“The U.S. economy felt like a balloon in search of a needle” – Part II
Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade? How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks? Robert Mark (RM): The…
