The Current Financial Thing
"Age of Miracles"
00:00
Is There Any Alpha in Following the Crowds?
It was impossible to predict the new companies that would be borne out of the crisis and usher in a new era of growth. There's no alpha in following the crowds, particularly when they're panicking. And it would be madness to miss out on growth just to follow the current financial thing. I tend to be overly optimistic, but i acknowledge that there's possibility for things to get much, much worse.
Transcript
Play full episode
