Capital Ideas Podcast Navigating 23 downturns in 35 years of investing
Sep 21, 2023
Portfolio manager reflects on his 35-year career, discusses navigating downturns, embracing contrarian investing, and his experience living in Hong Kong and working in Europe. He also explores China's business transformation and meeting visionary entrepreneurs. Highlights the constant learning and ever-changing nature of the job.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Navigating Downturns and Embracing Contrarian Investing
01:44 • 11min
Living in Hong Kong: A Dynamic and Changing Gateway to Asia
12:56 • 3min
China's Transformation and Meeting Visionary Entrepreneurs
16:03 • 11min
The Constant Learning and Ever-Changing Nature of the Job
26:34 • 4min