In this episode, I sit down with seasoned investment expert Paul Musson.
With over 30 years in the financial world, Paul has managed billions as the lead portfolio manager for the Ivy Funds at Mackenzie Investments. Today, he’s the founder of Paddington Capital Management and the author of the thought-provoking new book “Capital Offence: Why Some Benefit at Your Expense”, which takes a hard look at the systems that keep wealth in the hands of a few.
Paul has a rare gift for breaking down complex economic ideas into insights that empower everyday investors.
Together, we dive into the realities of today’s financial system, the importance of investing in quality businesses, and how to build lasting wealth—even in uncertain times.
I also cover the following topics in this episode:
- What is Paul passionate about today?
- What is Paul’s background?
- How does philosophy and history impact investing decisions?
- What is the philosophy of investing?
- Does consumption raise GDP?
- What role does the central bank play in the economy?
- Who is profiting from rising house prices?
- What is the fake wealth effect?
- What are the solutions to our existing economic problems?
- What are the problems with printing more money?
- The responsibility of government
- How do I find quality companies?
- Investing isn’t rocket science
- Don’t fall in love with the companies you own
- What advice do you have for DIY investors today?
How to get in touch with Paul:
1. Website: https://paddingtoncapitalmgmt.com/
2. Book: https://paddingtoncapitalmgmt.com/cap…
3. On X (twitter): https://x.com/paddingtoncap
