Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Sunday Aug 07, 2022
Sunday Aug 07, 2022
We’re back from a short holiday and we’re also back with our guest Jake Taylor. You may know Jake as one of the hosts of the podcast Value: After Hours or as the CEO of Farnam Street Investments. In this episode he gives an update on Journalytic the decision making software he made reference to in his last appearance on the Value Perspective and discusses how steadying the returns from the S&P 500 over the past decade has given him a new framework to think about the future. It wouldn’t be a Value Perspective conversation without some Bayesian probabilities chat and finally Jake touches on investing in climate change from the perspective of a former electrical engineer and gives his observations from the West Coast. Enjoy!
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Monday Jul 25, 2022
Monday Jul 25, 2022
This week we revisit our original podcast with Jake Taylor in anticipation of his upcoming second appearance on the Value Perspective. Jake is a value investor, CEO of Farnam Street Investments and author of The Rebel Allocator. He also contributes to various web series and podcasts including Five Good Questions, The Hikecast, and Value: After Hours, which he co hosts with investors Tobias Carlisle and Bill Brewster. In a past life, Jake worked as a power system operator running the grid for the State of California. Enjoy!
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Monday Jul 11, 2022
Monday Jul 11, 2022
Simon Evan-Cook joins us this week for the 50th episode of the Value Perspective podcast to discuss the lessons that he has learnt on his journey to becoming a better investor that you can apply in everyday life to help solve problems. Simon is a successful multi-asset, fund-of-funds manager with over 25 years’ experience in financial services. He currently works for Downing Fund Managers, having built his reputation at Fidelity, Rothschild Asset Management, Gartmore and Premier Asset Management. Simon combines his fund management role with his second passion, which is writing. In this capacity he produces ‘the Fund-of-Funds Insider’ column for Citywire and the ‘Never Mind the Silver Bullets’ blog. He describes this as a journey through the world of complex problems, looking at how to solve these when there aren’t simple ‘silver bullet’ solutions. Enjoy!
Liked what you've heard? For more from Simon click on these links:
https://www.trustnet.com/news/704403/simon-evan-cook-should-you-invest-with-indiana-jones
https://www.trustnet.com/news/4867770/butch-cassidy-and-the-sundance-kid--should-you-invest/
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Monday Jun 27, 2022
Monday Jun 27, 2022
Carson Block, founder of Muddy Waters Research, joins us this week on the Value Perspective podcast to discuss the contentious topic of short selling. Short selling is an investment or trading strategy that speculates on the decline in a stock or other security’s price. Carson takes an activist approach to short selling that's founded on exposing fraudulent practices in publicly traded companies. This challenges the view that short selling, by its nature, is an exploitative practice. We talk to Carson about the probabilistic thinking and psychological framework needed by a contrarian investor as well as the cross disciplinary collaboration that lies behind exposing unethical financial practices. Enjoy!
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Monday Jun 13, 2022
Monday Jun 13, 2022
Nick Hodler joins us this week on the Value Perspective podcast as part of our turn-around Mini Series. Nick is the President and CEO of Arc, the world's largest manufacturer of glass tableware. We are excited to have Nick on the pod as Arc has been in the midst of a positive turnaround story under his helm. As value investors these are exactly the type of situations that interest us. Nick discusses how he has approached the turnaround situation from his background as a management consultant and how he has adapted his decision making practices at a global company with operations in quite distinct and different markets in France, America and the Middle East. Enjoy!
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Monday May 30, 2022
Monday May 30, 2022
Dr Milo Jones joins us this week on The Value Perspective. Currently a Visiting Fellow at the Changing Character of War Centre, Pembroke College, Oxford, a Visiting Professor at IE in Madrid, and an adjunct professor at Imperial College Business School, London. Before all this, he also served as a US Marine, a consultant, and an archaeologist.
Milo focused his PHD dissertation on decision making in intelligence communities which lead to his book, Constructing Cassandra: Reframing Intelligence Failure at the CIA, 1947–2001, which caught our eye. Milo speaks with Juan and Emily on decision making in intelligence communities, the importance of cognitive diversity and his participation in a super forecasting competition.
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
These many hats have resulted in Milo
Monday May 16, 2022
Monday May 16, 2022
Welcome to a master class with 10K Diver. 10k runs an anonymous Twitter account which you may be familiar if you're a fan of financial Twitter like us. Over the past two years he's sky rocketed in popularity reaching over 200,000 followers who tune in for his incredible threads which explain complex decision making and financial theories in engaging and digestible ways.
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Tuesday May 03, 2022
Tuesday May 03, 2022
This week we have Meredith Angwin on the podcast. She was a chemist that worked on projects that lowered pollution and increased reliability on the weakening electric grid. She is also a massive advocate for nuclear energy and more recently she's the author of Shorting the Grid: the Hidden Fragility of our Electric Grid.
Andrew and Juan sit down with Meredith to discuss the role nuclear has in the modern energy transition discussion and its relation with solar, wind, hydro, and fossil-based energy including some of the myths that surround each fuel type.
Read more about Meredith and her work on her website: meredithangwin.com
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Tuesday Apr 19, 2022
Tuesday Apr 19, 2022
We're delighted to have Charlotte Thorne as our guest this week. Charlotte is a founding partner at Capital Generation Partners, an asset manager that specialises in ultra high net worth individuals and family offices after starting her career at HM Treasury. What captured us about CapGen is the 'decision factory' Charlotte spearheaded which allows them to best service their clients.She sat down with Juan and Andy to discuss family offices - what are they, what do they achieve, what unique needs do they have, and how they are structured and defined.
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change
Monday Apr 04, 2022
Monday Apr 04, 2022
We're a bit starstruck this week to have Meb Faber of the Meb Faber Show on the Value Perspective this week. Meb is a fantastic podcaster, author, and the CIO of Cambria Investment Management in LA. In this episode, he discusses valuations in the US as a risk and why they should allocate internationally (especially in emerging markets), value investor Seth Klarman and the use of cyclically adjusted price-to-earnings ratio or CAPE.
Also, completely unprompted, Meb mentioned our Global Investor Study. If you'd like to check that you can read more here.
NEW EPISODES:
We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change