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.
Greenbackd on “Investor Questions Podcast” with Geoff Gannon
September 24, 2010 by Tobias Carlisle
Great interview – lots of interesting insights in this one. I also highly recommend listening to the other podcasts on there also (Jon Heller’s is also excellent).
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Thank you. Yes, they are all excellent. I’m very happy to be in that company.
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love the automatically generated “Possibly Related Post”
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