The author is a fan of mortiky kurtzis theories that explain the volatility of markets. He thinks there are some benefits to investing in small and micro-cap stocks, but investors should stay away from them for two years at least. And he says it's fascinating how marketing genius dave portno switches his momentom stock based on what he sees out his bedside window.
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/