Ruffer Radio: A bias to belief

Episode 6

Ruffer Radio
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Bethan McLean
Bethany McLean
Journalist
Rory McIvor
Senior Associate

Bethany McLean, journalist and author of several books about businesses gone wrong, is our guest in the latest episode of Ruffer Radio.

Bethany specialises in casting light on the shadier corners of the financial world, renowned for her exposé of the Enron scandal in the early 2000s. She joins us to discuss the tension between rational markets and emotional investors, what separates the visionary leader from the fraudster and how a bias to belief affects our decision-making.

Bethany is this year’s guest contributor to the Ruffer Review – our annual collection of thoughts and ideas – which we’ll be publishing in early March. You can sign up to receive a copy below.

 

More information

The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron (Blackwells)

Saudi America (Financial Times)

All the Devils Are Here: The Hidden History of the Financial Crisis (New York Times)

How private equity is winning the coronavirus crisis (Vanity Fair)

 

DOWNLOAD THE TRANSCRIPT

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The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the article is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. This document does not take account of any potential investor’s investment objectives, particular needs or financial situation. This document reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. Read the full disclaimer.

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