Alec Cutler
Contrarian investor and manager of the Orbis Global Balanced and Cautious funds, known for value-oriented investing and the 'pyramid of needs' framework emphasizing energy, infrastructure, and national security.
Top 3 podcasts with Alec Cutler
Ranked by the Snipd community
31 snips
Mar 16, 2026 • 31min
Why Contrarians Can't Get Enough of Real Assets
Alec Cutler, contrarian investor who runs Orbis’s Global Balanced and Cautious funds, explains his “pyramid of needs” for nations. He discusses the shift from speculative tech to energy, infrastructure and national security. Conversations cover AI infrastructure links to energy and semiconductors, North Sea and UK energy solutions, Japan’s appeal, and resource‑rich sovereign opportunities.
15 snips
Aug 29, 2025 • 44min
Live from Fringe: What Would Adam Smith Think About Trump’s Tariffs?
Join Alec Cutler, a portfolio manager, John Stepek, a Bloomberg reporter, and Tom Slater of Scottish Mortgage as they delve into Adam Smith's philosophies. They discuss how Smith’s economic principles relate to today's global trade, technology, and climate challenges. Discover insights on the reliability of renewable energy tech and the evolving investment landscape in biotech and AI. The conversation also touches on governance structures and emerging market trends, providing a captivating blend of history and modern economics.
11 snips
Sep 21, 2023 • 1h 19min
#26 The Pragmatist - Alec Cutler on Low‑Risk Global Value, Inflation & Grandma’s Investing Rules
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.
