July 16, 2026
Rich Pzena on building an $80bn deep value firm, surviving 60% underperformance, and why losing on 40% of stocks can still yield success.
April 16, 2026
$4tn CIO Michael Cembalest on the AI bubble's weak link, US market dynamics, and the impending US Treasuries crisis within 3-4 years.
March 19, 2026
Rory Sutherland on why marketing is undervalued, how behavioral science trumps finance-led thinking, and why investors should back family businesses.
February 19, 2026
Investor Jonathan Tepper on his journey from a missionary's son to founding Prebat Capital, focusing on monopolies and finding value in unloved stocks.
January 15, 2026
Fundsmith's Terry Smith on his simple philosophy, why he's underperformed, why a market correction is overdue, and the risks of passive investing.
December 18, 2025
Lingotto's James Anderson & Morgan Samet on AI hype, the undervalued AV revolution, China's tech dominance, and their multi-stage strategy.
November 20, 2025
Markel Group CEO Tom Gaynor discusses his long-term investing philosophy, emulating the Berkshire Hathaway model, and building wealth.
October 16, 2025
Investor Tim Guinness shares his 44-year journey, detailing his 30-stock, equal-weight strategy and four-factor model to beat the index.
