Take Stock with Nikki Thomas, Magellan

2fold: Investing for impact

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

för 16 dagar sedan1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

för ungefär ett år sedan 25:12

MP3•Episod hem

Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan.

In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes.

Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy.

Episode Transcript

37 episoder

#Business #Future Generation

2fold: Investing for impact

Take Stock with Nikki Thomas, Magellan

2fold: Investing for impact

published för ungefär ett år sedan

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MP3•Episod hem

Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan.

In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes.

Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy.

Episode Transcript

37 episoder

#Business #Future Generation

Alla avsnitt

2fold: Investing for impact

1
Take Stock with John Coombe 17:20

för 4 dagar sedan17:20

17:20

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics Full transcript here…

2fold: Investing for impact

1
Take Stock with Ryan Quinn 24:53

för 18 weeks sedan24:53

24:53

In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook. The conversation explores how investment ideas are integrated into the portfolio, the role of cultural analysis in decision-making, and the strategies that drive sustained growth. This episode is a must-listen for finance professionals and investors seeking to understand the dynamics of global investing and the factors influencing successful fund management. Join us for a compelling discussion that emphasizes the importance of strategic thinking in shaping the future of investment. Episode Transcript…

2fold: Investing for impact

1
Take Stock with Tom Richardson, Paradice Investment 20:10

för 23 weeks sedan20:10

20:10

In this episode of "Take Stock," Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation funds is not only a professional responsibility but also a personal mission. Episode Transcript…

2fold: Investing for impact

1
Take Stock with Mark Holowesko, Holowesko Partners 41:05

för 27 weeks sedan41:05

41:05

In this episode of Take Stock, Future Generation CEO, Caroline Gurney, talks with Mark Holowesko, the Founding Partner and CEO of Holowesko Partners, one of Future Generation Global's (ASX: FGG) pro bono fund managers. Mark discusses his investment philosophy, and provides his perspectives on US debt and potential threats to equity markets. He also shares his views on the upcoming US election and how he is positioning his investment portfolios accordingly. Episode Transcript…

2fold: Investing for impact

1
Take Stock with Nikki Thomas, Magellan 25:12

för 32 weeks sedan25:12

25:12

Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan. In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes. Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy. Episode Transcript…

2fold: Investing for impact

1
The future of warfare, with Dr Ian Langford 42:10

för 35 weeks sedan42:10

42:10

Dr Ian Langford is one of the Australian Defence Force’s most respected and decorated leaders. Over three decades in the Army, Ian served in Afghanistan, Iraq, Israel and Syria, among other places. In this episode, Ian discusses his career in the Defence Force, key lessons he has learned being in conflict zones, military ethics and the future of warfare.…

2fold: Investing for impact

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Take Stock with Matthew Kidman, Centennial Asset Management 46:42

för 39 weeks sedan46:42

46:42

In this episode of Future Generation's podcast, 2fold: Take Stock, Matthew Kidman, Principal and Portfolio Manager at Centennial Asset Management discusses how the global conflicts are impacting markets and his views on Artificial Intelligence (AI) and investment opportunities in China. Centennial Asset Management is one of Future Generation Australia’s (ASX: FGX) pro bono fund managers. Episode Transcript…

2fold: Investing for impact

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Take Stock with Raphael Lamm | L1 Capital 22:42

för 44 weeks sedan22:42

22:42

In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets. L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers.…

2fold: Investing for impact

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Take Stock with William Low | Yarra Capital Management 18:43

för 47 weeks sedan18:43

18:43

In this episode Caroline Gurney, CEO of Future Generation, speaks with William Low, Portfolio Manager, Yarra Global Share Fund and Head of Global Equities at Nikko Asset Management. William discusses his view on Artificial Intelligence (AI) and why he believes we are still underestimating it's impact. He also shares why Netflix is his long-term stock pick.…

2fold: Investing for impact

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Take Stock with Zehrid Osmani | Martin Currie 25:43

för 50 weeks sedan25:43

25:43

This episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.…

2fold: Investing for impact

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Advocating for end-of-life choice, with Andrew Denton 40:24

för 51 weeks sedan40:24

40:24

Regarded as one of Australia's best interviewers, Andrew Denton has spent more than two decades captivating audiences with hard-hitting questions and thought-provoking commentary. In the hot seat this time around, Andrew delves into his commitment to social causes through Go Gentle, his not-for-profit which works to promote choice at the end of life for terminally ill Australians. While it’s not without a few laughs, the conversation also covers Andrew's own mental health challenges and his relationship with the families behind the fight for voluntary assisted dying laws. Please note that the views, information, or opinions expressed during the 2fold: Investing for Impact series are solely those of the speakers and do not necessarily represent the views or positions of any entities they represent.…

2fold: Investing for impact

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Take Stock with Matthew Haupt | Wilson Asset Management 20:14

för 1 year sedan20:14

20:14

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200. Listen to this episode as Matt discusses the ASX reporting season, his market outlook for 2024 and the future of Listed Investment Companies. Wilson Asset Management is the lead supporter of the Future Generation companies and is one of Future Generation Australia's (ASX: FGX) pro bono fund managers.…

2fold: Investing for impact

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Mike Baird’s Innings: Cricket, care, and country 40:31

för 1 year sedan40:31

40:31

Former NSW Premier, Mike Baird AO is a household name and recognised business leader, driven to serving his country and local community. From investment banking to state politics, chairing Cricket Australia and aged care groups, Mike has a real determination to drive change for good in both the private and public sector. In this episode, Mike offers his unique perspective on leadership and discusses post-premiership life, the current state of Australian politics, and why backyard cricket is here to stay. We also discuss his relationship with faith and the intersection of his faith with public service. Mike currently chairs Future Generation Australia (ASX: FGX).…

2fold: Investing for impact

1
Take Stock - Nikki Thomas 28:58

för 1 year sedan28:58

28:58

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode, Nikki shares insights on the recent US reporting season, her market outlook, and optimism about the US market. Magellan Financial Group is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.…

2fold: Investing for impact

1
Getting kids back on track with Bernie Shakeshaft 39:06

för 1 year sedan39:06

39:06

After seeing the plight of disadvantaged youth in his community, Bernie Shakeshaft decided to take action. Starting in 2006 with a shed and an idea, Bernie founded the BackTrack Youth Works Program, in an effort to turn around the lives of kids struggling to stay in school, stay out of trouble and falling through the cracks. Using the skills he developed growing up and as a jackaroo in the Northern Territory learning from the Aboriginal trackers, Bernie has developed an award-winning program that involves animal-assisted learning, agricultural skills and a residential facility. In this episode, Bernie shares the unique story behind BackTrack, the organisation’s plans to expand across the country and how we can keep at-risk kids alive, out of jail and chasing their hopes and dreams. Backtrack is a social impact partner of Future Generation Global (ASX: FGG) and has supported more than 1,000+ kids through the BackTrack program.…

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