Archive for the ‘Great Investors’ Category
Thanks to Barry Ritholtz at The Big Picture for posting some truly fantastic videos of CNBC’s Squawk Box. It’s the first time I’ve heard either Einhorn or Ackman speak and it was a treat. THAT is what I want to be like when I grow up.
Not long ago (maybe around December), I had the absolute pleasure of sitting down for lunch with David Richards (and one of his prior colleagues I admire dearly whom I consider to be a true mentor). Once in a while, you know you are in the presence of greatness. I knew that when I met Robert Zoellick and I knew that when I met David Richards. I was so enthralled in what David had to say I could do little more than sit there and nod my head excitedly. At one point he stopped and asked me what I thought about the markets. I confessed I had only been thinking about them for less than two years and he encouraged me to go on.
I’d like to hear a fresh perspective.
I told him I thought credit markets were generally overpriced and was worried about the rift in value between physical and financial assets. I wanted to talk as little as possible and just be a sponge.
Almost by random, I just stumbled on an interview David recently gave, including some of his thoughts on recent events. Since I’m such a fan of his, I’ll include a link here and the full text of the interview after the jump.