Mark Gerson of GLG on Charity, Investing, Inflation, and Valuations (EP.186)
You yutes have it so good. Mark and I used to walk up hill in the snow both ways to school, we had Hebrew class 8 days a week, and we had to read actual books at an actual library. I first met Mark about 15 years ago in the early days of Stocktwits; at the Macanudo Cigar bar. We talk charitable work, market cycles, investing, inflation, and valuation. It was good to catch up. I hope you enjoy our conversation and appreciate how good you have it. Guest - Mark Gerson, Chairman at African Mission Healthcare, United Hatzalah of Israel, and Host of The Rabbi’s Husband Podcast. Co-founder at Gerson Lehrman Group GLG howardlindzon.com, israelrescue.org, AfricanMissionHealthcare.org, therabbishusband.com, glginsights.com Twitter: @howardlindzon, @markgerson, @knutjensen linkedin.com/in/mark-gerson-26631 #fintech #invest #investment #venturecapital #stockmarket #finance Show Notes: (00:04) – Show intro (04:17) – Introducing Mark (08:03) – Investing ideas Mark's passionate about (12:18) – Developing an addiction to exercise (12:46) – The best self-help book ever (15:04) – Charity: The power of a well-deployed dollar (17:30) – Three minutes separate life and death (20:54) – The 'ambicycle' (28:39) – Separate the urgent from the important (31:08) – Education - not one system fits all (31:14) – Investing in the markets (32:48) – Cycles do exist (33:36) – Tiny bubbles (34:06) – Valuation is important (35:28) – Inflation will have significant effects (38:06) – Saying inflation is temporary isn't helpful (39:32) – Closing thoughts