The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

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Episode
157 of 215
Duration
49min
Language
English
Format
Category
Economy & Business

Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn this week. They discuss his book, why all forecasts are wrong (and why we need them anyway), the case for selling US tech and buying small caps, whether we’re in an artificial intelligence bubble, and Japanese equities.

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