Ross talks about the current housing troubles (lasting though 2009), subprime (those lenders have a better business due to pricing), bond insurers & debt rating agencies (they do not understand the business) and more. It is a great interview.
Part 1:
Part 2- He talks about his Assured Guarantee (AGO) Investment. He makes a very good case for it:
Disclosure (“none” means no position):none
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