Magic Markets #71: Investing in Disruptors

Episode 71 April 13, 2022 00:33:08
Magic Markets #71: Investing in Disruptors
Magic Markets
Magic Markets #71: Investing in Disruptors

Apr 13 2022 | 00:33:08

/

Show Notes

Growth. Value. Commodities. These cycles ebb and flow, with investors needing to keep a level head and clarity of thought around a long-term wealth creation strategy. In a modern world that is rapidly changing thanks to technology, not allocating a portion of a portfolio to disruptors is a mistake.


With Craig Antonie from AnBro Capital Investments, we use the example of Crowdstrike to discuss a disruptive business that was incredibly ahead of its time. It takes visionary entrepreneurs to spot and understand technological trends. It takes visionary investors to be willing to take a risk on them.


We also use the opportunity to congratulate the AnBro team on their latest award and to find out more about what it takes to create a boutique asset management business.


Episode 71 of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.


Invest in the future. Invest in growth. Visit investinunicorns.com for more information.

Other Episodes

Episode 12

February 11, 2021 00:23:37
Episode Cover

Magic Markets #12: VIX, not Vicks

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing...

Listen

Episode 46

October 06, 2021 00:25:15
Episode Cover

Magic Markets #46: M&A - Cash vs. Share Deals

In Episode 46 of Magic Markets, The Finance Ghost and Mohammed Nalla take a break from trading-related concepts to talk about another critical part...

Listen

Episode 274

May 20, 2026 00:17:39
Episode Cover

Magic Markets #274: Why Bond Yields Matter So Much

Bond yields are back in the spotlight, and they’re moving markets in ways that investors can’t afford to ignore. In this episode of Magic...

Listen