Capital imbalances and why David Daglio is a reformed value investor
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Description
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long https://seekingalpha.com/symbol/US10Y?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor, miners and how investors should protect their portfolios...
show moreShow Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
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Author | Seeking Alpha |
Website | seekingalpha.com |
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