Superinvestors and the Art of Worldly Wisdom cover image

#11: Dale Wettlaufer on Value Investing in the 21st Century

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Sentiment Shift in the Credit Market

We are going to be developing our own data to enrich the data set. We think we have generalized hypotheses that when we have even better data, we'll improve our results even more. So I know we'll be doing white papers on it and we are very near a product. But there's no reason why this couldn't extend to the credit market. If we have a way of avoiding blowups, that's what high yield portfolios are all about.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner