Treceți offline cu aplicația Player FM !
#37 The Analyst
Manage episode 429444029 series 2973097
John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. In this conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requires his analysts to follow more than one sector, and why he doesn’t employ data scientists. We discuss Elon Musk, AI, and geopolitics and John gives advice to a young person contemplating a career choice.
And Nicolai Tangen, CEO of Norges Bank Investment Management, the largest single equity owner in the world, explains why John is so highly regarded by his peers.
John is our first podcast guest to return for a second episode.
50 episoade
Manage episode 429444029 series 2973097
John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. In this conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requires his analysts to follow more than one sector, and why he doesn’t employ data scientists. We discuss Elon Musk, AI, and geopolitics and John gives advice to a young person contemplating a career choice.
And Nicolai Tangen, CEO of Norges Bank Investment Management, the largest single equity owner in the world, explains why John is so highly regarded by his peers.
John is our first podcast guest to return for a second episode.
50 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.