i think it's about making sense of the world. And often the prediction of what we want to happen is motivated by our desires and biasies and goals. John marry weather, who you just brought a long term capital management, absolutely blew it up. I knew those guys, and was saying, leverach guys, iliquid. Not a good combination. But then he went on and raised another fund. So that leads me into the other aspect of your work that i actually love, because that's the malatof cocktail throwing part of it. You know, iave always site as one of the primary differences between practicioners and academics,. so when i did wat works on
In this episode of Infinite Loops we speak with Dan Rasmussen, founder and CIO of Verdad Advisers. We discuss:
- Bubbles vs. Crises
- Investing in Emerging Markets
- Identifying when "value investing" works, and when it doesn't
- Theory vs. Practice
- And a LOT more!
Follow Dan on Twitter at
https://twitter.com/verdadcap and learn more about Verdad Advisers here:
https://verdadcap.com/