Rob Oellermann, PM at Laurium Capital, was my special guest on the Investment Community podcast. You can listen here.

Rob tells:

  • How feeling helpless in the wake of 9/11 enabled him to strip away illusions of control
  • How market conditions change but the human psyche does not
  • How attacking an analyst is not the same as interrogating an investment thesis.

We also discussed:

  • How the green economy is attracting real capex, and is an investable phenomenon
  • How tough it is to manage money and manage an investment firm at the same time
  • How an ability to listen well is characteristic of excellent investment teams.