One popular narrative right now is we're not in a bubble because the fan magstocks are actually good businesses with high margins and very high growth. Other things other than the fan max stocks might be a bubble, but not the fan mags. And i think you just need a few of these really salian events to have such a dramatic shift. There's got to be some way to test that, or run machine learning,. But i would be fascinated to see it.
In this episode of Infinite Loops we speak with Dan Rasmussen, founder and CIO of Verdad Advisers. We discuss:
- Bubbles vs. Crises
- Investing in Emerging Markets
- Identifying when "value investing" works, and when it doesn't
- Theory vs. Practice
- And a LOT more!
Follow Dan on Twitter at
https://twitter.com/verdadcap and learn more about Verdad Advisers here:
https://verdadcap.com/