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  • Gundlach Interview By Barry Ritholtz: Run, Don't Walk To This Interview...!

    I'm excited about this new interview format for Bloomberg. I was an early fan of the long-interview format as used in the "Market Wizards" series, as well as Kate Welling's interviews when I could find them. Soundbites are useless for investing, in my opinion. Many interviews are tightly scripted to deliver a small amount of information and make the guest or host look smart with 2-3 'names' and no rationalization whatsoever. Typically the best lines are the throwaway's that never make it into an edited interview. (Example: at the BRK.B meeting several years back Charlie said the only people worried about Global Warming were 'Pot-smoking journalism students!' Never a whisper in the press about that gem.)

    Ritholtz is also someone who is prolific in his work and posts and I'm looking forward to hearing all the future interviews he has lined up.

    Summary:

    "Jeff Gundlach has become one of the bond market's most influential and savvy investors. His firm,Double Line Capital, manages about $50 billion. Gundlach says that he didn't even know what a bond was when he began his career decades ago. Listen to the rest of my interview with Gundlach here.

    This is the debut offering in a new series, "Masters in Business," that I've created with Bloomberg Radio and Bloomberg View. Our goal is to turn the usual Wall Street interview show upside down by ignoring short-term market concerns. Instead, we'll speak with the people behind the ideas that shape markets, drive investing and influence the economy. "

    LINK HERE for Ritholtz page, I recommend the 'SOUNDCLOUD' link as BB seems to be still getting their links in place.

    Jul 14 3:29 PM | Link | 1 Comment
  • Joel Greenblatt And The New Gotham Funds.

    The Brooklyn Investor is a great blog. Good writing with a heavy value bias but not a slave to the Greats. Willing to examine with a critical eye.

    His take on the (relatively) new Gotham Funds:

    What To Do in this Market II: Gotham Funds
    Jun 12 12:00 PM | Link | Comment!
  • Eisenhower Takes Responsibility For The Failure Of The D-Day Landings

    Non-investment post in honor of the D-Day veterans who served our country. Eisenhower's unsent (thank God!) message accepting the responsibility for the failure of the invasion. http://static.cdn-seekingalpha.com/uploads/2014/6/6/saupload_failure-message.png

    The transcript follows:

    'Our landings in the Cherbourg-Havre area have failed to gain a satisfactory foothold and I have withdrawn the troops. My decision to attack at this time and place was based on the best information available. The troops, the air and the Navy did all that bravery and devotion to duty could do. If any blame or fault attaches to the attempt, it is mine alone.'

    In this era of spin and staying 'on-message' it's refreshing to remember what true leadership is/was like. AT.

    Jun 06 2:32 PM | Link | Comment!
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