
Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356
The Meb Faber Show - Better Investing
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What Are Your Favorite Relationships?
The markets remake themselves frequently, and it's very ai ghats why hedge funds blow up. What you got to figure out at all times is, of the consensus beliefs that are driving prices, what among those are the most vulnerable to shift away from what people think? If they do, what will that do to different prices that you could exploit? And there's really a host of things a going to that.
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