Value Investing with Legends Podcast
1) Kristin Gilbertson - Risk, Resilience, and Returns
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment. Kristin shares her early i...Show More
2) Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his form...Show More
3) Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at ...Show More
4) Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension betwe...Show More
5) Phil Ruvinsky - Sustainable Competitive Advantages in Technology
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive exp...Show More
6) Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate d...Show More
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
1:01:19 | Jun 28th, 2024
7) Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of hi...Show More
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
1:04:01 | Jun 14th, 2024
8) James Bessen - Understanding the Tech Paradigm
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving i...Show More
9) Jan Hummel - Deep Diligence at Paradigm Capital
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European a...Show More
10) Todd Combs - Charlie Munger's Legacy
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Ha...Show More