Lead-Lag Live cover image

Decoding Today's Market: Navigating Toxicity, Overvaluation, and Uncharted Investment Strategies with David Collum

Lead-Lag Live

00:00

The Problem With the Index Fund

"There is no smart money. Everyone's just—I'd be the arbitrage myself," he said. "If you told me it's going to crash anytime the next three years, I'm out." He added that market valuations are inherently inflation corrected and should regress more than any metric in the market period. 'What if the next 40 years is negative 3% a year valuation compounding? What's going to happen?"

Play episode from 04:09
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app