E2 – Barry Norris

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Barry Norris is the founder and CIO of Argonaut Capital and a climate sceptic. Barry explains why he thinks the economics of offshore wind are unsound. He likens wind and solar to unreliable workers and prefers reliable workers like gas.

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E1 – Emmanuel Lagarrigue

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Emmanuel Lagarrigue is the Co-Head of Climate at KKR where he leads KKR’s investments in decarbonization technologies and brown-to-green transitions. He explains how KKR see a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastructure like renewables area.

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#30 – The Japanophile

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Grant Williams is a former hedge fund manager who now publishes the monthly newsletter Things that Make You Go Hmmm and a subscription only investing podcast channel that incredibly is one of the top 0.5% of all podcasts globally. We cover Japan, T-bills, gold as well as Grant’s financial media empire.

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#28 – The Continuous Learner

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Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets; how he built a significant asset management business from scratch; and how he has managed his fund to deliver only 3 down years in 20.

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#27 – The Handicapper

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Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour. He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years.

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#26 – The Pragmatist

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Alec Cutler manages a highly successful global low risk fund and has forthright views on stocks and markets. In this interview, we discuss inflation and markets and what this means for stock selection. Alec also explains his views on what makes for a successful investment team.

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