The Elite 11: Funds That Form Our Top Football Team
With the UEFA Euro Championship finals in focus, Neil Williams, Ernst Knacke and Stewart Abrahart bring together their favourite subjects—football and investing.
In this latest podcast episode, Ernst Knacke creates a team of funds, forming an Elite 11, where each investment is likened to a football position. From a reliable ‘goalkeeper’ in gold to dynamic ‘wingers’ in AI and precision medicine, the trio explore the intersection of sport strategy and fund management.
Listen in on the conversation below 👇🏼
00:00 Intro
00:49 Background on Team Selection
03:38 Goalkeeper Selection and Analysis
07:16 Defensive Lineup: Fullbacks
14:08 Defensive Lineup: Center Backs
19:38 Midfield Strategy and Selections
24:46 Forward Line: Wingers and Strikers
0:39 Conclusion and Final Thoughts
Recorded on the 12th July 2024
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