Century Management, Founded in 1974
805 Las Cimas Pkwy., Suite 430, Austin, TX 78746
Investment Counselors
 © 2008
Century
Management
Conference Call: Arnold Van Den Berg & Scott Van Den Berg - 10-10-08

Scott and Arnold Van Den Berg discuss many of today's frequently asked questions. To listen to the Windows Media Audio (WMA) in its entirety, click here. If you would prefer to listen to the entire conversation in MP3 format, click here. Or, you can select individual chapters below, which deal with specific questions.

In the discussion, Arnold mentions an 11-21-02 speech by Ben Bernanke. The text of that speech, "Deflation: Making Sure 'It' Doesn't Happen Here", can be downloaded as a PDF here.

In chapter 4, the discussion refers to the Dow Jones Industrial Average for the period from 1965 - 1982. A PDF of that graph can be downloaded here.
Chapter 01 - Introduction
Chapter 02 - Are we going into a 1929 type depression?
Chapter 03 - Recession: How bad will it be?
Chapter 04 - Where is the bottom of the market?
Chapter 05 - CM's Thoughts on Cash
Chapter 06 - Do the current stock prices reflect intrinsic value?
Chapter 07 - What happens if our stocks go to zero?
Chapter 08 - Our Portfolio
Chapter 09 - Bonds vs, Stocks in the CM Portfolio
Chapter 10 - Is this recession different?
Chapter 11 - What gives you the confidence to continue to hold and buy stocks?
Chapter 12 - What is CM's investment strategy for the next week? The next month?
Chapter 13 - Closing Thoughts