Alec Cutler

Join Alec Cutler, a portfolio manager, John Stepek, a Bloomberg reporter, and Tom Slater of Scottish Mortgage as they delve into Adam Smith's philosophies. They discuss how Smith’s economic principles relate to today's global trade, technology, and climate challenges. Discover insights on the reliability of renewable energy tech and the evolving investment landscape in biotech and AI. The conversation also touches on governance structures and emerging market trends, providing a captivating blend of history and modern economics.

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.

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.