
Premium to Humility (guest: Neil Azous)
The Market Huddle
00:00
The Importance of a Good Trading Book
I just think that it's like, I think Jim Grant said something there are no bad bonds. There are only bad bond prices. And sometimes those are the best investments when they're forgotten about. Do you have a Don Cox investment idea for us? Oh, man, I have two that I like right now that I call off the bean path, but certainly can come to page one in the next year. The first one is Japanese equities. It's been a long time since anybody has really talked about quote unquote "un economics" Since 2012 or 2013, whenever the advent of quoteUnEco was developed, these companies have done very poorly. They've gone as far as
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