The JRo Show
The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
Latest episodes
Nov 16, 2023 • 50min
Interview with Quoc Tran
The podcast features an interview with Quoc Tran, discussing his concentrated investing philosophy and different categories of stocks he invests in. He also talks about portfolio management, risk management, and using data for process improvements. Other topics include incorporating a macro view into fundamental analysis, valuation process, and when to sell investments. The podcast also touches on spending quiet time in the office, qualities of successful investors, and the importance of holding on to great businesses.
51 snips
Oct 19, 2023 • 1h 16min
Interview with Dan O'Keefe
Topics discussed include value investing philosophy, risk management, when to sell a stock, incorporating a macro outlook into stock picking, research process, being a global investor, thoughts on passively investing in S&P 500, and the contradictory psychological profile of a good investor.
69 snips
Sep 28, 2023 • 1h 29min
Interview with Bill Nygren
Bill Nygren, Chief Investment Officer at Harris Associates, discusses his career, the research process at Harris, stock pitching process, qualities of a good portfolio manager, his personal life, and lessons from his career.
