Welcome to Investing the Templeton Way!

Videos

Oct. 18, 2023

Quantamental Investing & Emerging Markets with Jason Hsu

Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating…

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Sept. 20, 2023

Ep 26: Investing in Insurance Companies with Nick Martin Dynamic Compounding Opportunities

Investing in the insurance landscape presents a stable backdrop of growth through the management of risks in a rapidly changing world. The insurance industry serves as a vital safety net for individuals, businesses, and society, offering financial protection against unforeseen events. At the same time, today’s changing world also exposes…

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Sept. 12, 2023

Ep 25 Rising Star Ben Watsa's Thoughts on India, Fairfax & Beyond Made by Headliner

In today's rapidly changing investment landscape, the expectations placed on corporations include a call for greater responsibility and transparency. Companies that focus on long-term value creation for their shareholders must prioritize financial stability, transparency, decentralized collaboration, and a culture of open communication. In doing so, these firms are the best…

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Aug. 8, 2023

Crisis Investing: Investing Through a Global Pandemic with Bogumil Baranowski

In this episode, we are joined by Bogumil Baranowski to talk about stock investing, managing generational wealth, his investment philosophy, ways to become a better investor, and how to change your environment and think differently as an investor. Bogumil is a founding partner of Sicart Associates LLC, a boutique investment…

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July 21, 2023

The Known Unknowns: Using the spectrum of intelligence in investing and life with Christopher Begg

To truly thrive in investing, nurturing the right side of your brain and strengthening your investment acumen is critical. By cultivating and harnessing your creative edge, you can unlock the ability to see the bigger picture and make informed investment decisions. Exploring opportunities in certain uncertainties and volatile landscapes becomes…

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July 12, 2023

The Power of Shareholder Letters: Insights into Corporate Governance with Lawrence Cunningham

In this episode, we are joined by Lawrence Cunningham to talk about corporate governance, investing, different types of shareholders, the role of shareholder letters, trust, succession, and director’s compensation. Lawrence is a leading authority on the relationships between corporate governance, finance, and investing. He is an exceptional scholar, author, and…

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June 2, 2023

Episode 21: Timeless Thoughts on Life & Investing with Arnold Van Den Berg

In an environment where the dollar's value is volatile and inflation is on the rise, investors face challenges but should stay vigilant in their search for opportunities. History has shown that equities remain a durable long-term strategy given their ability to grow their earnings and cash flows over time. Investors…

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May 10, 2023

Episode 20: Global Investing Strategies for Uncertain times with Matthew McLennan

The investment landscape has evolved significantly over the years, and with the uncertainty in the market, it is essential to adapt strategies accordingly to stay ahead of the game. As an investor, you must be open to new opportunities and practice intellectual humility, patience, and flexibility in your strategy. Methods…

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April 26, 2023

Episode 19: Quantitative Investing with Ryan Myers

Ryan Myers, a Portfolio Manager at Causeway Capital Management, joins us to talk more about these strategies for investing in global small-cap equities. Mr. Myers is a quantitative portfolio manager at Causeway. He joined the firm in June 2013 and has been a portfolio manager since January 2021. His responsibilities…

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April 25, 2023

Episode 19: Ryan Myers on Quantitative Investing

Ryan Myers, a Portfolio Manager at Causeway Capital Management, joins us to talk more about these strategies for investing in global small-cap equities. Mr. Myers is a quantitative portfolio manager at Causeway. He joined the firm in June 2013 and has been a portfolio manager since January 2021. His responsibilities…

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April 11, 2023

Episode 18: William Green on Richer, Wiser, Happier

The investing industry has been fortunate to have a variety of role models and mentors who have modeled success in all of its forms. Through his book, Richer, Wiser, Happier, William Green discusses some of the world's most successful investors and what qualities and insights enable them to achieve enduring…

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March 17, 2023

Episode 17: The Magic of Compounding

My father taught me about investing from a very young age so that I could understand and participate in the magic of compounding. In this episode, I am sharing how we can teach our kids and the next generation about finance by exposing them to the subject and getting them…

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March 3, 2023

Episode 16: Dr. Aswath Damodaran on Valuation and the Path Towards Investment Wisdom

Are you interested in learning more about value investing in the current state of the market? Today I am joined by my co-host Scott Phillips, along with our guest, Dr. Aswath Damodaran. Dr. Damodaran is known as “The Dean of Valuation '' for his teachings on the subject. He is…

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Feb. 22, 2023

Episode 15: Rob Arnott on The Current State of Inflation & Fed Policy

Inflation is a popular topic these days, and today’s guest offers a unique perspective. Rob Arnott joins us to discuss how inflation calculations have changed over the last few decades, current inflation trends, Fed policy, his Fundamental Index™ approach, and more.

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Feb. 8, 2023

Episode 14: Dr. George Athanassakos on Value Investing: From Theory to Practice

I am excited to have Dr. George Athanassakos on the podcast to talk about his new book, Value Investing: From Theory to Practice. In this episode, Dr. Athanassakos discusses his thoughts on investing in Greece, why he thinks we are in a golden age for value investors, and his five…

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Jan. 26, 2023

Introducing Investing the Templeton Way previously Zenvesting Podcast

Welcome to Investing the Templeton Way, previously known as Zenvesting. I've taken the opportunity to update the podcast with a rebrand to be more consistent with my work and my book, Investing the Templeton Way. Make sure you hit the subscribe button on your favorite podcast player to get notified…

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Jan. 26, 2023

Episode 11: Jeff Stacey on Drums, Stocks, and Event Driven Investments

I’m excited to sit down with Jeff Stacey on today’s episode of the podcast. As the founder of Stacey Muirhead Capital Management, Jeff brings decades of experience to our conversation. He discusses his criteria for long-term investment opportunities, his experience at annual meetings, the benefits and drawbacks of event-driven investments,…

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Jan. 26, 2023

Episode 10: Perth Tolle on Freedom Weighted Emerging Markets

Do you want to invest based on your values? Today on Investing the Templeton Way, my guest Perth Tolle explains freedom weighting. Perth founded the Life + Liberty Indexes and created the Freedom 100 Emerging Markets ETF (ticker FRDM). She explains the metrics used to classify some emerging markets as…

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Jan. 26, 2023

Episode 9: Robert Hagstrom on The Money Mind

In today’s episode, Robert Hagstrom joins us to share about his journey to investing and how Warren Buffett completely changed his outlook on investing. Listen in as he shares the inspiration behind a few of his books, the success and failure of his writing, and how he is approaching investing…

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Jan. 25, 2023

Episode 8: Bob Robotti on Revenge of the Stock Picker

I sat down with my friend Robert “Bob” Robotti, the president and chief investment officer of Robotti and Company. Bob is an expert in Special Situations, Energy Industry, and Home Building. In this episode, he shares about what he’s learned throughout his career, what he sees for the future, and…

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Jan. 25, 2023

Episode 5: Scott Phillips on Buy Right and Sit Tight

Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management, LLC. Mr. Phillips also serves as Managing Member to the Templeton and Phillips Partners Fund, LLC. Prior to joining Templeton and Phillips, Mr. Phillips owned and operated Cumberland Capital, a firm providing equity research to…

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Jan. 25, 2023

Episode 4: Guy Spier on The Education of a Value Investor

The Education of a Value Investor. Guy Spier is a Zurich-based investor and the author of The Education of a Value Investor. Since 1997, he has managed Aquamarine’s privately offered investment funds. Guy previously worked as an investment banker in New York and as a management consultant in London and…

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Jan. 25, 2023

Episode 3: Dato Dr Kim Tan on Malaysia, Social Venture Impact Investing, Legacy

Lauren Templeton and Dato Dr. Kim Tan discuss Malaysia, Social Venture Impact Investing, & leaving a legacy. Chairman of SpringHill Management, a private fund management company specializing in biotech and social venture capital investments. He is a partner of a number of impact funds including Inqo Investments (SA), Novastar Ventures…

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Jan. 25, 2023

Episode 2: Amit Wadhwaney on Value in Emerging Markets

Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Mr. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios…

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