Rob Lovelace on global investment insights and the power of time

Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal #Investing #Money #CapitalIdeas

TOPICS
00:00 Introductions
01:24 The Capital System™
04:02 Primary research: Fuel injectors
06:27 Rob Lovelace office treasure hunt
09:51 Mineral economics and investing
12:45 Lessons learned from investing mistakes
14:43 Rob’s competitive advantage
18:25 Is it time to be a global investor?
23:09 Geography headwinds and tailwinds
27:13 Rob’s mentors
31:34 Obsessively grateful moment

Listen on:
Apple Podcast: https://apple.co/49rjDby
Spotify: https://spoti.fi/3vQEUgc

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