The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
More Videos
Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
Watch Now
AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
Watch Now
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Watch Now
