50th episode special with Hamish Douglass

After two years on the air, The Rules of Investing marks its 50th episode with a very special guest; Hamish Douglass, co-founder, Chairman, Chief Investment Officer, and Lead Portfolio Manager of Magellan Asset Management Limited.

In this exclusive, in-depth interview, Hamish opens up about several topics that he rarely discusses. We hear about the first investment he ever made, how he invested his entire personal wealth in a single asset (and why it was so successful), and some of the challenges he faced in the early years of Magellan. He also discusses what it would take to see a pick-up in inflation and how likely he thinks that scenario is, why he’s confident owning US-listed Chinese mainland companies, and the big investment trends he expects to succeed and fizzle out over the coming decade.

Tune in below for this special episode.

Further reading and listening:

• Stephen A. Schwarzman, What It Takes: Lessons in the Pursuit of Excellence
• Stephen Schwarzman talks to the Farnam Street podcast
  

Time stamps:

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