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Seth Klarman: We've Had An Everything Bubble...
In this episode I summarize and discuss a recent interview with legendary value investor Seth Klarman. During the interview Klarman discussed the “Everything Bubble” he sees unwinding, the investing opportunities that’s bringing, the nature of value investing in relation to growth, buying quality companies at the right price, how to get an edge in the competitive investing environment today, technology investing in inefficient markets, Bitcoin, the current macroeconomic environment, and more. Timestamps: 00:00 Seth Klarman Intro 00:37 Security Analysis revised 00:59 The Everything Bubble…
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