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How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
Manage episode 463271755 series 3627237
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
65集单集
Manage episode 463271755 series 3627237
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
65集单集
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