Main comments from Baron (starts at 6:45 into the video):
- At less than first inning when it comes to a stock market rally.
- Worst decade in the history of the American stock market; there is a long run ahead.
- Turnover in the Baron funds is 14%, which means he owns stocks for an average of seven years.
- U.S.'s share of the global economy will shrink as emerging economies grow, but investing in the U.S. is still safer.
- Greece is the size of Delaware; it isn’t going to have an impact on the world.
- European leaders have said they won’t let Greece take down the euro; the market is greatly overreacting.
- At less than first inning when it comes to a stock market rally.
- Worst decade in the history of the American stock market; there is a long run ahead.
- Turnover in the Baron funds is 14%, which means he owns stocks for an average of seven years.
- U.S.'s share of the global economy will shrink as emerging economies grow, but investing in the U.S. is still safer.
- Greece is the size of Delaware; it isn’t going to have an impact on the world.
- European leaders have said they won’t let Greece take down the euro; the market is greatly overreacting.
