Money and Finance
- Warren Buffett, Charlie Munger, And Bill Gates On Cnbc
Links to videos: 10-year not part of my strategy: Buffett Buffett: Generally fighters not invited on boards I don't want to embarrass Coca-Cola: Buffett We will never do a hostile deal: Buffett Buffett: Mary Barra is made for the job Buffett on BofA...
- Charlie Munger Speech At Usc - May 2007
Just in case any readers haven’t watched or read this speech in a while. This speech is also in the third edition of Poor Charlie’s Almanack, and I took some notes on it when I first watched it HERE. Links to videos: Charlie Munger Speech at USC -...
- Beating Inflation…
Via notes from Berkshire Hathaway’s 2010 Annual Meeting: Question: What are key metrics you look for on inflation, and catalysts for a future rise? Warren Buffett: You give me credit for more brainpower than I actually bring to the question. You can’t...
- Santangel's Review: Transcript Of Charlie Munger's 2010 Talk At Harvard-westlake School
One of the things that really stood out to me when I watched this a couple of years ago was the comment from Munger about how well he knew Howard Marks. I hadn't previously realized they were as close as they might be. Munger Talk at Harvard-Westlake...
- Berkshire, Buffett, And Munger Links
Before I leave for the Berkshire Hathaway Annual Meeting tomorrow, I thought I’d post some of the more popular and/or recent Warren Buffett and Charlie Munger links. Warren Buffett Videos from CNBC (March 2010) Berkshire Hathaway Speaks Out About Kraft's...
Money and Finance
Charlie Munger on future inflation
I re-watched the talk with Charlie Munger at Harvard-Westlake (from January 2010) last night on DVD and thought Munger's inflation comment was worth mentioning. After talking about how he knew the derivative and mortgage mess was going to very badly, but that he didn't know when, he then answered the part of the question about inflation using a similar framework. Here's the quote from the Santangel's Review Transcript which captured the essence of it:
"I knew we’d have a hell of a mess eventually. I just didn’t know when it was coming. I think I know eventually we will have a hell of an inflation mess, but I can’t tell you when it is coming. It could be way in the future. But I think eventually you’ll have it."
- Warren Buffett, Charlie Munger, And Bill Gates On Cnbc
Links to videos: 10-year not part of my strategy: Buffett Buffett: Generally fighters not invited on boards I don't want to embarrass Coca-Cola: Buffett We will never do a hostile deal: Buffett Buffett: Mary Barra is made for the job Buffett on BofA...
- Charlie Munger Speech At Usc - May 2007
Just in case any readers haven’t watched or read this speech in a while. This speech is also in the third edition of Poor Charlie’s Almanack, and I took some notes on it when I first watched it HERE. Links to videos: Charlie Munger Speech at USC -...
- Beating Inflation…
Via notes from Berkshire Hathaway’s 2010 Annual Meeting: Question: What are key metrics you look for on inflation, and catalysts for a future rise? Warren Buffett: You give me credit for more brainpower than I actually bring to the question. You can’t...
- Santangel's Review: Transcript Of Charlie Munger's 2010 Talk At Harvard-westlake School
One of the things that really stood out to me when I watched this a couple of years ago was the comment from Munger about how well he knew Howard Marks. I hadn't previously realized they were as close as they might be. Munger Talk at Harvard-Westlake...
- Berkshire, Buffett, And Munger Links
Before I leave for the Berkshire Hathaway Annual Meeting tomorrow, I thought I’d post some of the more popular and/or recent Warren Buffett and Charlie Munger links. Warren Buffett Videos from CNBC (March 2010) Berkshire Hathaway Speaks Out About Kraft's...