Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 2min
How to Approach the World of Investing From a Different Angle
01:35 • 3min
The Cultural Differences Between a US Firm and a European Firm in the US
04:24 • 3min
The Decision to Launch TKO Capital in North America
07:10 • 2min
The Paranoid Survive
09:23 • 2min
Beersh Derns and Lehman Brothers
11:02 • 3min
The Financial Crisis and the Opportunity It Created
13:39 • 2min
The Attraction of TKO in the US
15:57 • 4min
How TKO Thinks Differently
20:02 • 5min
The Decoupling of Europe and the US
25:11 • 3min
The Difference Between the 2010s and the 2020s in Inflation
27:44 • 2min
The Role of Asset Managers in Balanced Monetary and Fiscal Stimulus
29:44 • 2min
The Future of Corporate Bond Market Valuation
32:03 • 3min
The Impact of the Regional Banks on Asset Management
35:20 • 3min
How TKO Championed Impact Investing
38:11 • 6min
The Politics of Impact Investing
44:02 • 2min
The ESG Ratchets and Regenerative Agriculture
46:21 • 3min
The Different Approach to Sustainable Investing
48:55 • 2min
The Conflict of Interest in Consumer Products
50:46 • 2min
The SPAC's Special Purpose Investment Vehicles
52:32 • 2min
The Misuse of Interesting Techniques
54:26 • 3min
The Impact of Brexit on the UK
57:01 • 3min
The War on the Eastern Border in Europe
59:53 • 2min
The Civil Line of the Recession in Europe
01:02:05 • 2min
The Importance of Asia for Investing
01:04:01 • 2min
The Importance of Mentors in Your Career
01:06:03 • 2min
The Relationship Between Power and Democracy
01:07:55 • 2min
The Importance of Being Curious
01:09:56 • 3min