Jul 21, 2015

Carl Ichan – Telling (his) Truth to Power

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You don’t often get to see titans of industry wriggle in their chairs like this. Carl Icahn┬áhas a gift for both investing and making people in high places squirm.

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Dec 29, 2014

Elliot Management – Paul Singer Interview

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Also from the NYT Deal-book Conference, an interview with Elliot Managements founder Paul Singer. I think there is a lot of truth to what he says about governments implicitly or explicitly allowing central bankers to do the heavy lifting in terms of economic policy.

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Nov 24, 2013

The Economic Machine – Ray Dalio

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Found via www.valueinvestingworld.com, a great video coming out of Bridgewater covering everything 99.9% of people will ever need to know about macro economics. The production quality is superb, we should all thank Mr. Dalio for sharing this.

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Nov 3, 2012

Bridgewater, Dalio and The Gospel of Diversification – Post-Modern Value Investing?

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Hurricane Sandy is bearing down on New York City and the only silver lining is an early market close has given me the leisure to open up The Alpha Masters by Manet Ahuja. I’ve only just finished the first chapter covering Ray Dalio but already there are things worth sharing. For those who don’t know, […]

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