01:03:36

EssentialThe Essential Conversation

The Endless Hunt for Value

Featuring Whitney Tilson

Sep 13, 2019 • 63 minutes

Essential

The Essential Conversation

The Endless Hunt for Value

Value investor Whitney Tilson, founder and CEO of Empire Financial Research, details his transformation from momentum trader to an investor

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Featuring Whitney Tilson

Sep 13, 2019 • 63 minutes

Value investor Whitney Tilson, founder and CEO of Empire Financial Research and the former managing partner of hedge fund Kase Capital, details his transformation from momentum trader to an investor living by Warren Buffett’s dictum that "it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." In this conversation with Ed Harrison, Tilson explains why he sees WeWork pulling its IPO and eventually going bankrupt, lays out the case for Amazon and Fannie Mae, and speaks to the outlook for beaten-up European financials. Filmed on September 9, 2019 in New York. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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