29 episodes

Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.

The Value Perspective Schroders

    • Business
    • 5.0 • 2 Ratings

Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.

    The Value Perspective with Rob Gardner

    The Value Perspective with Rob Gardner

    You may know Rob Gardner is the CIO of St James Place or the co-founder of Redington, but what you may know is that he‘s also a children‘s book author educating the next generation on financial concepts.

    Juan Torres and Kevin Murphy sat down with Rob to learn more about how he made the decision to venture out on his own and create a very successful pension advisory, what types of structures and processes he implements in his everyday life to improve decision making and his book ‘Save Your Acorns‘ and Redstart, his charity, which aim to teach budgeting, saving, investing and sharing to children and young people.

    • 48 min
    The Value Perspective with Russell Napier

    The Value Perspective with Russell Napier

    This week, our guest is professor, author, and investor Russell Napier. He is also the founder The Library of Mistakes  in Edinburgh. You may be familiar with his most recent book The Asian Financial Crisis: Birth of the Age of Debt 

    Russell sat down with Vera German and Tom Dykes to discuss the use of journaling or diary keeping in the decision making process, how people respond to crises like the Asian Crisis of the 90s which Russell experienced while working in Hong Kong, and how people can get better at making macro predictions included future crises (including pandemics).

    • 52 min
    The Value Perspective: ESG Mini Series with Jim McDermott

    The Value Perspective: ESG Mini Series with Jim McDermott

    In our third episode of our mini series, we‘re welcoming Jim McDermott. Jim got his start in the Dot Com-era when he founded Stamps.com. Since selling that, he‘s focused on a different types of cutting edge tech like desalination, carbon management, solar energy and waste streams. He also has an interest in clean, domestic biofuels. In this episode, Juan and Jim dive into carbon emission and management, developed v. emerging markets approaches to energy and hydrocarbon.

    • 49 min
    The Value Perspective with Tobias Carlisle

    The Value Perspective with Tobias Carlisle

    Our second interview with Tobias was much more recent and in honour of the 1 year anniversary of the Covid 19 vaccine announcement. In this episode, he and Juan discuss the role of data in investment strategy, forecasting probabilities and looking back at a year in Value since the announcement of the vaccination for Covid 19.

    • 57 min
    The Value Perspective with Tobias Carlisle: Replay

    The Value Perspective with Tobias Carlisle: Replay

    Part 1 of 2

    Tobias Carlisle is joining us this week for a two part interview. This first one we recorded in 2019 so consider this a ‘replay‘ although it only surfaced back then as some blog posts. You may know Toby as the host of The Acquirers Podcast and Value: After Hours or as the managing director of Acquirers Funds. He and Juan discuss why value shouldn’t be declared ‘dead’, what might act as a catalyst for a recovery in value investing and whether reversion to the mean still has a key role to play in value investing

    • 44 min
    The Value Perspective: ESG Mini Series with Arjun Murti

    The Value Perspective: ESG Mini Series with Arjun Murti

    Welcome back to the second episode in our ESG mini series. We’re joined this week by Arjun Murti. Arjun is a member of the ConocoPhillips board, a senior adviser to the energy sector, and a former partner at Goldman Sachs.

    Alex Monk and Juan Torres discuss with Arjun the history of energy transitions, the role oil and gas has within the climate change debate and his outlook for oil companies of the future.

    • 53 min

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