

116: Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg
4 snips Oct 19, 2023
John Authers, renowned financial commentator and author, shares his investing lessons, including diversification, fee minimisation, and avoiding home country bias. He discusses the evolution of the 60/40 portfolio, lessons from Swensen, and doubts about private assets euphoria. John also explains how he and his team approach research, assess mistakes, and stay relevant in a fast-evolving industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Oxford University Challenge
01:32 • 12min
Challenges and Approaches in the Global Macro Hedge Fund Industry
13:37 • 7min
Challenges and Risks of Traditional Portfolio Allocation
20:08 • 14min
Discussing Financial Innovation and its Impact
34:08 • 4min
ESG Investing and London's Decline as a Financial Center
38:18 • 18min
The Joy and Connection of Singing
56:37 • 2min
Insights on Journalism and Portfolio Evaluation
58:22 • 2min