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Posted

He is retired now though.

 

I found this a very insightful interview and will be raising / holding more cash going forward. I believe he is right about rates moving up to at least a zero real return position.

 

This is also the best investing podcast I have found to date, she asks really good questions and typically interviews pretty good guests.

 

http://wealthtrack.libsyn.com/paul-mc-culley?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+trillianmedia%2FJVWE+%28Consuelo+Mack+|+Wealthtrack%29&utm_content=Google+Reader

Posted

Agreed!

 

I usually download the podcasts whenever she interviews Niall Ferguson, Bruce Berkowitz, Chris Davis, and anyone from PIMCO.

There are always some interesting ideas presented which definitely help with making investment decisions.

 

 

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