최고 Todd Combs 팟캐스트 (2024)

1
Phil Ruvinsky - Sustainable Competitive Advantages in Technology 37:23

1M ago37:23

37:23

In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive experience in the investment industry, Phil shares his journey from law to finance, discusses his investment philosophy, and explains the importance of s…

1
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance 1:01:19

2M ago1:01:19

1:01:19

In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate dynamics of global technology regulation. Anu is recognized for her deep expertise in international economic law. Her pivotal books "The Brussels Effec…

1
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms 1:04:01

2M ago1:04:01

1:04:01

In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced …

1
James Bessen - Understanding the Tech Paradigm 45:54

3M ago45:54

45:54

In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving into the intricacies of technological advancement and market dynamics, Bessen shares his insights on the evolving landscape of competition and innovati…

1
Jan Hummel - Deep Diligence at Paradigm Capital 48:46

3M ago48:46

48:46

In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European asset landscape. Jan discusses the foundational investment philosophy of Paradigm Capital, emphasizing risk minimization and the strategic deployment o…

1
Todd Combs - Charlie Munger's Legacy 27:12

4M ago27:12

27:12

In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Hathaway and a close acquaintance of Munger. Todd shares personal anecdotes and insights into Munger's profound influence on the investment world and hi…

1
Kim Lew - The Dynamics of Risk Management and Asset Allocation 1:03:18

8M ago1:03:18

1:03:18

Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League endowment. Kim shares her insights on navigating the intricate world of investment management, particularly in risk management and asset allocation. With a care…

1
John Armitage - Navigating Macroeconomic Shifts 51:35

8M ago51:35

51:35

In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capital, Armitage brings his profound insights into navigating the complexities of portfolio management and the subtle art of risk-taking in fluctuating mar…

1
Nicolai Tangen - Decision-Making and Intuition in Investing 44:45

9M ago44:45

44:45

In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nicolai Tangen, the astute CEO of Norges Bank Investment Management, who joins hosts Michael Mauboussin and Tano Santos on Value Investing with Legends. A connoisseur of art history and asset management, …

1
John Rogers - The Power of Patience 1:00:14

9M ago1:00:14

1:00:14

John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with his contrarian value investing strategies. But he's not just a practitioner; he's an educator, avidly reading and contributing to seminal works in investment literature. John’s journey began with an …

1
Sheldon Stone - Liquidity, Covenants, and Capital Availability 1:02:15

10M ago1:02:15

1:02:15

Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled to have Sheldon Stone on the show. Sheldon was the first in his family to go to college, attending the highly respected Bowden College. He was part of a remarkable class of 225 students, an experienc…

1
Ray Dalio - Risk, Return, and Asset Allocation 59:46

10M ago59:46

59:46

Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets. As an iconic investor and author, Ray offers a wealth of knowledge backed by years …

1
Fireside Chat with Tom Gayner, Markel Corporation 39:03

1+ y ago39:03

39:03

Today’s conversation is a special one. I’m delighted to share my fireside chat with Markel Corporation’s Tom Gayner from our 26th Annual CSIMA Conference. With decades of industry experience, Tom joined us to share insights into how Markel has differentiated itself from others in the insurance industry and the investment approach and philosophies t…

1
Scott Hendrickson - An Unmasking of Quality 52:18

1+ y ago52:18

52:18

When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That’s why today’s guest, Scott Hendrickson, heavily emphasizes management quality and companies where diligence can provide a high level of conviction. As a Columbia Business School graduate and adjunct professor, Scott is both a practitioner and a t…

1
Bill Nygren - Fundamental Investing From A Generalist’s Perspective 1:05:06

1+ y ago1:05:06

1:05:06

With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is a lesson that today’s guest, Bill Nygren of Harris Associates, instills in the younger analysts he mentors. Bill is a true legend of value investing …

1
Angela Aldrich - Developing A Differentiated View 1:05:27

1+ y ago1:05:27

1:05:27

One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly. Angela is the co-founder of Bayberry Capital Partners, a hedge fund with a half-billion dollars in assets based in New Yo…

1
Charley Ellis - The Evolution of the Asset Management Industry 1:15:38

1+ y ago1:15:38

1:15:38

Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing against each other. When I think about my pantheon of all-time great investment thinkers and writers, our gues…

1
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy 1:10:46

1+ y ago1:10:46

1:10:46

Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow into profitability. Today’s discussion is one I was looking forward to because we’re focusing on value-based strategy frameworks and using strategic analy…

1
Mitch Julis - Finding the Opportunity in Complexity 1:21:48

1+ y ago1:21:48

1:21:48

To be a good value investor, you must be a good credit analyst. Over the years, I learned so much from the many investors I’ve met through Heilbrunn. I’ve shamelessly incorporated these ideas and insights into my lecture notes and the curriculum. Today’s guest is one such person. Mitch Julis has had a disproportionately large impact on both my thin…

1
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk 1:12:58

1+ y ago1:12:58

1:12:58

“Right next to the really cheap junk, there are some really cheap gems." Welcome to a new season of the Value Investing with Legends podcast! We're delighted to welcome our first guests for the season, Andrew Wellington and Dan Kaskawits from Lyrical Asset Management. In 2008, Andrew started the firm with three core pillars of investing: value, qua…

1
Amy Zhang - Identifying Exceptional Potential 56:40

2y ago56:40

56:40

“We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies.” This is at the core of the investment philosophy of today’s guest, Columbia Business School alum Amy Zhang. Amy is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40, and A…

1
Ashvin Chhabra - The Aspirational Investor 57:16

2y ago57:16

57:16

How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals? That’s what today’s guest, Ashvin Chhabra, set out to answer with the Wealth Allocation Framework. Ashvin is President and Chief Investment Officer of Euclidean Capital, a New York-based family office for James H. Simons & Marilyn …

1
Abby Joseph Cohen - Blending the Quantitative with the Qualitative 50:38

2y ago50:38

50:38

“The data is the data, and that’s it.” As a model user, it’s easy to get hyperfocused on quantitative data but reality requires a broader approach. In the current market environment with uncertainty at every turn, it’s an advantage to be able to blend quantitative and qualitative analysis with years of experience observing the interaction between t…

1
Allison Fisch - Unlocking Value in Emerging Markets 47:42

2+ y ago47:42

47:42

Welcome back to Season 7! From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of 2021. Outside of that, a lot has happened in the markets. We’ve seen significant drawdowns in some growth stocks, conversations are cente…

1
12. Quentin Tarantino 1:50:18

2+ y ago1:50:18

1:50:18

Eli Roth and Quentin Tarantino reunite for another sweeping look at horror film history (and much more). See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1
10. Lex Scott Davis 53:43

2+ y ago53:43

53:43

Lex Scott Davis discusses her role in the fourth (and best) film in the Purge franchise, The First Purge, and how horror films can tell socially relevant stories in ways mainstream films cannot. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…

들어볼 가치가 있는 팟캐스트

Todd Combs 팟 캐스트

들어볼 가치가 있는 팟캐스트

1
All About Ballroom Dancing

Todd Combs & Taras Denysenko

1
Value Investing with Legends

Columbia Business School

1
Eli Roth’s History of Horror: Uncut

Shudder

1
Phil Ruvinsky - Sustainable Competitive Advantages in Technology 37:23

1
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance 1:01:19

1
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms 1:04:01

1
James Bessen - Understanding the Tech Paradigm 45:54

1
Jan Hummel - Deep Diligence at Paradigm Capital 48:46

1
Todd Combs - Charlie Munger's Legacy 27:12

1
Kim Lew - The Dynamics of Risk Management and Asset Allocation 1:03:18

1
John Armitage - Navigating Macroeconomic Shifts 51:35

1
Nicolai Tangen - Decision-Making and Intuition in Investing 44:45

1
John Rogers - The Power of Patience 1:00:14

1
Sheldon Stone - Liquidity, Covenants, and Capital Availability 1:02:15

1
Ray Dalio - Risk, Return, and Asset Allocation 59:46

1
Fireside Chat with Tom Gayner, Markel Corporation 39:03

1
Scott Hendrickson - An Unmasking of Quality 52:18

1
Bill Nygren - Fundamental Investing From A Generalist’s Perspective 1:05:06

1
Angela Aldrich - Developing A Differentiated View 1:05:27

1
Charley Ellis - The Evolution of the Asset Management Industry 1:15:38

1
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy 1:10:46

1
Mitch Julis - Finding the Opportunity in Complexity 1:21:48

1
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk 1:12:58

1
Amy Zhang - Identifying Exceptional Potential 56:40

1
Ashvin Chhabra - The Aspirational Investor 57:16

1
Abby Joseph Cohen - Blending the Quantitative with the Qualitative 50:38

1
Allison Fisch - Unlocking Value in Emerging Markets 47:42

1
12. Quentin Tarantino 1:50:18

1
10. Lex Scott Davis 53:43

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