At a University of Virginia symposium in late April, Paul Tudor Jones responded to a question about why the panel only featured “rich, white, middle-aged men.” Tudor responded by saying that trading requires intense focus, which he believes many women lose when they have children. The panel featured (from left to right) U-Va. professor David Mick, Paul Tudor of Tudor Investment Corporation, Julian Robertson of Tiger Management, John Griffin of Blue Ridge Capital and...
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Kyle Bass, Hayman Capital Management, says rational investors are starting to sell Japanese government bonds. Kyle Bass CNBC interview video and computer transcript below Transcript: holders of jgbs? again, it’s such a paradox. if the constituency believe fls the plan, which i think many people are believing. many are believing that the d.o.j. will be successful, or at least partially successful in generating some growth. then the rational investors will sell only bonds. there’s...
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Harris Associates CIO for International Equities David Herro discusses emerging markets with Trish Regan on Bloomberg Television’s “Street Smart.” The famous value investors discuss the case AGAINST emerging markets in this interview with bloomberg. David Herro interview below 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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Today’s Fed Minutes showed no consensus among Federal Reserve officials. Jim Grant, Grant’s Interest Rate Observer, shares his reaction. Jim Grant discussed the Fed and Apple bonds being a possible top in a CNBC interview this afternoon with Kelly Evans. 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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Michael Novogratz, principal at Fortress Investment Group LLC, talks about the global economic and market outlook and investment strategy. He speaks with Erik Schatzker from the Skybridge Alternatives Conference in Las Vegas on Bloomberg Television’s “Market Makers.” (Source: Bloomberg) 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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In this video interview with Opalesque TV Bob Rice, Alternatives Editor at Bloomberg and Managing Director of Tangent Capital Partners, discusses alternative investment strategy and doesn’t shy away from strong thoughts on delicate industry issues. He speaks about separating beta from alpha and discusses a logical fee structure that has been absent the alternative landscape for the most part. He addresses Harry Markwoitz and Modern Portfolio Theory head on by taking apart core precepts,...
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When will QE end? Bernanke is set to testify before Congress. Is tapering coming soon? And a discussion of whether the Fed will end the rally, with Jon Hilsenrath, Wall Street Journal, known as probably the best source on Fed policy. Below is the video of the interview with CNBC (5/21/2013). Jon Hilsenrath Here’s what Bernanke will say 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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Tim Cook got grilled by congress for legally using the tax code they created to avoid paying taxes. Below is his full testimony (videos and computer generated transcript) before the ‘honorable’ Senators who tried to make a good show for their constituents. The statements of both CEO Tim Cook and CFO Peter Oppenheimer can be found at the end embedded in scribd. Current Corporate Tax Code Hurting Economy? Senator Rand Paul (R-KY) said he...
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Facebook Inc. (NASDAQ:FB) could easily have bought Tumblr Inc. if it wanted to, but the social networking giant didn’t. The Mark Zuckerberg led company has experience, capital and necessary expertise. Its visual advertising in feeds generates billions of dollars every year. That’s exactly what Tumblr dreamed of becoming, says Jason Stein of CNBC. Before Yahoo! Inc. (NASDAQ:YHOO) announced its acquisition of Tumblr for $1.1 billion, there were reports that Facebook Inc. (NASDAQ:FB) may come up with its own...
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Michelle Leder first became interested in SEC filings early in her career, while writing about a small Florida bank that was engaged in aggressive accounting during the last real estate boom. As a reporter, and later editor, she spent 10 years at daily newspapers in Florida, Connecticut and New York. As a freelance business journalist, her work has appeared in BusinessWeek, The New York Times, Portfolio and Slate, among others. Leder has appeared on...
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Wilbur Ross, the billionaire founder and chairman of WL Ross & Co., discusses Spanish banks, France and investment in surrealist art. He speaks with Francine Lacqua and Manus Cranny on Bloomberg Television’s “The Pulse.” (Source: Bloomberg) 'Get ValueWalk's Daily Edition By Email and Never Miss Our Top Stories'
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