Macro and markets
11 interviews, newest first.
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Winter 2019
Glenn Hubbard & Joseph Stiglitz
Columbia Business School, Columbia University
Two former chairmen of the Council of Economic Advisers, CBS dean Glenn Hubbard and Nobel laureate Joseph Stiglitz, on index funds, Jerome Powell's first stretch at the Fed, where the economy is fragile, and secular stagnation.
Macro and markets -
Winter 2018
Leon Cooperman
Omega Advisors
Lee Cooperman on his fight with the SEC, passive investing, his relationships with other managers, and what matters to him outside the markets.
Career adviceMacro and markets -
Fall 2017
Howard Marks
Oaktree Capital Management
Howard on the rise of passive and quant strategies and what happens to price discovery and second-level thinking if they keep growing. He also talks about standing apart from the herd and investing in emerging markets.
Macro and marketsInternational -
Winter 2017
Rupal Bhansali
Ariel Investments
Ariel's CIO of international and global equities on applying Buffett's lessons abroad and why Soros's idea of reflexivity helps explain financial crises.
InternationalMacro and markets -
Fall 2015
Jane Siebels
Siebels Asset Management Research
Jane grew up around commodities. She shares her outlook for commodities and emerging markets and explains her open, outsourced research platform.
Macro and marketsInternational -
Winter 2014
Jim Grant
Grant's Interest Rate Observer
Jim on a career in financial journalism, why the global financial system needs an overhaul, and how skepticism makes better journalists and investors.
Macro and marketsCredit -
Spring 2013
Paul Isaac
Arbiter Partners
Walter Schloss's nephew on growing up around value investors, investing abroad, an illiquid idea in regional banks tied to Crédit Agricole, and the risks when the Fed stops its extraordinary support.
InternationalFinancialsMacro and markets -
Winter 2013
Frank Martin
Martin Capital Management
Frank picks stocks bottom-up but spends a lot of time on the macro picture. He explains his conservative positioning and the behavioral traps he works to avoid.
Macro and marketsPortfolio construction -
Winter 2012
Sam Zell
Equity Group Investments
Sam on investing through different business cycles and his knack for spotting supply-and-demand imbalances that others had missed.
Real estateMacro and markets -
Summer 2009
Paul Sonkin
Hummingbird Value Fund
Paul compares the post-Lehman panic to 9/11, explains why he thought the expected 'next shoe' wouldn't drop, and talks about Avantair taking share from NetJets.
Small capsMacro and markets -
Winter 2009
Michael Mauboussin
Legg Mason
Legg Mason's chief investment strategist on investor behavior, how it moves prices, and his view of the market in late 2008.
Macro and markets