Macro Hive Conversations With Bilal Hafeez

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

Feb 10, 2023
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1
Introduction
00:00 • 2min
2
My Origins in Finance and Investing
01:51 • 2min
3
What Was Your First Investment?
03:30 • 2min
4
The Difference Between a Big Company and a Small Company?
05:21 • 3min
5
Why Do You Have This Faith in Equities?
08:46 • 6min
6
Value Versus Index - Is That False Competition?
14:33 • 5min
7
I Think It's a Good Idea to Invest in a Small Firm
19:37 • 1min
8
Investing in a Cyclical Company?
21:00 • 3min
9
What Do You Pick Up From Management?
24:15 • 3min
10
The Premature Beatification of Chief Executives
27:05 • 3min
11
Elon Musk - Is He a Visionary?
30:33 • 2min
12
Why Is the Value Against Growth a Problem for Value Investors?
32:13 • 4min
13
Is It a New Paradigm Effect?
35:47 • 2min
14
Is There Something About the Global Financial Crisis?
38:05 • 2min
15
Why Not Just Invest 100% in Equities?
40:08 • 5min
16
Reporting Too Much Is Not a Good Thing
45:27 • 2min
17
Private Equity
47:48 • 4min
18
Is It the Same With Hedge Funds as Well?
51:58 • 4min
19
Is Short Selling the Key to Market Efficiency?
55:51 • 2min
20
Is Warren Buffett a Value Investor or a Quality Investor?
57:38 • 2min
21
Value Investing - Is This a Good Period for Value or Growth?
59:18 • 2min
22
What's the Best Investment Advice You've Ever Received?
01:01:27 • 3min
23
What's the Best Way for People to Follow You?
01:04:16 • 3min