
Collaborative Fund Conversations
Morgan Housel and Craig Shapiro's hour-long discussions with financial luminaries.
Latest episodes

8 snips
May 28, 2025 • 38min
Carine Smith Ihenacho: Managing $2 trillion for Norway
Carine Smith Ihenacho serves as the Chief Governance and Compliance Officer at Norges Bank Investment Management, overseeing nearly $2 trillion for Norway's sovereign wealth fund. In their conversation, she delves into the balance between long-term investment strategies and the pressures of short-term performance. Carine highlights the critical importance of sustainability in investment decisions and discusses the challenges of influencing corporate behavior towards net zero emissions. She also examines the evolving dynamics of ESG investment, advocating for a financial perspective on sustainability.

34 snips
Jan 28, 2025 • 42min
Ashvin Chhabra: Playing Your Own Game
Ashvin Chhabra, President of Euclidean Capital and former Chief Investment Officer at Merrill Lynch, shares his insights from a career that bridges finance and physics. He discusses the balance of complexity and simplicity in career transitions and highlights the art of storytelling in finance. Chhabra emphasizes the importance of patience in investment strategies, criticizing the allure of quick returns. He also explores investing at the intersection of biology and physics, underscoring how personal passion shapes investment approaches.