Ep. 28: Christine Benz

Loading player...
Maybe our most honest guest yet? Could be! Morningstar’s Christine Benz shares not one but four investments mistakes from her time as a fund analyst and director of personal finance. No spoilers, but Mark Mobius, Janus 20, and market timing all make an appearance.
19 May 2022 English South Africa Investing · Business News

Other recent episodes

Ep. 3: Anthony Scaramucci

For our third episode of Mistakes Were Made, we are joined by Anthony Scaramucci, who is the founder and managing partner of SkyBridge Capital.   Oh, and he was White House director of communications for a (very) hot minute back in 2017.   In this episode, he tells Alex and…
25 Mar 2021 38 min

Ep. 1: Daniel Crosby

Welcome to Mistakes Were Made, a new podcast from Citywire that asks investors about their worst mistakes and what they learned from them. Hosted by Citywire’s US editor Alex Steger and head of research Frank Talbot, each week we’ll hear from an investor about their gravest errors and the lessons…
10 Mar 2021 32 min

Ep. 8: Ric Edelman

Alex and Frank are joined by Ric Edelman, founder of Edelman Financial Engines, one the largest RIAs in the USA, with some $270bn in assets under management.  Ric tells us about the importance of compounding, why he's so bullish on bitcoin, and has some damning words for the wider financial services…
3 Jun 2021 34 min

Ep. 7: Shannon Saccocia

For our latest episode of Mistakes Were Made, we are joined by Shannon Saccocia, CIO at Boston Private.   She tells Alex ad Frank about a time she backed a breakaway boutique manager, but things did not turn out as planned. Spoiler alert: ego plays its part.   Shannon and…
27 May 2021 32 min

Ep. 2: Liz Simmie

Welcome to Mistakes Were Made, a new podcast from Citywire that asks investors about their worst mistakes and what they learned from them.    Hosted by Citywire’s US editor Alex Steger and head of research Frank Talbot, each week we hear from an investor about their biggest errors and the lessons…
18 Mar 2021 36 min