#14 – The Coach

  • Post author:
  • Post category:Podcast

Sir Clive Woodward is a winner. He is best known for managing the England rugby team, taking them from world #6 to a world cup win. In this revealing interview, he explains that there is no difference between managing a sports team, a business or an investment team.

Continue Reading#14 – The Coach

#13 – The Contrarian

  • Post author:
  • Post category:Podcast

Richard Oldfield is a true value investor. Author of the delightful commonsense investing book, Simple but not easy, in this interview he recites several wonderful anecdotes from his long experience as a value investor. We even get a song (and Steve recites one of Richard’s investment poems). Richard has an innate belief in the cyclical nature of markets and the madness of crowds.

Continue Reading#13 – The Contrarian

#12 – The Value Architect

  • Post author:
  • Post category:Podcast

Chris Pavese, President and CIO of Broyhill Asset Management, is a seriously thoughtful investor. We talk about how investing straddles left and right brain thinking, about whether the advantage of being located outside the bustling environment of a New York or London will continue to confer the same benefit in the days of Zoom, and about the benefits and joy of reading widely.

Continue Reading#12 – The Value Architect

#11 – The Investigator

  • Post author:
  • Post category:Podcast

Dan McCrum is the award winning FT journalist who exposed Wirecard as a fraud. Once a stockmarket darling valued at over €25bn, Wirecard crashed to worthless in June 2020, when its auditors could not confirm €1.9bn of cash. Dan pursued the story for six years and has now written a book about the saga.

Continue Reading#11 – The Investigator