#62 Moritz Sitte on The Clock of the Long Now

Описание: Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment manager at Baillie Gifford in Edinburgh for twelve years. We speak about The Clock of the Long Now and discuss topics such as investment philosophy, reframing one’s state of mind, and balancing the long with the short term.

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This episode was recorded on August 14, 2024.
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Episode Chapters
00:00 Introduction by Eddie & Niklas
(01:20) Welcoming Moritz
(04:56) The Clock of the Long Now
(15:54) Connecting the book’s guidelines to investing
(18:59) Handling the daily noise while keeping a long-term view
(22:26) What’s a long-term view in investing?
(28:38) Balancing the long and short term
(33:03) Scenarios vs forecasts
(35:52) Final lessons from the book
(37:20) The investment philosophy at Antheia
(45:45) The Goldberg principle
(48:44) Going lower down in the organisation to understand the culture
(52:48) Limitations in Antheia’s investment approach
(54:21) How is Moritz evaluated
(58:38) Moritz’s biases
(01:03:08) Book discussions
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Books Mentioned:
The Clock of the Long Now: Time and Responsibility - Stewart Brand
The Great Depression: A Diary - Benjamin Roth
The Creative Act: A Way of Being - Rick Rubin
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Companies Mentioned:
Unilever
Costco
Adyen
JP Morgan
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More on Moritz
LinkedIn:   / moritz-sitte-73306427  
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About the Podcast
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Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se