Investment Decision Making Made Easy With Victor Haghani

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 15 April 2022

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Good investment decision making is hard work and requires an understanding of how the markets operate. You cannot learn this in a textbook. We discuss some of the tools on our show with Victor Haghani.

Good predictors of top performing stocks, position sizing, asymmetric risk bets, and the puzzle of the missing billionaires.

For more information, visit the show notes at https://moneytreepodcast.com/investment-decision-making-victor-haghani

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast. Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.9	Hello, Smart Money Tree podcast listeners. Welcome to The Sweet Show. My name's Kirk Chisholm and I will be your host.
0:16.9	So today we're going to be talking with Victor Higani. How you doing today, Victor? Good, thanks. Glad to be on the show.
0:22.8	Good. Well, we brought Victor on. We're making a trend this year, bringing on a lot more portfolio managers, investment specialists.
0:29.8	As the market's become a little bit more uncertain and volatile, we want to get a wide range of views because that's what people want to hear.
0:38.8	So, Victor, tell us a little bit about your background and, you know, how you got to where you are today. So I started off straight out
0:43.3	of university, going to work for Solomon Brothers in New York in 1984, working in fixed income research,
0:50.3	the bond portfolio analysis group, and eventually wound up on the government arbitrage
0:55.3	desk working for John Meriwether. And when John went to set up LTCM, I followed him and was a founding
1:02.8	partner there, moved with my wife to London, where we stayed for about the last 25 years or so.
1:09.5	Over the LTCM years and beyond. In 2001, I decided to take a
1:15.3	long sabbatical from finance for about 10 years or so. I was regrouping after my experiences at
1:21.8	LTCM did a little bit of teaching and different things. I learned how to fly an airplane,
1:26.7	which was a lot of fun. And I realized that I was
1:29.2	just not doing a very good job of managing my family's wealth. I tried out a couple of different
1:34.8	approaches. You know, first I tried to do what I saw a lot of friends who I respected doing,
1:40.4	which was to try to do various things to beat the market,
1:47.7	investing in hedge funds and private equity and angel deals in BC and kind of one-off trades and so on.
1:50.0	And I just felt that it wasn't for me.
1:52.6	It was too much work.
1:54.3	It was very tax inefficient.
1:56.2	And I think that the risk return wasn't even that great.
	...

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