Capital Allocators – Inside the Institutional Investment Industry

Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)

Oct 27, 2025

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I’ve had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul...

[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

Oct 27, 2025

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse.

Paul came on the show a few years ago when WCM had quietly grown to $25 billion in...

[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

Oct 27, 2025

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a...

Morgan Housel – The Art of Spending Money (EP.466)

Oct 20, 2025

Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan’s work focuses on the intersection of human behavior and financial decision making. His first book, The Psychology of Money, has sold 10 million copies since releasing five years ago and is already one of...

[REPLAY] Morgan Housel – Same as Ever (EP.359)

Oct 20, 2025

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years ago and already ranks in the top five best-selling books about finance. Morgan recently published his second book, Same...