Monday, July 28, 2008

PIMCO's Mohamed El-Erain

This is an excellent 25 minute interview with whom I think is one of the most sophisticated and astute investors. Three years ago, I had the amazing pleasure of hearing Mr. El-Erian speak live in New York City. The theme of his discussion then? Why the global economic shifts would have to lead to a general rise in oil prices.

Mr. El-Erian is tops on my list of the most qualified individual to assume the Chief Investment Officer position at Berkshire Hathaway (although as CO-CEO at PIMCO, that may not occur).

To view the interview with Charlie Rose, please click here.


Ryan said...

Have you had the chance to read his newest book? If so what did you think of it? I assume you think its a good read, but do you have any general comments about it?

Sham Gad said...

Yes i have read and it is a great read. worth the time to read it.