TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 17 March 2023

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more! Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan. IN THIS EPISODE, YOU'LL LEARN: 0:00 - Intro 01:53 - How Kristof would summarize Q1 of 2023. 14:48 - How working with a wide array of managers helps inform his worldview. 26:52 - What makes a great money manager. 39:13 - Factor frameworks and innovation around behavior analytics. 63:34 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world. 65:46 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at PIMCO. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Harbor Capital Website. Harbor Capital Linkedin. Trey Lockerbie's Twitter. Kristof Gleich's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Fundrise AT&T The Bitcoin Way USPS American Express Onramp SimpleMining Public Vacasa Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.4	My guest today is Christoph Galyche.
0:05.9	Christoph is the president and CIO of Harbor Capital and is responsible for harbors $40 billion
0:11.4	of assets under management invested in boutique managers from across the world.
0:15.6	Prior to harbors, Christoph was an executive director at Goldman Sachs and managing director
0:19.8	at JP Morgan.
0:21.4	In this episode you will learn how Christoph would summarize Q1 of 2023, how working with
0:26.0	the wide array of managers helps inform his world view, what makes a great money manager
0:30.5	and how Christoph identifies one, factor frameworks and innovations around behavior analytics,
0:36.2	why active ETFs are having a huge surge in popularity, the life lessons that Christoph
0:40.7	learned after spending over two hours with Bill Gross also known as the Bond King, just
0:45.2	a short time after his infamous exit at PIMCO, and a lot more.
0:49.5	I gotta say there are some really interesting developments and strategies happening in active
0:53.6	ETFs and I was happy to explore them in more detail.
0:56.8	I think you'll get a lot out of this one so without further ado, please enjoy my conversation
1:01.0	with Christoph Galyche.
1:03.4	You are listening to the Investors Podcast where we study the financial markets and read
1:11.7	the books that influence self-made billionaires the most.
1:14.9	We keep you informed and prepared for the unexpected.
1:26.9	Welcome to the Investors Podcast, I'm your host, Tray Lockerby, and like I said at the
1:30.3	top, I have Christoph Galyche here with me and we are so excited how to Christoph
1:34.2	thanks for coming up.
	...

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