In this episode I talk with Matthew Taylor. Matt is a portfolio manager with over 20 years of experience in the financial industry. We discuss how Matt became interested in finance & economics, Bell Labs, Matt's time as a consultant in the Utilities industry, investing during the Russian default & Asian currency crisis, private equity, hedge funds, the business of AI and book recommendations. Hope you enjoy!
CONNECT:
LinkedIn: https://www.linkedin.com/in/adrian-dolinay-frm-96a289106/
GitHub: https://github.com/ad17171717X: https://twitter.com/DolinayG
Odysee: https://odysee.com/@adriandolinay:0
Medium: https://medium.com/@adriandolinay
PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aspiring-stem-geek/id1765996824
Audible: https://www.audible.com/podcast/The-Aspiring-STEM-Geek/B0DC73S9SN?source_code=ASSGB149080119000H&share_location=pdp
iHeart Radio: https://iheart.com/podcast/202676097/
Spotify: https://open.spotify.com/show/60dPNJbDPaPw7ru8g5btxV?si=26e034e416f446d8
BOOK RECOMMENDATIONS:
From Third World to First: The Singapore Story
The Idea Factory by Jon Gertner
Stuck by Yoni Appelbaum
The Autobiography of Malcolm X
|-Video Chapters-|
0:00 - Intro
1:34 - Growing up in an Academic family
2:48 - Bell Labs
6:02 - Matt's initial interest in Finance & Economics
11:05 - Studying Economics in Swarthmore College
12:25 - Philadelphia's Rise & eventual struggles with deindustrialization
15:04 - Matt's time in the Electric Utility industry
19:04 - The financial/economic regime during the 1990's
23:30 - China's Manufacturing Sector
26:40 - Software as the driver of manufacturing
28:04 - Value investing during the Dot Com Bubble bust
31:37 - Portfolio Management
35:45 - Finance from different perspectives
38:38 - Innovation in South East Asia
40:03 - Private equity, hedge funds, venture capital
50:55 - The new buzz word in finance
52:25 - The Business of AI
57:41 - Natural gas and other energy sources
1:03:35 - Real estate
1:06:45 - Interest rates and manager performance
1:10:50 - The GameStop Episode
1:17:13 - Financial market shock of April 2025
1:20:40 - Automation in manufacturing
1:22:58 - China exports of electric vehicles
1:24:20 - Matt's trip to the Galápagos Islands
1:26: 45 - Matt & Adrian's Book recommendations
1:32:20 - Matt & Adrian's news source recommendations
1:34:03 - Conclusion
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