Value Investing, Videos

David Merkel Talks Investment Process, Value Investing On RT

My Time on RT America’s Boom Bust by David Merkel, CFA of The Aleph Blog.

You can never quite tell where blogging may take you.  I know that if I lived near New York City, some opportunities would open up that presently aren’t likely.  Living near Baltimore/DC has had its share of opportunities, though.

David Merkel Talks Investment Process, Value Investing On RT

In general, if I get asked to appear somewhere, I’ll try to make time on my schedule for doing so, whether it is:

  • Internet TV
  • Internet Radio
  • Local Radio
  • Fox Business News (with Cody Willard)
  • Speaking at a local High School
  • Speaking to a local College
  • Speaking to meetings of the Society of Actuaries, local Actuarial Societies, local CFA Societies, etc.
  • Talking to the staff at SIGTARP, giving a lesson on how insurance companies work
  • And more… if someone had told me all of the things that I would do as a result of saying “yes” to Jim Cramer’s invitation to write for RealMoney.com eleven years ago, I would have been surprised.  The thing I would have been most surprised at would have been the total amount of words that I have written.  I viewed myself eleven years ago as a mathematical businessman, but not a writer.

About five days ago, I was invited to appear on RT America’s show Boom Bust.  What I did not know at the time was that Ed Harrison of Credit Writedowns was behind getting me onto the show.  I’ve known Ed for some time — he was one of the original attendees at the only Aleph Blog Lunch.

I also didn’t know what I would be talking about on the show, so when I got pulled into the makeup room (me?) ten minutes prior to airtime, I was saying to myself, “I guess I have to ‘wing it.’”  Then Ed popped his head through the door and said “Hi,” and explained everything to me.  What a relief!  I went back to the Green Room, scribbled out a few notes — not that I could take it with me, but just to get my mind in order for what I *might* be asked about.

As it was, it went fast, like every other time that I have been on live TV or radio.  What was eight or so minutes felt like two.  Are there things I would have said differently with more composure?  Yes.  But that’s part of the fun of it: thinking on your feet, because I knew little about what the actual questions would be.

If you want to, enjoy watching the video of RT America Boom Bust.  My particular portion is on from 3:30 to 12:00 or so.  Ed Harrison is on at the end.  I stayed to watch that segment live, and talk with Ed and the charming host Erin Ade afterwards.  It was a fun end to my workday.