Grant Williams in Conversation with William Strong

Grant travels to Fisher Island in Miami to meet a hugely experienced value investor who has seen the world change dramatically over the course of his career. Bill Strong explains how he manages to navigate an investment landscape with diametrically different conditions than those which prevailed when he began his time on Wall Street over 40 years ago. He also recounts his experiences in the Asian crisis of 1998 and the sub-prime crisis of 2008. Finally, he lays out what he thinks to be the biggest short opportunity he's ever seen. Filmed on May 3, 2018.