MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
Macro Voices
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Are We Going to Analyze What Company X Is Worth?
Eric Liu: In finance, we have a whole new challenge that we haven't even begun to take on yet. He says the financial industry is extremely good at looking at companies in very close detail. But it seems to me like we don't have the ability to analyze companies in portfolios and say, what are the supply chain risks? Liu: I'm sure a lot of people who are good at these things will make a lot of money in this environment because most people aren't.
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