Behind the Balance Sheet

Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastructure-like renewables area. This middle area is not really served today and he explains where they see the greatest investment opportunities, why decarbonisation is a good business, and why he is not concerned about political risk. This is a fascinating glimpse into the future and how climate change can be funded. Thanks to co-host climate finance expert Huw van Steenis. Show notes

Explaining what to expect from a new series of podcasts focusing on the investment opportunities (and risks) in the energy transition. With co-host, climate finance expert Huw van Steenis. Sign up for the newsletter.

Bill Browder, human rights activist and former hedge fund manager, discusses his career, the 90% fall and subsequent recovery of his fund, his deportation from Russia, and the tragic events surrounding the death of his lawyer Sergei Magnitsky.

Former hedge fund manager Grant Williams discusses his fascination with Japan and the potential investment opportunities in the country. He also talks about US Treasuries and the risk of a supply glut without enough buyers. Gold is another topic of discussion, as well as how Grant has built a financial media empire.

James Aitken, an expert in the plumbing of the financial system, takes us on a world tour of hotspots in global finance. Topics include why he is relaxed about the US, Japan's program for greatness and its possible effects on global bond markets, and the challenges faced by China's property sector.

Sebastian Lyon, conservative investor and manager of two highly successful multi asset funds, shares his views on markets, building a significant asset management business, managing funds for consistent performance, investing in quality companies, and why he owns gold.

Bill Smead, an experienced investor, shares his philosophy of buying high-quality stocks that are undervalued. He predicts a downturn in the stock market and discusses out-of-favor sectors and demographic trends. He also offers insights on greyhound handicapping and the challenges of working with family members in the industry.

Alec Cutler, a successful investor, discusses inflation, markets, and stock selection. He also shares his investing principles learned from his grandmother. The podcast covers topics like losing capital, living away from financial centers, impact of greenflation, timing in investing, Mifford II's negative impact, diversity in investing, moving to Bermuda, and qualities of a successful contrarian portfolio manager.

Guy Spier, successful value investor, discusses the importance of environment design in investing and how simplicity is key. He shares stories about his university connections, including David Cameron and Chris Hohn, and explains why his father trusted him with his life savings. The highlight is his lunch with Warren Buffett.

Beth Lilly, a successful value investor, discusses compounding, research methods, and wealth management. Topics include inter-generational wealth, cash management, private equity, and auto dealership industry. Insights on investing, female investors, and passing on financial wisdom.