In this episode I talk with Matthew Taylor. Matt is a portfolio manager with over 20 years of experience in the financial industry. We discuss how Matt became interested in finance & economics, Bell Labs, Matt's time as a consultant in the Utilities industry, investing during the Russian default & Asian currency crisis, private equity, hedge funds, the business of AI and book recommendations. Hope you enjoy!CONNECT:LinkedIn: https://www.linkedin.com/in/adrian-dolinay-frm-96a289106/GitHub: https://github.com/ad17171717X: https://twitter.com/DolinayGOdysee: https://odysee.com/@adriandolinay:0Medium: https://medium.com/@adriandolinayPODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aspiring-stem-geek/id1765996824Audible: https://www.audible.com/podcast/The-Aspiring-STEM-Geek/B0DC73S9SN?source_code=ASSGB149080119000H&share_location=pdpiHeart Radio: https://iheart.com/podcast/202676097/Spotify: https://open.spotify.com/show/60dPNJbDPaPw7ru8g5btxV?si=26e034e416f446d8BOOK RECOMMENDATIONS:From Third World to First: The Singapore StoryThe Idea Factory by Jon GertnerStuck by Yoni AppelbaumThe Autobiography of Malcolm X|-Video Chapters-|0:00 - Intro1:34 - Growing up in an Academic family2:48 - Bell Labs6:02 - Matt's initial interest in Finance & Economics11:05 - Studying Economics in Swarthmore College12:25 - Philadelphia's Rise & eventual struggles with deindustrialization15:04 - Matt's time in the Electric Utility industry19:04 - The financial/economic regime during the 1990's23:30 - China's Manufacturing Sector26:40 - Software as the driver of manufacturing28:04 - Value investing during the Dot Com Bubble bust31:37 - Portfolio Management35:45 - Finance from different perspectives38:38 - Innovation in South East Asia40:03 - Private equity, hedge funds, venture capital50:55 - The new buzz word in finance52:25 - The Business of AI57:41 - Natural gas and other energy sources1:03:35 - Real estate1:06:45 - Interest rates and manager performance1:10:50 - The GameStop Episode1:17:13 - Financial market shock of April 20251:20:40 - Automation in manufacturing1:22:58 - China exports of electric vehicles1:24:20 - Matt's trip to the Galápagos Islands1:26: 45 - Matt & Adrian's Book recommendations1:32:20 - Matt & Adrian's news source recommendations1:34:03 - Conclusion

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