Modern-Day Asset Management Business w/ Anthony Deden

Anthony’s focus on scarcity and endurance in his investment portfolio and the stewardship of what he thinks of as irreplaceable capital has led him to reinvent the discipline of value investing. Tony’s thoughtful, patient approach to the allocation of his investors’ capital has yielded exceptional returns – and his disciplined investment philosophy offers an eye-opening insight into many of the problems inherent in the modern-day asset management business.

Filmed January 18th-20th, 2018 in Grindelwald, Switzerland.

TIMESTAMPS:

00:02:39 Introduction
00:15:21 Strategy & Perspective
00:26:32 Investment Framework
00:34:33 Captaining the Ship
00:42:49 Participation vs. Investing
00:58:49 Scarcity & Permanence
01:08:31 First Part Ending
01:09:28 Second Part Introduction
01:20:53 Time Preference
01:33:36 Asset Permanence
01:47:55 Idea to Investment
02:02:20 Finding the Idea
02:13:51 Investing Outside the Financial World
02:24:09 Wrapping It Up

#assetmanagement #investing #portfoliomanagement

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TIMESTAMPS:

00:02:39 Introduction
00:15:21 Strategy & Perspective
00:26:32 Investment Framework
00:34:33 Captaining the Ship
00:42:49 Participation vs. Investing
00:58:49 Scarcity & Permanence
01:08:31 First Part Ending
01:09:28 Second Part Introduction
01:20:53 Time Preference
01:33:36 Asset Permanence
01:47:55 Idea to Investment
02:02:20 Finding the Idea
02:13:51 Investing Outside the Financial World
02:24:09 Wrapping It Up

[martinleepgg]

I come back to listen to this interview approximately every six months. Each time another gem.

[taylorcollins]

Listening to this in December of 2021, on the cusp of 2022, a new year and this is one of the most impactful interviews I've ever listened to. Timeless lessons and powerful insights from Tony Deden with Grant Williams as a fantastic interviewer as always. Thank you Grant & Tony.

[actuaryaltair]

The intelect of your guest, your amazing interviewing skills, the beautiful location, the way it was filmed by the cameraman, the quality of sound, the amazing philosophies discussed, I am mind blown and I thank you you gave us THIS gem! Most people watch Netflix nowadays as a soothing mechanism while everything around us is crumbling. I wish more people would wake up...

[jimmaxwell]

Has to be one of the best interviews i have listened to...no great detail on individual specific investment opportunities(as one would expect), but the clarity of the thought processes is simply astounding. Great job by Grant letting this guy i could listen to him all day long. Absolutely riveting.

[norsefalconer]

Hats off to you Grant, for creating a financial interview that's emotionally moving.

It's so refreshing to know that out there somewhere, there are people like Mr. Deden. I could lose every dime invested with this man, and not be upset with him in the least, knowing that he would be upset with himself far more than I could ever muster. I will watch this again and again. Thank you.

[Easycators]

I think I've watched this whole thing 6-7 times now. Such a blessing to be able to get inside the mind of someone who approaches things so differently.

[ForAllCrypto]

The best 2 and a half hours I spent this week, the wisdom of this man is incredible!

[jonc]

"It's simple, but it isn't easy."
- straight up gold

[wendywaddell-hardy]

Love this Interview. Love his moral character. Mr. Deden, the world needs more people like you!

[nickzivs]

If there were more investment fund managers like this and less Jamie Dimons then the world would be a much more pleasant and fairer place. Fascinating interview, truly unique and humbling man.

[julie_fine]

"Simplicity is, indeed, the ultimate sophistication..." Best 2 hours spent watching a youtube video, ever.

[kirstinstrand]

Tony is the top of the mountain regarding honor and character. He is a rare individual. Such an amazing interview, Grant.

[LeadDada]

Certainly one of the best videos I have see on investing, WIll treasure and review this video over and over again.

[kirstinstrand]

This is one of my all time favorite interviews.

[MarksElectricLife]

What a remarkable man! What a remarkable interview ! I have watched hundreds of hours of investment videos during this lockdown and there is more wisdom and insight in just 5 mins from Tony than all of that put together. This video is longer than a feature film but more engaging. Some of his anecdotes of business owners made me cry, for what has been lost in a world full of Gordon Ghekos. Thanks so much for this RV diamond!

[benjaminbalazs]

I am 15 minutes in and it is the interview of the month on YouTube in my eyes.

[edwinvanderhoeven]

I want to sincerely thank Anthony Deden for sharing his story and insights. I'm a firm believer that investing is and should be a reflection of a person and his kindness, humbleness and wisdom is beautiful to watch and be inspired by. Thanks again so much!

[yeow]

The best financial interview that is so honest and humble and clear. Thank you so much for insisting on interviewing Anthony Deden and thank you Grant Williams for being such a good interviewer and asking such great questions. A huge fan of this interview from Singapore, great great work

[JJJ_JJ]

28:04 “When the rules change, the basic framework with which you make a decision needs to change.” Great lesson for this day and age.