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Will Thomson of Massif Capital: A Reshuffling in Real Assets

Frederik's Labyrinth

CHAPTER

Technic's Approach to Investing

I would be very surprised if just like the United States, they don't have some sort of made in Europe. So there'll be beneficiaries and they are going to be Europeans or European companies. Same thing for the U.S., same thing for China. We're no better at timing the cycle than anyone else. That'd be great if we were, but we aren't. And so we'll, you know, try to get it when it's in its bottom third, which I think is right now. Could be wrong.

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