I’m unable to write a thoughtful post this week as I’m wrapped up in earnings season. That said, I recently did an interview with Real Vision TV that I thought some of you may enjoy. Below is a sample clip. To watch the entire interview and to learn about many other investors/strategies, you can sign up for a 14-day free trial. I’d like to thank Real Vision for their interest in absolute return investing — I really enjoyed our conversation.
On another topic, I hope everyone is enjoying the recent bout of volatility in the financial markets. It’s been so long, I had to pinch myself yesterday when the Dow was down 1500 points. While I remain uncertain when the current market cycle ends, I’m becoming increasingly comfortable in my positioning and look forward to further volatility and future opportunity.