JPMorgan’s Erdoes From Delivering Alpha: How The Pandemic Is Triggering Deglobalization
The more connected the world has become, the easier it has become for investors to look outside their home country to find alpha. However, the pandemic has resulted in a shift toward deglobalization. In an interview on CNBC's Delivering Alpha, JPMorgan Asset and Wealth Management CEO Mary Callahan Erdoes, Alibaba Executive Vice Chairman Joseph Tsai Read More
Seth Klarman delivers remarks at MIT in 2007. Instresting thoughts from Klarman on the housing market and investing opportunities. The timing could not be more exciting. These remarks were delivered close to the day of the peak of the stock market in 2007.
Full speech embedded below in scribd:
Seth Klarman MIT Speech2007