3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Different Perspectives of Max Consensus

Clay Fink: What do investors know for sure today that just ain't so? Dan Rasmussen: I think this private markets thing is way overdone. He says growth versus value reared its ugly head again with the success of Nvidia. Rasmussen: There are really rich opportunities out there, but people are missing them because they're so focused on the US.

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