How Are Hong Kong Protests Impacting Investors?

The transcript discusses the shock of Bill Gross's departure from PIMCO and its impact on the market. It explores the challenges faced by global investors, particularly in finding reasonably priced investments due to a prolonged bull market. The conversation highlights First Eagle's strategy of holding cash in anticipation of market opportunities and compares the current market scenario to past financial crises, emphasizing the reduced margin of safety in today's investments.

What factors contribute to the difficulty in finding market opportunities currently?

How does the current market scenario differ from the financial crisis period?