Investing the Templeton Way

Lauren Templeton

Investing the Templeton Way with Lauren Templeton is a podcast that explores the world’s most intriguing investment topics from the overseas markets to mastering our own minds. Gather investment wisdom and educate yourself as you listen to interviews with exclusive managers, executives, and entrepreneurs on a wide range of engaging topics.Disclaimer: The information presented in this podcast is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky and I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.Review the show notes and resources mentioned in this podcast at https://www.investingthetempletonway.com/

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Top 10 Investing the Templeton Way Episodes

Goodpods has curated a list of the 10 best Investing the Templeton Way episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Investing the Templeton Way for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Investing the Templeton Way episode by adding your comments to the episode page.

3: Dato Dr. Kim Tan on Malaysia, Social Venture Impact Investing, Legacy.

Investing the Templeton Way

01/21/22 • 49 min

Lauren Templeton and Dato Dr. Kim Tan discuss Malaysia, Social Venture Impact Investing, & leaving a legacy.

The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Investing in Insurance Companies: Dynamic Compounding Opportunities with Nick Martin

Investing the Templeton Way

09/20/23 • 68 min

Investing in the insurance landscape presents a stable backdrop of growth through the management of risks in a rapidly changing world. The insurance industry serves as a vital safety net for individuals, businesses, and society, offering financial protection against unforeseen events. At the same time, today’s changing world also exposes insurance company investors to various risks, including underwriting risk, investment risk, and regulatory changes. Underwriting margins are a key focus, reflecting the balance between premiums collected and claims paid. Careful and disciplined underwriters can find pricing opportunities in today’s environment given the increasing role of climate change in the risk equation. Investors may also find opportunities in the growing space of technology-driven innovation, Insurtech startups, as well as the emerging market economies where insurance penetration remains relatively low. Building a diversified portfolio within the insurance sector requires careful consideration of these opportunities and risks alongside a strategic approach to asset allocation, inflation, and risk management. In this episode, Nick Martin shares a wealth of insights and expertise gathered from his extensive career in the insurance and investment landscape. Listen in to learn the emerging trends, opportunities, and challenges that investors may encounter, including exciting innovations driving transformation and more.
Nick joined Polar Capital in September 2010 and is fund manager of the Polar Capital Global Insurance Strategy (previously the Hiscox Insurance Strategy). Nick has worked on the Strategy since 2001 when he joined Hiscox plc. He participated in the management buyout of Hiscox Investment Management in 2007 when the business was renamed HIM Capital Ltd. Nick has developed a broad knowledge of the insurance sector during this time and from working for the chartered accountants, Mazars Neville Russell, where he specialized in audit and consultancy work for insurance companies and brokers.

6: Mohnish Pabrai on Raising Daughters, Finding His Way, and Lunch with Warren Buffett

Investing the Templeton Way

09/01/22 • 57 min

Have you ever wondered what happens at the annual Warren Buffett lunch that's auctioned off each year? Mohnish Pabrai joins us to share what it was like to take his daughters to that lunch in today's episode! Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds. Listen in as he shares his own journey into business, building a family, and giving back to his community through the Dakshana Foundation.

You can review full show notes and more at investingthetempletonway.com.

4: Guy Spier on The Education of a Value Investor

Investing the Templeton Way

04/10/22 • 70 min

Guy Spier: The Education of a Value Investor

The Known Unknowns: Using the spectrum of intelligence in investing and life with Christopher Begg

Investing the Templeton Way

06/28/23 • 73 min

Blending Imagination with Expertise to Nurture your Investment Acumen

with Christopher Begg

To truly thrive in investing, nurturing the right side of your brain and strengthening your investment acumen is critical. By cultivating and harnessing your creative edge, you can unlock the ability to see the bigger picture and make informed investment decisions. Exploring opportunities in certain uncertainties and volatile landscapes becomes a captivating endeavor driven by the pursuit of gaining an edge in investing. However, as an investor, stepping back and grasping the entire landscape proves invaluable, as it pushes you to delve into the depths of businesses, understand their culture, and meet their customers. This immersive process enables you to build a tangible understanding of the businesses you invest in, enhancing your competitive advantages and opening doors to alternative investment opportunities. By blending imagination, curiosity, and expertise, you pave the way for unrivaled insights and success in the dynamic world of investing.

Christopher is the Chief Executive Officer, Chief Investment Officer, and co-founder of East Coast Asset Management. He also serves as an adjunct associate professor at the Heilbrunn Center of Graham and Dodd Investing at Columbia Business School, where he teaches Security Analysis.

Christopher's investment philosophy and passion for investing are something you can't miss!

Tune in!

What You Will Learn:

[01:53] Christopher's background, how he began investing and ended up as an adjunct professor
[06:44] Some of Christopher's most esteemed and favorite guest speakers over the years
[09:47] Nurturing the right side of your brain to be more creative and see the bigger picture
[15:31] Principles on how to strengthen your investment acumen
[18:45] How Christopher works as a professor to help his students cultivate exploration of the right side of the brain
[23:28] Investing in certain uncertainties and volatile investment environments.
[27:47] What Christopher looks for when investing and his process of making investment decisions
[30:27] Six principles to help you factor in Capital Allocation across geography in your decision-making process
[35:51] Is there an edge in investing that makes it worth pursuing?
[38:25] How understanding business through the eyes of an operator makes you a better investor
[41:43] The power and importance of expressing culture in every detail of your business
[47:41] Christopher's perspective on where valuations are and what is keeping him awake at night
[53:47] How to leverage AI for transformation and enhancing your competitive advantages

Standout Quotes:

“In investing, stepping back and seeing the whole picture is so valuable .”- Christopher Begg [10:10]
“The certain uncertainties are wonderful little models to see the fractal that exists across many systems.”- Christopher Begg [23:53]
“As investors, we think we know everything there is about a business, but we have to go out and meet with these businesses, understand them, meet their customers and build tangible understanding of what the business and culture is”- Christopher Begg [33:19]
“You can't outsource judgement; tohave judgement is to touch the source material.” - Christopher Begg [33:48]

Global Investing Strategies for Uncertain times with Matthew McLennan

Investing the Templeton Way

05/09/23 • 54 min

Managing Risk in a Volatile Market with Matthew McLennan's Approach

The investment landscape has evolved significantly over the years, and with the uncertainty in the market, it is essential to adapt strategies accordingly to stay ahead of the game. As an investor, you must be open to new opportunities and practice intellectual humility, patience, and flexibility in your strategy. Methods should include differentiated investment approaches and a dedicated focus on long-term returns. Investors can make the mistake of obsessing over near-term economic metrics, including inflation, or striving for perfection in short-term results.

Join our conversation with guest Matthew McLennan as he shares his investment philosophy, risk management strategies for a volatile market, and outlook for the global economy. As co-head of the Global Value team and a portfolio manager of various strategies, Matthew has a wealth of experience in the investment industry. Prior to joining First Eagle, he co-founded and co-managed a focused global equity portfolio for offshore private wealth clients at Goldman Sachs Asset Management in London. He also served as the equity chief investment officer of the investment strategy group for Goldman Sachs' private client business. Learn how to create a high-performance investment portfolio that stands the test of time.
What You Will Learn:

● [00:01] Episode intro and a quick bio of the guest, Matthew McLennan

● [02:55] How Matthew became interested in investing and in pursuing it as a career

● [06:53] Investing landscape and how Matthew has adapted his strategy to stay ahead of the curve

● [08:58] Revolutionizing the traditional ways of handling balance sheets and asset

● [11:45] Matthew's experience with the market and interest rates and how he repositioned

● [19:19] How Matthew has preserved the culture of the First Eagle in the changing market

● [23:38] First Eagle; the use of gold and cash in the portfolio and the strategy behind it

● [28:51] Mistakes investors make in the gold market in inflation and financial repression

● [33:01] How Matthew goes through the decision-making process of holding gold

● [34:44] First Eagle distribution in the world and the opportunities they see outside the US

● [38:41] Where Matthew draws the line for factors that are more complex to a bottom-up analyst

● [41:29] Tips to cultivate the right temperament and build in humility, patience, and flexibility in your strategy

● [44:37] Matthew’s investment time horizon, its nature, and offers in the Market

● [45:50] What Matthew does at First Eagle as an investment portfolio manager

● [49:54] The philosophy of position sizing and the mistake most investors make

● [51:52] What keeps Matthew awake in his investment strategy

● [53:30] Where to learn more about Matthew's strategy and his company

Tune in!
Standout Quotes:

● “Sometimes in life, you have to make all the right mistakes before you chart a more reasoned course.”- Matthew [02:57]

● “Investing when done properly it is all about compounding out at a satisfactory rate of return and avoiding the permanent impairment of capital rather than swinging for the fences.”- Matthew [06:01]

● “Growth is only valuable if it is profitable.”- Matthew [10:32]

● “A lot of good things in life take time; great artists are often recognized after they have painted the

The Magic of Compounding

Investing the Templeton Way

03/17/23 • 25 min

My father taught me about investing from a very young age so that I could understand and participate in the magic of compounding. In today’s episode, I am sharing how we can teach our kids and the next generation about finance by exposing them to the subject and getting them started early. Listen in as I share some of my own childhood stories, the journey to educating my own children about investing, and why you should take your children to the Berkshire Hathaway AGM.

Review the full show notes and transcript at investingthetempletonway.com/17
Resources

One Up on Wall Street

The Pilgrimage to Financial Literacy Leads to Omaha

The Oracles Fables: Lessons for Children Inspired by Warren Buffett

Maya Peterson

Dr. George Athanassakos on Value Investing: From Theory to Practice

Investing the Templeton Way

02/07/23 • 63 min

I am excited to have Dr. George Athanassakos on the podcast to talk about his new book, Value Investing: From Theory to Practice. In this episode, Dr. Athanassakos discusses his thoughts on investing in Greece, why he thinks we are in a golden age for value investors, and his five questions to determine if you are a value investor.

Review full show notes at investingthetempletonway.com/14
Connect with George

George’s Book

Globe and Mail Article

More Info

Robert Hagstrom on The Money Mind

Investing the Templeton Way

11/04/22 • 57 min

In today’s episode, Robert Hagstrom joins us to share about his journey to investing and how Warren Buffett completely changed his outlook on investing. Listen in as he shares the inspiration behind a few of his books, the success and failure of his writing, and how he is approaching investing now.

The Warren Buffett Way

Warren Buffett: Inside the Ultimate Money Mind

Investing: The Last Liberal Art

The Warren Buffett Portfolio

Scott's Interview with Robert Hagstrom