エピソード

  • Stephen Clapham - The Way I Work

    Stephen Clapham - The Way I Work
    2025/07/30

    In this episode we speak with Stephen Clapham - former hedge fund analyst, bestselling author, and founder of 'Behind the Balance Sheet', a leading investment training consultancy. With decades of experience spanning the sell-side, buy-side, and now education, Stephen shares the unconventional path that led him into equity research, how he built a reputation for forensic accounting, and what it takes to truly understand a company's financials.

    In this candid conversation, Stephen reflects on his career transitions, the habits that drive his productivity, and the evolving role of technology in investing. Whether you're a finance professional or just curious about how top analysts think and work, this episode offers a rare window into the mindset of someone who's spent a lifetime learning how to ask better questions—and read between the lines.
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    48 分
  • E6 Adam Seessel - The Way I Work

    E6 Adam Seessel - The Way I Work
    2023/04/27

    In this episode, we are joined by Adam Seessel. Adam is the founder and managing member of of Gravity Capital Management, a firm in New York.

    Prior to starting Gravity, Adam worked for Sanford C. Bernstein, Baron Capital and Davis Selected Advisors.

    Since beginning a record of stock market performance while at Davis Fund in the mid 2000s, Adam has beaten the S&P 500 index after fees.

    He's also a regular contributor to both Barrons and Fortune magazines and is the author of the very enjoyable book 'Where the Money Is'.

    Adam is a value investor who synthesises old-school financial principles – so, return on capital, dominating your market, moats, free cash flow etc. - with new economy principles.
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    24 分
  • E5: Diccon Bewes - The Way I Work

    E5: Diccon Bewes - The Way I Work
    2021/02/24

    A conversation with the writer Diccon Bewes. Diccon is the author of several wonderful books, including the Financial Times book of the year Swiss Watching.

    Diccon tells us about his experiences as a travel writer, his life in Switzerland and how he works.
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    1 時間
  • E4: David Sparks, The Way I Work

    E4: David Sparks, The Way I Work
    2021/01/02

    In this episode we speak with David Sparks of MacSparky.com about his path to becoming an attorney, starting his own legal practice, task management, his advice for people getting started in their career and more.

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    17 分
  • E3: Ronald-Peter Stöferle, The Way I Work

    E3: Ronald-Peter Stöferle, The Way I Work
    2020/10/10

    In this episode we speak with Austrian Fund Manager Ronni Stöferle about his first experiences of work, his education, keeping fit, football, the process of writing, entrepreneurialism and more.
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    47 分
  • E1: Raoul Pal of Real Vision, The Way I Work

    E1: Raoul Pal of Real Vision, The Way I Work
    2020/07/16
    "You know I've lived my life two ways; one without discipline and structure and one with discipline and structure, and I'm finding it's rewarding to have some discipline." — Raoul Pal In this conversation we go over the early days of Raoul's career, how he got to where he is today, travel, health and fitness and much more. We hope you enjoy it as much as we did!
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    37 分