Mario Gabelli on Value, Telecom, and Inflation

Published on
July 9th, 2021
Duration
67 minutes

Future Trouble in Macro? Liquidity Traps and a Slowing Global Credit Impulse


Mario Gabelli on Value, Telecom, and Inflation

The Interview ·
Featuring Mario Gabelli & Stephen Clapham

Published on: July 9th, 2021 • Duration: 67 minutes

Mario Gabelli, Chairman & CEO of Gabelli Funds, joins Stephen Clapham, founder of Behind the Balance Sheet, on Real Vision to explain his unique investment framework for identifying companies that generate long-term returns. Gabelli stresses the importance of physically visiting companies to grasp a complete understanding of a business and the management team. He references his previous experiences with inflation as he provides his opinions on the ongoing inflation debate. Gabelli shares his mindset behind his successful investments in the media and telecom industries as well as future areas that will be profitable as alternative energy becomes prevalent. Interviewed by Stephen Clapham on July 7, 2021.