Podcast 1: The full first interview between BX and BH Asset Management.
BH Asset's Success and The Methodology Behind It: BX's analysis of BH Asset's successes and Charles explains the methodology behind his Large Cap Growth Strategy and what he looks for when choosing his holdings. (PART 1)
Looking Back at 2020: Charles goes through the year so far, how he has adjusted his holdings, and what to expect. (PART 2)
Charles' Thoughts on Growth Names and The Market Today: Charles discusses different large growth names in the market as well as his interpretation of the market as a whole. (PART 3)
Macro Issues Effecting The Market And What Adjustments to Make: Charles discusses what Macro Issues he sees effecting the market in the upcoming months and what adjustments he is planning to make to reduce risk to his portfolios. (PART 4)