Gustavo Ballvé on November 13th, 2009
Corporate Governance, Food for thought, Home, Insurance, Investment Themes, Mental models, Portfolio Management, Risk management, Tech

They took questions from Columbia grad students and the event was broadcast live by CNBC. It has an eerie feel to it – with the whole “must keep spirits high” approach. That said, both men think in the long term (15+ years) and it’s always interesting to be reminded of some basic concepts. We have embedded the video, but here’s a link to the Transcript in case you’d like to print out the whole thing. It’s pretty big, though.

Here’s the video, all 65 minutes of it:

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