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内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake

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Manage episode 463271755 series 3627237
内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

David Steinberg, founder and chief investment officer of Marlowe Partners, joins Jack for a very special episode of Monetary Matters. Steinberg recounts what he learned working for Soros and Scott Bessent at Quantum, and how he developed his investment style of high concentration in single-name equities. David and Jack talk Humanization of Pets, semis, music publishing, and David’s secret pastime which he reveals for the first time on this program. Recorded on January 23, 2025.

Peter Lake philosophy: https://www.peterlake.com/philosophy-of-music

Peter Lake on Spotify: https://open.spotify.com/artist/2LO6MZ0w06BnfgIfoJHIe6

Peter Lake on YouTube: https://www.youtube.com/@PeterLakeMusic

Marlowe Partners: https://marlowepartners.com/

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

65集单集

Artwork
icon分享
 
Manage episode 463271755 series 3627237
内容由Jack Farley提供。所有播客内容(包括剧集、图形和播客描述)均由 Jack Farley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

David Steinberg, founder and chief investment officer of Marlowe Partners, joins Jack for a very special episode of Monetary Matters. Steinberg recounts what he learned working for Soros and Scott Bessent at Quantum, and how he developed his investment style of high concentration in single-name equities. David and Jack talk Humanization of Pets, semis, music publishing, and David’s secret pastime which he reveals for the first time on this program. Recorded on January 23, 2025.

Peter Lake philosophy: https://www.peterlake.com/philosophy-of-music

Peter Lake on Spotify: https://open.spotify.com/artist/2LO6MZ0w06BnfgIfoJHIe6

Peter Lake on YouTube: https://www.youtube.com/@PeterLakeMusic

Marlowe Partners: https://marlowepartners.com/

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

65集单集

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