Beste Money Maze Podcast podcasts (2024)

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158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation 55:14

3d ago55:14

55:14

Technological revolutions are by their nature rare events: the printing press, mobile telephony and the internet. The associated excitement can capture the imagination, spur a raft of associated breakthroughs, encourage investors to dream of extraordinary returns, yet their byproduct is often to create excessive short-term exuberance, and expectati…

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157: Gloves Off: Anthony Scaramucci on Trump, Harris, Bitcoin and the US Deficit 59:27

18d ago59:27

59:27

Four years ago we had the chance to record a US election special ahead of the vote to determine whether Joe Biden or Donald Trump became President. We welcomed Anthony Scaramucci; Harvard Law, Goldman Sachs, political fundraiser and, for 11 dramatic days, Donald Trump‘s Director of Communications. Since then he has developed his finance business, r…

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156: Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business 46:02

25d ago46:02

46:02

This recording took place at the London Value Investor Conference over summer, where Simon hosted a discussion with Joel Greenblatt. Joel not only founded and runs Gotham Asset Management, but was also an adjunct professor at Columbia Business School for 20+ years. Joel previously ran Gotham Capital, where he achieved 50% annualised returns between…

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155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities 39:20

1M ago39:20

39:20

Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal (CEO of IFM Investors). AustralianSuper, Australia’s largest super fund, manages approximately USD $230bn for 3.4m members. Mark Delaney has been at its helm as CIO for almost 20 years. Mark describes the goals, the orga…

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154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos 1:12:41

2M ago1:12:41

1:12:41

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition. Arctos is one of worl…

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153: Colm Kelleher, Chairman of UBS & Former President of Morgan Stanley, Discusses Culture, Leadership, Surviving the Great Financial Crisis and UBS Today 43:27

2M ago43:27

43:27

In an interview we had especially looked forward to, and with the Credit Suisse acquisition behind us, the MMP went to Zurich to talk to Colm Kelleher. Described as one of the most influential and capable banking executives of the last several decades, he has been dubbed by the FT as 'Europe’s most powerful banker'. As Chairman of the UBS board, he…

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152: Sir Tony Blair, Former UK Prime Minister, on Leadership, Immigration, the Middle East & More! 42:14

2M ago42:14

42:14

Thought-provoking, amusing, self-critical, rich with anecdotes, laced with good advice, and large servings of humility, you might not automatically assume I’m describing the book, titled 'On Leadership', just published and written by Sir Tony Blair. The discussion starts with the essential need for a leader to identify the priorities, to determine …

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151: Volatility Laundering in Private Equity, the Merits of International Diversification, Value Vs Growth and Systematic Investing - With Cliff Asness 1:18:01

3M ago1:18:01

1:18:01

Simon introduces Cliff Asness, Co-Founder and CIO of AQR (Applied Quantitative Research), highlighting the firm's systematic approach to investing in a variety of assets. Cliff Asness shared his background, mentioning that he was initially an underachiever in school but transitioned to a highly driven person during college at the University of Penn…

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150: War or Peace? Why the World May Be More Dangerous than the 1930s - With General Sir Patrick Sanders, Former UK Chief of the General Staff 52:24

3M ago52:24

52:24

In this episode we have the huge pleasure and privilege to talk to General Sir Patrick Sanders, who until June of this year served as Chief of the General Staff. As the professional head of the British Army he had responsibility for over 100,000 troops (including reserves), steering this key component of the UK’s defence apparatus through an increa…

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149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners 33:09

4M ago33:09

33:09

This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities. Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank…

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148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong) 42:00

4M ago42:00

42:00

If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people. The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, …

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147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund 23:42

4M ago23:42

23:42

In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time” Amazingly, over 90% of software companies are private, and as…

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146: “Running Up That Hill” - Strava’s Co-Founder, Mike Horvath, on Building, Branding and Delivering: An Entrepreneurs’ Story 1:10:37

4M ago1:10:37

1:10:37

If you wrote a business plan in the 1990s that was way ahead of its time - a 20th century idea that needed 21st century technology to work - then put it aside and instead built an enterprise software firm that achieved a Goldman Sachs backed blockbuster IPO in 1999, you might say “bravo”. If then, several years later you return to this earlier idea…

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145: Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable? With Rob Arnott, Founder of Research Affiliates 56:53

5M ago56:53

56:53

Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024). He has earned a reputation as a highly respected, value-orientated investor with clarity about unrealistic valuations, mean-reversion and where the investment …

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144: Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer 44:30

5M ago44:30

44:30

In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…

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143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive? 1:10:59

5M ago1:10:59

1:10:59

Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old. In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar in…

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142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay 38:58

6M ago38:58

38:58

In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is …

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141: The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon 38:14

6M ago38:14

38:14

Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate l…

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140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer 54:00

6M ago54:00

54:00

If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of …

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138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author) 49:41

7M ago49:41

49:41

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all! Dambis…

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137: Money Maze Podcast 2024 Trailer 0:56

7M ago0:56

0:56

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

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136: Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Co-Founder and Vice Chair at Blockchain.com 53:50

7M ago53:50

53:50

Back in September 2021, we met with Nic Cary of Blockchain.com, which was already well on its way to becoming one of the world’s leading digital asset platforms. Since then cryptocurrency volatility has been extraordinary, and witness to wild gyrations, the imprisonment Sam Bankman-Fried, SEC action, regulatory hand wringing and then this year, Bla…

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135: Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim 37:42

7M ago37:42

37:42

In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also proving to be a huge role model for young women pursuing careers in the investment industry. Suyi Kim, educated at the University of Seoul and then Sta…

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134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of the World Gold Council 52:21

7M ago52:21

52:21

It’s not every day that one of our guests from the world of finance has successfully scaled Everest 5 times, been awarded an MBE by the Queen, raised millions for charity, and is a vocal ambassador for the NSPCC. For his day job, he led trading desks at Goldmans, CS, UBS and Bluecrest. If that wasn’t enough for most people, he then became sufficien…

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133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course 1:02:41

8M ago1:02:41

1:02:41

In this Easter special we explore a slightly different realm: religion! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives. Our gu…

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132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells 42:20

8M ago42:20

42:20

Our guest today earned her master’s degree in physics, captained her rugby team at Oxford, and then a few years later was posted as bp’s engineering manager to Baku, Azerbaijan. She then spent time as Country Head in neighbouring Georgia and COO of Lightsource bp, and is now bp’s Senior Vice President, Wells. In this conversation, Ann explains bp’s…

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131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index 44:55

8M ago44:55

44:55

In May 2021, we turned our attention to an investor dilemma – Should we view wine as a proper asset class? And how should we think about the wine industry, unmodernised for so long, but ripe for change! A disrupter emerged in 1997, in the shape of Bordeaux Index, set up by Michael Spencer and Gary Boom. In this conversation we learn about the shift…

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130: How Passive Investing May Have Created a Bifurcated Market for Value Investors 8:50

8M ago8:50

8:50

In this bitesize feature, David Einhorn, Founder & President of Greenlight Capital, discusses the potential impact passive investing has had on value investors, and where opportunities may lie. David is one of Wall Street's most closely followed hedge fund managers, whose public commentary on stocks has had market moving results ('The Einhorn Effec…

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129: Private Markets Miniseries: Season 2 Highlights 42:30

9M ago42:30

42:30

In today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series. We shared fascinating conversations with guests from the likes of TPG, Tikehau Capital, Nasdaq Private Market, CAIS, and IFM Investors. In case you missed those episodes, we have compiled together some of the highlights from thos…

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128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro) 6:44

9M ago6:44

6:44

In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope. In the full interview, Alex speaks about how he came to dominate his sport, developing a substantial portfolio of investments and businesses through his investment firm, invaluable advice give…

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127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager 55:47

9M ago55:47

55:47

With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe. He explains PIMCO’s mission and reach. He discusses how the world is awash with cash and short-term maturities, creating opportunities with interest rates having adjuste…

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126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust 48:47

9M ago48:47

48:47

Why does a teacher trained to help children with special needs decide to switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foundation? In this conversation, Roz recaps on lessons learned with investing organisations, (including CalPERS) before arriving at Helmsley Foundation in…

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125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith) 54:33

10M ago54:33

54:33

Our guest today has been referred to as "the English Warren Buffett" for his style and success in investing. His book, published in 1992, Accounting for Growth, and its ensuing controversy helped propel it to the top of the bestsellers chart, displacing Stephen Hawking's ’A Brief History of Time’ from the No.1 spot. He’s been head of research, CEO …

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124: Can We Eliminate Cancer? The Medical Revolution - With Mike Milken, Chairman of the Milken Institute 1:19:35

10M ago1:19:35

1:19:35

What if clearing out early stage cancers from your body could become as routine as going to your dentist, or what if a single vaccine could protect you against multiple viruses? In this episode, we trace Mike Milken’s journey from developing and popularising high yield corporate bonds, to catalysing changes in the world of cancer, and addressing ke…

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123: Oxford University Endowment Management: Purpose, Strategy and Implementation - Sandra Robertson, CEO & CIO of OUem 45:08

10M ago45:08

45:08

What do JR Tolkien, Emma Watson, Oscar Wilde, Indira Gandhi, Margaret Thatcher, Niall Ferguson & Dr. Seuss have in common? They all attended Oxford University, which for nearly 1,000 years has been educating some of the brightest of British and global youth. To have proved so permanent and excellent is testimony to many forces, both financial and e…

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123: 2023 in Review! 8:10

11M ago8:10

8:10

This week, the Money Maze Podcast is packing up and shutting down for Christmas and New Year. But before we get away, we wanted to catch you up on everything we’ve been up to these last 12 months! Otherwise, we wish all our listeners, sponsors & friends an enjoyable festive break! The Money Maze Podcast is kindly sponsored by Schroders, Bremont Wat…

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122: Guilty! Sam Bankman-Fried & the FTX Collapse - With Michael Lewis 58:46

12M ago58:46

58:46

If you don’t know about his most recent book ‘Going Infinite’, you’ll probably want to buy it after listening to or watching this episode with Michael Lewis, author of multiple books and associated films, including 'The Big Short', 'Moneyball', 'Flash Boys', 'The Blind Side', 'Liars’ Poker', and more. In this interview, with co-host Ravi Joseph, we…

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121: Red Lines, Accounting Gimmicks and Management Gloss: Why You Need to Understand Balance Sheets to Avoid Portfolio Disasters (With Steve Clapham, Founder of Behind the Balance Sheet) 39:15

12M ago39:15

39:15

For all the narratives around investing and making money, those who have survived the investment cycles for decades and earned above average returns have typically adhered to sound disciplines. This means valuing companies correctly, not taking shortcuts, not being swayed by management ebullience, and digging into the financial statements is key to…

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120: Why Do Companies Die? Value Creation in Public Equity Markets - With Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. 19:48

12M ago19:48

19:48

In his report ‘Birth, Death, and Wealth Creation’, Michael Mauboussin observes and then claims that corporations are surviving longer and winning more. This week, we welcome Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management, to discuss the unique patterns of wealth creation in public equity…

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119: "Only the Dead Have Seen the End of War." The Evolution of War Since 1945 - With General David Petraeus & Lord Andrew Roberts 1:04:10

1y ago1:04:10

1:04:10

'Contrary to what was widely expected at the start of the present century, the world has not seen the end of major wars, confirming that Plato was right when he wrote that “only the dead have seen the end of war.”' These lines come from a new book, just published, titled ‘Conflict: The Evolution of Warfare from 1945 to Ukraine.’ The book was writte…

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118: Five Forces Shaping the Global Economy - With Ray Dalio, Founder of Bridgewater Associates 1:12:35

1y ago1:12:35

1:12:35

According to Bloomberg, Ray Dalio and his firm Bridgewater have “made more money for investors than any other hedge fund in history”. In this interview, Ray outlines his investment thinking and analyses some key trends shaping the global economy. Ray is an investor, commentator, philanthropist, and analyst of history’s relevance is assessing today’…

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117: What Makes a Great Macro Fund Manager? With Scott Bessent, CEO & Founder of Key Square Capital Management 1:02:58

1y ago1:02:58

1:02:58

Today’s guest was a key player on the George Soros team, who in 1992 helped the Quantum Fund make $1bn, shorting sterling ahead of the UK’s withdrawal from the ERM. As Soros’s CIO, he was also dubbed ‘The Man Who Broke the Bank of Japan’ by the Wall Street Journal after making approximately $3.5bn on the Abenomics trade from 2012-2015. Scott is wid…

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116: Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg 1:00:10

1y ago1:00:10

1:00:10

Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before moving to Bloomberg as Senior Markets Editor. He is responsible for ‘Points of Return’, the highly regarded and followed commentary, and has the unusua…

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115: The 2023 Israel-Gaza Conflict: What Next? With Sir Tom Beckett and Emile Hokayem of the International Institute for Strategic Studies 38:44

1y ago38:44

38:44

There are certain geopolitical developments that need to be examined in an objective and timely manner for their profound strategic ramifications. After the attack by Hamas and the ensuing conflagration, we welcome two seasoned Middle East thinkers from the International Institute for Strategic Studies (IISS). We attempt to disentangle the key forc…

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Money Maze Vignettes: Iceland’s Vital Role in Pharmaceutical Research (With Robert Bradway, CEO of Amgen) 6:10

1y ago6:10

6:10

In this bitesize feature, Amgen’s CEO explains why Iceland’s isolated population make it a useful sample for understanding how disease arises from a genetic standpoint, and what this means for the drug discovery pipeline. In the full interview Bob discusses timelines and priorities, the use of AI in accelerating drug development, biologics, facing …

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114: Are We Educating Our Children The Wrong Way? With Sir Anthony Seldon (Headmaster, Historian and Author) 53:44

1y ago53:44

53:44

William Butler Yeats, the great poet, observed, “Education is not the filling of a pail, but the lighting of a fire.” It may be easy to agree that education is the passport to a better future, but in this episode we wanted to discuss how we should be thinking about education today and tomorrow, and are we failing? Our guest, Sir Anthony Seldon, is …

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113: Why Infrastructure May Be The ‘Perfect Institutional Asset Class’ - With David Neal, CEO of IFM Investors 42:44

1y ago42:44

42:44

In this conversation with David Neal, CEO of IFM Investors, we explore the origins of this highly unusual institution, an ‘investor-owned global investment manager’. Set up around 30 years ago to invest on behalf of more than 600 like minded institutions worldwide, it now manages approximately $143 billion (USD, as of 30/06/23). David discusses wha…

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112: From €4m to €40+ Billion of Assets: The Tikehau Capital Story - With Mathieu Chabran, Co-Founder 53:57

1y ago53:57

53:57

In this episode of our Private Markets Miniseries, we explore a French firm, whose growth has now firmly established it as a major force in the global alternatives industry. Started in 2004 in Paris by Mathieu Chabran and Antoine Flamarion, then aged 28 and 31 respectively, with €4m of assets compiled from personal savings, friends and family, toda…

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112: How Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAIS 44:05

1y ago44:05

44:05

In this conversation we discuss both the changing nature of demand for alternative assets as well as their supply. Matt explains how CAIS is creating the bridge between the alternative investment firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts. Matt discu…

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110: Backing the Next Generation of Underrepresented Alternative Asset Managers - With Pamela Pavkov & Anilu Vazquez-Ubarri 49:39

1y ago49:39

49:39

In the world of alternative assets, TPG almost needs no introduction. Founded in 1992 by Jim Coulter and David Bonderman, today they manage a towering $139bn in alternative assets (as of 30/06/23). Less well-known is their significant push into backing and investing in the next generation of underrepresented alternative asset managers. In this conv…

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