Money Maze Podcast

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Some of the most successful companies financed via venture capital are now household names - Facebook, Uber, Twitter, Airbnb, & PayPal. Venture capital has moved from niche to mainstream for institutional investors, and in Q2 2021 alone VC investment hit a new record high of $157.1 billion. In today’s conversation we...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In light of the ongoing COP26 UN Climate Change Conference in Glasgow, we're re-releasing our episode featuring Sir Ronald Cohen. Sir Ronald is the Co-Founder of Apax Partners and is widely referred to as the 'father of social investment' (as well as being a key figure in shaping British venture capital). His 2020 book, '...

From zero to $40 billion in 20 years is growth we usually associate with tech startups. When it happens to a firm in the world of asset management, it is all the more remarkable. Dubbed originally as ‘the money manager to the money managers’, today Partners Capital is an outsourced investment office acting for endowments, foundations and ultra-high-net-worth families. In this conversation Arjun de...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Confronted with a kaleidoscope of challenges and shifting allocations brought about by years of QE and zero rates, along with a rise in inflation that may prove more permanent than central bankers wish, not to mention rising geopolitical tensions, asset allocators are likely to have their work cut out in coming years. In...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Over the past decade, about 80 cents of every dollar that has gone into the US investment industry has ended up at Vanguard, State Street, and BlackRock. As a result, the combined stake in S&P 500 companies held by the Big Three has quadrupled, from about 5 percent in 1998 to north of 20 percent today . Those lines ar...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn It’s difficult enough to train to become a doctor and then practice in some emerging countries with fragile health systems like Papua New Guinea. But then to switch tack completely, give all that up, win a place at Harvard Business School and join Goldman Sachs in asset management before going on to launch your own fund i...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn If you were told that abnormally low interest rates and quantitative easing would provide huge tailwinds for higher equity prices, then it isn’t obvious you would chose to run a fund whose activity was entirely focused on short-selling. However in today’s episode , Carson Block, Founder & CIO of Muddy Waters Research,...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In the second episode with Nic Cary, Co-Founder of Blockchain.com , Nic continues on from the discussions around Blockchain technology and cryptocurrencies to discuss the debasement of currencies and the dangers of current central bank policies. He talks about the emerging inflation, the future of money, and the role digi...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn “If you don’t believe it or don’t get it, I don’t have the time to try to convince you, sorry” That quotation is attributed to Satoshi Nakamoto founder of Bitcoin . However, in this 2 part series we have the time and are going to ask the founder of Blockchain.com , Nic Cary to explain what’s going on in the world of block...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn A growing share of the wealthy have decided to take control of their finances through single or multi-family offices. Recent statistics suggest family offices now control in excess of $4 trillion. In today’s conversation, Charlotte Thorne, former advisor to the Treasury, describes her switch to join a major Swiss single f...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn With more than 77 billion dollars in assets under management (as of March 31st 2021), Vista Equity Partners is one of the world’s largest and leading software private equity firms. As Founder, Chairman and CEO, this success has helped Robert F. Smith become one of the most respected investors of his generation, being name...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The FT has described our guest on this episode as one of 30 most influential people in the City of London. Moreover in the world of public and private investing there is repeated acknowledgement of him being one of today’s great investment thinkers. The firm he joined back in 2001, Lansdowne Partners, is widely admired am...

Simon Hallett, former CIO of the $80 billion asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then Hong Kong before boldly heading to the USA. Harding Loevner’s impressive 30 year track record in managing global equities is examined, with a discussion that covers behavioural biases, the need to restrict portfolio managers’ freedom, to the incre...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn When we talk of luxury watches we typically think of Switzerland with its quality engineering and dominant market position, apparently illustrating the economist David Riccardo’s theory of comparative advantage. Yet in this conversation, we learn that at the turn of the last century, Britain was producing 200,000 watches...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn David Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces on their walls, along with a string of actors and sports personalities and he oversees a multi million dollar fine-art business. He has helped raise $8 million for charity, and his energy and passion for his...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this episode, Guy Hands describes being sent to a special needs school because of profound dyslexia, how he dealt with the challenge, won a place at Oxford and from there, young and indebted, joined Goldman Sachs. He describes the emergence of the eurobond market, how he was soon running their asset structuring busines...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In a slightly different conversation for the Money Maze Podcast, Anthony St John shares his fascinating journey and investment insights. Anthony is a Non-Executive Chairman of Yellow Cake PLC, a specialist company operating in the uranium sector. He's also the Chairman of Strand Hanson (an independent advisory boutique wi...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this podcast, we have an enlightening conversation with Nicolai Tangen, CEO of the Norwegian Sovereign Wealth Fund and seasoned and successful investor. Norway’s great wealth is in large part courtesy of its oil riches, discovered in 1969. With great vision, the Government’s response to the discovery was the decision t...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him to reject his family’s wish to study Theology at Oxbridge and instead to make a decision to go to Bath University to study Business in the 1980s. From there he talks of his first job at Schroders, workin...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this episode Gary Boom, CEO of Bordeaux Index starts by explaining how the poorly organised, past its sell-by- date old model of wine trading has been revolutionised by Bordeaux Index over the last 20 years, with the introduction of scale, liquidity and expertise underscoring the investment attributes of fine wines and...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn If you were proposed an investment whose annualized return over the past 25 years have been over 9%, offered inflation protection, was environmentally sustainable, asset backed, growing, generated carbon credits, and had low correlation to other assets. you might think it sounds too good to be true, because in investing t...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Today’s conversation is with one of America’s most successful investment podcasters, with over 5 million downloads, and who has also worked with one of the investment greats, David Swensen at Yale University Endowment and put himself in the firing line by having the infamous bet with Buffett, whilst at his former firm, Pr...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Today on the Money Maze Podcast we discuss the future of cash and bank notes. Throughout its history cash has inspired two persistent forces; fascination and forgery. Whilst the accepted narrative is that the use of cash is on a glide path to extinction, De la Rue’s CEO, Clive Vacher offers his view that such a perspectiv...

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In today’s conversation we are joined by Tracy Blackwell, CEO of the Pension Insurance Corporation (P.I.C.). Whilst this company may be below the radar screen for many, it is at the epicentre of an industry undergoing rapid transformation, and undertaking an essential investment activity that is critical to everyone; pens...

Enjoy our host, Simon Brewer, summarise the show here! The world of finance has a huge impact on all of us. Created by two industry veterans, this show aims to explore and unravel some of the mysteries surrounding the investing business. Whether you're a current investment professional, a student exploring career options, or just someone with an interest in the stories behind some of the most infl...