james montier

Thought-leading investor James Montier, PM at GMO, has just recorded an exclusive Q&A for European Investing Summit 2012!

The rare 47-minute session with James is packed with insights on Europe and provides a practical guide on applying Montier’s Seven Immutable Laws of Investing to the Eurocrisis. The fully on-line European Investing Congress will take place October 9th and 10th, where Montier will be speaking, Click to register for European Investing Congress.

Here are two free excerpts for your enjoyment:

Montier on the case for dividend swaps:

Montier on the challenges facing Europe: