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Five Good Questions Podcast

Welcome to Five Good Questions. I’m your host, Jake Taylor. Fact: the average American watches 5 hours of television per day. What would the world be like if we dedicated one of those hours to reading books instead? I don’t know, but I’d like to find out. So to inspire others to read more, I ask five good questions of interesting authors and share the results with you every Friday. Let’s see if together, we can’t rescue some of those lost hours. In addition to author interviews, we also publish "The Hikecast." The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format.  No planned agendas, just deep conversations, recorded out in nature. The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us.  I want you to feel like you're there with us out in nature.
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Jun 28, 2019

In this week's Five Good Questions, we're interviewing Gautam Baid about his book The Joys of Compounding.

Gautam Baid is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their investment banking teams. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, He was profiled in Morningstar’s Learn From The Masters series.

Five Good Questions:
1. In your book, you state that “I am a better investor because I am a lifelong learner, and I am a better lifelong learner because I am an investor.” Why is continuous learning so important in investing?
2. What does the equation [Ego = 1 / Knowledge] mean?
3. How has minimalism improved your investment process?
4. Given the increase in the rate of change of business, is there cause for concern about the durability of moats?
5. How do you balance high conviction with maintaining mental flexibility?

Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.

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