Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years through his annual shareholder letters and meetings where he and his long-time business partner Charlie Munger answer questions for […]
Archives for July 2021
GREAT INVESTOR WARREN BUFFETT’S EVOLUTION INTO A GREAT MANAGER
Part 1 of 2
Buffett student and collaborator Lawrence Cunningham discusses his perennial bestseller, The Essays of Warren Buffett: Lessons for Corporate America, his multi-year project with one of the greatest investors of all time.
Investment Risks Warranting Protective Strategies
Part 2 of 2What does history have to teach us about the current geopolitical, economic, and investment environment? A great deal according to renowned historian Niall Ferguson. His thesis is that applying the lessons of history to contemporary events can result in better investment outcomes.One of the biggest, most consequential debates among economists, investors and […]
RENOWNED HISTORIAN NIALL FERGUSON OUTLINES THE INVESTMENT RISKS WARRANTING PROTECTIVE STRATEGIES
Part 2 of 2
Protecting ourselves against crisis risk, whether natural disasters or man-made with award-winning historian Niall Ferguson.
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Inflation Trajectory: Understand the History
If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in […]
FERGUSON: REAL-WORLD EXPERIENCE
A decade ago historian Niall Ferguson launched Greenmantle LLC, a macroeconomic and geopolitical advisory firm that advises top hedge funds and other investment firms on historical analogies to contemporary events to help them make informed investment decisions. He discusses the reasons and benefits of being in the investment business.