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TIP454: Current Market Conditions w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
The Key to Performing Over the Long Term
The pendemic had this impact on me, that i realize that really, it's possible to do very well in the market. It took until sort of september 20 20 when we saw that finally turn around. The switch from passive to active was just a change in form rather than a change in substance. With active management, you just cut out the index provider or sub-adviser and deal with your own portfolio. I rebalance regularly. Im in stuff that has no momentum,. And i'm in things that have no intrinsic value. Shocking financials. Definitely din solerly positions at cause you think it's gon to got o zera, so toby
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