# Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas

Page: https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/yaron-naymark-on-his-investment-philosophy-highest-conviction-ideas
Text version: https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/yaron-naymark-on-his-investment-philosophy-highest-conviction-ideas.md
Podcast: [This Week in Intelligent Investing](https://stenobird.com/podcast/this-week-in-intelligent-investing-744474)
Published: 2025-10-13T20:53:13+00:00
Episode link: https://twiii.podbean.com/e/yaron-naymark-on-his-investment-philosophy-highest-conviction-ideas/
Audio file: https://mcdn.podbean.com/mf/web/63srgnwfiij5bx8i/pod-with-yaron-auphonic.mp3
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JSON: https://stenobird.com/v1/public/podcasts/this-week-in-intelligent-investing-744474/episodes/yaron-naymark-on-his-investment-philosophy-highest-conviction-ideas
Duration seconds: 4199

## Resource

In this episode, host Elliot Turner welcomes Yaron Naymark, founder and Portfolio Manager of 1 Main Capital. Yaron shares his origin story as a hedge fund manager, discusses his investment philosophy, assesses the current market environment, and dives into his highest-conviction and newest ideas.

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## Transcript

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