Even today, this is a very informative interview from May, 2009 with "three top-notch portfolio managers with different views and management styles. Mark Headley lives and breathes investments in Asia as Chairman of the Matthews Asia Funds. Steve Leuthold relies on his quantitative models to find values at the Leuthold Funds, and Steve Romick can go short and long in his go-anywhere FPA Crescent Fund."
Even after the initial lift off the bottom, these managers remained bullish on U.S. equities. However, emerging markets were seen as most attractive. These managers were unanimous on being bearish on Treasury yields. Japan received mixed reviews.
Overall, I found his another informative way to spend 30 minutes
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