Most of the time when I am espousing the Cove Street gospel in the podcast realm, the audience consists of a bunch of people with a specific interest in investing and investment management. Recently, I have started to become a little worried that those people are getting tired of hearing from me. So, I was excited when I was invited to be a guest on The Accent Podcast.
The host, Aznaur Midov, has had quite the eclectic group of guests on his podcast, including a Michelin star chef and Presidential Candidate Tom Steyer. While value investing is never going to be quite as exciting as are the topics discussed in those prior podcasts, we had a very engaging conversation that covered: the difference between the hedge fund and long-only worlds, behavioral bias mitigation, and the process of becoming a contrarian.
Please see the interview here.
– Ben Claremon, Principal + Portfolio Manager