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İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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RWH042: Survive & Thrive w/ Guy Spier: Part 1

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Manage episode 406822583 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:07 - Why it’s so intense for Guy Spier & William Green to collaborate

10:19 - How telling the truth changed Guy’s life

17:53 - Why the Global Financial Crisis terrified him

24:52 - Why it’s hard to invest rationally in the real world of chaos & confusion

29:25 - How Guy deals with his emotions when making investment decisions

35:03 - Why his default position is to hold his stocks indefinitely & resist meddling

38:48 - Why he didn’t sell his stake in Alibaba

42:01 - Why he’s pleased with & disappointed by his investment returns

46:32 - Why his mission is long-term compounding without catastrophe

55:06 - What Guy learned from investing in a company that went bankrupt

57:57 - What the fastest skiers can teach us about success & survival

1:00:02 - How excessive risk destroyed a fund manager he once knew

1:04:13 - What we can learn from Warren Buffett about financial resilience

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

908 bölüm

Artwork
iconPaylaş
 
Manage episode 406822583 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:07 - Why it’s so intense for Guy Spier & William Green to collaborate

10:19 - How telling the truth changed Guy’s life

17:53 - Why the Global Financial Crisis terrified him

24:52 - Why it’s hard to invest rationally in the real world of chaos & confusion

29:25 - How Guy deals with his emotions when making investment decisions

35:03 - Why his default position is to hold his stocks indefinitely & resist meddling

38:48 - Why he didn’t sell his stake in Alibaba

42:01 - Why he’s pleased with & disappointed by his investment returns

46:32 - Why his mission is long-term compounding without catastrophe

55:06 - What Guy learned from investing in a company that went bankrupt

57:57 - What the fastest skiers can teach us about success & survival

1:00:02 - How excessive risk destroyed a fund manager he once knew

1:04:13 - What we can learn from Warren Buffett about financial resilience

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

908 bölüm

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