Grandma's Investing Wisdom and What to Own After the Fed's "Nixon" Moment with Alec Cutler скачать в хорошем качестве

Grandma's Investing Wisdom and What to Own After the Fed's "Nixon" Moment with Alec Cutler

Alec Cutler runs one of the best-performing low-risk global funds and has a pragmatic investing approach. In this interview, we discuss inflation and markets and what this means for stock selection. Alec explains his views on what makes for a successful investment team. He also explains the principles of investing he learned as a child from his grandmother, which still guides his investing framework today. 00:00 Introduction 03:08 Getting into investing 07:30 How Alec joined Brandywine after the Navy, working with Tony Hitschler 10:20 About Jeremy Spiegel 11:36 How Alec’s experience in the Navy helped him in investing 12:40 Experience with Warren Buffet 15:37 Starting at Orbis in Bermuda- advantages and disadvantages of being away from the noise 18:45 The advantages of in-person meetings, especially visiting the company HQ 21:00 Why should you look back 100 years to predict the next 10 27:00 The role of a Currency Team 30:00 Portfolio 32:00 Inflation outlook 38:00 ESG, Greenflation 47:30 Why being early is just as bad as being late +why catalysts are important 49:45 The Cash Bubble and problems ahead 58:45 Dividents as part of Alec’s investing philosophy 1:04:23 Being a woman in investing 1:08:00 Building a diverse team SUBSCRIBE TO THE PODCAST: Website: https://behindthebalancesheet.com/26-... Apple: https://podcasts.apple.com/nz/podcast... Spotify: https://open.spotify.com/episode/1ZjD... ONLINE INVESTING COURSES: https://behindthebalancesheet.com/all... FOLLOW US: LinkedIn:   / behi.  . Instagram:   / behindtheba.  . Facebook:   / behindthebal.  . Twitter:   / steveclapham