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Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

The Acquirers Podcast

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If you want to be your best case scenario is just keeping up with, you know, just having a little bit of it in your portfolio. Because the right tail is so pronounced in these ones that win,. That's system in that you better off having lots of small positions. Yeah. So it's lucky and pick the one that wins and look like a genius. But if you don't, you're, you're under, you're smoked. It seems kind of a scary game to play to me. They're all scary games in the market. What's your other alternative? S&P 500. And then you hire. Asking dog crap.Yeah. There's some good

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