First Eagle’s Bruce Greenwald was interviewed by Morningstar in the middle of May. Here are the videos:
Part I: Why First Eagle Favors Amex Over Citi
Amex may not offer as much upside potential, but the risk of permanent capital impairment is almost nil, says professor Bruce Greenwald, director of research at First Eagle.
Full transcript of Part I
Part II: The Most Extraordinary Thing About This Market
Investors are again being offered an extraordinary opportunity to put capital to work in high-quality companies at a good price, says Columbia professor Bruce Greenwald.
Greenwald made a case for investing in companies like Coca-Cola, Johnson & Johnson, American Express, and Wellpoint
Full transcript of Part II
Part III: Opportunity Even When the Market's Not Cheap
Index investors may be cautious when the Shiller P/E is high, but specific and extraordinary opportunities can still be had, says the Columbia professor and First Eagle director of research.
Full transcript of Part II
Part IV: Greenwald Wouldn't Bite on Apple
At current prices, Apple is hugely expensive given its vulnerabilities, says the Columbia professor and First Eagle director of research.
Full transcript of Part IV
Part I: Why First Eagle Favors Amex Over Citi
Amex may not offer as much upside potential, but the risk of permanent capital impairment is almost nil, says professor Bruce Greenwald, director of research at First Eagle.
Full transcript of Part I
Part II: The Most Extraordinary Thing About This Market
Investors are again being offered an extraordinary opportunity to put capital to work in high-quality companies at a good price, says Columbia professor Bruce Greenwald.
Greenwald made a case for investing in companies like Coca-Cola, Johnson & Johnson, American Express, and Wellpoint
Full transcript of Part II
Part III: Opportunity Even When the Market's Not Cheap
Index investors may be cautious when the Shiller P/E is high, but specific and extraordinary opportunities can still be had, says the Columbia professor and First Eagle director of research.
Full transcript of Part II
Part IV: Greenwald Wouldn't Bite on Apple
At current prices, Apple is hugely expensive given its vulnerabilities, says the Columbia professor and First Eagle director of research.
Full transcript of Part IV
