Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades.
In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions.
(0:00) Starts
(1:46) Intro
(8:04) Compounding investments
(13:47) Global investment insights
(21:35) Market sentiment and trade policy discussions
(28:01) Emerging markets
(32:11) Tech, AI, and healthcare
(37:34) Sports gaming industry
(51:42) Biotech and healthcare investment opportunities
(57:00) Carl's most memorable investment
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
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