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So Apparently It’s Now David Einhorn and CSC..and Cliff Asness..Maybe a Few Others

Yes, I broke my “Don’t do Podcast” rule from the enlightened height of our own self-interest. And it’s a classic example of the world in which we live is that “Value is Broken” is actually the only reprinted thing from a long interview. But who doesn’t love a memorable clip or memorable cartoon?

I don’t know David Einhorn, so nothing personal, but unless you want the I was Summa Cum Laude of X University, I would start at minute 24. Interesting professional, interesting practical take, and a distinctly minority view. With which we agree.

Listen to the podcast here.

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