My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia.
Daniel is truly a unique thinker - something I recognized in his written work and then had conclusively reinforced the first time we sat down to chat in person several years ago in Sydney.
After watching a recent Investment Committee meeting Daniel very kindly shared with me, I wanted to have him join me on the podcast to allow a wider audience to understand his framework and current thinking.
What followed was yet another eye-opening discussion which, I suspect, will have you rethinking many aspects of your own investment framework.
As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.