•  

TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon

0
0

On today’s episode, Clay is joined by François Rochon to discuss how he’s managed to vastly outperform the market over the past 30 years. Since he started the Rochon Global Portfolio in 1993, his annual returns net of fees have been 13.6%, versus 9.2% for the benchmark.

François’s investment approach is firmly rooted in three principles — patience, humility, and rationality — which are discussed in depth during this conversation.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:17 - What led François to hiring Jean-Philippe Bouchard.

06:19 - The foundational investment principles of Giverny’s approach.

10:23 - How François realized so early in his career that you can’t predict the stock market.

19:53 - The tribal gene that sets 5% of investors apart from the rest.

29:29 - How we can be prepared for declines in the stock market.

35:37 - Why his biggest investment mistakes are mistakes of omission.

40:54 - How François views Berkshire Hathaway’s role in his portfolio.

45:27 - How François assesses the strength of a brand.

56:02 - His view on the valuation of today’s market.

68:15 - Why François is so passionate about investing.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


No comments yet...
Log in to comment
0 0 0
2026-04-05

TIP805: Stock Market Maestros w/ Kyle Grieve

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winn…
0 0 0
2026-04-03

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a spe…
0 0 0
2026-03-29

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and d…
0 0 0
2026-03-27

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as present…
0 0 0
2026-03-22

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investor…
0 0 0
2026-03-20

TIP800: Navigating an AI-Driven Market w/ François Rochon

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key …

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts

Recent visits Your last viewed items