The last great financial crisis, the collapse of real estate, the collaps of c d o's all of that. Do you think it's possible to confirm, not forecast, but to confirm a blacksane has occurred? And how quickly are people to adapt and change their beliefs? That is a fascinating question.
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/