Bill Miller on the Classical Value Portfolio (Podcast)

1

Introduction

00:00 • 2min

2

How the Market Has Been Predicted Over the Last 40 Years

02:20 • 3min

3

Is the Market Connected From Reality?

05:24 • 4min

4

Is Active Management Going to Continue?

09:54 • 4min

5

Bonds Are as Unattractive Now as Stocks Are

13:44 • 3min

6

Are the Big Five Tech Stocks Too Big?

16:26 • 2min

7

The Death of Value Investing

18:24 • 5min

8

Is There a Pandemic?

23:04 • 3min

9

Is There a Pre-Existing Trend in Cryptocurrency?

25:35 • 5min

10

Bitcoin

30:55 • 3min

11

Bitcoin Digital Gold

33:41 • 2min

12

MVV Equals PQ

35:43 • 4min

13

COVID Death Rate

39:41 • 3min

14

The History of Value Investing

42:32 • 4min

15

Innovation Refunds - What Did You Learn in 90?

46:18 • 4min

16

What Do You Think About the Fed Intervention?

50:22 • 5min

17

Is There a Difference Between Capital-Intensity Companies and the Bigger Companies?

55:32 • 3min

18

The Challenge of Active Management

58:09 • 3min

19

Is 2018 a Good Year for the Market?

01:00:47 • 2min

20

Volatility Is the Price You Pay for Performance

01:02:36 • 2min

21

What's Your Favorite Book?

01:04:58 • 3min

22

Bill Miller - The Philosophy Department's Volatility Tread

01:07:56 • 3min

23

The Worst Advice for a Recent College Graduate Considering a Career in Asset Management?

01:11:12 • 2min

24

What Do You Worry About in the Market?

01:13:30 • 2min

25

Bloomberg Radio - The People Who Think Full Time Is the Only Way

01:15:43 • 2min