Notes

Notes

Listened to two Podcasts while out walking at the weekend. First, USA, Iran and the three M’s that precede wars. Link This was excellent. David has a very good knowledge of the region and his thoughts on what may happen in the future are worrying.

The second one I listened to was Masters in Business with Barry Ritholtz interviewing Mathew Benkendorf of Vontobel Quality Growth Boutique. Link. This was a good conversation about their investment philosophy. Podcast Link

Final thought. Listening to Podcasts while out and about is so much more enjoyable with AirPods Pro.

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