Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Meb Faber Show - Better Investing
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Retail Investors or Professional Investors?
I think the sentiment right now has been quite robust, but is starting to become a little bit more wearisome. There's a pretty bifircated world between large caps and small caps where small caps are having a much more difficult time in terms of obtaining materials or getting goods. So i think we're at this really critical juncture right now where we've sort of picked the easy pickings over the blast of 12 months in terms of market returns. And it's going to get a lot choppier an a lot more uncertain over the next couple of months.
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