Ep 100: Hamish Douglass - The behaviours of great investors
Inside the Rope with David Clark
00:00
Are We Going to Be Back in a Logroth World?
The longer this euphoria goes on, the greater fear of missing out. Its a very unusual period in history when rates are at zero and markets are at all time record levels. If monetary policy have to be suddenly tightened, hold on your chairs. These sort of euphoria days are over,. A lot of the stuff that as performed really well in the last 12 months will get crushed. The real trick here is, how do you find the are is the world thatare going t in the next five to ten years compound at very satisfactory rates? We won't get that gift of multiples continuously going up. This is why we love sort of cloud computing, because we're at a very
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