
AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital
The Contrarian Investor Podcast
Humility and Market Trends
This chapter emphasizes the role of humility and historical analysis in understanding market trends, highlighting a quantitative model that draws parallels between current and past economic conditions. It also discusses the implications of macroeconomic factors, investment strategies in international contexts, and offers insights from the author's recent publications.
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