The Talented Stock Picker Should Come Back and Vogue

Do you think passive investing is basically possibly, has kind of seen its heyday? I think so because the passive investing benefited greatly from a very, very low and stable inflationary and interest rate period. There wasn't a lot of dispersion in returns between really good companies and not so good companies. But it's certainly not going to make as big a comeback as some people are hoping.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.