Last month I sat down for an interview with Geoff Gannon from Gannon on Investing. Geoff is a superb value investor in his own right, and a student of the markets. He asked some fantastic questions, and we covered a great deal of territory in the 1 hour 15 minute interview. One subject we touched on was the issue of “bottom-up, fundamental” versus “top-down macro” investing styles, a topic that has received some attention overnight in the WSJ (see ‘Macro’ Forces in Market Confound Stock Pickers). Many thanks to Geoff for the opportunity.