Merryn Talks Money cover image

Merryn Talks Money

The Secret to a Contrarian Investor's Success

Jul 19, 2024
Alec Cutler, a portfolio manager at Orbis Investments, reveals the secrets behind his fund's impressive decade-long performance and shares his contrarian investment strategies. Joining him is John Stepek, a Bloomberg senior reporter, who discusses the financial implications of potential political changes in the U.S., especially under a Trump presidency. They explore market dynamics, the rising interest in UK small-cap stocks, the contrasting roles of gold and Bitcoin as investments, and the challenges of green energy initiatives in the UK.
51:49

Podcast summary created with Snipd AI

Quick takeaways

  • Alec Cutler highlights the importance of political stability in shaping market performance, particularly regarding UK equities and international investments.
  • The podcast discusses a strategic shift towards value investing and small-cap stocks due to the downturn in large tech companies.

Deep dives

Open Source AI for All

Meta's commitment to open source AI allows various groups, including small businesses, startups, and researchers, to freely download and utilize AI models. This initiative encourages innovation by making advanced technology accessible to a broader audience, which may lead to diverse and groundbreaking applications. By removing barriers to entry, such as costs and licensing fees, the initiative fosters a more inclusive environment for developing AI solutions. The overall concept emphasizes that when AI is available to everyone, the potential for communal benefits increases significantly.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode