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Podcast: Monetary Matters with Jack Farley
Episode: How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
Description: David Steinberg, founder and chief investment officer of Marlowe Partners, joins Jack for a very special episode of Monetary Matters. Steinberg recounts what he learned working for Soros and Scott Bessent at Quantum, and how he developed his investment style of high concentration in single-name equities. David and Jack talk Humanization of Pets, semis, music publishing, and David’s secret pastime which he reveals for the first time on this program. Recorded on January 23, 2025.Peter Lake philosophy: https://www.peterlake.com/philosophy-of-musicPeter Lake on Spotify: https://open.spotify.com/artist/2LO6MZ...