Investing Through a Bear Market

This episode is brought to you by:

Koyfin. Koyfin is a web-based platform that lets you analyze stocks, ETFs, mutual funds, and other asset classes in one place. I've been using it every day to track what's going on in the market, and I think if you try it, you will, too. Koyfin has a ton of high-quality data, powerful functionality, and a clean interface. The best part is, it's free. You can sign up at www.koyfin.com.

[00:01:40] – How he sees the markets right now

[00:03:06] – How he handles information uncertainty and the value spreads

[00:05:53] – Trading in today’s market and volatility

[00:09:45] – How economic activity squares with the amount of stimulus being pumped into the market

[00:13:11] – Market Wizards: Interviews with Top Traders

[00:13:56] – Acid tests for individual companies in this environment

[00:19:09] – This Time Is Different: Eight Centuries of Financial Folly

[00:20:45] – His take on software companies during the crisis

[00:28:57] – Fast pace of change during extreme times of duress

[00:35:14] – Space as a service

[00:39:52] – Attention and time inside digital universes and how investors can take advantage

[00:46:17] – Why chaos is a ladder

[00:50:42] – It Was a Very Good Year: Extraordinary Moments in Stock Market History