# Finance, Economics and Management with Matt Taylor - #11

Page: https://stenobird.com/podcast/the-aspiring-stem-geek-7042899/finance-economics-and-management-with-matt-taylor-11
Text version: https://stenobird.com/podcast/the-aspiring-stem-geek-7042899/finance-economics-and-management-with-matt-taylor-11.md
Podcast: [The Aspiring STEM Geek](https://stenobird.com/podcast/the-aspiring-stem-geek-7042899)
Published: 2025-05-02T15:06:01+00:00
Episode link: https://podcasters.spotify.com/pod/show/adrian-doli/episodes/Finance--Economics-and-Management-with-Matt-Taylor---11-e329oeu
Audio file: https://anchor.fm/s/f81a1bb8/podcast/play/102080414/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-4-2%2F399470087-44100-2-a620fc21a7e23.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-aspiring-stem-geek-7042899/episodes/finance-economics-and-management-with-matt-taylor-11
Duration seconds: 5821

## Resource

In this episode I talk with Matthew Taylor. Matt is a portfolio manager with over 20 years of experience in the financial industry. We discuss how Matt became interested in finance & economics, Bell Labs, Matt's time as a consultant in the Utilities industry, investing during the Russian default & Asian currency crisis, private equity, hedge funds, the business of AI and book recommendations. Hope you enjoy! CONNECT: LinkedIn: https://www.linkedin.com/in/adrian-dolinay-frm-96a289106/ GitHub: https://github.com/ad17171717X: https://twitter.com/DolinayG Odysee: https://odysee.com/@adriandolinay:0 Medium: https://medium.com/@adriandolinay PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-aspiring-stem-geek/id1765996824 Audible: https://www.audible.com/podcast/The-Aspiring-STEM-Geek/B0DC73S9SN?source_code=ASSGB149080119000H&share_location=pdp iHeart Radio: https://iheart.com/podcast/202676097/ Spotify: https://open.spotify.com/show/60dPNJbDPaPw7ru8g5btxV?si=26e034e416f446d8 BOOK RECOMMENDATIONS: From Third World to First: The Singapore Story The Idea Factory by Jon Gertner Stuck by Yoni Appelbaum The Autobiography of Malcolm X |-Video Chapters-| 0:00 - Intro 1:34 - Growing up in an Academic family 2:48 - Bell Labs 6:02 - Matt's initial interest in Finance & Economics 11:05 - Studying Economics in Swarthmore College 12:25 - Philadelphia's Rise & eventual struggles with deindustrialization 15:04 - Matt's time in the Electric Utility industry 19:04 - The financial/economic regime during the 1990's 23:30 - China's Manufacturing Sector 26:40 - Software as the driver of manufacturing 28:04 - Value investing during the Dot Com Bubble bust 31:37 - Portfolio Management 35:45 - Finance from different perspectives 38:38 - Innovation in South East…

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