The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI Rewind: Studying Financial History w/ Ken Winans

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Gracious Bug

The ARK fund is down substantially and many of the high growth names in the NASDAQ are down over 50%. You know, when you look at when things blow up and when people do get financially mortally wounded, to me it's always the same things. It's over leverage, overexposure and illiquidity. And I've actually had this happen where I am ordered to liquidate a portfolio at a bottom and I am not to reinvest it.

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