Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
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What Do You Guys Not Invest In?
We're a leading lender to filmmakers in Puerto Rico where we are advancing against the tax credits that they're issued without having exposure to the consumer adoption of the content so to speak. We buy non-performing pools of loans all around the world. We do various forms of insurance finance and we're very active in litigation, finance of all kinds,. So there's a lot of stuff out there. What do you guys not invest in? Well, it's the big three. Macro, quant, and things that require a greater fool.
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