6min chapter

The Contrarian Investor Podcast cover image

AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

The Contrarian Investor Podcast

CHAPTER

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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