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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
The New Liquidity Chest That Every Investment Firm Is Doing
The new liquidity chest that i seek, probably every investment firm in the world is doing, and i'm fascinated to see what it's going to be called. Not the altmanc score, s not the debt to keep at the ratio. Days of solvency with a zero revenue. That is the equation that is being run everywhere. I don't know that that equation has actually ever been run. This goes to that point about investing. The outcomes are always very wide. All companies are going to guide down. Even the safest companies, everything gets shot. More defensive names with great balance sheets, they just get shot last. Bear markets work on a po principle, not a life...
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