MI Rewind: Could This Time Truly Be Different? NFTs, Macro, Crypto, Bitcoin w/ Raoul Pal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Volatility of Value Investing
I think that volatility piece that you mention is the part that a lot of people miss, because they'll look at amazon, and they'll zoom out on the chart. But if you actually drill in a little bit, you see those huge, drydownsthat you just talked about. Ye, it's incredible. I think about myself, unlike been telling myself for a long time, i'm still young, but when i first got into investing, i was a value investor. And ive really figured it out over the last 18 months, and what it meant, and how big the opportunity was. To create true wealth, you have to understand a theme really well and have very
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