Behind the Balance Sheet #26 The Pragmatist
Sep 21, 2023
Alec Cutler, a successful investor, discusses inflation, markets, and stock selection. He also shares his investing principles learned from his grandmother. The podcast covers topics like losing capital, living away from financial centers, impact of greenflation, timing in investing, Mifford II's negative impact, diversity in investing, moving to Bermuda, and qualities of a successful contrarian portfolio manager.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 5min
Investing Principles and Historical Limitations for Women
05:19 • 11min
The Frustration of Permanently Losing Capital and Investor Behavior
16:32 • 2min
Living Away from the Noise in Financial Centers
18:48 • 5min
The Impact of Greenflation on the Economy and Investments
23:19 • 23min
Timing, Catalysts, and Inflated Valuations
45:57 • 14min
The Negative Impact of Mifford II on Financial Industry
01:00:09 • 4min
Diversity in Investing and Team Recruitment
01:03:55 • 2min
Moving to Bermuda and the Importance of Diverse Perspectives in Investing
01:05:29 • 4min
Qualities of a Successful Contrarian Portfolio Manager
01:09:00 • 10min