This Q and A takes the form of a link to my latest Moses and Methusaleh podcast with the fund manager Peter Seilern, so named, tongue in cheek, because we are now among the oldest participants still working (happily so) in the investment business. In the 35 minute discussion Peter and I talk through some of the issues facing financial markets this year. It is interesting to note that he is having second thoughts about some of his earlier reactions to the way that markets have evolved over the course of the last four months.
The way that Peter and his team run money has been set in stone for...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
Given the unfolding saga of the Russian invasion of Ukraine, I am including a link to the latest Moses and Methusaleh podcast which I produce in collaboration with my friend the fund manager and author Peter Seilern. As an Austrian by both and having lived for many years in Europe, he brings an invaluable Central European perspective on the tragic conflict which is unfolding on the eastern borders of Europe. The podcast was recorded on Monday morning (February 28th) and I am posting it immediately for obvious reasons. I also include an edited extract from his latest investor letter.
This is t...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers