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Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317

The Meb Faber Show - Better Investing

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Short Bias - What Is the Opportunity Cost?

A dollar at the bottom of a market after a crash is worth way more than a dollar at the top. Many investments give you liquidity based on in those periods of crisis. People are not selling out of some panic and out of control emotional thing. They're selling because they're over leveraged and have to sell. That's why assets go from being overvalued to undervalued so quickly.

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