16 | Jason Sedawie, Where the World is Going

<p><span style="font-weight: 400;">My guest today is Jason Sedawie. Jason is Senior Portfolio Manager at Spaceship.</span></p> <p><span style="font-weight: 400;">In this conversation, we cover Jason’s investing style, mental models, and his Where The World is Going philosophy.</span></p> <p><span style="font-weight: 400;">I hope you enjoy my conversation with Jason Sedawie.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep16"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep16</span></a><span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - Jason’s background</span></p> <p><span style="font-weight: 400;">[00:02:12] - Early influences for investing </span></p> <p><span style="font-weight: 400;">[00:03:35] - Was Jason’s temperament always suited for investing?</span></p> <p><span style="font-weight: 400;">[00:04:54] - Things Jason wished he learned earlier</span></p> <p><span style="font-weight: 400;">[00:07:04] - What’s Jason’s edge?</span></p> <p><span style="font-weight: 400;">[00:08:48] - Where The World Is Going approach </span></p> <p><span style="font-weight: 400;">[00:11:33] - How much has that approach changed recently?</span></p> <p><span style="font-weight: 400;">[00:13:22] - Investing globally vs locally?</span></p> <p><span style="font-weight: 400;">[00:14:38] - Interesting trends?</span></p> <p><span style="font-weight: 400;">[00:15:42] - The pressure of investing</span></p> <p><span style="font-weight: 400;">[00:17:11] - What’s a typical day as a fund manager look like</span></p> <p><span style="font-weight: 400;">[00:18:17] - How Jason filters news and information</span></p> <p><span style="font-weight: 400;">[00:21:04] - What surprised Jason most about life as a fund