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Talk Your Book: Matching Longs with Shorts

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors, to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfolio turns over, stock picking within small cap growth, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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