Investing by the Books Redeye AB
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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye
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#56 JC de Swaan: Seeking Virtue in Finance
In today’s episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teaches courses on ethics in finance and Asian capital markets. He is also a Partner at Cornwall Capital, an investment fund based in New York City. In this episode, we learn about the ethical considerations that finance professionals encounter.
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#55 Edward Chancellor: Capital Returns
In today’s episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward Chancellor. Edward is an author, finance journalist, and former hedge fund investment strategist. The discussion is centered around Chancellor’s book Capital Returns. It covers capital cycle investing and how investors can benefit from focusing on forecasting supply rather than demand.
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#54 Tobias Carlisle: The Acquirer's Multiple
Tobias Carlisle is a former lawyer and the author of several books, including The Acquirer’s Multiple. Tobias is the manager of two funds based on the book’s ideas, which are trading as ETFs under the tickers ZIG and DEEP. In the episode, we discuss how strictly he follows the deep value methodology, reflect on patience among investors, and investigate if there is a difference between managing your own or other people’s money.
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#53 Todd Wenning on Lessons from the Titans
Todd Wenning is a professional investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. Todd is the man behind Keeping Your Dividend Edge and a contributing author to the book Why Moats Matter. In this episode, we speak about Lessons from the Titans, a book about what today’s businesses can learn from America’s industrial giants.
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#52 Stephen Penman: Accounting for Value
Stephen Penman is a professor of accounting and security analysis at Columbia Business School and Bocconi. He has also written the book Accounting for Value, which illustrates how accounting numbers relate to value creation. In our conversation with Penman, we discuss the necessary separation between speculation and valuation, the ideal structure of an equity research report, and how aspiring investors can improve their processes.
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#51 Shu Hattori and Andrew Chou: The McKinsey Edge
Shu Hattori has more than fifteen years of experience in management consulting, turnarounds & venture-backed start-ups, with employers including McKinsey, Groupon, and Alix Partners. Shu is now building Japan’s first serial acquirer - Pinecone, together with Andrew Chou. Our conversation builds upon Shu’s book, The McKinsey Edge. We talk about what investors can learn from consultants, thoughts on decentralization, and the vision for Pinecone.
Kundrecensioner
A peek into the minds of great investors
This podcast gives tons of timeless insights on investing from interviewing some of the most admirable investors you ever herd of, but still some you never herd of before - the rising stars.
Wonderful podcast
I absolutely enjoy the pod. The bools discussed are great treasure.