Bill Miller, Chief Investment Officer
On this week’s podcast (recorded February 20, 2014), we deviate from the traditional what we like, we don’t like, and what we’re doing about it format.
We currently find ourselves in an environment with remarkably stable prices as measured by inflation. A period that matches some of the same sentiments echoed by Warren Buffet in his 1980 Berkshire Hathaway annual report.
Often we hear bad things about emerging markets, Congress, Fed policy, etc., but we may be missing the forest for the trees. The 1970s, a period when prices were rising quickly and investors struggled to keep pace, offers an interesting perspective on today’s environment.
Click the play icon below to launch the audio recording.
The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.
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