#7 A Scotsman and an Englishman

1

Introduction

00:00 • 3min

2

How Did You Get Into the Industry?

02:40 • 5min

3

How Did You Start a Liquid Ge Portfolio?

07:51 • 3min

4

Is Gold More Attractive Than Government Bonds?

10:51 • 4min

5

Is the Family Office a Better Investment?

14:38 • 4min

6

What a Good Quant Does at the End of the Day

18:52 • 3min

7

Renta, Is It the Same Philosophy as Winton No A?

22:12 • 3min

8

Y's No Computers

25:25 • 2min

9

Investing in a Flat Market - Are You Taking a Bet?

27:11 • 3min

10

What's the Fundamental Risk Premium?

30:28 • 3min

11

The Tesla Model, Oh, I Mean, Te Ginga the Ase?

33:36 • 4min

12

Quant Models Have a Half Life

37:13 • 2min

13

Is It Not Working?

39:16 • 2min

14

How Much Does a Second Pilot Cost?

41:08 • 2min

15

How Do You Judge a Fund Manager?

43:29 • 3min

16

What Happens to 60 Forty Funds?

46:40 • 4min

17

Is There a Cemetery?

50:34 • 3min

18

What Have the Japanese Family Officers Done About It?

53:16 • 2min

19

Why Is the Japanese Stock Market So Lowly Rated?

55:41 • 2min

20

I Don't Think There's an Answer

57:59 • 3min

21

Is There a Problem With Inflation?

01:00:50 • 2min

22

I'll Just Start Ranting The, I'll Absolutely Egyou on as Well

01:02:28 • 2min

23

China Is Going to Be a Big Thing This Year

01:04:36 • 4min

24

Is There a Cultural Revolution in China?

01:08:31 • 2min

25

I'm Not Going to Have Any China in My Portfolio

01:10:25 • 3min

26

A Great Depression Potentially Sink the Ship.

01:13:53 • 2min

27

You Don't Need Us to Buy Equity?

01:16:22 • 2min

28

Do You Have a Favorite Book?

01:18:06 • 2min

29

YOu're a Great Reader, Nat.

01:20:17 • 5min

30

The Balance Sheet Podcast - Part 3

01:25:04 • 2min