Latest / Equity Mates Investing Podcast
A century of compounding: inside Soul Patts' permanent capital with Todd Barlow
What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital and the freedom to invest wherever he sees the best opportunity. Todd joins Bryce and Alec to explain why Soul Patts is sitting on almost $3 billion in cash, where he sees risks building in private credit, why energy is his preferred ‘no regrets’ AI trade and why Bitcoin still isn’t making the portfolio.
In this episode:
00:00 123 years of investing
02:14 Meet Soul Patts CEO Todd Barlow
03:34 The investment philosophy behind Soul Patts…
The skinny
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