
#47 Adam Robinson: Winning at the Great Game (Part 1)
The Knowledge Project with Shane Parrish
The Smartest Group of Investors
An investment is the expression of a view of the future. Stock traders will express that view by buying stocks, right? They can be more granular than that. What would a bond trader do who was bulish on the economy? He has exactly the same view as the stock trader to day. When those two disagree, i i jump on opportunities when those two disagree,. cause i know that the bond traders are right and early. If you want to find out when a stock is going to be in trouble, follow the corporate bonds of that company.
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