Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
00:00
How to Find Opportunities in a World of Money Washing Around
I'm going to play devil's advocate, ask just like a very basic question. It feels like in a world of money washing around, how do you guys find opportunities? How are these companies not going down to some local lender and finding something at a 2% loan? How does this end up on y'all's plate? And so what fundamentally happens in the world is yes, there's an unbelievable amount of liquidity. We're in probably one of the greatest bubbles that there's ever been. But ultimately, there's a high correlation between the availability of that bubble money and size.
Play episode from 17:23
Transcript
