

14. How to be a little less wrong – with James Aitken
Nov 14, 2023
James Aitken, founder of Aitken Advisors with three decades of experience in the financial system's plumbing, shares key insights on investing, including reflections on the aftermath of the global financial crisis, valuation of Microsoft stock, geopolitical risk in portfolios, and the role of central bank governors in today's financial landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Speaker's Experience During the Financial Collapse
03:13 • 10min
Reflections on the aftermath of the global financial crisis and the changing landscape for megacap tech companies
13:13 • 3min
Valuation of Microsoft Stock and Bond Yields
16:25 • 8min
Geopolitical Risk Overlay on Investment Portfolios
24:18 • 28min
The Role of Central Bank Governors and the Importance of Understanding Fiscal Policy
51:50 • 3min