How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation
MP3•Episode home
Manage episode 350179640 series 3354514
Content provided by HT Smartcast and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HT Smartcast and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong. And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change. As always we cover a lot more ground. A must listen...
…
continue reading
30 episodes
MP3•Episode home
Manage episode 350179640 series 3354514
Content provided by HT Smartcast and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HT Smartcast and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong. And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change. As always we cover a lot more ground. A must listen...
…
continue reading
30 episodes
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