We’ve just finished reading the latest Graham & Doddsville newsletter. The first interview is with the Dean of Columbia University, Glenn Hubbard and Nobel Laureate, Joseph Stiglitz. In the interview, the two discuss index funds and the future of asset management, Jerome Powell’s job thus far as Fed Chairman, areas of risk and fragility in the economy, and the possibility of secular stagnation in the United States.
The second interview is with Jeff Mueller ’13 and Damon Ficklin, portfolio managers of Polen Capital’s Global Growth Portfolio, which is a concentrated growth fund with a global investment mandate.
The last interview is with Dov Gertzulin, founder of DG Capital, a value-focused investment firm that specializes in middle market opportunities across the capital structure.
You can find the latest newsletter here – Graham & Doddsville Newsletter, Winter 2019.
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