When we published the generational buying opportunity in march of two thousand nine, wasn't because i had any great insight. It was because we looked at the data and said these ten years ending february o 9, or the second war oirst, ten year real rate of return for us. And then coupled with that was also the fact that the long bond had out performed the equity market over the previous 30, 20, 15, ten, five year period. Soi love the counter intuitive aspect of this. And i agree about emerging markets, the buyang hold there, i would not advocate.
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/