• Brett Schafer

Q3 2021 Roundtable With Ian and Brad




Listen On:


  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts


This week we have our quarterly roundtable with Ian Gray and Brad Freeman. The four of us brought in one topic each that I think spurred an overall great discussion. We hope to do these types of discussions a few times a year as a good changeup to our typical cadence of Deep Dives.


Here are the topics from the show.


Brett:


  • What are some ways you look to identify potential fraud in an investment?


Ian:


  • Do you consider macroeconomic factors at all when investing?

  • Do you listen to any market prognosticators?


Brad:


  • Do you think the 30% app store take rate is appropriate?

  • Do you think we’ll actually see movement here or is it all bark and no bite?

  • Would the lowering of the take rate have an impact on any of your holdings in particular?


Ryan:


  • Is China investable?



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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 this show.

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