In this 2+ hour conversation, Bill Miller and William Green discuss investing in today’s beaten-down market, covering topics including,
3:20 | Why war, inflation, and rising interest rates mean we may be in a new investment environment. |
6:00 | Why plunging prices and widespread pessimism could be buy signals. |
8:00 | Stocks that seem inexpensively priced. |
11:20 | How to handle the emotional pressure of brutal downturns in financial markets. |
19:10 | How Bill Miller came to be the biggest individual shareholder of Amazon not named Bezos. |
30:40 | Why he’s bullish about Chinese tech and internet stocks including Baidu and Alibaba. |
49:40 | A discussion about Bitcoin and what prominent investors don’t understand about cryptocurrencies. |
1:49:30 | A discussion of his plans to retire including the transition of his firm to Samantha McLemore and Bill Miller IV. |
2:03:00 | What gives him satisfaction when he looks back on his career as a legendary investor. |
For the full interview, visit the Richer, Wiser, Happier podcast website.
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