Graeme Forster on Global Longevity Investments

This podcast episode highlights the importance of finding an edge in investing through longevity, excess returns, and client alpha., discusses the current state of value stocks and their attractiveness in the market, explores the complexities of investing in emerging markets, and delves into the reasons behind Bermuda's establishment as a financial hub and the importance of having trusted counselors.

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Masters in Business

Graham Foster's Fascinating Background: From Mathematical Epidemiology to Asset Management

From Academia to Investing: The Allure of Uncertainty and the Search for Meritocracy

The Illusion of Capitalism: Lottery vs. Wealth Distribution

The Power of Longevity and Endowments in Achieving Investment Success

The Three Pillars of Long-Term Investment Success: Longevity, Excess Returns, and Risk Management

Orbis's Unique Approach to Hiring and Fee Structure

Alignment of managers and clients through fee refunds

Strategies for Investing in Commodities and Unpopular Stocks

Identifying Unpopular and Ignored Stocks: A Differentiated Approach

Finding and Maintaining an Edge in Investing

Term Premium and the Mispricing of Duration

Value Stocks: Cheap, Attractive, and Driving Inflation

Internal Forces Driving Japan's Corporate Transformation: A Decade-Long Shift

Emerging Markets: A Complex Landscape with Opportunities and Risks

Bermuda: A Convenient and Well-Developed Financial Hub

Trusted Counselors: The Key to Making Wise Decisions

Graeme Forster on Global Longevity Investments

Masters in Business

00:00Graham Foster's Fascinating Background: From Mathematical Epidemiology to Asset Management

Graham Foster's Fascinating Background: From Mathematical Epidemiology to Asset Management

04:31From Academia to Investing: The Allure of Uncertainty and the Search for Meritocracy

From Academia to Investing: The Allure of Uncertainty and the Search for Meritocracy

10:53The Illusion of Capitalism: Lottery vs. Wealth Distribution

The Illusion of Capitalism: Lottery vs. Wealth Distribution

15:45The Power of Longevity and Endowments in Achieving Investment Success

The Power of Longevity and Endowments in Achieving Investment Success

20:41The Three Pillars of Long-Term Investment Success: Longevity, Excess Returns, and Risk Management

The Three Pillars of Long-Term Investment Success: Longevity, Excess Returns, and Risk Management

25:09Orbis's Unique Approach to Hiring and Fee Structure

Orbis's Unique Approach to Hiring and Fee Structure

29:28Alignment of managers and clients through fee refunds

Alignment of managers and clients through fee refunds

34:18Strategies for Investing in Commodities and Unpopular Stocks

Strategies for Investing in Commodities and Unpopular Stocks

38:58Identifying Unpopular and Ignored Stocks: A Differentiated Approach

Identifying Unpopular and Ignored Stocks: A Differentiated Approach

45:34Finding and Maintaining an Edge in Investing

Finding and Maintaining an Edge in Investing

51:35Term Premium and the Mispricing of Duration

Term Premium and the Mispricing of Duration

57:23Value Stocks: Cheap, Attractive, and Driving Inflation

Value Stocks: Cheap, Attractive, and Driving Inflation

1:02:53Internal Forces Driving Japan's Corporate Transformation: A Decade-Long Shift

Internal Forces Driving Japan's Corporate Transformation: A Decade-Long Shift

1:08:18Emerging Markets: A Complex Landscape with Opportunities and Risks

Emerging Markets: A Complex Landscape with Opportunities and Risks

1:14:37Bermuda: A Convenient and Well-Developed Financial Hub

Bermuda: A Convenient and Well-Developed Financial Hub

1:19:49Trusted Counselors: The Key to Making Wise Decisions

Trusted Counselors: The Key to Making Wise Decisions