3min chapter

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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

Superinvestors and the Art of Worldly Wisdom

CHAPTER

Introduction

It was just over two years ago Diego Parilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls anti-bubbles. In this episode Diego shares his views on the misconceptions underpinning all sorts of acid bubbles at present as well as how a paradigm shift in inflation threatens to play the role of pin to each of them. He also discusses why he believes cryptocurrencies are in fact a bubble and how they've created another opportunity in what he sees as one of the oldest and most enduring of anti-bublets.

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