David Paradice, founder of Paradice Investment Management and manager of around $19 billion, sits down with Peter Switzer for a rare long-form conversation on what 26 years in the market has taught him. He explains why he hires generalists, why selling your mistakes matters, and the discipline behind selling GameStop at $30 before it ran to $400. Paradice argues government super policy is herding money into index funds and inflating expensive names like CBA, makes his case for a long-term metals super cycle and uranium, and explains why he would back a focused founder like Gerry Harvey, Solomon Lew or Andrew Forrest over a cautious board any day.
29 June 2026