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.

2 comments:

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.

sham