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Charlie Munger on Greece, idiot bankers, accountants and more...

77 点作者 dchs大约 15 年前

7 条评论

gruseom大约 15 年前
He defends Goldman and says this about JPMorgan:<p><i>But the world would be better off if JPMorgan didn't run a gambling casino alongside a legitimate business. I take my hat off to Dimon, but I'd take away his derivative book in a second.</i><p>Why is it a casino in JPMorgan's case, but not Goldman's? Is there a difference between the two, other than that the speaker is invested in one and not the other?<p>I ask because Buffett and Munger have a mammoth interest in this subject (I was going to say "conflict of interest", but perhaps there's no conflict) and in the public statements I've seen neither has even mentioned that, let alone credibly addressed it. I find that disappointing. Like a lot of people, I've long looked to them as examples of business leaders who care about good beyond their personal profit and whose statements could therefore be trusted more than usual. But everything they've said (that I've seen) about the financial crisis is easily explained with reference to one principle, without Occam even breaking a sweat.
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patrickgzill大约 15 年前
Berkshire Hathaway has $9 billion or more in derivatives. <a href="http://www.nytimes.com/2010/04/30/business/30views.html" rel="nofollow">http://www.nytimes.com/2010/04/30/business/30views.html</a><p>Would have been interesting to ask how to determine whether "gambling" is going on or not, given that Goldman, JP Morgan, and BH all have derivatives.
tome大约 15 年前
Interesting that he says: "Goldman has the best morality of any of the big banks".<p>Goldman have taken <i>a lot</i> of flak recently. Perhaps it because they were the survivor.
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eru大约 15 年前
&#62; When Hitler was in his bunker before he shot himself, he said, "This isn't my fault. The German people just don't appreciate me enough."<p>Charlie Munger knows his history. I wouldn't have expected a knowledgeable quote about German history.
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oliveoil大约 15 年前
earlier post about Munger this week on HN: <a href="http://news.ycombinator.com/item?id=1331591" rel="nofollow">http://news.ycombinator.com/item?id=1331591</a>
stretchwithme大约 15 年前
just because someone can make money doesn't mean they know their history, are unbiased, or understand the nature and cause of economic calamity.
mojuba大约 15 年前
&#62; <i>We were on the edge of something that could have taken civilization as we know it to the edge of ruin.</i><p>Banks alone can't take civilization down because they don't produce wealth. As long as there are factories, services, knowledgeable, skilled people doing useful things, the civilization will stand OK with or without the rotten banking system.<p>Failing banks, on the other hand, might have taken down Berkshire Hathaway, I suppose, but that's not the entire civilization.<p>&#62; <i>Very high IQ people can be completely useless</i><p>... in the eyes of very low IQ people.<p>&#62; <i>I see no reason to think Goldman misbehaved in some horrible fashion. Everyone was doing it, and it's only natural to increase your moneymaking activities when you can do so legally.</i><p>Should I really comment on this nonsense? Goldman was doing what everyone was doing without much thinking about the consequences, and they didn't misbehave? Actually he responds to himself a bit later:<p>&#62; <i>You have to be able to keep your head on when everyone else is losing theirs.</i>
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