Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
The Meb Faber Show - Better Investing
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What Are You Excited About?
This is an attractive and interesting time for the market. We've had this huge move off the loves from a year ago, but we're still pretty early. The portfolio has shifted more towards classic value names over time. And i wouldn't be surprised over the rest of this year, or the next year, to see a very strong market. But in the nearer term, as you said, even in the mo moreuforik areas of the market, you never know when that's going to end.
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