Episode 22: Wrap Up
Our viewpoint
22 July 2020
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On this episode, show hosts Dan Mikulskis and Mary Spencer look back at the 22 episodes in the first series of investment uncut and review some of the overarching themes and what stands out.
Here's the series in a nutshell...
Asset Class Episodes:
- Episode 4: Lessons learned from crises with Stuart McKinnon
- Episode 12: Latest on UK Property and Real Asset investing with Andy Jacobson
- Episode 11: Deepdive on Emerging Markets with Anais Caldwell-Jones
- Episode 15: Investing in Private Credit with Steve Hodder
- Episode 16: Income investing with Hish Ravindra
- Episode 21: Investing in Energy
Key takeaways:
- Investing can be boiled down to a simple equation
- All asset classes make money in one of two ways
- Is the term Emerging Markets outdated and are labels helpful generally?
Macro Episodes
- Episode 3: Responsible Investing with Claire Jones
- Episode 6: Understanding Risk with Allison Schrager
- Episode 10: Forecasting in volatile times with Natalie Brain
- Episode 13: Government in a crisis
- Episode 17: Negative rates – why do it?
- Episode 18: Inflation with Jon Camfield
Key takeaways:
- Uncertainty vs risk
- Resilience as a risk management tool
- The possibility of negative inflation toward the end of the summer and how hard it is to measure inflation when no-one is buying anything
Asset Manager Selection:
- Episode 1: Investment managers with Matt Gibson
- Episode 19: Manager Selection in Private Wealth with Ryan Hughes
- Episode 20: Global Wealth Strategy with Chris Ralph of SJP
Key takeaways:
- Things continued to “work” with managers this year despite other issues
- It never gets easy, humility and a learning approach are needed
- Culture
Behavioural Investing:
- Episode 5: How people invest with Nikki Matthews
- Episode 8: Getting behind Groupthink with Zoe Burdo
Key takeaways:
- Devil’s advocates and scapegoats
Book Club
- Episode 7: Book Club: The Big Short with Nisha Gogna
- Episode 14: The Book Club – The Man Who Solved the Market
Key takeaways:
- Be an outcast
- The power of different perspectives
Dan's summer reading recommendations:
Mary’s summer reading recommendations
Top Podcast recommendations
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