In this episode, Escala Partners CIO, Tracey McNaughton, and Escala Adviser Ed Brooke reflect back on the past 100 episodes since the Perspectives podcast began during covid in 2020. The past four years had it all - lockdowns, recessions, recoveries, bank runs, bank collapses, wars, uprisings, innovations, bubbles that burst, bubbles that inflated, elections that surprised, elections that divided.
(0:20) A lot changed due to covid, and one of those changes at Escala was this podcast. Our first episode aired on March 18th 2020 and this marks our 100th podcast. Tracey, congratulations on your century.
(1:07) Tracey, it's been a remarkable period. We seem to have jam packed multiple cycles and events in less than five years, let's start with some of your most memorable moments.
(7:39) How about you, Ed?
(10:15) Looking back, what's changed?
(13:05) What do you think Ed, what's changed the most for you?
(14:54) What about China, how has China changed?
(16:28) Tracey, over the last 4.5 years, what surprised you the most?
(17:33) What about you, Ed?
(18:37) One thing that was real however, was emotions. They were heightened over this time - how did you keep calm and carry on?
(19:13) What would be your "Stock of the Century"? Have to be Nvidia, wouldn't it?
(20:46) I've got a question for you now, Ed. What has been your greatest learning over this period?
(22:22) They're two of my key learnings, how about you Tracey?
(24:05) We'll wrap things up there, thanks for your insights once again Tracey and of course for all your insights over the past 100 episodes. Let's hope it's smooth sailing now on your way to a double century.
