Investment Manager Podcast
We’re here to help you learn more about a wide variety of Investment managers, their theories and their investment outlook, in order to challenge your own. I mainly interview investment managers and, from time to time, and will include allocators, analysts and those close to the investment industry. The podcast aims to aid discovery of managers, the people behind the investor and to learn more about investment theories. Shows will include some background to managers although others will ’deep dive’ into a given topic. Please subscribe and leave a 5 star review. Thanks!
Episodes
(00:01:36) - Katie's Background
(00:03:05) - Connecticut as an investment hub
(00:04:26) - Early influences and family background
(00:06:10) - Studying finance and international business
(00:07:42) - Women on Wall St
(00:13:44) - Technical Analysis is not widely adopted in the Investment space
(00:17:01) - Focusing on Equities
(00:18:12) - The use case for Technical Analysis in institutions
(00:20:37) - Do Macro factors blend with...
(00:00:00) – Early life and investing in Nigeria
(00:06:54) – Learning about investing
(00:08:39) – Thesis for studying Global Outperformers
(00:13:51) – Value, Growth or not that simple?
(00:16:41) – The story of Sony
(00:20:07) – Small Caps
(00:22:26) – Geographic tailwinds
(00:29:38) – How important is Qualitative analysis?
(00:35:53) – Overcoming hurdles to start an Asset Management firm
(00:38:03) – Origin of the name Jenga
(0...
My guest on today’s show is Michael Gayed.
Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.
For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.
Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.
Join me as we discuss
- The val...
(00:00:00) – Growing up and connections to the business
(00:01:28) – What sparked your interest in investing?
(00:02:30) – Becoming an analyst in the city
(00:08:18) – Witnessing the 1987 crash
(00:12:28) – Focusing on Asia-Pacific equities
(00:13:45) – 23 years working at Smith & Williamson
(00:18:05) – Being an independent thinker amongst the ‘House view’
(00:20:34) – Forming an Investment boutique
(00:24:18) – Distilling 30 year...
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