This speech by Prem Watsa , superinvestor & CEO of Fairfax Financial, was recorded earlier this year. His comments on structured finance and debt risk spreads are particularly interesting in light of the credit crisis that has developed through the second half of 2007. Here is the link...
http://http://www.bengrahaminvesting.ca/Resources/Video_Presentations/Conference/Prem%20Watsa.wmv
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