From Manual of Ideas. For free trial of The Manual of Ideas go to http://www.manualofideas.com/pmr.html.
Exclusive Interview with Guy Spier, CEO of Aquamarine Capital, Zurich, Switzerland, November 18, 2011 (~47 minutes, some good Thanksgiving day watching).
In the interview, Guy Spier, toted value hedge fund manager; discusses European crisis, opportunities in banks, Japan, and more.
Guy’s awesome track record below followed by the full video (good notes on the video at Bottom up Analysis: