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Episode description
How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
Monetary Matters with Jack Farley
Jan 26, 2025
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3 hr 35 min
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Transcript available on
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Episode description
David Steinberg, founder and chief investment officer of Marlowe Partners, joins Jack for a very special episode of Monetary Matters. Steinberg recounts what he learned working for Soros and Scott Bessent at Quantum, and how he developed his investment style of high concentration in single-name equities. David and Jack talk Humanization of Pets, semis, music publishing, and David’s secret pastime which he reveals for the first time on this program. Recorded on January 23, 2025. Peter Lake philosophy:
https://www.peterlake.com/philosophy-of-music
Peter Lake on Spotify:
https://open.spotify.com/artist/2LO6MZ0w06BnfgIfoJHIe6
Peter Lake on YouTube:
https://www.youtube.com/@PeterLakeMusic
Marlowe Partners:
https://marlowepartners.com/
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How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake | Monetary Matters with Jack Farley podcast - Listen or read transcript on Metacast
