51. Jared Dillian - Fintwit Bastards
Mutiny Investing Podcast
How to Be a Contrarian in the Stock Market
I think we just work at different times. You work in the middle of the night. I go to bed. Except for the other one of the other random things that I really liked and one of the essays was like, bet on winners and talk about a contrarian take. Most of the time you probably want to bet on things continuing to win or conglomerates or large size to continue a big inertia. It's almost what Soros was talking about with reflexivity, right? It's like very similar. The winners usually keep winning. The losers usually keep losing.
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