The Education of a Value Investor Podcast
1) From Data Overload to Data Impact with Ritavan
In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan s...Show More
2) Uncertainty and Enterprise
What happens when a thoughtful investor sits down with a contrarian academic for a free-flowing, two-hour conversation? In this wide-ranging episode, Guy Spier reconnects with his former professor, Am...Show More
3) Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4
In this conversation between Guy Spier and Eric Schaanning, the discussion revolves around the intricacies of asset-liability management (ALM) and interest rate risk, particularly in the banking secto...Show More
4) Think smarter, not harder
In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and cu...Show More
5) Asset Liability Management & Interest Rate Risk in the Banking Book (Part 3 of 3)
In this gripping segment, Eric Schaanning and Guy Spier delve into the complex world of interest rate risk, revealing how seemingly straightforward banking practices can quickly turn into high-stakes ...Show More
Asset Liability Management & Interest Rate Risk in the Banking Book (Part 3 of 3)
56:40 | Nov 22nd, 2024
6) Asset Liability Management & Interest Rate Risk in the Banking Book Part 2 of 3
In this episode, we continue our exploration of financial risk management with Eric Schaanning, a thought leader in the field. Following his dynamic insights from the previous discussion, Eric delves ...Show More
Asset Liability Management & Interest Rate Risk in the Banking Book Part 2 of 3
1:41:45 | Nov 15th, 2024
7) Asset Liability Management & Interest Rate Risk in the Banking Book Part 1 of 3
Eric Schaanning is a dynamic figure in financial risk management, known for his innovative approach to navigating the complexities of market and valuation risk. Leading these critical functions for No...Show More
Asset Liability Management & Interest Rate Risk in the Banking Book Part 1 of 3
1:27:41 | Nov 1st, 2024
8) Building a Framework for Business Quality with Simon Kold
Simon Kold is a Danish entrepreneur and investor who’s making waves in the financial world with his firm, Kold Investments. Before founding Kold Investments, Simon spent over a decade at Novo Holdings...Show More
9) Building a Robust Investment Strategy: Insights from Tobias Carlisle
Tobias Carlisle, an Australian investor and founder of Acquirers Funds, LLC, also shares his personal journey—from his beginnings as a corporate advisory lawyer in Australia to his transition into inv...Show More
10) Jo Boaler on a visual approach to math, the illusion of knowledge, and differences between UK and US
Jo Boaler is a British author and Professor of Mathematics Education at Stanford University. Jo is involved in promoting reform mathematics and equitable mathematics classrooms, and thereby fulfils a ...Show More