Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
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We are using our previous provider for over 30 years. We had the entire suite of products from the portfolio accounting to trade order management, reporting, the reconciliation features. I didn't think that we would ever be able to switch to anything else. Andy, our head trader, suggested that I meet with Ridgeline, and they started off right away, not by introducing their company, but who they were hiring. And that caught my attention. They were pretty much putting in place a dream team of technical experts. Then they started talking about this single source of data. And I was like, what in t
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O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
Today's conversation is gonna make you think about your life in a variety of new ways. You should listen to it in its entirety. I first met Graham Duncan in 2017 in the offices of East Rock Capital. We had lunch inside of his beautiful library. The food was insanely good, and I remember thinking this person is extraordinarily special. I'd been a little bit nervous to meet him because his reputation was as the most discerning people picker on Wall Street. In the years since, I've been lucky to grow close to Graham and there are not many people that have impacted my life and thinking more than h
I think it's a principal agent thing. That there's a way in which this paradoxical thing where if you're the principal and you treat the agent like an agent, then they become an agent. And so, it's this very subtle energetic thing where you got to have this vibe of let's make money together. So what happens is somebody who's commercial wants more control over their life than most principals will give them. And so when the principal tries to bring an A player inside the boundary of their firm, it's not unleashing the commercial activity of the agent. And I think the fact that Stuart Miller let
In the early days, how would you describe that dynamic between you and Stuart personally? Like, what matched? What fit?
Well, one thing was the time horizon. Like, he just, from the beginning,
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