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Bear Market Lessons (EP.306)
Animal Spirits Podcast
The Most Honest Portfolio Manager There Is
I think Drucken Miller is the most honest portfolio manager there is. Like he... I love it that he admits mistakes. There's a lot of people out there who just will say something crazy and outlandish and then move on and pretend like they didn't say it. But if he's wrong, three minutes later he goes, you know what? That's on me. I was wrong. He says he missed the dollar rally, which I guess this is the kind of stuff he trades his currencies because I could not bring myself to buy Joe Biden and Jerome J. Powell. It was probably the biggest miss of my career.
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