CNN's John Defterios asks a quant to walk him through his theory on emerging markets and crisis. He says the returns from two thousand one to two thousand seven have been so good, Harvard needs to amp up it's bet in emerging markets. "You absolutely know if you're in a crisis," defterios says of crises that are just so clear.
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/