PODCAST · business
Redefining Active Investing
by ECP Asset Management
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.
Episodes
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Psych Test Your Investment Manager
In financial markets, a peculiar paradox exists - inefficiency abounds, yet most active managers fail to outperform long-term. What behavioural short-comings of investors cause this? Join Damon Callaghan in this episode as he offers a range of possibilities as to why this is and questions for...
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Block - Part 3: The Convergence of Money and Commerce
Having looked backward to understand how Block grew Square into a US$150bn payments business and applied these learnings to scale Cash App into an 80 million US consumer fintech, Damon Callaghan now explores the opportunities ahead, where the connection of commerce (merchants) and money…
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Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage
In this conversation, Damon Callaghan, Partner at ECP, takes us on part two of the Block journey, discussing the history and opportunity ahead for Cash App, the company's P2P payments powerhouse. Read the article Listen to Part 1 Learn more at ecpam.com Follow us on LinkedIn Subscribe for more...
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A Journey Through America's Healthcare and Socio-Economic Landscape
In this episode, Sam Byrnes reflects on his recent trip across the U.S., covering five cities in as many days, and shares his insights on CSL and the healthcare industry at large. Read the article here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is...
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2023: A Year in Review with Dr Manny Pohl
In this episode, ECP co-founder and CIO, Dr Manny Pohl AM shares his thoughts on 2023, why it's important to focus on fundamentals, and the nuances of investing through paradigm shifts. Read Manny's letter here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This...
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Weighing Up the Impact of GLP-1's
The rise of GLP-1 agonists, a class of medications used in the treatment of diabetes and obesity, has been a hotly debated topic amongst the medical and investment fraternities. In this episode, Andrew Dale discusses the potential risks and opportunities these medications pose to the health care...
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Conquering Confirmation Bias
In this episode, Sam Byrnes tackles confirmation bias, one of the most common behavioural biases investors must contend with when analysing investment opportunities and managing portfolios. Sam describes this phenomenon and shares some strategies investors can use to help mitigate its effects.…
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Gold! Gold! Gold from the Japanese River
In this episode, member of the ECP investment team Annabelle Miller discusses her recent article on the modern day gold rush occurring in the semiconductor industry as a new wave of innovation is unleashed. Annabelle explains the advances in semiconductor technology and the high degree of…
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An Investor's Guide to Assessing Corporate Culture
In this episode, Andrew Dale, Partner at ECP, and Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs, continue their conversation on corporate culture. Andrew and Lucas explore some of the characteristics and behaviours investors should look…
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The Power of Passion: How Customer Loyalty Drives Long-Term Value
In this episode, Damon Callaghan, Partner at ECP, sits down with Justin Warton to discuss his latest article, exploring how customer loyalty can drive long-term shareholder value. In their conversation, Justin explains why it is simply not enough to have a passionate customer base, and outlines…
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What Makes a Good Corporate Culture?
In this episode, Andrew Dale, Partner at ECP, is joined by Lucas Gamble from Leading Teams, specialists in culture change, leadership and team development programs. Andrew and Lucas discuss what culture means and explore some of the things that investors, management and employees alike should be...
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Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage
In this conversation, Damon Callaghan, Partner at ECP, describes the four phases of ascent that Block's Square Seller business successfully completed to take it from inception to a $150bn volume payments powerhouse. Read the article Read our response to the short report Learn more at ecpam.com...
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Capital Allocation
In this conversation, Annabelle Miller, Senior Analyst at ECP, describes why she focuses on capital allocation when assessing the nature and quality of a business. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended for professional, wholesale...
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The Importance of a Good Corporate Culture
In his latest article, Andrew Dale, Partner and Portfolio Manager at ECP, discusses corporate culture, explaining what it is, what investors should look for when assessing it, and why it’s important. Read the article here Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights...
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Dealing with the Unknown and Investing Under Uncertainty
As we reflect on an eventful year, ECP Asset Management Chairman and CIO Dr Manny Pohl describes an alternative approach to probabilistic risk management and how applying resilience-based principles can help mitigate the dormant risks lurking behind major disruptions. Learn more at ecpam.com…
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What Is Business Resilience and Why Is It Important?
In this conversation ECP Asset Management Chairman and CIO Dr Manny Pohl discusses business resilience and why it's important for investors to understand and consider when analysing companies. Learn more at ecpam.com Follow us on LinkedIn Subscribe for more insights This publication is intended…
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Frequently Asked Questions
How many episodes does Redefining Active Investing have?
Redefining Active Investing currently has 16 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Redefining Active Investing about?
Join ECP Asset Management as we share our insights on markets, industries and the highest quality businesses we can find.
How often does Redefining Active Investing release new episodes?
Redefining Active Investing has 16 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Redefining Active Investing?
You can listen to Redefining Active Investing on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Redefining Active Investing?
Redefining Active Investing is created and hosted by ECP Asset Management.
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