My Life in 4 Trades - Trading Is Not a Game of “Perfect”

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 29 October 2022

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Born into a family of cotton traders, Alexander Stahel is a natural when it comes to commodities. Alexander grew up in Switzerland before he migrated to the U.K. to begin an investment banking career. Now the chief investment officer at Burggraben Holding, the Zug, Switzerland-based firm he founded, he’s focused on finding great value in a few public and private companies. In this episode of My Life in Four Trades, Alexander explains why – just like golf – trading is not a “perfect” game. He also talks about how to avoid blind spots and shares his forecast for the energy space. Never miss an episode of My Life in 4 Trades - subscribe here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	There is an entire world out there that gave up about finding all of them, as if only
0:13.0	passive works, and everything else is just, it cannot work.
0:18.4	And I think that is really wrong.
0:20.8	And I encourage others out there just to build a circle of competence and then go about
0:28.4	it, and then find one or two good investments each year max, you know, one every two years
0:35.4	is fine.
0:36.4	And on that basis, you can make a career out of it.
0:41.4	Hi everyone.
0:42.4	Welcome to another edition of My Life in Four Traits.
0:44.4	Joining me today is Alexander Stahl, founder and CIO, Berg Robin Holding.
0:49.4	Transparency is really important to us at Real Vision.
0:52.4	So before we kick off this conversation with Alex, I just want to disclose that his firm
0:56.7	has in the past held sizable positions in the companies that are mentioned and may be
1:02.1	active in them once again when this airs.
1:05.2	Enjoy the conversation.
1:10.7	Hi Alex.
1:11.7	Welcome to My Life in Four Traits.
1:12.7	Hi Maggie.
1:13.7	Thank you for having me.
1:14.7	It's nice to be here.
1:15.7	So before we jump in and talk about your trades, why don't you tell us a little bit about
1:20.0	your background?
	...

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