“The U.S. economy felt like a balloon in search of a needle” – Part II
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“The U.S. economy felt like a balloon in search of a needle” – Part II

ByClaudio Grass

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…

“The U.S. economy felt like a balloon in search of a needle” – Part I
| | | | | |

“The U.S. economy felt like a balloon in search of a needle” – Part I

ByClaudio Grass

Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and the full scale of the damage caused by the lockdowns and the shutdowns become undeniable,…