My guest today is Jason Sedawie. Jason is Senior Portfolio Manager at Spaceship.

In this conversation, we cover Jason’s investing style, mental models, and his Where The World is Going philosophy.

I hope you enjoy my conversation with Jason Sedawie.

 

For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep16 

 

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Show Notes:

[00:00:31] - [First question] - Jason’s background

[00:02:12] - Early influences for investing 

[00:03:35] - Was Jason’s temperament always suited for investing?

[00:04:54] - Things Jason wished he learned earlier

[00:07:04] - What’s Jason’s edge?

[00:08:48] - Where The World Is Going approach 

[00:11:33] - How much has that approach changed recently?

[00:13:22] - Investing globally vs locally?

[00:14:38] - Interesting trends?

[00:15:42] - The pressure of investing

[00:17:11] - What’s a typical day as a fund manager look like

[00:18:17] - How Jason filters news and information

[00:21:04] - What surprised Jason most about life as a fund manager?

[00:23:21] - Why Jason joined Spaceship

[00:25:15] - What should school teach about investing?

[00:27:55] - Peter Lynch and other influences?

[00:30:18] - Consumer investing and holding through volatility

[00:37:28] - Most undervalued life experience?

[00:39:08] - Influential books?

[00:43:09] - Biggest opportunities for youth today?

[00:45:25] - Plans or vision for the future?

 

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Connect with Jason:

Connect with Jason on LinkedIn: https://www.linkedin.com/in/jasonsedawie/ 

Spaceships’s Website: https://www.spaceship.com.au/ 

 

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Mentioned/Recommended Content:

The Peter Lynch Playbook: https://mjbaldbard.files.wordpress.com/2018/05/the-peter-lynch-playbook.pdf 

One Up on Wall Street by Peter Lynch: https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403 

Sapiens by Yuval Noah Harari: https://www.amazon.com/Sapiens-Humankind-Yuval-Noah-Harari/dp/0062316095 

 

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