Podcast appearances and mentions of barton biggs

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This week, Nick Searle talks to Sid Lall, Fund Manager.After joining Giles Hargreave in 2007 to work on the Marlborough Special Situations Fund, Sid was instrumental in the design and launch of the Marlborough Multi Cap Income Fund in 2011 and has remained its lead manager. The Marlborough Multi Cap Income Fund was the first among their funds to surpass £1bn in assets under management (AUM) for both Marlborough and Hargreave Hale. Hargreave Hale was acquired by Canaccord Genuity in 2017. It was ranked at the top of its peer group in 2013 and in the top quartile for total returns over 1, 3, 5, and 10 years by the end of 2021. Sid's expertise has primarily been in small to mid-cap stocks, but it has expanded from UK small mid cap income to leverage his original expertise in European small mid cap (at DSP) and build on global equities, which are also held in the non-qualifying quota within the Marlborough Multi Cap Income Fund.Nick and Sid talk about Sid's life and career journey from growing up in Calcutta to leaving India for the UK, with scholarship under Lord Inchcape.  Study at Edinburgh University and his first steps into business and finance, working with Giles Hargreave and what makes a good company stock to invest in. Sid's book choices were Maestro: Greenspan's Fed and the American Boom, The Contender - The Story of Marlon Brando by William J. Mann, My Name is Barbra by Barbra Streisand and Hedgehogging by Barton Biggs. This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

On today's episode, Clay sits down with Chris Mayer to discuss the lessons from his book - 100 Baggers. Chris is the author of 100 Baggers, and the portfolio manager of Woodlock House Family Capital. Chris's book was published in 2018, and has quickly become a favorite within the investing community. The book very clearly explains the ingredients needed for a stock to compound and grow to 100 Bagger status, which we discuss during this episode.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro04:16 - The primary characteristics of companies that reached 100 Bagger status.07:08 - How Chris views valuation when purchasing high-quality companies.09:51 - How Chris assesses the durability of a moat.18:15 - Why stocks are one of the best long-term protections against calamity and chaos.44:27 - Why Chris prefers to own companies with management teams that own substantial portions of the company's stock.35:13 - Why Chris chose to concentrate his fund into only 10 holdings.37:04 - Chris's assessment of Constellation Software and why it's one of his favorite holdings.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into our previous episode covering The Joys of Compounding or watch the video.Check out our recent episode covering Mark Leonard's Letters and Constellation Software or watch the video.Chris's fund: Woodlock House Family Capital.Chris Mayer's book: 100 Baggers.Thomas Phelps' book: 100 to 1 in the Stock Market.Barton Biggs' book: War, Wealth & Wisdom.Follow Chris on Twitter.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Send, spend, and receive money around the world easily with Wise.Discover the leading community for engaged investors, and the best source of investment analysis and opinion with Seeking Alpha. Listeners get a special deal: Alpha Picks for $99 + 1 month of FREE Seeking Alpha Premium!Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember what the great Barton Biggs, Morgan Stanley’s former strategist, said: “Bullish and wrong and clients are angry; bearish and wrong and they fire you.” - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ See acast.com/privacy for privacy and opt-out information.

From Latin America in the 80’s to South East Asia in the 90’s, the history of emerging market dust ups is rich. And for Jay Pelosky, the co-founder and CIO of TPW Investment Management, these episodes of instability provided critical early training on the “never say never” world of EM. On this episode of the Alpha Exchange, Jay recounts his days at Morgan Stanley, trained under Barton Biggs, and responsible for allocating capital across asset classes and countries. We reminisce on the Internet bubble that imploded as the century began and pivot to today’s post Covid markets: dominated by tech, propelled by low rates and preoccupied by a certain event coming in November. Jay’s framework views the world as tri-polar, with the US, Asian and European economies vying for global leadership and with a non-consensus view that Europe may finally turn a corner. We talk as well about the sudden stop of Coronavirus and the unique way in which the asset price reaction was so immediate, leaving a backdrop of substantially low yields and a need generate carry. As a result, in today's environment, Jay sees a need to underweight government bonds but overweight credit and as the US continues to fight Covid resulting in ongoing dollar weakness a need to underweight US equities. Lastly, in terms of potentially overlooked risks, Jay worries that a narrowing of the polls between Trump and Biden is something to watch for as some controversial election outcome could derail market sentiment. Please enjoy this episode of the Alpha Exchange, my conversation with Jay Pelosky.

All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.Link: http://bit.ly/2mUbElv

In this episode (aired on 2/17/19), host Ron DeLegge explains how to reduce taxes to improve your investment results. This is sometimes referred to as "tax efficient investing" and Ron examines the topic from two different angles. Also on the show: Wise advice from the legendary Barton Biggs and why cultivating humility is a good habit to learn. Lastly, Ron reviews 2019 ETF performance trends within key industry sectors and global markets. Check out Ron's classes @ etfguide.teachable.com and follow us on Twitter @ IndexShow

My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street.  Steve’s career has touched every aspect of investment management – he has worked as a research analyst, portfolio manager, investment strategist, business leader, entrepreneur, and Board member at an endowment and a large family office. After getting started as an equity and credit analyst, Steve was recruited by Morgan Stanley to succeed the legendary duo of Barton Biggs and Byron Wien as Chief Investment Strategist. He left a few years later to try his hand in the hedge fund world, and today he manages his own family office in true family style – as you’ll hear later in the show.  We discuss Steve's journey, incorporating his broad insights in the investing world alongside colorful anecdotes of market inefficiencies in European football, college sports gambling, local breweries, and Charter Schools.    For more episodes, go to capitalallocatorspodcast.com/podcast Follow Ted on twitter at @tseides

We promised you a brand-new podcast show to start off 2015 and today we're delivering on that promise. Since Dr. Sjuggerud joined Stansberry Research in 2001, he has found super-safe, profitable investment ideas for his subscribers that the average investor simply never hears about... until the big gains have already been made. Starting today, you'll be able to hear Steve discuss these ideas with his co-host and senior analyst Brett Eversole. Together they'll recap the markets, tell you what's "cheap, hated, and in an uptrend," and let you listen in as they interview the legends in the financial markets. So today, to kick off the start of our brand-new podcast, Inside True Wealth, Steve calls his good friend Peter Churchouse, a true pioneer in the Asian markets. He's lived in Hong Kong since 1980. He worked alongside Barton Biggs to start Morgan Stanley's first Asian office. And he then headed Morgan Stanley's Asian Real Estate Research department for 16 years. Peter's been out of the investment banking business for more than decade but he's still 100% in tune with the Asian markets. In 2009, he began writing The Churchouse Letter – which is the absolute best newsletter we've seen focused on Asian markets. Plus for all of Steve's listeners, Peter is offering a huge discount. Listen here to get the promo code. In today's show, Steve and Peter dive in China's stock market. Both made bold calls on a Chinese stock market boom a few months back... and both have been absolutely correct so far. Now, after a few months of incredible gains, where does Peter believe China's market is headed? He answers that question as well as explains exactly why China is booming today. Peter is an expert in Chinese stocks and Asian markets. And he lays it all out in today's episode. Additionally, Steve speaks with Brendan Ahern of KraneShares – an ETF issuer focused on Chinese markets. Brendan built his career in the world of ETFs. And KraneShares offers the most innovative products for U.S. investors interested in China.   Steve and Brendan discuss the opportunity in China and a few of the best – and easiest – ways to invest today.