David Steinberg

Founder and chief investment officer of Marlowe Partners, known for a concentrated investment style in single-name equities.

Best podcasts with David Steinberg

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Jan 26, 2025 • 2h 35min

How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake

David Steinberg, founder of Marlowe Partners, shares insights from his time with Soros and his focus on concentrated investing. He dives into the booming pet industry, discussing pet humanization and the investment appeal of companies like Zoetis and Fresh Pet. The conversation also explores the challenging yet promising semiconductor sector, emphasizing technological advancements and player dynamics. Additionally, Steinberg sheds light on the evolving music industry, the impact of digital marketing, and the enduring value of music royalties.