Simon Skinner
Investment professional leading Orbis' global investment team, offering insights on AI's sectoral impact and long-term investment strategy during the episode.
Best podcasts with Simon Skinner
Ranked by the Snipd community
12 snips
Jul 14, 2025 • 46min
Lessons from 50 years of stock market cycles - Simon Skinner | Orbis Investments
Join Simon Skinner, Head of the global investment team at Orbis Investments, as he shares valuable insights from 50 years of stock market cycles. He highlights the dangers of short-term thinking and the importance of learning from the past. Simon discusses why today's market is speculative and offers tips on making better investment decisions, including a focus on undervalued stocks like Smurfit Westrock and Jardine Matheson. He also explores the role of AI in enhancing investor behavior and the untapped potential of emerging markets.
Mar 6, 2026 • 1h 2min
The Big Sell-Off Explained: How to Protect Your Money
Colby Stilson, co-portfolio manager at Brown Advisory focused on bonds, explains why big tech are issuing corporate debt to fund AI infrastructure. Simon Skinner, leader of Orbis' global investment team, outlines which US sectors could ride the AI wave. They discuss AI-driven bond issuance, sector winners, long-dated debt demand, and why investors should rethink valuations and duration risks.
