As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.
The team discusses:
1. The role of media as part of the job in investment management.
2. Robinhood and looking behind the curtain of their business model.
3. "Who Cares About Poor People".
4. Elon Musk hosting ClubHouse chats.
5. Jeff Bezos stepping back.
6. All things electronic vehicles - Battery Technology
7. China! - Defending its Turf, AliPay, Jack Ma
8. SoftBank - Staging a comeback (burnt fingers & lessons learned)
9. The future of Google - Structural right to win
10. The numbers! - reporting season, Apple, Spotify, and others
11. SPAC Attack