Guy Spier, how would you invest 1 million $ in China?

Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital.
We have discussed the following:
00:00 Introduction
00:21 Good Investing Talks Intro
01:00 Why did you not invest in Apple?
08:37 Handling mistakes
14:00 Check out Stratosphere www.stratosphere.io/ and get 25% off with the code goodinvesting
14:32 Germany
19:56 China
24:03 The evil side within humans
26:50 Jordan Peterson - also see • A Brief Look at Jordan...
30:34 At the moment, what do you love as a Value Investor?
35:07 Thank you
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#goodinvesting #guyspier #aquamarinecapital
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Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
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[@jadam42]

Guy didn’t really answer any of the questions directly, but went off on tangents that were very interesting to hear him chat about. Things he was clearly interested in talking about. I appreciate how the interviewer did not try to wrangle the conversation back to what he specifically asked but let Guy carry on. Was an interesting watch.

[@GoodInvestingTalks]

Thank you!

[@InvestingwithTom]

Another great interview! Thanks gents :)

[@GoodInvestingTalks]

Thank you! Stay tuned for number 3. Guy was impressed by you :)

[@user-pl5zx4sp5c]

Shut up both of you

[@womensfinancecoach4573]

Always good to listen to Guy Spiers deep thinking.

[@alexoolau]

His belief of democracy capable of self-correcting is like blind men touching elephant. India, philippine and more are all democracy which can not self correct. Ukraine democracy with hatred against Russian speaking population led to conflict. Democratic politicians need hatred to get votes. Guy Spiers is so naive. But on human capable of evil is true, based on Maslow's hierarchy of needs. A starving man does not give a shit to the idea of cannibalism.

[@stwings9357]

Amazing interview with amazing questions!

[@GoodInvestingTalks]

Thank you very much! 💚

[@tixchicken]

great interview Guy is one of the best

[@yankeedoodle6293]

I enjoyed this talk. Thank you!

[@GoodInvestingTalks]

Thank you!

[@paultweedley2026]

A very safe investor, risk overse, value investing is about protecting your 'principle ' , that's right but a little to caucios for me! But I get his caution, I'm sure his returns will match the index fund's or slightly better in bad times 👍

[@christophenour]

Great interview! Interesting views about debt and human behavior

[@GoodInvestingTalks]

Indeed 😃

[@hivepink619]

How can I contact him, please? I'm losing miserably. >

[@hivepink619]

How can I contact him, please? I'm losing miserably. >

[@Vishal-ih3tc]

great interview. 18:30

[@ubuntu5233]

Not really

[@BradKaellner]

Peter Thiel: What do you believe that few others would agree with you on?

[@ubuntu5233]

Is this (Thiel) the guy whose hidden lover committed suicide ? This overconnected world is so sick !!

[@user-pl5zx4sp5c]

Brad compounder with a giant goatee. Did you find a cure for my chronic diarrhea ?

[@Unknowledgeable1]

Woke ideology is bad

[@emreyilmaz4147]

What is the word on 29:31? “…. but it is this searingly honest to the pentillo(?)……” Thanks.

[@GoodInvestingTalks]

I don't know 😅.

[@bobthebuilderhecanbuildit]

1.25x speed is nice

[@personalfinance2000]

Steve...who? anyone knows this investor?

[@GoodInvestingTalks]

Nope 😅

[@bluegtturbo]

Everyone and his dog seems to have an investing club these days.

[@GoodInvestingTalks]

Wuff wuff! 🐶

[@emrebingol527]

Which turkish company is he talking about.

[@brotherleo4090]

Possibly Reysas. M. Pabrai has been telling him about Reysas for some time now.

[@cjdch6604]

He should be a politician. Lots of talk nothing said. I have watched and regretted a number of interviews with this self promoting fraud… why did I click on this one?!

[@user-pl5zx4sp5c]

He talks about anything and everything except investment. In the real world he does nothing and keep missing one opportunity after another and he gets credit from his fanboys for doing nothing. His results as mediocre as his investment process. Almost identical to S&P before fees. What a waste ! He should liquidate his fund !

[@tombrady4977]

@@user-pl5zx4sp5c no he needs the money from the fees! That’s why he talks all the time - free advertisement for the fund.

[@user-pl5zx4sp5c]

@@tombrady4977 I agree. The poor guy still needs to put food on the table for his family 😂

[@777waz]

You probably clicked on this one because you wish your net worth to be a fraction of what his is.

[@manuvns]

Stocks are over picked I am counting on my plumber and rental property now 😂 a more reliable source of income

[@GoodInvestingTalks]

Is your plumber Super Mario? 😅

[@oozieligus]

29:45 Yeah, but the same Sam Harris is fine with lies of omission as long as they justify the end.

[@ryanpatrick4920]

Buy stock, and then wait for the CCP to crack down on the company you bought stock in, then learn your lesson and invest in safer country.

[@jumbojet8]

The comments on Germany haven't aged well. Germany is destroying its country at record speed.

[@GoodInvestingTalks]

Aha 😅

[@umbbaku8678]

Guy spier always a constipated look😂

[@Christian-ry3ol]

"What happened in Germany could happen in any country" Yes, currently in Israel. And guy refuses to acknowledge it because of his inherent biases.

[@neckbone6976]

👑 A 5week fully grown chicken pumped with water and hormones to slaughter to plate analysis 🐔🍗... Is he drunk⁉️Thank goodness he didn't delve into religion.

[@user-pl5zx4sp5c]

Guy spier .. what a mediocre investor !!

[@tombrady4977]

He sounds smart and everything he says is just noise. Apple is about pictures and Microsoft about words. So what? Sounds smart and he thinks it’s an insight. It’s just plain noise. From 2014 to now both Microsoft and Apple are roughly 8x. And his take on China. Just laughable, but hey he throws in a Ming dynasty sentence.

[@Future_Fortunes]

and yet his performance is way better than yours, think about it.

[@tombrady4977]

@@Future_FortunesHe is underperforming standard indices and even charging money for his „service“ 🤡

[@ubuntu5233]

It must be so sad to know that the basic reason this channel is alive is the greed of viewers. I am afraid the "good investing advice" provided does not compare well with indices returns. And that everything is artificially maintained, in order to preserve the management fees of a few overprivileged PMs, who only deliver narratives at very high prices. Simple plain theater is healthier.

[@GoodInvestingTalks]

Hey. Thank you for the feedback. Most of the content on this channel is/was paid out of my private pocket because I wanted to share knowledge about investing. And to ensure such production quality like here we talk about 5 figure sums. All the content here is also never advice. Always do your own work. But aside of that: What could I do better in the future? Happy to hear constructive feedback.