Ep. 19 – Ian Cassel on Microcap Investing, Dealing with Self-Doubt, and the Secret of Happiness
The One Percent Show with Vishal Khandelwal
How Do You Deal With Drawdowns?
The large caps are fallen by 50 %. I'm sure a lot of micro caps would have been decimated across the world, right? So how do you deal with these difficult situations of drawdowns and maybe do you doubt yourself at times whether you want to shift to or not really entirely shift, maybe a part of your portfolio to much more stable coumpries? Because the stock is a stock, righta micro you recognize erly, can generate a higher alpha for you. For most people, i think it's a land mine, right? There's one an castle, who follows micro cap strategis done veally well. But there there are 99 other people who follow the same
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