The End of Indexing with Niels Jensen

Good morning listeners, I have a very special guest, Niels Jensen. He is the CIO of absolute return partners which he founded back in 2002. He has over 30 years of both investment banking and investment management experience. He started in Lehman in London and later joined Goldman Sachs. He became co-head of US equity business in Europe in 1992 and then joined Oppenheimer. He then rejoined Lehman in 1999 where he was in charge of European Wealth Management. Niels is a graduate of the University of Copenhagen with Masters in Economics. In this episode we discuss his recent book, “The End of Indexing”. I also want to note we had some connection issues and I want to apologize in advance for any inconveniences. I encourage everyone to check out his fantastic newsletters and also his book, “The End of Indexing: Six Structural Mega-Trends That Threaten Passive Investing”. https://harriman-house.com/endofindexing https://www.arpinvestments.com/absolute-return-letter 1:34 – Tell me about your back ground and how you got started in finance and the investment profession? 3:21 – How would you describe your investment philosophy and strategy? 7:10 – You recently came out with your book, “The End of Indexing”, can you tell me more about the other 6 megatrends? 18:57 – How do you take advantage of these 6 structural megatrends? How should investors use this as part of their analysis? 27:14 – How do we improve productivity? 32:53 – How should we approach index investing? 34:32 – What are your favorite books? Enjoy and thanks for the listen!