Brett Larson joined the Business Breakdowns podcast to discuss HVAC giant Trane Technologies.

Jon Bathgate gave a talk to the CFA Society of Switzerland on the semiconductor value chain and related geopolitics. You can see the presentation here.

Brad Slingerlend interviewed on the What Got You There podcast.

Joe Furmanski discusses zero trust security and Cloudflare on Chit Chat Money. And, Part 2.

Jon Bathgate and Brinton Johns discuss Cadence Design Systems on Business Breakdowns.

Jon Bathgate and Brad Slingerlend discuss markets and investing on The Acquired Podcast.

Brinton Johns and Jon Bathgate discussed NZS Capital’s Complexity Investing process and the semiconductor industry on The Acquired Podcast.

Brinton Johns in conversation with Troy Asset Management: Adapting to a Complex World

Jon Bathgate and Blas Moros discuss the semiconductor industry and TSMC in this YouTube video.

Brinton Johns talks about our investment philosophy on MOI Global.

Jon Bathgate discusses semiconductors on MOI Global and the NZS investment philosophy on ChitChat Money.

Jon and Brinton on Motley Fool Live.

Brinton and Jon on Farnam Street’s The Knowledge Project.

Brad and Brinton on the Investing City podcast.

Brad and Brinton on The Stock Podcast.