
#12 The Value Architect
Behind the Balance Sheet
The Capital Cycle in an Age of Financial Repression
i did the podcast, i'm to three podcassaga, with russell and jeremy hosking. Russell does a course called the history of financial markets. He said i should come and listen to edward explain the capital cycle because ofstey. And then on the monday, i took him to see david inhorn. So we had quite a few days together. There you have those s were magnificent and been, funly enough, i know the people are still at maratan. I also, i also know them, m and yoow. They're very, very smart an investors.
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