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TIP454: Current Market Conditions w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
What Is Typical Behavior of Value Versus the Market?
Zig shorts really started working last year because i tend to be short. That was one of the things that helped value for a while there, from september 20 20. It sort of stopped working again about april 20 21. And so now we've got to a point, i think, where we were the lungs again with soft ninto this until sort of april and then since april. But i think we're now in the teeth of the drawdown, valu starts looking better again. When everything seling off, value seems to hold together a little bit better.
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