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Outlook for Value Investing in 2025: Hidden Gems & Missed Opportunities
I’m afraid everyone’s going to tune out because you said, ‘Oh, value investing.’ And today investors are like, value investing, that’s something that’s gone. You don’t do that anymore. It doesn’t really work. And the fact of the matter is we are here to testify to the fact that it absolutely does work.
Jeffrey Gundlach with Tony Robbins on Societal Transformations and Market Valuations
Interest rates I believe will never go down to where they were back in the 2016 to 2020 period. Those were extremely low interest rates…
Virtual fireside chat and Q&A with value investor David Einhorn
The US market is about the most expensive that we’ve ever seen. The risk premium is roughly zero versus government bonds, which is unusual.
Paul Singer | Podcast | In Good Company | Norges Bank Investment Management
If I want to be risk averse, I have to be risk averse all the time, because markets never sit still. You can’t get bored by not losing serious money.
Kyle Bass: We win every time
May 2, 2025
In a tit for tat trade war, we win, every time. And I mean win, as in, the pain is much greater on their side than it is on our side.
Dalio Warns of US Debt Crisis ‘Heart Attack’ Within Three Years
Mar 7, 2025
If you don’t do it, you’re going to be in trouble. I can’t tell you exactly when it’ll come, it’s like the heart attack. You’re getting closer. My guess would be three years, give or take a year, something like that.
Asset management billionaire Rajiv Jain bets big on UAE, Saudi opportunities
Feb 22, 2025
The vast majority of investors, in my opinion, are not paying enough attention to what is happening in the GCC in terms of opportunities here. We have almost $3 billion invested in UAE.
Billionaire hedge fund guru Ken Griffin issues dire warning America is heading for trade disaster
Feb 16, 2025
The uncertainty and chaos created by the tariff dynamics between us and our allies is an impediment to growth.
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