Saturday, 22 November 2014

Weekend Links

Recent Hugh Hendry interview (part 1, part 2 and part 3). If you don't know him he is a London based macro manager and I really like his interviews/letters. There is a lot more videos of him on Youtube and here is his greatest hits (not one to mince his words)

Another talk from Guy Spier on his recent book. This one is at Boston College and runs two hours so there is a lot of great content covered

Great collection of articles/presentations from csinvesting on valuing growth

Bruce Greenwald talk on: Value Investing and the Mis-measure of MPT

Joel Greenblatt interviewed on Wealthtrack

Recently came across this great collection of talks from the London School of Economics' public lectures on various political/economic issues. You can access previous talks on their website which is great to browse through