Theo Golden
speaker
442 appearances
1 recordings
1 series
first heard Jul 2026
last heard 9 Jul
Theo Golden’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Who are the incumbents who also disrupt?
And so that kind of process of picking picking the market apart and trying to read the tea leaves is very similar as journalism.
And I think this is why I think journalists make great investors, because it's kind of natural in their skill set.
What's very different is just risk taking.
in journalism um you are putting your personal brand your name out there and you take risk by putting your byline out there right you want to make sure that all of your things are double sourced and and make sure that you are your credibility is your reputation right in in in financial services and investment management that's also true but you're also managing an even you know in my view an even more important
risk, which is people's money.
Right.
And so there's a bit of an emotional element there, which you have to really learn to manage.
You have to learn to use as a superpower and kind of, you know, really find what's the balance between your gut and your and your rational part of your brain.
And so that was a real steep learning curve for me when I when I left journalism was just like, have I got a good gut for this stuff?
And more importantly, how do I manage the emotional rigmarole of trying to invest in markets and also the burden, the amazing burden, but the burden nonetheless, of managing people's retirement money?
There's a lot riding on you to make good decisions.
And so I would say that's the big difference is that kind of next leg of risk, which goes from my personal risk to fiduciary risk.
Yeah, I mean, this is the beauty of investing is like, it's the market teaches you a hell of a lot of lessons, whether you want to learn them or not along the way.
And so you, it
There's a little bit of time horizon, like, are you wrong now?
But could you be right in the future?
And you need to kind of marry up the risk, like when to cut your losers and when to run your winners further.
But yeah, I won't give you particular names, but there's certainly like bond investments where I, you know, I think the big learning curve is like, when do you actually have a differentiated view versus what's already priced in?
And the other piece is when do you when have you found real insight versus conjecture?
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