Howard Marks On Risk Assessment
Howard Marks has long been one of the more thoughtful voices in the investment community. In this brief video the subject of the discussion is risk. He has also authored a more extensive essay on the subject that is the best I have seen. If you are interested in seeing the more comprehensive treatment of this subject, please let me know.
Climate Science Is Not Settled
This discussion of climate science is rare in that it is thoughtful and not given to hyperbole.
Lawrence A. Cunningham, Berkshire Beyond Buffett: The Enduring Value of Values
Larry Cunningham’s newest book is sure to be dissected by Buffett watchers of all stripes. In this 44 minute video filmed on Google’s campus, the author provides about 20 minutes of prepared remarks then Q&A.
Former Fed Chief At Odds With How Central Bank Now Makes Policy
There is no shortage of skeptics with regard to the course of action the Federal Reserve Bank has charted at the moment. That is partly because the current environment is unlike anything we have seen before. When your critic is former Fed Chairman Paul Volcker, one should at least pay attention. I’m willing to bet every member at the current Fed has read this article.