DiscoverEye of the Needle podcastGlobal equities, Porter’s Five Forces … and squid sandwiches
Global equities, Porter’s Five Forces … and squid sandwiches

Global equities, Porter’s Five Forces … and squid sandwiches

Update: 2019-10-25
Share

Description

This episode we’re talking to portfolio managers Dave Dudding and Scott Woods from the Global Equities desk. They take a deep dive into the world of global equities, both small and large cap; talk us through their investment philosophies; discuss the benefits of competitive moats; and why company visits are so important. We also get into their favourite books and films and a north/south London football rivalry ...

Comments 
loading
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Credit Threads Thoughts on the second half of 2022

Credit Threads Thoughts on the second half of 2022

2022-07-2833:49

Credit Threads: Nowhere to hide

Credit Threads: Nowhere to hide

2022-03-1727:46

UK equities: it's all to play for!

UK equities: it's all to play for!

2022-02-0738:45

Outlook 2022: a year of considerable change

Outlook 2022: a year of considerable change

2021-12-2218:04

Emerging market equities: an exciting universe

Emerging market equities: an exciting universe

2021-12-0232:11

Credit Threads: Central banks take center stage

Credit Threads: Central banks take center stage

2021-10-2927:18

Black History Month special

Black History Month special

2021-10-2520:43

Credit Threads: Consumer balance sheets

Credit Threads: Consumer balance sheets

2021-09-2324:27

Credit Threads: Financial conditions

Credit Threads: Financial conditions

2021-08-0329:57

The spectre of rising inflation

The spectre of rising inflation

2021-04-1528:05

Covid-19: One Year On

Covid-19: One Year On

2021-04-0834:54

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

2021-02-1939:57

US election special: market impacts from a Biden or Trump victory

US election special: market impacts from a Biden or Trump victory

2020-10-2319:27

Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Confronting Covid-19, short-lived value rallies and unprecedented stimulus

2020-06-2211:06

Covid-19, markets and monetary policy

Covid-19, markets and monetary policy

2020-06-0511:06

International Women’s Day special

International Women’s Day special

2020-03-0418:42

European equities, Brexit and Blur

European equities, Brexit and Blur

2020-02-0733:01

Global equities, Porter’s Five Forces … and squid sandwiches

Global equities, Porter’s Five Forces … and squid sandwiches

2019-10-2543:12

Responsible investment, ESG … and Cider with Rosie

Responsible investment, ESG … and Cider with Rosie

2019-08-2833:15

Being a bond obsessive, evaluating risk … and pizza

Being a bond obsessive, evaluating risk … and pizza

2019-07-1234:08

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Global equities, Porter’s Five Forces … and squid sandwiches

Global equities, Porter’s Five Forces … and squid sandwiches

Columbia Threadneedle Investments