The Conscientious Investor
Full Transcript - Episode 19
Vaccine hopes and fears, currency concerns, and what's in a name? Plus Miss Elle tells us why she likes Christmas.
Plus - Pedro Vilela talks about his decision to step out of management consulting and launch his own venture capital impact investment business.
G: So, Happy Christmas everybody!
J: Merry Christmas!
L: Merry Christmas, São Paulo!
J: Yay, ho, ho, ho!
G: Merry Christmas Miss Elle!
L: Ho, ho ho.
G: Ho, ho, ho!
G: So, here we are with our Christmas episode, I guess this is.
J: Ho, ho, ho. So, Gee, what...what do you plan to do this Christmas?
G: What do I plan to do? I plan to celebrate the fact that it’s Christmas, and we have a vaccine, and hopefully next year will be different to 2020.
J: Nice. Erm, do you eat any special food in England for Christmas?
G: We have very much what you normally have at Thanksgiving, actually. We have turkey, we have stuffing, we have roast potatoes, we have...um...
J: Do you have cranberries?
G: We don’t usually have cranberry sauce. We normally have cranberry sauce with lamb. That is traditionally our Christmas meal, yes.
J: Yeah...I’d...I’d say ours is...at least my family’s...is typically turkey and stuffing. Yeah, it’s very similar to Thanksgiving, in many ways. It’s just bigger and better.
G: Yeah, it’s kind of strange for the Americans cos it’s like only a few weeks apart between Thanksgiving and Christmas isn’t it?
J: And, we’re basically eating the same bird twice!
G: Yes. So, you can just freeze it for a couple of weeks and get it out again – eat the other half!
J: Ergh! That doesn’t sound so good.
G: And you? What are you planning for Christmas this year?
J: Well, I’m...I’m going to travel to the interior. We have a house in the interior. I’ll stay there for...er...probably about a week, and then I’m going to go to the beach.
G: Ah, which beach?
G: Santos is good.
G: I like Santos.
J: Yes, Santos is nice. There’s...there’s a big city with lots of good restaurants.
G: And it’s nice at New Year there, too, isn’t it?
J: It’s wonderful. They...they have got fireworks. They have got really good fireworks.
G: So, that sounds like a good time! I bet you are looking forward to that.
J: I am. So, what do we have today for the pod, Gee?
G: Well, the main thing we have today for the pod is we have a gentleman coming in called Pedro Vilela.
J: Pedro Vilela?
G: Yes. He is...
J: Is he Spanish?
G: He is actually a Brazilian chap who I have known for a little while and he is going to tell us all about his business, which is investing in eco-friendly and responsible businesses. ‘Positive impact’ businesses, I think he calls them.
G: So, we’ll hear all about that and how he’s getting on in trying to change the world, cos he is quite an interesting chap, actually.
J: Well, it should be good fun then?
J: I’m looking forward to that.
G: ...I imagine we’ll have a bit of Guru and probably a bit of What Caught My Eye and...
J: And probably...
G: A bit of Laurie in the background. Miss Elle, sorry. I shouldn’t call her Laurie.
G: A bit of Miss Elle in the background.
J: Yes, she’s her ever-present self.
G: Omni...omnipresent...omnipres...er...one of those words, anyway.
G: So, let’s get going!
G: So what...what caught your eye, this week, Jay?
J: Well, my top story is actually important.
(more to follow)