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Baupost’s Seth Klarman Warns of Asset Bubble

Posted by Larry Doyle on March 10th, 2014 7:51 AM |

More often than not, I take the wisdom provided by selected talking heads and industry insiders with a pound of salt.

Without being overly cynical strictly for cynicism’s sake, I discount a fair bit of the analysis put forth by many financial sleuths based on the individual ‘talking his own position.’ In fact, I believe that many outlets predominantly look for guests who play the game and toe the industry’s party line.

To that end, I look elsewhere for insights and perspectives that I really appreciate. Who are some of the money managers I truly respect but are rarely seen on major financial outlets? Bob Rodriguez, Jeremy Grantham, and Seth Klarman, who just so happens to offer some pointed insights highlighted today in a commentary in the FT: >>>>>>   (more…)






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