Chris Davis: Navigating Todays Turbulent Markets With Bill Miller
Borsgade
June 6, 2025
Two legendary portfolio managers, Chris Davis and Bill Miller, engaged in a comprehensive discussion about navigating today’s volatile investment landscape, drawing from their combined decades of experience managing billions in assets.
The conversation, structured around nine key topics, covers everything from investment temperament and market volatility to emerging technologies and geopolitical challenges. Miller, famous for outperforming the S&P 500 for 15 consecutive years while managing the Legg Mason Value Trust, and Davis share insights on stewardship, patience, and contrarian investing approaches. The discussion emphasizes the importance of long-term thinking, adaptability, and maintaining perspective during uncertain times.