Episode 22: Wrap Up

Our viewpoint

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On this episode, show hosts Dan Mikulskis and Mary Spencer look back at the 22 episodes in the first series of investment uncut and review some of the overarching themes and what stands out.

Here's the series in a nutshell...

Asset Class Episodes:

Key takeaways:

  • Investing can be boiled down to a simple equation
  • All asset classes make money in one of two ways
  • Is the term Emerging Markets outdated and are labels helpful generally?

Macro Episodes

Key takeaways:

  • Uncertainty vs risk
  • Resilience as a risk management tool
  • The possibility of negative inflation toward the end of the summer and how hard it is to measure inflation when no-one is buying anything

Asset Manager Selection:

Key takeaways:

  • Things continued to “work” with managers this year despite other issues
  • It never gets easy, humility and a learning approach are needed
  • Culture

Behavioural Investing:

Key takeaways:

  • Devil’s advocates and scapegoats

Book Club

Key takeaways:

  • Be an outcast
  • The power of different perspectives

Dan's summer reading recommendations:

Mary’s summer reading recommendations

Top Podcast recommendations

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Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.​

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