The Global Guru

The Global Guru

# 23 Goldman’s "Wall of Money;" Berkshire Protégé’s $264 million RIA; “The Map is Not the Territory”

Emerging Markets’ Niche; Popping the Hood on Berkshire

Jun 12, 2024
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Today at a Glance:­­­

One Prediction: Goldman’s Wall of Money

One Berkshire Protégé: Ted Wechsler’s $264 million RIA

One Mental Model: “The Map is Not the Territory”

One Niche:  Emerging Markets Local Currency Bonds

One X-Ray View: Popping the Hood on Berkshire

1.   One Prediction

Goldman’s “Wall of Money”

"The bar for being short equities right now is very hig…

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