Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Kandungan disediakan oleh Equity Mates Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Equity Mates Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?
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Manage episode 445642972 series 2924000
Kandungan disediakan oleh Equity Mates Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Equity Mates Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.
Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.
In a wide ranging conversation, we unpack:
- Why value investing is one of the most overused terms in investing circles
- How Brandywine Global looks for multiple ways to win in an investment
- Why Sorin is underweight the Magnificent 7 mega-cap tech stocks
- China's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here
- What is going on at Boeing and the airline industry more generally
—------
Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.
You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.
-----
Have an investing question?
- Ask via our website and we'll answer it on the podcast.
- Join the conversation in the Facebook Discussion Group
- Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
- Sign up to our email to keep up with business news
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
858 episod
MP3•Laman utama episod
Manage episode 445642972 series 2924000
Kandungan disediakan oleh Equity Mates Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Equity Mates Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.
Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.
In a wide ranging conversation, we unpack:
- Why value investing is one of the most overused terms in investing circles
- How Brandywine Global looks for multiple ways to win in an investment
- Why Sorin is underweight the Magnificent 7 mega-cap tech stocks
- China's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here
- What is going on at Boeing and the airline industry more generally
—------
Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.
You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.
-----
Have an investing question?
- Ask via our website and we'll answer it on the podcast.
- Join the conversation in the Facebook Discussion Group
- Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
- Sign up to our email to keep up with business news
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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