Naughty Netflix
The question Reed Hastings really doesn't want you to ask...
The question Reed Hastings really doesn't want you to ask...
In this wide-ranging interview, recorded before Russia’s invasion of Ukraine, Chris Wood, Global Head of Equity Strategy at investment bank Jefferies, talks about his route to success, why he is bullish on energy stocks, some of his fun trades (long Ryanair, short Zoom), why he doesn’t use Zoom, how the pandemic has altered his approach and why his multi-million air miles account won’t get built up quite so much going forward.
Dylan Grice is a former economist, prop desk trader, strategist and family office investor. Rob Crenian is the former UK CEO of Renaissance Technologies, the world’s most successful hedge fund. They teamed up to form Calderwood Capital whose reason d’etre is preservation of capital in what is likely to prove a much more difficult long term environment in the next decade or two than in the last.
Former hedge fund manager Hugh Hendry is best known as the man who made 30% in 2008, when others crashed, including many so-called hedge funds. He described his cockroach mandate as being a survivor no matter what. He closed the fund in 2017 after a period of lackustre but far from shocking performance and has become a property developer and landlord on St Bart’s.
In this podcast, MacDonald explains her really unusual route to finance, her approach to running successful portfolios, how to run a team of fund managers and analysts and how a woman copes in a man’s world.
In this interview, a rarity for Price, he talks about his snakes and ladders route to success, why doing the work is an integral part of his approach, and how putting clients first is the key to success in any business. Putting yourself in the client’s shoes not only ensures that you are delivering the right product, it also removes any possible temptation for ethical conflict.
In this fascinating interview, Pete Davies of Lansdowne Partners and Spencer Crawley of First Minute Capital discuss the UK venture scene, look at why academia is such a fertile source of innovation, discuss how venture networks operate and look at how today compares with the 1990s tech boom.
In this fascinating interview, he explains the 5 keys to a successful fund, how his 25 year partnership with Pete Davies produced one of the most successful hedge funds in the UK and how now managing venture capital is a different, yet similar, game.
The Hut Group stock has collapsed. There were some signals of the risks. We think the accounting is aggessive.
Chinese tech stocks have been hit by recent Government action. We examine whether the derating is justified and what might come next.