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Earlier this month, Consuelo Mack interviewed Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management. Mauboussin is also the author of More Than You Know: Finding Financial Wisdom in Unconventional Places (Read my review here) and Think Twice: Harnessing the Power of Counterintuition. In this interview, Mauboussin discusses the importance of doing less, the roles of psychology, skill and luck in investing. I have embedded the full video here, but . . . Don’t let this one slip by unnoticed. This is a big step in the right direction: Washington —The United States has ended a 30-year tax subsidy for corn-based ethanol that cost taxpayers $6 billion annually, and ended a tariff on imported Brazilian ethanol. Congress adjourned for the year on Friday, failing to extend the tax break that’s drawn a wide variety of critics on Capitol Hill, including Sens. Tom Coburn, R-Okla., and Dianne Feinstein, D-Calif. Critics also have included environmentalists, . . . Here’s the ever-awesome Kyle Bass (of Hayman Capital Management) at AmeriCatalyst 2011. He discusses potential timing and magnitude of sovereign defaults. Read Bass’ annual letter here. Feed subscribers may have to come to the site to watch this. Jim Rogers was recently interviewed on Australia’s Finance News Network. In the video embedded below (feed subscribers may need to come to the site to view it), Rogers provides his outlook for the United States, Europe and China in 2012. I don’t agree with all of Rogers’ views (especially on Gold), but I am a fan of his and I would highly recommend his books on commodities and international investing (Hot Commodities, Investment Biker, and Adventure . . . In case you haven’t seen this, Steven Drobny of Drobny Global Advisors recently interviewed the great Hugh Hendry of Eclectica Asset Management at the LSE’s Alternative Investment Conference about a month ago. As with everything involving Hugh Hendry, this hour-long discussion is frank, contrarian, informative and highly entertaining. Below I’ve embedded the full video (Feed subscribers may need to come to the site to watch). Enjoy |
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