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The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Real Vision: Finance & Investing
What Works in a Crisis?
In crisis periods with tightening financial conditions, it's a really clear investment advantage in having guaranteed capital. If you are the only guy who can buy in a crisis, you're going to get paid something. And so the question is, what works in a crisis? You know you're in it. You want to deploy money. That stuff works better in a crisis than a dozen of bull market.
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