What happened to the drunk in the bar, Guy Spier?

Guy Spier is back! Three years after our first interview (https://www.youtube.com/playlist?list=PL2jGs_PC8EQX8fIuSUCt8PEcWD0O3GH__), I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich.

We have discussed the following:
00:00 Teaser & Introduction
00:57 Welcome back, Guy Spier
01:33 Guy’s meditation practice
05:36 The metaphor of the drunken bar
10:24 Givers
15:20 Check out Stratosphere & Get 25% off with the code goodinvesting https://www.stratosphere.io/
15:50 “Destroying” ideas that don’t fit the portfolio
31:10 Setting up filters with the example of Turkey
38:33 Thank you

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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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Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
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