Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 5min
Is There a Hot Hand?
04:32 • 6min
The Relationship Between Analysts and Portfolio Managers
10:25 • 4min
Are There Common Themes Among Analysts?
14:30 • 4min
Selecting Managers
18:28 • 5min
The Key Qualities of a Manager Manager Manager
23:13 • 4min
Are You Taking Yourself Offline to Improve Your Investing?
26:51 • 4min
Is There an Elite Team?
31:19 • 3min
The Three Types of Diversity
34:19 • 4min
Is There a Shortening of the Feedback Loop?
38:46 • 5min
The Link Between Strategy and Valuation
43:37 • 5min
Is This a Good Idea?
48:47 • 5min
Investing in a Bear Market
53:45 • 6min
The Wisdom of Crowds
59:18 • 4min
What Have You Learned Over 30 Years?
01:02:51 • 3min
Are You a Great Student?
01:05:27 • 5min