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Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410

The Meb Faber Show - Better Investing

CHAPTER

Energy Is a Fun Example, and You Can Talk About Them

Investors are chasing managers, piling in after they have had a hot return. And then selling them after they do poorly. A lot of the market beating returns is being in the investments when they're out of favor as well. In energy, even the last decade when it ticked, whet like two % of the s and por something a couple of years ago.

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