Oct 21, 2021
My guest today is Jason Sedawie. Jason is Senior Portfolio Manager at Spaceship.
In this conversation, we cover Jason’s investing style, mental models, and his Where The World is Going philosophy.
I hope you enjoy my conversation with Jason Sedawie.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep16
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Show Notes:
[00:00:31] - [First question] - Jason’s background
[00:02:12] - Early influences for investing
[00:03:35] - Was Jason’s temperament always suited for investing?
[00:04:54] - Things Jason wished he learned earlier
[00:07:04] - What’s Jason’s edge?
[00:08:48] - Where The World Is Going approach
[00:11:33] - How much has that approach changed recently?
[00:13:22] - Investing globally vs locally?
[00:14:38] - Interesting trends?
[00:15:42] - The pressure of investing
[00:17:11] - What’s a typical day as a fund manager look like
[00:18:17] - How Jason filters news and information
[00:21:04] - What surprised Jason most about life as a fund manager?
[00:23:21] - Why Jason joined Spaceship
[00:25:15] - What should school teach about investing?
[00:27:55] - Peter Lynch and other influences?
[00:30:18] - Consumer investing and holding through volatility
[00:37:28] - Most undervalued life experience?
[00:39:08] - Influential books?
[00:43:09] - Biggest opportunities for youth today?
[00:45:25] - Plans or vision for the future?
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Connect with Jason:
Connect with Jason on LinkedIn: https://www.linkedin.com/in/jasonsedawie/
Spaceships’s Website: https://www.spaceship.com.au/
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Mentioned/Recommended Content:
The Peter Lynch Playbook: https://mjbaldbard.files.wordpress.com/2018/05/the-peter-lynch-playbook.pdf
One Up on Wall Street by Peter Lynch: https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403
Sapiens by Yuval Noah Harari: https://www.amazon.com/Sapiens-Humankind-Yuval-Noah-Harari/dp/0062316095
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