Crisis Investment Insights
During times of crisis, investment returns become more predictable, with simple quantitative models showing significantly higher statistical power. As external funding dries up, only profitable businesses that generate cash flow survive, making value models more effective compared to periods of economic growth. This shift highlights the importance of discerning sound investments amidst market turmoil.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
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