Listen to the interview.
"..don’t just assume that the muddle through world will be back soon. Be bottom-up all you want, but pay attention to the top-down." - Jean-Marie Eveillard
Jean Marie is one of the most respected value investors in the world. His track record and staying power has been extraordinary. Jean Marie has won many prestigious awards in his career including a Lifetime Achievement Award from Morningstar for building one of the most successful long-term records in the investment business.