Steve’s Substack on AI and Daniel Susskind’s take was featured in the FT
The article sets out how youngsters and older people should be thinking about AI., using Daniel Susskind's conclusions from his recent book.
#63 – The Fool
David Gardner is the co-founder of The Motley Fool and an author. He has built an impressive track record by questioning conventional investment wisdom.
#62 – The Gentleman Activist
Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. He has delivered 12.3% pa net for over 30 years.
Steve’s Substack on long term markets was featured in the FT, Ritholtz & Real Clear Markets
The article sets out why recent market performance is unusual in the context of long term market history.
Steve was interviewed for the Poor Millionaires podcast
Steve sat down with James Faulkner for a discussion about investing
#61 – Mr Common Sense
Rich Pzena, founder of $80bn Pzena IM, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour.
#60 – The Plumber Returns
James Aitken is known as an expert in the plumbing of the financial system. He takes us on a tour of the global macro themes which are most relevant today.
#59 – The “PermaBear”
Jeremy Grantham is the co-founder of US value firm GMO and is known as an expert on market bubbles. Today he devotes himself mainly to philanthropy and giving away a billion dollars.
#58 – The Chart Guy
Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM.
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