54 min
The Value Perspective with Dan Mikulskis The Value Perspective
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- Investing
The Value Perspective with Dan Mikulskis
Our guest this week is Dan Mikulskis. Dan is an investment partner at Lane Clark & Peacock or LCP. He is also the co-host of a very good podcast called Investment Uncut. He couples this work with a fortnightly newsletter with commentary on what has been happening in markets around the world, which you can subscribe to via LinkedIn. Dan is also particularly well versed with the LDI or liability driven investment crisis and why it caught the pension funds off-guard. It can be a technical topic, so if you would like to understand more of what’s happened, check out his Twitter account @danmikulskis. In this episode we cover topics including: what can be learnt from co-hosting a podcast which can then be applied to the decision making process; accounting for one’s own biases when meeting fund managers; how Dan goes about helping clients deal with uncertainty; the building of models, what makes a good model and when, if at all, one should overrule a model with qualitative insights; and finally how do you learn the right lessons from your process and not learn the wrong lessons. 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.
The Value Perspective with Dan Mikulskis
Our guest this week is Dan Mikulskis. Dan is an investment partner at Lane Clark & Peacock or LCP. He is also the co-host of a very good podcast called Investment Uncut. He couples this work with a fortnightly newsletter with commentary on what has been happening in markets around the world, which you can subscribe to via LinkedIn. Dan is also particularly well versed with the LDI or liability driven investment crisis and why it caught the pension funds off-guard. It can be a technical topic, so if you would like to understand more of what’s happened, check out his Twitter account @danmikulskis. In this episode we cover topics including: what can be learnt from co-hosting a podcast which can then be applied to the decision making process; accounting for one’s own biases when meeting fund managers; how Dan goes about helping clients deal with uncertainty; the building of models, what makes a good model and when, if at all, one should overrule a model with qualitative insights; and finally how do you learn the right lessons from your process and not learn the wrong lessons. 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.
54 min