
John Armitage
Seasoned investment maestro and chief strategist behind the success of Egerton Capital.
Best podcasts with John Armitage
Ranked by the Snipd community

7 snips
Dec 15, 2023 • 52min
John Armitage - Navigating Macroeconomic Shifts
John Armitage, seasoned investment maestro and chief strategist behind Egerton Capital, shares his insights on navigating portfolio management, macroeconomic shifts, and the pitfalls of stock picking. He discusses passive investing, competitive dynamics in European aviation, the transformative impact of a growing talent pool, and the ethical crossroads of AI. Armitage also delves into Egerton Capital's focus on growth, governance, quality, and his literary influences on investment philosophy.

5 snips
Jul 18, 2024 • 59min
#37 The Analyst
Hedge fund giant John Armitage shares his investing journey, discusses portfolio strategy, and gives advice to aspiring professionals. Nicolai Tangen praises John's expertise. Topics include Elon Musk, AI, geopolitics, and career choices. Insightful discussions on alpha theory, stock analysis challenges, and the impact of generative AI on online advertising. Exploring fund liquidity benefits and navigating high valuation investments. Valuable advice for young professionals entering the workforce.