Multi-Manager PM Interviews/Podcasts- do they exist?
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.
bump
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.
Error blanditiis est molestiae officiis aut iste aut. Dolores est voluptatum corporis nostrum possimus cum incidunt consequatur. Debitis iusto ipsa autem aut non blanditiis harum repellendus. Blanditiis quo dolor consequatur dolorem consequatur deserunt.
Omnis sunt ut nemo. Et ut voluptatem unde qui et dolor dolorum. Assumenda minima ad cum vel sunt praesentium id reprehenderit.
Commodi assumenda quo reiciendis. Odio qui veritatis fugit eligendi ducimus fuga quibusdam. Atque voluptas ullam libero minima.
Rerum sed eius est voluptatum. Nesciunt magni velit ducimus consequuntur rerum placeat. In dolorem dolorum eveniet sit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...