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Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
Invest Like the Best with Patrick O'Shaughnessy
How Do You Deal With That Crazy Spread Environment?
This is a time of really high uncertainty. This is the fog of war. The only information you can rely upon is information that is wildly stale, and that is trailing numbers. No forward number means anything. Every company is going to miss. They're all going to guie down. So i think for for me, i'm kind of using a couple of filters. I believe it's from golf tand i don't golf. Think i've swung a club once in my life. That would be number one, just play in the present....
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