Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.

Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.

TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. 

Nick Griffin joined Chris Judd on Talk Ya Book where they discussed how Munro is betting on the “companies that are best positioned to champion and win” from decarbonisation.

The Florey has recently published new research that sheds light on the phenomenon of “zoom fatigue” – yes it’s a real thing! Listen to this podcast episode as Professor Bernhardt explains what it is and how to prevent it.

Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.

Munro Partners’ Nick Griffin and James Tsinidis join Henry Jennings on the On the Couch Podcast to discuss inflation rates, the Fed and decarbonisation as the next big structural change. 

In the latest episode of the In the Know Podcast hear a panel discussion with senior members of Magellan’s investment team looking back at the extraordinary year of 2021, and towards the year ahead. 

Former Conference Manager Jun Bei Liu is featured in an episode of Success and More Interesting Stuff. The episode explores how she worked her way up the ranks from humble beginnings to managing close to $1 billion for Tribeca.

In this Livewire's 2022 Outlook Series episode hear from some of our Conference Managers on the Fund Manager they would trust to manage their money. 

Howard Marks considers one of investing’s most fundamental questions: when to sell. Howard explains that it’s foolish to sell because prices are up and because they’re down – and why, most of the time, staying invested is ultimately “the most important thing.”

Former Conference Manager, Howard Marks of Oaktree Capital tackles the challenge in a “buy low, sell high” strategy in his latest memo. Livewire's examines some of the key points. 

In this Livewire's 2022 Outlook Series episode hear insights from some of our Conference Managers as they share stocks they would buy in the case of market weakness.

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble. 

Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead. 

Scaling Up Podcast has released a People and Culture Mini Series. In this episode Ed Cowan speaks with the CPO of Asana, Anna Binder. The conversation gives insights into what has enabled Asana to scale so effectively. 

Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm. 

This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success. 

Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors.

Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.