Investing Experts
Capital imbalances and why David Daglio is a reformed value investor
May 10, 2024
David Daglio, a reformed value investor, discusses capital imbalances, investing in bonds, miners, and protecting portfolios. Topics include gold vs gold miners, Jerome Powell's challenges, 10-year yield, AI, copper, nat gas, US vs rest of the world, and macro volatility. Insightful discussion on US exceptionalism, NVIDIA chipsets, global investment opportunities, and self-awareness in investing decisions.
37:27
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Quick takeaways
- Success in investing lies in identifying capital imbalances, not traditional metrics.
- Investors should diversify globally and capitalize on emerging opportunities like AI and infrastructure investments.
Deep dives
David Daggleo's Journey in the Investment World
David Daggleo reflects on his entry into the investment world after realizing his passion for business and financials. Despite initial challenges as a value investor, he emphasizes the need to look beyond traditional metrics and focus on capital imbalances for successful investments. His evolving approach highlights the importance of adapting and learning from past mistakes.
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