Best Blake Sokoloff Podcasts (2024)

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

6h ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

1
Bob Marley & The Wailers 37:40

4h ago37:40

37:40

In this episode of Influenced we go deep into the careers of the iconic Wailers. Formed by Peter Tosh, Bob Marley and Bunny Wailer in the early '60s as the group bonded over RnB like the Drifters and Sam Cooke, they quickly became an integral part of Jamacia's burgeoning Reggae scene with ealy singles like "Simmer Down" as the group continued to ga…

1
The Strokes 41:50

1M ago41:50

41:50

In this episode of Influenced, we take a look at the career's of New York's biggest Indie rockers, The Strokes. Taking initial inspirations from '70s New Yorkers like Blondie and Lou Reed and combining that love of hooky pop rock with the aesthetics of Britpop, the band took the Indie scene by Storm in the early 2000s. Albums like 'Is This It' and …

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

2M ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

1
The Police 42:10

2M ago42:10

42:10

For this episode of Influenced, we're tackling the iconic New Wavers, The Police. Formed in late 70s London initially as a punk band, the group fronted by Sting and backed by Stewart Copeland and Andy Summers would quickly digest the sounds of new to the scene artists like Bob Marley and The Wailers and an appreciation for Jazz and Fusion music, be…

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

3M ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
Joni Mitchell 51:11

3M ago51:11

51:11

In this episode of Influenced, we cover one of the most famous Folk-Songwriters of all time, Joni Mitchell. Born in Canada and inspired. y the likes of 50s and 60s folk from artists like Pete Seeger and Bob Dylan, Joni forged her own voice and quickly found her way to California where after some work with David Crosby and writing for other artists,…

1
Rage Against The Machine with Special Guest: Nate Dorian 55:20

4M ago55:20

55:20

Formed in the early '90s California Punk Scene, Rage Against the Machine would become one of the most successful and politically charged Metal and Hard Rock acts of all time. Inspired equally by Hip Hop like Public Enemy and the extreme guitars of Black Sabbath, the band fronted by Zach De La Rocha and fed by guitarist Tom Morello's riffs would cre…

1
Neil Young 59:06

5M ago59:06

59:06

For the season finale of Season 3 of Influenced, we're extremely excited tpo look at the career of the iconic songwriter Neil Young. Starting out with Joni Mitchell as a Canadian folkie inspired by Dylan, he grew a love of country and rock that led him to the states and to Stephan Stills to form the iconic '60s band Buffalo Springfield. After a str…

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

6M ago47:53

47:53

Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…

1
Lauryn Hil and Fugees with SPECIAL GUEST: FURY 1:00:50

7M ago1:00:50

1:00:50

Influenced is extremely excited to have a special guest today in Chicago Rapper and Hip Hop Artist Fury. Together, we take a look at the incredible career of the iconic Lauryn Hill, both her solo career and her time in the seminal rap group Fugees with Pras and Wyclef Jean. Getting her start on the screen in a Whoopi Goldberg film, Lauryn was immed…

1
Nirvana 44:30

8M ago44:30

44:30

In this episode of Influenced, we look at the career of one of the biggest band sof all time, Nirvana. Formed in Washington in the late '80s by Kurt Cobain and Krist Novoselic. Inspired equally by '60s pop rock like CCR, early alternative like the Pixies, and heavy stoner rock like Mudhoney and the Melvins, the group began to write songs and after …

1
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders 40:48

8M ago40:48

40:48

In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a lon…

1
The Band 47:24

8M ago47:24

47:24

One of the most influential acts in the history of American Music. The band was formed in the late 60's out of a group of five musicians led by Robbie Robertson and Levon Helm that had slowly come together since the late '50s as a backing band for some of the most influential artists of all time like Ronnie Hawkins and Bob Dylan. After backing Dyla…

1
The Black Keys 51:54

9M ago51:54

51:54

In this episode of Influenced, we dive into the career of the incredible Black Keys. From Akron Ohio, the band grew out of a shared love of 1920's delta Blues and self-recording between members Patrick Carney and Dan Auerbach. The band was signed to a record label before they even played either first show after recording in Carney's basement. After…

1
Kiril Sokoloff (13D Research) - An Insidious Environment 43:44

10M ago43:44

43:44

Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving. Show notes: [01:23] Kiril talks about the star…

1
T. Rex and Marc Bolan 38:06

11M ago38:06

38:06

In this episode of Influenced, we follow the career of Glam icons T. Rex. Founded in London as an acoustic duo by Frontman Marc Bolan, the band was initially inspired by the likes of the psychedelic hippies Donovan. After a few unsuccessful releases as a duo, Marc decided to regroup the band as a more traditional rock band and with the release of a…

1
Haim 40:40

11M ago40:40

40:40

In this episode of Influenced, we cover the awesome trio Haim! Formed in LA by sisters Danielle, Este, and Alana; the Haim sisters grew up playing music in their family band covering the likes of Tom Petty and Linda Ronstadt with their parents. After Danielle began to find success as a musician backing artists like Jenny Lewis and Julian Casablanca…

1
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities 39:24

11M ago39:24

39:24

Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliv…

1
Bruce Springsteen & The E Street Band 49:32

1y ago49:32

49:32

In this episode of Influenced, we take a look at the career of the iconic Bruce Springsteen and especially his work in the 70's and 80's with his group the E Street Band. Bruce has been an indebted part of the Jersey Music scene since he got a guitar in the mid '60s inspired by Elvis and the Beatles. Joining with musicians like his friend Steve Van…

1
Paul Major (Bellevue) - Innovations To Fix a Broken System 46:45

1y ago46:45

46:45

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result. Show notes: [01:15] Paul discusses how he got into finance [03:15] B…

1
Pixies 41:58

1y ago41:58

41:58

In this episode of Influenced, we dive into the careers of the incredible Pixies. Formed by Joey Santiago and Black Francis (Charles Thompson) in Boston as Students at UMass, Pixies initially grew out of a love for the demented guitar sounds of Hüsker Dü combined with the melodic sensibilities of '60s pop like Peter, Paul and Mary. Once bassist Kim…

1
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income 31:31

1y ago31:31

31:31

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today. Show notes: [1:16] Being deliberate and patient during tough times [3:30] Equity…

1
Fleetwood Mac 44:05

1y ago44:05

44:05

In this episode of Influenced, we take a look at the career of one of the most iconic bands in pop music history, Fleetwood Mac. Formed in late '60s London by Peter Green, Jeremy Spencer and most importantly the iconic rhythm section (and band namesakes) Mick Fleetwood and John Mcvie. The group was initially formed as a hard rocking Blues group ins…

1
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal 44:51

1y ago44:51

44:51

Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and how the industry is evolving. [01:05] Swetha discusses her early career [03:01] Luxury is changing and widening [06:13] Defining luxury [07:53] Sizing …

1
Depeche Mode 41:44

1+ y ago41:44

41:44

In this episode of Influenced, we're taking a look at one of the most iconic electronic rock acts of all time, Depeche Mode. Formed in the early '80s UK and inspired by the synthy sounds of Kraftwerk and Bowie's Berlin era, the band found almost instant chart success in Europe with synthpop hit's like "Just Can't Get Enough" after lineup changes in…

1
Smashing Pumpkins 46:32

1+ y ago46:32

46:32

In the Season 3 premiere of Influenced, we tackle Chicago icon's Smashing Pumpkins! One of the most versatile bands in the '90s, the band grew from shoegaze, psychedelic music, grunge, electronic music, and stadium rock to craft an ever-changing set of sounds. On their 1993 album "Siamese Dream" the band took the musical world by storm and didn't l…

1
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out 45:31

1+ y ago45:31

45:31

Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience navigating different market cycles. We discuss the environment today, the similarities and differences with the TMT bubble and what it takes to be a success…

1
Stevie Wonder 47:30

1+ y ago47:30

47:30

For the Season 2 finale of Influenced, We wanted to take a look at one of the most iconic careers in music, Stevie Wonder. Discovered by the frontman of the Miracles and the Motown record label in his home town of Detroit, Stevie Wonder shot to stardom at the incredibly young age of 10 when he first signed to the label. Breaking records as the youn…

1
Gerard Minack (Minack Advisors) - The End of Secular Stagnation 41:32

1+ y ago41:32

41:32

Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the last 18 months, highlighting the probability of rising inflation and higher interest rates well before many others. We discuss how the pandemic changed Gerard's macro views, why he believes secular stag…

1
Marvin Gaye 44:54

1+ y ago44:54

44:54

One of the most iconic voices in recorded music. Marvin Gaye started his career as a sideman for artists like Chuck Berry, The Marvelettes, and even Little Stevie Wonder. After impressing Motown's Berry Gordy singing at a Holiday Party, Marvin quickly became one of the label's biggest assets. With his '60's hits like "Ain't No Mountain High Enough"…

1
Black Rebel Motorcycle Club 40:58

1+ y ago40:58

40:58

In this episode of Influenced, we take a look into the careers of the always cool, Black Rebel Motorcycle Club (BRMC). Formed in the late '90s by musicians Robert Levon Been and Peter Hayes (formerly of the psych rockers the Brian Jonestown Massacre). They wanted to combine a love of the classic heavy hitting blues of bands like Led Zeppelin and Bl…

1
R.E.M. 34:46

1+ y ago34:46

34:46

Formed at the University of Georgia in 1980, by Michael Stipe, Peter Buck, Bill Berry and Mike Mills. R.E.M. Would soon become the flag bearers for the burgeoning Alternative scene in the music industry. Fueled by their love of the jangley folk-rock guitars of bands like the Byrds and the lyrical intellectualism in the words of artists like Lou Ree…

1
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing 40:23

1+ y ago40:23

40:23

Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstanding returns by investing in mid-sized companies in the US and Canada. We discuss Andrew's formative experiences and evolution from private to public market investor, as well as the team's focus on unique …

1
Talk Talk & Mark Hollis 34:54

2y ago34:54

34:54

Inspired by the early electronic style of Brian Eno with his work in the band Roxy Music and artists like David Bowie, Talk Talk was formed in the early eighties by Mark Hollis, Lee Harris, Paul Webb ands Simon Brenner. Initially part of the synth-pop boom in the early eighties and sharing producers with acts like Duran Duran, Talk Talk began to se…

1
Richard de Lisle (De Lisle Partners) - The Greatest Game 34:37

2y ago34:37

34:37

Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap value stocks. We discuss what value investing means to Richard, his focus on themes and the advantages of taking a sociological perspective. We also explore the current environment, Richard’s investmen…

1
Daft Punk 41:44

2y ago41:44

41:44

Formed by Thomas Bangalter and Guy-Manuel de Homem-Christo in early '90s France after the dissolution of their indie rock band, Daft Punk quickly became one of the biggest forces in electronic music. The Duo was fascinated by the world of samplers and drum machines and inspired by the acid-house of Primal Scream and genre bending of Aphex Twin, the…

1
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies 34:45

2y ago34:45

34:45

Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors. We discuss Katie's evolution as an investor, the differences between the UK and US markets, and the importance of being a patient …

1
Mitski 39:52

2y ago39:52

39:52

Mitski is one of the most successful indie artists of the last decade. After a globetrotting childhood living in almost a dozen countries, Mitski began her musical career in earnest while studying composition in College at SUNY in New York. Initially inspired by her classical training and the collaborative environment of her school, her first album…

1
Charlotte Yonge (Troy) - Keeping It Real 45:48

2y ago45:48

45:48

Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust. We discuss the risks of higher inflation and ways to preserve and grow the real value of investors' capital. We also explore ESG in a multi-asset context, and why Charlotte co-founded Girls Are INvestors (GAIN). Show notes: [0…

1
Linda Ronstadt 45:02

2y ago45:02

45:02

Commonly referred to as the "Queen of Country Rock" Linda Ronstadt came belting out of the late '60s in her first band the Stone Poneys. After the breakup of the Poneys, Linda hastily began a solo career in the early '70s backed by songs from JD Souther, Jackson Brown and even Glenn Frey and Don Henley, she soon began one of the highest selling sol…

1
Sade 33:43

2y ago33:43

33:43

Formed in the UK in 1982, Sade (Sade Adu, Stuart Matthewman, Andrew Hale, and Paul Denman) was founded out of the ashes of Adu's former band Pride. Born in Nigeria to a Nigerian father and an English mother, Adu found a love of '70 soul music like Marvin Gaye and Diana Ross early in her childhood after being taken to the English countryside by her …

1
Nick Train (Lindsell Train) - The Patient Optimist 44:01

2y ago44:01

44:01

Nick Train founded Lindsell Train, alongside Michael Lindsell, in 2000 and has generated outstanding returns by investing in a concentrated portfolio of exceptional companies. In a rich and varied discussion, Nick talks about the power of optimism, the rewards of being patient, and the value of semi-eternal brands in a rapidly changing world. Show …

1
Ashish Swarup (Aikya) - Soul In The Game 44:04

2y ago44:04

44:04

Ashish Swarup is an experienced emerging market investor and the founder of Aikya, a boutique focused on high-quality and durable companies managed by competent and trustworthy people. Ashish discusses some of the pitfalls of investing in emerging markets and why aligning oneself with trusted stewards, who have 'soul in the game', is a winning stra…

1
Electric Light Orchestra & Jeff Lynne 49:00

2y ago49:00

49:00

Started in 1970, Electric Light Orchestra became one of the seminal acts of the decade. Combining a love of Beatles-esque rock and roll with a flare for drawing from classical music, the band crafted some of the most timeless and impeccably produced music from the era. Led by their frontman and primarily producer and song-writer Jeff Lynne, ELO beg…

1
Jenny Lewis & Rilo Kiley 38:55

2+ y ago38:55

38:55

Jenny Lewis got her start as a child actor on shows like the Twilight Zone and Baywatch, but didn't really begin to find herself until she formed her first band, Rilo Kiley, as a teenage actor in LA with an adolescent boyfriend. As they began to experiment and find their musical voices, Jenny harkened back a few decades to the country sounds of Lor…

1
James Harries (Troy) - Exercising Discipline For Global Dividend Growth 44:04

2+ y ago44:04

44:04

James Harries has a wealth of experience as a global income investor and manages the Trojan Global Income Fund and Securities Trust of Scotland. James talks about his journey from Royal Military Academy Sandhurst to a career in investing, how he has evolved as an investor and why income investing remains highly relevant in today's world. Show notes…

1
The Doobie Brothers 52:04

2+ y ago52:04

52:04

Formed by a group of former hippies in 1970, The Doobie Brothers became one of the all-time greatest bands of the decade and certainly one of the decades most quintessential groups. Starting from the genesis of guitarists Tom Johnston and Pat Simmons, the band carved out a space in the music industry playing souther inflected hard rock while mixing…

1
Sanjay Ayer (WCM) - Think Different, Get Better 47:06

2+ y ago47:06

47:06

Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality companies with strong cultures and improving competitive moats. Sanjay talks about his evolution as an investor, how a good culture can reinforce a company's competitive advantage, and why it is so important for investors to l…

1
Brinton Johns (NZS Capital) - Adapting To A Complex World 46:03

2+ y ago46:03

46:03

Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest in companies with the capacity to thrive in a complex adaptive world. As the future is inherently unpredictable, Brinton and his colleagues believe it is best to focus on adaptable and innovative businesses that create more value than…

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