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The Education of a Value Investor  

The Education of a Value Investor

Author: Guy Spier

I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
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Language: en

Genres: Business, Investing, Management

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My first clinical Trial: 5-ALA & Glioblastoma re-irradiation
Episode 59
Thursday, 23 April, 2026

For the first time, investor Guy Spier steps outside the world of finance to share a deeply personal conversation—with the doctors who treated him.   Recorded at the University Hospital Münster, this discussion with neurosurgeon Dr. Michael Müther and radiation oncologist Dr. Niklas Pepper explores the frontiers of brain cancer treatment, focusing on glioblastoma and a groundbreaking clinical trial combining 5-ALA (Gliolan®) with radiotherapy.   Topics covered:   What glioblastoma is and why it’s so difficult to treat The Stupp protocol and why recurrence is common How 5-ALA fluorescence surgery helps surgeons “see” tumors The role and evolution of radiotherapy and re-irradiation A new approach: radiodynamic therapy (5-ALA + radiation) How clinical trials work (Phase I, dose escalation, safety focus) Why patient participation is critical to medical progress   The conversation also explores the human side of medicine:   Should patients deeply engage with their disease—or not? The role of mindset, movement, and psycho-oncology How doctors balance research, clinical care, and uncertainty   This is a rare, candid look at how modern medicine advances—from lab to patient—and the people behind it.   Chapters: 00:00 Introduction 03:10 What is glioblastoma? 06:00 5-ALA and fluorescence-guided surgery 12:37 Radiotherapy explained 17:39 Re-irradiation and treatment evolution 23:50 The new clinical trial (radiodynamic therapy) 35:48 How clinical trials work (Phase I, dose escalation) 45:39 Collaboration in cancer research 53:32 Why Germany leads in this field 59:03 Patient involvement in research 01:01:41 The psychology of disease 01:06:32 Final thoughts   Transcript to the whole episode is available here: https://aqfd.docsend.com/view/5gbyupsrddq9ieda   Disclaimer: Nothing contained herein constitutes or should be construed as medical advice. No representations or warranties are made regarding the accuracy or completeness of the information, and it should not be used as a substitute for consultation with a licensed healthcare provider.

 

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