
Death Of The Stock Picker?
MRKT Matrix
00:00
The Market's Bias
Danny Cevallos: The best way to remove all biases is to remove what it says on the upper left so if you didn't know that was S&P it could be a software company, housing stock or bond meaning Basie has no character. "My bias remains the downside and I think it's asymmetrical even if it's up it's up in limited muted kind of way whereas downside while unknown could be quite spectacular as does mine" He asks Carter how markets can do really strange things despite having all the cards they've done all the work but still get rerated higher lower. Cevallo: If I were to apply my paratues onto I think
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