Jim Boulden: Why does sometimes cheapness not work? How can you ave been a value invest ter through 20 18, 19 and 20 and not have asked that question? He says one of the reasons is wewere coming out of economic crises. "There's something about extremes, i think, that matter in markets," he says.
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/