Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.