Wednesday, September 16, 2009

Vitaliy Katsenelson, CFA

My conversation with the Director of Research for Investment Management Associates and author of "Active Value Investing: Making Money in Range-bound Markets" includes the investment significance re the wide gap between operating earnings and GAAP earnings, reasons to doubt China's published growth rate, the sustainability of the rally in gold, and a major contrarian call on healthcare.

The length of the interview is 17 minutes 58 seconds.

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