Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 4min
The Advalorum Model in the Hedge Fund Management Industry
03:42 • 5min
Bailey Gifford
08:50 • 4min
I'm Not Boring Ourself With Too Much, Marthes
12:37 • 3min
Do You Think That's a Change in the Industry?
15:36 • 3min
Scottish Mortgage - What Was It About?
18:53 • 3min
Is It Possible for Scor Is Mortgage Business to Have the Same Level of Success?
21:53 • 5min
Imaginings and the Green Spread Sheet Out Working Out Ratios
26:43 • 3min
The Short Term Dynamic of How We Value Growth
29:22 • 4min
The Squeeze on Consumption Is the Greatest Problem of the Last Forty Years
33:29 • 2min
Is China a Great Place to Invest?
35:06 • 4min
Is Globalization Retaining?
38:44 • 4min
Are Ther Opportunities Right Now That Are Very Obvious to You?
42:17 • 3min
The Conflict Between Private Investments and Public Investments
45:14 • 4min
The Difference in Valuation Methodology of Private Investments
49:05 • 2min
Is It a Pandemic?
51:20 • 3min
Is Eris Going to Be Very Reliable?
53:55 • 4min
Cryptocurrency
57:39 • 2min
Can I Invert That?
59:14 • 4min
The End of the Sun Valley Conference
01:02:59 • 4min


