Guest Phil Ruvinsky from BlackRock shares insights on sustainable competitive advantages in technology, AI's impact on the competitive landscape, and portfolio construction. Topics include evaluation of management, return on invested capital analysis, and future of active management in indexed market.

Anu Bradford, expert in international economic law, discusses EU tech regulations impacting global markets. Highlights include challenges in tech regulation in EU, US, China, data security influence, and future tech governance trajectory.

Jonathan Knee, a distinguished advisor at Evercore Partners and Professor at Columbia Business School, discusses the nuances of digital and analog platforms, network effects in tech giants like Meta and Google, strategic decisions of Apple, and the impact of generative AI on future market trends.

James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University, discusses the impact of proprietary software on industry disruption and the shift from mass production to mass customization. The conversation delves into the challenges and opportunities in the digital age, reflecting on the future of value investing in a tech-dominated world.

Jan Hummel, CIO of Paradigm Capital, shares insights on risk management and investment strategies in the European asset landscape. Topics include selective investment criteria, geographical focus, portfolio construction, valuation techniques, and macro-economic factors influencing market conditions.

Todd Combs, an investment officer at Berkshire Hathaway and close acquaintance of Munger, shares personal anecdotes and insights into Munger's influence on value investing and rational thinking. Topics include Munger's approach to life and investing, behavioral economics insights, practical applications of his wisdom, and his lasting impact on business and investing.

Kim Lew, President and CEO of the Columbia Investment Management Company, shares insights on risk management, asset allocation, and aligning endowment goals with university values. She discusses the challenges of managing a larger endowment, the concept of future-proofing investment strategies, and the importance of intellectual curiosity in the investment industry. The podcast also explores the dynamics and implications of technology and AI, highlighting responsible technology use and risk management.

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.

Nicolai Tangen, CEO of Norges Bank Investment Management, discusses his journey from art student to leading a prominent investment fund and the role of historical context in risk appetite. He also explores the implications of AI on future investment strategies and the value of contrarian thinking in a changing market.

John Rogers, successful investor and industry titan, discusses his formative experiences, his investment philosophy focused on patience and long-term thinking, and his roles on corporate boards where he emphasizes the importance of diversity and equal opportunities for minority businesses.