来自《耶鲁大学开放课程：金融市场 第9集 第9集》

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  I think the best answer to that is a quote
  我可以用我同行的一句话
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  from one of my contemporaries,
  来回答这个问题
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  who I think is one of the best investment managers out there.
  他在我眼中是最优秀的投资经理
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  A guy named Seth Klarman,
  他叫塞斯·克拉曼
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  who works at a fund in Boston called Baupost,
  在波士顿的Baupost基金工作
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  said that what he does is worries top-down
  他说他的工作就是自上而下地担心
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  and invests bottom-up.
  自下而上地投资
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  I read The Wall Street Journal every morning
  每天早晨读华尔街日报的时候
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  and I worry about the credit crisis,
  我会担心有没有信贷危机
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  and I worry about credit cards,
  担心我的信用卡
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  and I worry about auto loans,
  担心汽车贷款
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  and I worry about corporate loans,
  担心公司贷款