Dan Niles on Big Tech Stocks and the AI Revolution | #485
The Meb Faber Show - Better Investing
How to Short a Company in a Recession
When you think about the shorts, how do you kind of dig these up for the most part? You mentioned the timing is important and how you think about valuation. When you're ready to put one on, is this sort of a timeframe when you're thinking, is this weeks or months? How do they make their way in your book? Well, I'll pick one today. It's advertising. And so Google's one where we're looking at that. But people don't realize the downside risk because if you go back to the last real recession we had before COVID, advertising spending went down about 20%.
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