The Acquirers Podcast

Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

5 snips
Apr 1, 2024
Eric Cinnamond from Palm Valley Capital Management discusses his absolute return approach to investing and contrasts it with a relative return strategy. Topics include navigating market uncertainties, margin analysis, the yield curve, inflation effects, Reddit's IPO, small-cap companies, and the limitations of predictive ability. The conversation also touches on AI in academics, investing, and market trends.
Ask episode
Chapters
Transcript
Episode notes