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Gautam Baid, CFA, is the author of the international best-seller The Joys of Compounding. He is also the Founding Creator at Chapter, a revolutionary learning platform. Previously, Gautam served as a portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Mr. Baid talks to me about growing up in India, moving to the…
 
Manos Papatheofanous was born and raised in Greece, before moving to London to study computer science 31 years ago. Throughout his career he has worked various jobs in banks and proprietary trading desks, in asset management firms and in hedge funds, and has also completed a degree from London Business School of Master’s in Finance. Two years ago, …
 
Margaret Van was born in a Shanghainese family in Hong Kong. From early on, she has had a deep interest in other cultures, which has also led her to learn various languages with the main goal of being able to communicate with people from all over the world. Since 2005, Ms. Van has embarked on a new chapter as she discovered the practice of mindfuln…
 
Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism, a deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks to Georgina Godwin about the book, about her journey with Julian and about where they are in their lives today. …
 
In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise, a research network with a slightly different business model compared to other companies in the primary research business. They give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and…
 
Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite executive, with a lot of experience in launching, scaling and growing businesses from startup up through multiple billion dollars. She talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career…
 
Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece, which provid…
 
Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and Los Angeles. He talks to me about contingency lawyers, Robinhood and the history and importance of arbitration clauses. Full transcript available here: https://aqfd.docsend.com/view/erfj4tazu4zf7qpz Contents: The Benefits of Working wit…
 
Yishai Kiczales is an Israeli film critic, songwriter and lecturer, who currently lives in Zurich with his family. He writes for the daily newspaper Israel Hayom, and his third solo album, "Inside Yishai Kiczales", will be released on May 22. He talks to me about classic books and movies, about the recent changes in the world of cinema, and highlig…
 
William Green talks to Guy Spier about his new book, Richer, Wiser, Happier. He shares the long journey he has been on, before finally reaching the confidence and courage to publish his own book, which is full of insights from extraordinary people on how to think better, invest better and live more wisely. Mr. Green believes in compounding goodwill…
 
Because the way our episodes are numbered aren't already stupid enough, we've added letters into the mix. We fired off some hot takes that got cut from last week's episode in order to keep the run time below an hour, but we didn't want to deprive the world of our nonsense, so here's a bonus episode. This is a very rough and ready cut, but we though…
 
It's been a while but we're back with just the two of us, and we take the chance to dive straight into some heavy stuff! We talk about the wave of protests that have been happening in the UK, and the police response to them. We try and think about the way in which the Church works to legitimise police violence, and then try to find some resources f…
 
We are joined by our first mother and daughter combo, Heather and Elsie. They were both heavily involved in Extinction Rebellion before deciding to leave, and Elsie was one of the founders of XR Kids, so they join us to talk about Extinction Rebellion and Climate Activism. We also talk about the murder of Sarah Everard, the government trying to ban…
 
Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a unique experience of working both in the corporate world as a consultant at Braxton Associates, a strategy consulting firm, and in the social impact sector, for The Nature Conservancy, the world’s largest environmental non profit, a role he was recr…
 
We are joined by the writer, artist and activist Harriet Williamson to talk about CS Lewis and his books the Chronicles of Narnia. We also discuss post-lockdown anxiety, the real reason women shouldn't be in battles, and our groundbreaking theory that Aslan represents Jesus. Content note: Between roughly 12 minutes and 22 minutes of the podcast, we…
 
In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire. Full transcript available here: https://aqfd.docsend.c…
 
We are joined by Rev. Chris Howson to celebration the tenth anniversary of the release of his book A Just Church: 21st Century Liberation Theology in Action. Chris reflects on how some of the ideas and themes of the book have played out over the last ten years, and what role liberation theology can continue to play in UK Christianity. We also talk …
 
This is the second half of our fascinating conversation with Anthony Reddie, one of the foremost proponents of Black Liberation Theology in the UK. We released the first part of this conversation last week, and it is also well worth listening to. In this episode, we discuss the relationship between American and British Black Liberation Theologies, …
 
Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the Unive…
 
This is part one of a conversation we were extremely lucky to have with Anthony Reddie, one of the foremost proponents of Black Liberation Theology in the UK. Anthony introduces us to some of the ideas of British Black Liberation Theology, and how it enabled him to remain Christian in the face of white supremacy. We also send our love and solidarit…
 
We are joined by the brilliant Rachel Sales, to start what will undoubtedly be a recurring conversation about autism. We talk about the way gender affects both the experience of autism and the diagnostic process, as well as the inauguration of Joe Biden and the church's approach to the welfare states. Rachel explains Quidditch to us, Adam talks abo…
 
Come to be concerned about Christian Concern, stay to enjoy Adam wanting to make Justin Bieber Archbishop of Canterbury and Ben being unable to say the word "truth". We also talk about the danger of fascism in the UK, question whether Jesus was a collaborator, and get extremely bored reading a Keir Starmer article. Was Jesus a Collaborator? - https…
 
We are joined by Sarah, who has now officially been on more podcasts than she has listened to, to discuss 2020 and how much we all enjoyed it. This is a pretty loose and chilled episode and we really go hard on the classic themes of the show: how terrible the British immigration system is, how horribly transphobic the UK is, and good old-fashioned …
 
In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans. Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsq Contents: Early Life and Education under Apartheid (01:51) Business Regulations in South Africa (06:51) The Books: Heali…
 
We are joined by the brilliant Damon Garcia, a liberation theologian and YouTuber, to talk about Christmas. We whine about the new coronavirus rules in the UK, complain about the way capitalism ruins Christmas, and suggest some ways in which Christmas might actually be good after all. Controversially, we actually talk about the bible quite a bit in…
 
In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities. University of Rochester www.rochester.edu/ Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html Journal Monetary Economics www.journals.elsevier.com/journal-of-monetary-economics Wikipedia P…
 
In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030. Full transcript avail…
 
Episode 5 is either a week late or a week early, depending on how you look at it. We talk about the politics of the Church in the UK, pat ourselves on the back for being better than the Americans, and tell ourselves off for thinking we're better than the Greeks. We also criticise Extinction Rebellion and talk about disliking the EU, so this is appa…
 
Introducing Georgina Godwin - who will be doing some of the interviews and hosting. In this episode Guy Spier interviews Georgina Godwin, who will conduct some of the interviews going forward. She discusses her start as a radio host, working at Monocle, and the importance of asking about interviewees early influences. More about Georgina Godwin her…
 
In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos. Other relevant links here: https://twitter.com/kevinschawinski ch.linkedin.com/in/kevin-schawinski-517b2a74 de.wikipedia.org/wiki/Kevin…
 
Yes, episode 4 is here, despite the fact episodes 2 and 3 aren't. This is Ben's fault and you should shout at him for it. Adam rants about remembrance, poppies and the church. Ben rants about the EHRC report into Labour. Neither of us care enough to rant about the American elections. There's not one but two Simpsons clips in the episode, so you kno…
 
We chat about The Eternal Wall of Answered Prayer, its interesting financial arrangements, and what on earth Christian Heritage means. We also talk about Barbados, breaking international law and David Icke. Find us here: Facebook - facebook.com/BreadAndRosaries Twitter - @Bread_Rosaries Email - breadandrosaries@gmail.com Ben - @molono Adam - @Commi…
 
We start with our very first episode, which we've called Episode 0 because we hate maths. Ben and Adam introduce the podcast, talk about what you can expect from it and indulge in some light blasphemy. Find us here: Facebook - facebook.com/BreadAndRosaries Twitter - @Bread_Rosaries Email - breadandrosaries@gmail.com Ben - @molono Adam - @CommieXian…
 
In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home. Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5 Contents: Modern Approaches To Value Investing (00:41) Twitter as a Curation Tool (03:15) Twitter: The Teenage Years (16:47) Expanding the Twit…
 
Eitan Chitayat leads Natie, a creative branding agency based in Tel Aviv. I originally met Eitan at the founding of the Entrepreneurs Organization chapter in Tel Aviv. When it comes to branding, he's a creative genius. He's also the author of the extraordinary "I'm that Jew" viral youtube video that got more than 10 million hits on various social c…
 
I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus. More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?origi…
 
Hermann Peterscheck used to make games at a company called Riot. Now he manages Hypernormal Capital which involves a lot of reading, some writing and the occasional investment decision. hypernormalcapital.com/ www.linkedin.com/in/hermannpeterscheck twitter.com/petershk Q3 Letter to Partners He is my go-to expert in the gaming industry. We talked ab…
 
Is now the time to invest? That's the question that I asked Matthew Peterson. The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this op…
 
In this conversation, I talk to Marcelo Lima who is the CEO of Heller House Capital management about how we should open up in the aftermath of coronavirus. Full episode summary here: https://www.guyspier.com/conversation-with-marcelo-lima-on-coronavirus/ or PDF here: https://aqfd.docsend.com/view/x75c8hw26i6v6s74 Contents: Marcelo on flipping the e…
 
This conversation was with Naama Baram - who is the General Manager of Teva Pharmaceuticals in Switzerland. Full transcript available here: https://aqfd.docsend.com/view/agf6a952mbzupdb9 Teva and the Pharma Industry https://tevapharm.com/ https://twitter.com/bnaama https://www.linkedin.com/in/naama-bar-am/ https://www.instagram.com/p/BbZqLWpB4OF/?i…
 
Introduction, Camilla Cavendish My conversation with Camilla Cavendish took place before the coronavirus – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescie…
 
I have known Diana Wais for more than 20 years. If I had not met Diana, I would not have met my wife, Lory. And even if I had met Lory, without Diana's help and counselling, we would not have stayed married - I am sure. This was my first stab at a podcast - and was recorded more than two years ago - i.e. in 2018 or before. In this call, Guy Spier i…
 
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