David Rubenstein Interviews Masayoshi Son

SoftBank Chairman and CEO Masayoshi Son recently spoke with David Rubenstein for “The David Rubenstein Show: Peer-to-Peer Conversations.” The full interview is embedded below. Not a particularly deep conversation, but still interesting as I wasn’t familiar with his story. Some highlights below (any mistakes are my own): On his US$100bn Vision Fund: He thinks that machines […]

Ray Dalio’s TED Talk

Ray Dalio, the founder and chairman of Bridgewater Associates, recently gave a TED talk on how to build a company where the best ideas win. In his presentation, he makes the case for using radical transparency and algorithmic decision-making to create an environment where employees can speak up and say what they really think. Dalio also […]

Chatri Sityodtong: Warrior Spirit

Another really interesting episode on the Capital Allocators podcast. The series was launched by Ted Seides, formerly of Protégé Partners, in early 2017 and features in-depth conversations with leaders from across the money management industry. I highly recommend it. The most recent guest, Chatri Sityodtong, is the founder and chairman of ONE Championship, which is currently […]

Richard Lawrence: Compounding In Asia

Richard Lawrence, the founder of the Overlook Group, was a recent guest on the Capital Allocators podcast. The episode with Richard covers his early career experiences, the founding of Overlook and the particulars of the approach he takes to investing and running his firm. The Capital Allocators podcast series was launched by Ted Seides, formerly of […]

Waverton Southeast Asian Fund: June Update

Waverton Southeast Asian Fund recently published their June 2017 letter, which is available for download from their website. The fund’s investment objective is to generate capital growth by investing in a concentrated portfolio of no more than 30 listed Southeast Asian equities. They look, in particular, for growth companies at a reasonable price. The fund was […]

Interview With Andy Rachleff

Andy Rachleff was recently interviewed by Patrick O’Shaughnessy on his Invest Like The Best podcast (you can find the link to the episode here). Rachleff is the co-founder and CEO of Wealthfront, an automated investment service firm with ~US$5bn in assets under management. Prior to Wealthfront, Rachleff co-founded and was general partner of Benchmark Capital, where […]

John Lindfors, DST Global

John Lindfors, managing partner of DST Global, spoke with Jennifer Hughes of the FT at the RISE Conference in Hong Kong last year. The video is embedded at the bottom of this post. I actually attended the session in-person and found it quite interesting, in part because there’s not much publicly available information about DST. […]

Mohnish Pabrai Speaks At Google

Mohnish Pabrai, managing partner of the Pabrai Investment Funds, recently spoke at Google about how intensive stock research can be injurious to one’s financial health. In the talk, he explains the concept of commitment bias and why it is an important reason most fund managers struggle to beat the index. He also discusses other biases that […]