I enjoy listening to the usual suspects when it comes to investing podcasts (o'shag, seides etc.) but they almost always have PMs who take more concentrated positions and run higher nets. Haven't really found an interview with a PM who runs a (typical) pod and has experience with that style of investing. Any suggestions?
Ideally looking for a good mix of risk management, trade execution, and idea generation in the discussion.
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Most guys at the MMHFs have very strict NDA agreements for investment professionals, particularly for PMs. Think this makes it impossible for them to speak about their process publicly and on forums like this. Ive noticed the tiger cub lot and SMs speak a lot more with the media etc. and their funds are much more comfortable with them doing this.
Not sure if this fits with what you want, but Invest Like the Best's recent episode is with Paul Enright who was at Viking in the past.
Paul Enright was on Invest Like the Best?! Thank you, he is one of my fav fintwits.
one of the best episodes, highly recommend
Agreed, just listened to it.
That was a good one. Any other highly recommended episodes on Invest Like the Best ?
Brad gerstner and Gavin Baker ones are good, they both did 2 with him. Also the ones with Ram from Octahedron and the woman that runs impactive r solid. Was very impressed by Gavins investment process specifically.
The one with Pat Dorsey was good too, in addition to Gavin Baker and Brad Gerster ones which I agree are also super solid. Pat was head of Morningstar research and now runs his own fund using the same "wide moat" philosophy.
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