good things. ...
The Money Maze Podcast features an interview with Mick Davis, founder of Vision Blue Resources, who discusses the commodity space, energy transition, and investment opportunities. Davis shares his experiences from his time at Billiton and Xstrata, emphasizing the importance of conviction, optionality, and decisive acti...
The Money Maze Podcast features Simon Brewer interviewing Mark Boggett, CEO of a space tech fund, with Nick Feingold co-interviewing. Boggett discusses the commercial opportunities in the space industry, the shift towards embracing innovation driven by figures like Elon Musk, and the focus on satellite technology for E...
The Money Maze Podcast features James Anderson, former partner at Bailey Gifford and now at Lingotto, discussing long-term investment strategies and corporate longevity. Anderson emphasizes the increasing concentration of stock market returns in a small number of companies due to intellectual capital and increasing ret...
The Money Maze Podcast features an interview with Scott Bessent, founder of Key Square Capital, who shares his insights on global macro investing, influenced by his unique upbringing and experiences with financial giants like George Soros and Stan Druckenmiller. Bessent discusses his firm's investment philosophy, which...
Valuation-based investing requires patience, as the market eventually aligns with underlying business value despite temporary price fluctuations. Market cap-weighted indices often force investors into suboptimal positions by automatically increasing exposure to overvalued stocks. While concentrated portfolios offer hig...
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