REPLAY:
Best Ideas 2025

Discover great ideas at the 13th-annual edition of this online conference, hosted by MOI Global.

Members enjoy complimentary and exclusive access.

Enjoy the wisdom, insights, and ideas of selected thought leaders:

Why Every Investor Must Understand Capital Cycle Theory

We take you on a journey through capital cycle theory, as masterfully articulated by Edward Chancellor and Marathon Asset Management.

The Genius of Stan Druckenmiller: Lessons for Investors

We continue our Intelligent Investing 100 series with a program on the investment philosophy of legendary investor Stanley Druckenmiller.

Leading Family Office Investor Shares Strategy and Best Practices

We are pleased to share an interview with Saahill Desai of DS Advisors, a family office characterized by a patient, value-oriented approach.

Parallels Between the Hyperscalers and the Telecom Firms of the 1990s

The hyperscalers, by ramping up AI-related capital spending to unprecedented levels, have set themselves on a path of high capital intensity.

Palfinger: Largest Producer of Truck-Mounted Knuckle Boom Cranes

Gwen Hofmeyr of Folly Partners presented her investment thesis on Palfinger (Austria: PAL) for the benefit of MOI Global members.

Erling Sorensen on His Long Term-Oriented Investment Philosophy

We had the pleasure of speaking with Erling Sorensen, founder and portfolio manager of Aligned Capital Partnership, based in Melbourne.

Latticework 2023

In December, MOI Global members — along with a group of leading investors and CEOs — explored intelligent investing in a changing world.

Replay the Sessions

Member-Only Podcasts

We are delighted to launch member-only podcasts, enabling you to listen to exclusive MOI Global audio content in your favorite podcast player.

Access the Podcasts

MOI Global en Español

We are proud to have built an active and engaged Spanish-speaking community of intelligent investors in Spain, Mexico, and beyond.

Visit MOI Global en Español

European Investing Summit 2024

Discover Great Instructors and Great Ideas

Best Ideas Omaha 2025

On May 2, MOI Global members will enjoy a unique opportunity to meet and share ideas during the Berkshire Hathaway weekend.

We look forward to a terrific group of speakers. Past instructors have included Christian Billinger of Billinger Förvaltning, Scott Miller of Greenhaven Road Capital, Bob Robotti of Robotti & Company, Tom Russo of Gardner Russo & Quinn, Dave Sather of Sather Financial Group, Jeffrey Stacey of Stacy Muirhead Capital Management, Will Thomson of Massif Capital, Christopher Tsai of Tsai Capital Corporation, and Elliot Turner of RGA Investment Advisors.

Learn more.

The Zurich Project 2025

From June 3-5, a select group of fund managers and founders will come together for the seventh edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

Latticework New York 2025

In October 2025 members will meet at the Yale Club of NYC for the ninth Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Peter Keefe, Bryan Lawrence, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Guy Spier, Murray Stahl, Will Thorndike, Christopher Tsai, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

The Frankfurt Conversation 2025

In late 2025, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladiš, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Ideaweek St. Moritz 2026

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

From January 26-29, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fifth-annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from a past edition.

The Genius of Stan Druckenmiller: Lessons for Investors

March 21, 2025 in Audio, Equities, Featured, Latticework, Podcast, The Latticework Podcast

This recording is part of our series, Intelligent Investing 100. Every week we bring you a segment about a thought leader in the field of investing.

Overview:

  • Introduction: Who is Stanley Druckenmiller?
  • Early Career and Path to Soros
  • Soros Fund Management: Partnership and Philosophy
  • Black Wednesday: Breaking the Bank of England
  • Dot-com Bubble: Navigating Emotional Highs and Lows
  • Duquesne Capital: Three Decades of Unmatched Performance
  • Druckenmiller’s Family Office: Insights from 2020 to 2025
  • Comparing Titans: Druckenmiller, Soros, Buffett, and Dalio
  • Conclusion: Key Lessons from Druckenmiller’s Investment Legacy

This episode was recorded on March 20, 2025:

We continue this series with a program on the investment philosophy of legendary investor Stanley Druckenmiller.

Druckenmiller’s name resonates deeply with those who have spent time navigating the complexities of financial markets. Revered by fund managers of all stripes, Stan’s legacy is defined by an astonishing track record — nearly 30% annual returns over three decades without a single losing year.

This episode provides a deep-dive into Druckenmiller’s life, methods, and philosophies, tracing his journey from humble beginnings in Pittsburgh to becoming one of the greatest investors of all time. Instead of being another biography, it’s an exploration for investors looking to dissect the strategies that elevated Druckenmiller to near-mythical status in investing circles.

You’ll discover how he seamlessly blended fundamental analysis with global macro insights to execute trades with remarkable foresight and agility. We pay particular attention to defining moments — such as his partnership with George Soros at the Quantum Fund, their bet against the British pound during the 1992 “Black Wednesday” crisis, and the emotional rollercoaster of the dot-com bubble. Each of these stories reveals insights into Druckenmiller’s strategic thinking and psychological discipline.

While we admire Druckenmiller’s investing genius, this program doesn’t shy away from his missteps and hard-earned lessons, especially from the tumultuous period around the 2000 market crash. These experiences showcase his humility and risk management principles, which have allowed him to sustain and compound wealth.

We also provide a comparative analysis of Druckenmiller’s investing style against those of other legendary investors — Soros, Buffett, and Dalio. This perspective clarifies what sets Druckenmiller apart.

As background, enjoy this 1994 interview of Soros and Druckenmiller:

In an era marked by volatility and macro uncertainty — from the pandemic-induced market swings to inflationary pressures and interest rate moves — Druckenmiller’s recent insights offer lessons for navigating a rapidly changing market. We hope this contemporary perspective makes the program especially valuable for those managing portfolios in the current encvironment.

Join us for this exploration into both the art and science of investing, unpacking the brilliance and discipline that define Stan’s extraordinary career.

Our Favorite Long-Form Druckenmiller Interviews

2024:

2018:

2016:

2013:

Visit the Charlie Rose website to watch the interview.

Replay:
Latticework 2023

On December 12, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in a changing world.

Members enjoy complimentary and exclusive access.

MOI Global

The research-driven membership organization of intelligent investors worldwide

MOI Global