Larry Fink, founder of BlackRock is known for having an extremely thoughtful and comprehensive view of the macro factors driving markets and economies. David Frum: How important do you think it is for great investors to be very macro aware? He says that we're not likely to see 2% inflation for quite some time again.Frum: I'm skeptical about technology companies' valuation in the next 10 years or so.
The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
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