• Brett Schafer

Episode 112: John Bathgate Talks Resiliency and Optionality

Listen on:

  1. Spotify

  2. Apple Podcasts

Debrief

  1. John Bathgate works at NZS Capital, an investment firm based in Colorado. They are the writers of the famous Complexiting Investing paper, which is one of the seminal pieces for investors in the last decade. Follow John on Twitter here.

  2. We also talked about semiconductors in the interview with John. Listen and learn about what ASML does, a basic overview of the semiconductor supply chain, and what gives TSMC such a strong competitive advantage.

  3. After the interview, our stories this week included the WeWork documentary, the housing boom, Apple’s podcast announcements, the potential tobacco regulations, and as always some of the funny stuff we saw in the investing world last week.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on

#ASML #JohnBathgate #Semiconductors #TSMC

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