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Seeking investments without using the ridiculous style-box approach. If I can make a return in excess of what I judge the risk to be, I'll invest. Over time, using a Kelly formula, I tend to weight positions from 2-10%. A diversified portfolio is a career-saving move, not an investment... More
  • Jeremy Grantham On Charlie Rose 0 comments
    Aug 6, 2013 12:57 PM

    Somehow I missed this 7/25 Grantham interview with the excellent question-asker Charlie Rose.

    A good part of the interview is a Malthusian rant on the state of the world.

    I take long term forecasts of doom and gloom with a large grain of salt. Remember those dot-com forecasts of growth compounded to infinity? The sunny optimists and sackcloth and ashes types equally deserve skepticism. (Y2k, anyone?)

    Recognize your bias, Bears.

    That being said, JG is a brilliant thinker and I've read most of what he has published the last several years.

    PS- the website above also has an interview with Crispin Odey who I've never seen interviewed before. Also worth a listen. I believe he mentored Hugh Hendry in his early years.

    Enjoy. AT.

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