Seth Klarman On Commodity Investing “Speculation”

Seth Klarman is one of the best and most experienced value investors alive today. Even though he rarely gives interviews, when he does, they are always packed full of informative quotes — no matter how old they are. Klarman 2917 letter On Bitcoin  the danger of Chinese leverage Discipline while value investing in bubby times Value investing is not dead Radicalization of politics Dangerous FAANG valuations Below are some extracts from one interview in the archives. This interview was published in the Financial Analysts Journal in 2010 when Klarman sat down with Jason Zweig at the CFA Institute 2010 Annual…