In today’s episode, Marcelo López spoke with Professor Gerry Thomas, a famous pharmacologist with a PhD in Pathology. She is a professor of nuclear pathology at Imperial College in London and an active researcher in the field of molecular pathology of cancer. Professor Thomas, who was at first against nuclear power but changed her mind […]
Monthly Archives: August 2019
Podcast #16: Chat with Adam Rozencwajg – Commodities
In today’s episode, Marcelo López spoke with Adam Rozencwajg, founding partner of Goehring & Rozencwajg, an investment firm linked to natural resources such as mining, energy and agriculture. Prior to founding G&R’s, the partners were responsible for $ 5 billion of AUM at Chilton Investment Company. Adam talks about the investment process and how they […]
Podcast #15: Chat with Vimal Gor – “illusion of liquidity”
In today’s episode, Marcelo López spoke with Vimal Gor, head of Fixed Income and Defensive Strategies at Pendal Group, an independent Australian asset manager with about US$100 billion in AUM, half of which is managed in Australia and the other half in England through the subsidiary JO Hambro Capital Management. Pendal is a listed company […]