show episodes
 
Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
 
The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
 
For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success. Listeners will immediately gain valuable insights and actionable advice. A must listen for all aspiring young entrepreneurs and startup founders.
 
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
 
Frontier has a long and rich history of investing in mutual funds and having managed billions of dollars in strategies made up of actively managed and index mutual funds. We bring deep knowledge and access to what we believe to be some of the best investment managers anywhere. These experts need to stay on top of economic trends, the political environment, and the direction of developments worldwide. They also need to have in-depth knowledge of the businesses that drive our economy and secur ...
 
The Bid breaks down what’s happening in the markets and explores the forces that are changing investing. Hear thought leaders from and outside of BlackRock discuss the trends shaping society and why they matter. Privacy policy: https://www.blackrock.com/corporate/compliance/privacy-policy This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation t ...
 
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show series
 
Logistics is the hottest industry to be in right now , according to my guest Mudasar Mohamed, Co-Founder & COO of Ezyhaul. Ezyhaul is a logistics tech startup based in India and South East Asia. They are on a mission to transform transportation logistics by building an ecosystem around shippers, truckers, government agencies, and third party servic…
 
The US Federal Reserve's latest meeting signalled rate rises could come forward by a year to 2023. Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about what this unexpected gear shift by the central bank means for markets and asset allocation. Read more at fidelityinternational.com. See omnystudio.c…
 
This week we're stoked to have Chris Barto join The Hive. Chris is a former investment analyst at a boutique RIA in Pittsburgh and current founder of Fiducia Investment Research LLC. Chris runs a concentrated, transparent, and in-depth research service covering high-quality businesses with durable competitive advantages. The site is perfect for peo…
 
Markets have just had taper tantrum without the taper and all because the Federal Reserve hinted it might raise rates sooner than expected. Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Neil Sutherland, Fund Manager for Multi-Sector Fixed Income at Schroders. They discuss the implications of a potential rate rise and ho…
 
In this podcast in our series on market conduct topics intended for a financial services audience, Tim Mak in Hong Kong, Altin Sila in New York, Dan Newton in London and Anne-Laure Vincent in Paris discuss the insider dealing regimes in the key financial centres and some key differences between them, using US case law as a springboard.…
 
Uncertainty is certain in this world where the way people work is changing fast. Those with a plan to future-proof their organization will be set up for agile responses to the unexpected. Hear from Chris Gagnon, a McKinsey senior partner, and Elizabeth Mygatt, a McKinsey associate partner, on why org charts inadequately describe how an organization…
 
The pandemic has left parties to long-term contracts in arrangements that are no longer commercially viable. Some have been able to agree on revised terms with their counterparties relatively quickly and easily. For others, the process has been more formal and prolonged, and involved considering the contract-renegotiation law of the applicable juri…
 
ESG has risen up the corporate agenda, driven by a combination of investor activism, government regulation, climate change, societal issues and shifts in the way companies think about governance. In this episode, Teresa Ko, Tim Wilkins, Keith Pogson and Ninette Dodoo compare board diversity initiatives in Hong Kong and the US and look at how each m…
 
Joining us in conversation for this episode was Benj Gallander from the popular Contra The Heard newsletter. Benj is widely considered to be Canada’s top authority on contrarian investing. His 20-year annualized return is just over 18%. He is also the author of many best selling investment books. In this episode Benj talks about his contrarian inve…
 
If everything is going digital why not theatre? Today I speak to Shreyas Talpade, actor , director , producer and now he is entering the exciting world of entrepreneurship building India's first ever streaming platform dedicated to Theatre and Performing Arts called Nine Rasa. This platform gives you access to several hours of plays, skits, story-t…
 
Today’s episode we had a conversation with the anonymous twitter account @the10thman1 about his exceptional Carvana’s bull thesis. We covered everything that an investor needs to know about Carvana, whether it is Carvana’s history, the used car industry, Carvana’s Competitive advantages, what Carvana needs to improve in order to succeed, the bear t…
 
Joining us in conversation for this episode was Gary Mishuris from Silver Ring Value Partners. Silver Ring Value Partners utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term. In this episode Gary talks about his investment style and process. He also covers two stocks in his portfolio he's bullis…
 
With Blackberry the latest "meme" stock to be pumped by the WallStreetBets craze we thought it would be good to revisit our GameStop podcast from earlier this year. We'll be back with a new show next week. What started as a trade in a perceived undervalued stock turned into a story of David vs Goliath. Robert Donald, Chief Investment Officer at Hel…
 
In the United Arab Emirates, there is no general duty for employees to disclose wrongdoing in a company, but as the podcast participants highlight, introducing effective speak up programs and whistleblowing protections are essential to well-functioning compliance programs and to mitigate risks. Freshfields’ global investigations lawyer Zara Merali …
 
For this episode we welcome back to the podcast the 21st century 'Yorkshire' version of Ben Graham. Yes that's right... David J Flood, private investor and writer of the Elementary Value blog. If you listened to episode 7 you will know that David likes to invest in net-nets, nano caps, AIM/OTC/Dark stocks, and special situations. In this episode Da…
 
The way we’re hitting the road is changing. Sales of electric vehicles hit a record high in 2020. And right now, there are about 1,400 self-driving cars in the US with over 80 companies testing their potential. On the fourth episode of a five-part mini-series on megatrends, Will Araujo, Director of Autonomous Vehicle Development at Cruise, talks ab…
 
Kathy Matsui, former vice chair of Goldman Sachs Japan and a longtime champion for women's advancement in the workplace, speaks with Nasrine Ghozali, Chief Risk Officer for Oasis Management, a member of the Women in Finance Asia Awards Advisory Board.By Terry Flanagan, GlobalTrading Magazine Editor and Markets Media Group Editor
 
Making it easier and cheaper for e-rickshaw drivers to earn a livelihood. Today my guest is Varun Goenka, CEO & Co-Founder of ChargeUp. Charge-up offers the simple solution of Battery as a Service (BAAS) to a growing community of 2.4 million E-Rickshaws. The company enables the e-rickshaw drivers to join the service without any upfront costs. By su…
 
This week I'm thrilled to be joined by Utako Kojima and Aya Weissman. Both women work at Horizon Kinetics and help run the Japan Special Opportunity Strategy. Aya is a Co-Portfolio Manager and Director of Asia Strategy at Horizon. With over 30 years of investment experience, Aya was previously a founder and Chief Investment Officer of AS Hirota Cap…
 
Strategist Nick Field, Economist David Rees and Head of Investments Asia for Schroders Adveq, Parameswar Viswanathan, discuss the rise of Asia and why it could dominate this century for investors. RUNNING ORDER: 04:20 Part 1: The rise of Asia from the ashes of economic crisis 11:25 Part 2: The 4 'Ms' driving the Asian machine 15:37 Part 3: Where in…
 
Is it tough to define your purpose at work? You’re not alone. Half of the US-employees surveyed in the McKinsey report "Help your employees find purpose or watch them leave" are reconsidering the work they want to do as a result of Covid-19. Hear from two of the authors, Bill Schaninger and Naina Dhingra. They'll share their definition of individua…
 
In this episode, Geremy and Shannen interview Carl Kaufman, Co-President, Co-Chief Executive Officer, Chief Investment Officer of Osterweis funds, but more importantly, manager of the Osterweis Strategic Income Fund. With inflation fears on the horizon - leading to investors' big fear of rising interest rates - talking bonds, interest rates, and in…
 
Joining us in conversation for this episode was Richard de Lisle from De Lisle Partners. Richard has over 40 years of experience in the US equity market, running the private investment fund the Emmanuel College Endowment Fund since 1996, and the more recent VT De Lisle America Fund which is open to the public. Both funds are invested in US equities…
 
Arbitration Insider is a podcast series focusing on international arbitration, produced by the New York International Arbitration Center (NYIAC) and Freshfields Bruckhaus Deringer. In this first episode, co-hosts Rekha Rangachari, Executive Director of NYIAC, and Olivier André, Client Relationship Advisor at Freshfields, focus on the trend towards …
 
The third episode in our Asia Essential Antitrust podcast series in which we speak with local experts in Asia to bring you the latest competition law trends and updates in the region. This episode focuses on Vietnam’s new Competition Law and features Tony Foster, the Managing Partner of Freshfields’ Vietnam practice; An Hoang Ha, a Senior Associate…
 
This week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies, and on this episode, he shares two of his latest investments: Kaspi ($KSPI), a Kazakhstan fin-tech business, and Allegiance Coal ($AHQ.ASX), an Australian…
 
Tom Walker, Co-Head Global Real Estate, chats to the pod about why the real estate sector could be facing an emissions scandal similar to the one that engulfed the car industry. RUNNING ORDER: 05:12 Part 1: The emissions scandal facing the real estate sector 11:16 Part 2: Can the real sector avoid sleepwalking into a disaster? 17:41 Part 3: Global …
 
In the US, there are sweeping proposals in Congress for stricter merger control laws. In the EU, the European Commission is encouraging referral requests from Member States, even where transactions fall below merger control thresholds. In the UK, the revised Merger Assessment Guidelines seek to give the CMA more flexibility to find competition issu…
 
Joining us in conversation for this episode was investor, and entrepreneur, Jonah Lupton. Jonah invests in disruptive and innovative high-growth companies with market caps under $10 billion. In this episode Jonah walks us through his thesis for investing in two companies he feels have huge growth opportunities, and could be potential 10x multi-bagg…
 
Every year 300,000 wheelchairs are sold in india. 95% of all wheelchairs are one -size fits all. Imagine wearing shoes and everyone has to wear size 14 shoes! So today my guest is Swostik Dash, CEO & Co-Founder of Neomotion. This Chennai-based startup has developed a personalised wheelchair, and a battery-powered clip-on device that converts the wh…
 
Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Kuppy’s Event Driven Monitor (KEDM) such as investing in post-bankruptcy stocks and IPO unlocks ($AFRM), what is like managing an event-driven portfolio and at the end of the epis…
 
The middle class is growing around the world, and it’s particularly growing in China. If China continues to grow at the pace predicted, its economy could be bigger than the U.S. by the late 2020s. So, what's behind China's massive growth? On the third episode of a five-part mini-series on megatrends, Molly Rosenman, China Chief Operating Officer an…
 
The market has been stuck in an irrational trend for more than a decade, but now some out-of-fashion stocks have suddenly become more fashionable. Sean Markowicz, a strategist, and fund managers Simon Addler and Liam Nunn join the pod to discuss a reversal of fortune for so-called value investing and whether it's here to stay. RUNNING ORDER: 04:31 …
 
Hit hard by the the COVID-19 pandemic, what are the early signs of how air travel is adapting? What changes will we see in business and leisure travel? In what kind of sustainability technologies are airlines investing? Filling us in are two McKinsey partners with deep understanding of the issues. Alex Dichter is a senior partner in London who lead…
 
When the Darkside group launched a cyber attack on Colonial Pipeline, it took the business offline and starved much of the US East Coast of fuel. In our latest podcast (featuring Boris Feldman, Kimberly Zelnick, Giles Pratt, Nabeel Yousef, Lauren Honeyben, Shannon McGovern and the latest recruit in our cyber and data practice, Brock Dahl, former de…
 
Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital. In this episode Shree provides an overview…
 
Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders. They discuss the market outlook and what might trigger the end to the current bull market in everything. NEW EPISODES: The Investor Download is available every Thursday …
 
Listen to this episode on iTunes What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer. LINKS FROM TODAY’S EPISODE Read the full transcript from Mark’s interview China Construction Bank DETAILED SHOW NOTES (0:59) Mark’s self-introduction (2:37) Mark comments on family offices in China (4:01) …
 
Let’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the privilege to talk to James Davolos, Portfolio Manager at Horizon Kinetics, to help us understand inflation at a deep level. We talked about what is the CPI and how it is measured, the effect that inflation has on risk assets, what i…
 
If you've ever been frustrated trying to figure out how to value investments then this podcast could be for you. It’s with Aswath Damodaran. He’s Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He’s a great orator and has fascinating insights into all manor of sub…
 
Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael has over 23 years of investment management experience. In this episode Michael provides an overview of the TB Chawton Global Equity Income Fund. He also walks us through his thesis for investing in two companies which he thinks can keep on compou…
 
China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses. To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment d…
 
Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter. During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish inv…
 
Joe Biden's historically huge spending proposals and his tax plans to pay for it could have massive implications for investors and markets. Ron Insana, Senior Adviser to Schroders and CNBC contributor, speaks to Jon Mackay, Head of US sales, Wealth Management Solutions about the potential impact. NEW EPISODES: The Investor Download is available twi…
 
The European Union has finally released its plan to regulate AI. In the first of a mini-series exploring the implications of the proposed rules, Natalie Pettinger-Kearney, Andrew Austin and Christoph Werkmeister discuss what use cases are banned, what sanctions are on the table – and why it’s not too late for businesses to have their say.…
 
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the regained calm in markets, why now is the time to keep a close eye on further credibility tests, and why Japanese equities are looking up. Audio excerpts from: The Atlantic; NBC News See omnystudio.com/listener for privacy information.…
 
Joining us in conversation for this episode was Michael Fritzel, also known as Fritz, from Asian Century Stocks. Fritz provides a brief overview of Asian Century Stocks, and what countries and businesses he likes to focus on. He then talks about two companies which he is bullish on - the largest operator of movie theatres in Thailand, and a chocola…
 
Joining us in this episode was Barry Norris from Argonaut Capital. Barry founded Argonaut in 2005, and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process. Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in Hist…
 
Myles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm's website, Myles is a Principal at Hall Capital Partners LLC in the Public Equity group, responsible for research, identification, due diligence, and monitoring of long-only public equity investments and long-short equity hedge fun…
 
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