

296: Nick Santhanam, Is there a decline in US industrial prowess?
Nov 21, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 5min
What You Don't Know About X-Pays?
04:46 • 2min
Is Heiko a Great Stock?
06:20 • 3min
Is the Industrial Sector the Silver Bullet?
09:13 • 2min
Is Scale a Good Sector?
10:45 • 2min
Is Government Intervention Necessary to Bring Back Manufacturing?
12:31 • 4min
Is There a Wrong Narrative?
16:18 • 3min
Should We Make Coffee Cups?
19:26 • 3min
Are We Losing, but We Can Win Better?
22:10 • 3min
Is That a Case to Be Made?
25:30 • 2min
The Government Needs Help, but It's Not Going to Help
27:25 • 3min
Fundbase - The Proof Is in the Pudding
30:49 • 2min
Are You Having the Time of Your Life?
32:35 • 2min
Do You Bet on People?
34:20 • 2min
How Did You Make That Jump From Planning to Execution?
36:02 • 2min
How Do You Find the Right People?
37:55 • 2min
What's the Difference Between General Leadership and Sector Specific Expertise?
39:45 • 3min
What Have You Learned From Your Acquisitions?
42:46 • 4min
Are You Not the Right Fit?
46:31 • 3min
You Don't Want Me to Tell You You're Wrong, Michael?
49:13 • 3min
Is One Plus One Equal to Three?
52:15 • 2min
The Strategy Skills Podcast - Nick, Thank You!
54:02 • 2min