Franco Scalamandre

Calm Under Fire · Jul 1, 2026 · 32m · transcript

The conversation covers a wide range of topics related to investment, leadership, and company valuation. It delves into different investment approaches, market mispricing, economic theory, risk evaluation, and the impact of leadership on company struggles and global regulatory environments. The importance of steady decision-making, clear leadership, and the development of leadership discipline for founders is also highlighted.

Takeaways

Different investment approaches and perspectives

The impact of leadership on company valuation and risk evaluation

Chapters

00:00 Investment Criteria and…