The Big Trade Series
About This Show
The Big Trade Series offers a unique and fresh perspective on global capital markets. Join host Peter Pham, hedge fund manager and author of The Big Trade, as he has conversations with a multitude of capital market experts, authors and thought leaders to gain insight and offer investors advice as to how to approach various markets, both frontier and developed.
Most Recent Episode
The Warren Buffet Partnership ft. Jeremy Miller
Jeremy Miller, a research analyst of JP Morgan, joins us on The Big Trade Series for an insightful conversation on value investing. Jeremy begins the conversation by introducing his prominent book: Warren Buffett’s Ground Rules. Covering the partnerships letters in the 1950’s. The two then talk about the principles to identify fair value of company. The dialouge moves to Buffett’s mistakes, particularly on ConocoPhillips and PetroChina as they delve into the key takeaways. This episode wraps up with a discussion on technical innovation and it’s risk.