Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps
Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn.
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.
This is a replay of a conversation taped in January this year.
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The skinny
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