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

<p>Another cracking episode for you. We have Alec Cutler, head of the <a href="https://www.orbis.com/au/investor/funds/orbis-global-balanced-fund" rel="noopener noreferrer" target="_blank">Orbis Global Balanced Fund</a> 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 - <a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a></p><p>Support this show <a target="_blank" rel="payment" href="http://supporter.acast.com/the-bip-show">http://supporter.acast.com/the-bip-show</a>.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>