Finding Value Investments with Patient Capital's Samantha McLemore

In this episode of Masters in Business, Barry Ritholtz interviews Samantha McLemore of Patient Capital Management, live from the Phillips Collection in Washington, D.C. McLemore discusses her background, including her time working with Bill Miller at Legg Mason, her investment philosophy centered around contrarian value investing, and the unique approach of the Opportunity Equity Fund. She also shares insights on launching Patient Capital, her views on Bitcoin as digital gold, her experience as an innkeeper, and the influence of Buddhism and stoicism on her investment mindset. The conversation further explores the impact of artificial intelligence on markets and employment, comparing the current market to the late 1990s tech bubble, and McLemore's perspective on market valuations and future return expectations.