The Education of a Value Investor

Marcelo Lima - Opening up after Coronavirus


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In this conversation, I talk to Marcelo Lima who is the CEO of Heller House Capital management about how we should open up in the aftermath of coronavirus.

Full episode summary here: 
https://www.guyspier.com/conversation-with-marcelo-lima-on-coronavirus/

or PDF here: 
https://aqfd.docsend.com/view/x75c8hw26i6v6s74

Contents:

Marcelo on flipping the economy switch to “On”  (05:28)
Tracking the COVID-19 trends (6:38)
Tapping into the Twittersphere (13:40)
Comparing Washington State to European countries (15:10)
Thoughts on managing the risk and reopening society (16:51)
Marinating on Winston Churchill’s adversity and resiliency (30:27)
Marcelo on the Gell-Mann Amnesia effect (31:44)
Promoting the examination and acceptance of alternative viewpoints (32:28)

 

...more
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The Education of a Value InvestorBy Guy Spier

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