#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
Superinvestors and the Art of Worldly Wisdom
Investing in the Future? Is There an Overarching Framework?
In addition to identifying in a lot of these major transime, virtually all of the major trans over the last half century, you seem to possess the ability to not only identify them, but also identify the most effective way to play them from an investment standpoint. Is there an overarching framework behind that, or is it just simply down to understanding market history? And that kind of helps you develop an investment thesis related to these things? Well, it's a good question. In a way, i've identified the measur events, but i wouldn't say that i've executed hem as well as i could have.
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