David Einhorn’s is Cautious on Economy: $GLRE Call

0
David Einhorn’s is Cautious on Economy: $GLRE Call
David Einhorn InsiderMonkey (CC BY-ND 2.0)

David Einhorn's is Cautious on Economy: $GLRE Call

 

 

Seth Klarman Describes His Approach In Rare Harvard Interview

Seth KlarmanIn a rare interview with Harvard Business School that was published online earlier this month, (it has since been taken down) value investor Seth Klarman spoke at length about his investment process, philosophy and the changes value investors have had to overcome during the past decade. Klarman’s hedge fund, the Boston-based Baupost has one of Read More

David Einhorn is Chairman of Cayman Islands-based reinsurer, Greenlight RE. The company announced earnings today and Einhorn spoke on the conference call.

He noted he was bullish on stocks but:

“This enthusiasm is tempered by our continued concern about the structural sovereign-debt problems in Europe and Japan, a slowing Chinese economy, and high oil prices and general inflation connected to the Fed’s continued insistence on maintaining an emergency zero percent interest-rate policy, which we believe is no longer useful or effective.”

The full interview can be listened to at the link below:

GLRE call

Updated on

No posts to display