Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage

A discussion of (1) Level 1 thinking and Keynes' beauty contest: Phil Ordway assesses the market environment and asserts that so-called "Level 1" thinking underpins a large portion of market activity; (2) sources of operating leverage: Elliot Turner talks operating leverage and the various sources of it at the companies he follows.

Om Podcasten

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.