This week, I converse with Ankur Crawford, Govt Vice President at Alger and Portfolio Supervisor of the Alger Capital Appreciation, Focus Fairness, and Spectra Methods.
We talk about her journey from engineering to funding, together with understanding AI and compute funding cycles. She discusses how she builds an funding technique.
A transcript of our dialog is obtainable right here Tuesday.
You possibly can stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts in your favourite pod hosts may be discovered right here.
Be sure you take a look at our Masters in Enterprise subsequent week with Alex Morris of TSOH Funding Analysis. He’s the writer of “Buffett and Munger Unscripted: Three A long time of Funding and Enterprise Insights from the Berkshire Hathaway Annual Shareholder Conferences.” The e-book was namedm one in all Amazon’s “Finest Books of 2025.” To jot down it, he reviewed each Berkshire annual assembly from 1994 by way of 2024 — 100s of hours of video masking greater than 1,700 shareholder questions over 31 years — after Berkshire launched the assembly archives.
