John Paulson gave a speech two days ago at the Chinese Finance Association, where he discussed gold, inflation, the outlook for the economy, and where he is currently is investing.
John Paulson doesn’t think gold is a bubble, why not?
A picture is worth a 1,000 words, right? See below:
Seth Klarman: Investing Is Art First, Craft Second And Science Third
Seth Klarman is considered to be one of the best value investors of all time. Unfortunately, he does not give many interviews or lectures. Q2 2020 hedge fund letters, conferences and more Luckily, those interviews and speeches that he does give are stuffed full of information and highly insightful comments that value investors can learn Read More
(Disclosure: No position in gold)
H/T to Business Insider