Ep 89: Kenny Arnott - Asymmetric Investing
Inside the Rope with David Clark
00:00
The Four Things I'm Thinking About Today
There's pretty much non-asset class around that hasn't appreciated strongly in the last six months. And so you know from bubbles is that you make a lot of money being long. But on the flip side and you know I remind us that markets have fallen. So to be able to make money at while markets are in this very strong momentum phase but then not lose it is challenging. You're either going to look like an idiot before it falls or after it falls, he says.
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