Barry Ritholtz's Masters in Business: Bill Miller Interview

1

Introduction

00:00 • 2min

2

What I Wish I Had Knew During the Financial Crisis

02:07 • 2min

3

The Leg Mason Opportunity Trust Fund

04:29 • 2min

4

How Important Are Growth Metrics?

06:18 • 2min

5

How Do You Judging the Future Prospects of a Company?

08:18 • 3min

6

Leg Mason Value Trust - Is That a Good Idea?

10:48 • 2min

7

How Do You Hold on to a Stock That Goes Up 50x?

13:13 • 3min

8

The End of the Game for Value Investing

16:04 • 5min

9

The Leg Mason Opportunity Trust

21:09 • 3min

10

Long a Portfolio of Stocks Against a Short Position in the Long Treasury

24:16 • 4min

11

Is This a Secular Bull Market?

27:46 • 3min

12

Stocks Can Continue to Grow Despite That Tightening

30:31 • 2min

13

Why Is There So Much Negativity About Everything About the Country?

32:52 • 2min

14

What's the Biggest Loser?

34:26 • 2min

15

How Did You Get to Like Mason?

36:29 • 4min

16

How Did Military Intelligence Training Affect Your Approach to Investing?

40:56 • 3min

17

How Do You Pivot a Value Investing Approach?

43:34 • 3min

18

How Do You Prevent Yourself From Playing Too Much?

46:19 • 2min

19

How to Divide Responsibilities for Running an Opportunity Trust Fund

48:17 • 4min

20

Is the Market Right or Am I Wrong?

52:10 • 5min

21

What's the Price You Pay for Performance?

56:51 • 3min

22

Lehman Brothers Fails, Bear Stearns Fails

01:00:19 • 3min

23

What Happened to Lehman Brothers in 2009?

01:02:59 • 2min

24

What Influenced You Most as a Stock Operator?

01:04:30 • 6min

25

What's Next for Mutual Funds?

01:10:23 • 2min

26

Active to Passive

01:12:46 • 2min

27

Is There a Shift From Active to Passive?

01:14:33 • 7min