In conversation with Stefano Gatti: 'Signs of a Bubble'

Stefano Gatti, is the Director of the B.Sc of Economics and Finance at Università Bocconi. On February 5, 2015, I had an opportunity to meet him and discuss his view on Europe and World Economy, while he was in Mumbai giving lectures at the Bocconi MBA institute. 

Though my meeting was initially for a story but since the story was cancelled, I thought of sharing the full interview on this blog. 

He also takes classes for Coursera and he is one of the senior advisor with B Capital Partners. Given below is the full transcript of that meeting.  

Howards Mark's at Google Office

Howard Marks is an American investor and founder of the Oaktree Capital Management which specializes in alternative asset management. As of December 31, 2014, the company managed $90.8 billion, primarily on behalf of pension funds, foundations, endowments, and sovereign wealth funds. He is very well known within the investment community for his "Oaktree memos" to clients which detail investment strategies and insight into the economy. In 2011, he published the book, ‘The Most Important Thing: Uncommon Sense for the Thoughtful Investor’. 

Recently he gave a talk at Google office, where he shared some of the important ideas that formed his investment philosophy. You can watch the entire video here. If you don't have 69 min you can read the summary points he made and the full Q&A. –