
#39: John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time
Superinvestors and the Art of Worldly Wisdom
The Value Conscious Full Cycle Investment Discipline
You're now the president of husband strategic advisors you describe the process as a value conscious, historically informed full cycle investment discipline. Can you explain that in a little bit more detail? Well, I want to get to that, you know, the Fed, but before we do,. I want to dig into your process a little bit. Yeah, so soValue conscious really is focused on the idea that when you buy a security you're actually buying something. And it's not just a, youknow, a piece of paper that goes up and down in price. It's actually a claim to something. A claim is on some future stream of cash flows that will be delivered into your hands over
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