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Masters in Business

Finding Value Investments with Patient Capital's Samantha McLemore

Masters in Business

Bloomberg

Entrepreneurship, Investing, Business

4.42.2K Ratings

🗓️ 19 December 2025

⏱️ 55 minutes

🧾️ Download transcript

Summary

Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

I'm Hannah Frye and I'm on a mission to find out about a mysterious day called Q Day,

0:06.3

which experts think could be the moment our most precious encrypted data is suddenly at risk.

0:12.6

Learn more later in the podcast.

0:15.1

Hello and welcome.

0:16.8

This is the Michelle Hussein show.

0:19.3

I'm Michelle Hussein.

0:20.8

I speak with people like Elon Musk.

0:23.2

I think I've done enough. And Shonda Rhymes. That's so cute. This will be a place where every weekend you can count on one essential conversation to help make sense of the world.

0:33.7

So please join me. Listen and subscribe to the Michelle Hussein show from Bloomberg

0:39.5

Weekend, wherever you get your podcasts. You certainly ask interesting questions.

0:47.6

Bloomberg Audio Studios, Podcasts, Radio News.

0:55.3

This is Masters in Business with Barry Rittoltz on Bloomberg Radio.

1:01.8

This week on the podcast, an extra special Masters in Business live from the Phillips

1:08.1

collection in Washington, D.C. I sit down with Samantha McLemore of Patient Capital.

1:14.6

She's known as really the protege of Bill Miller, who she's worked with for the past 20 years,

1:20.4

first at Leg Mason, then at Miller Value.

1:23.9

She runs Patient Capital and has taken over the Opportunity Equity Fund from Miller Value. She runs patient capital and has taken over the opportunity equity fund from Miller Value.

1:31.9

Her firm now runs it. I thought the conversation was fascinating. And I think you will also,

1:36.8

with no further ado, my live conversation with Patient Capitals, Samantha McLemore.

1:44.0

Thank you. conversation with patient capitals, Samantha McLemore.

1:54.3

All right.

1:57.9

Let me look at my notes, which says, I'm Barry Rittalts.

...

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