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RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
Exploring the New Golden Age for Investing and the Changing Economic Environment
The speaker discusses the concept of the 'revenge of the stock picker' and explains how we are entering a new golden age for value investing, stock picking, and active management. They describe the post-financial crisis period as an extremely anomalous time that led people to believe certain principles that may not be permanently true. The speaker emphasizes that the extended anomalous period created distortions in people's thought processes and capital allocations, leading to investment opportunities. They caution against assuming that the previous economic environment of low inflation and depressed interest rates will return, highlighting the need to identify the economic beneficiaries in the upcoming decade.
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