The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps | Merryn...

Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn this week. 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. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices. From Bloomberg Podcasts. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Listen to more Merryn Talks Money: https://www.youtube.com/playlist?list=PLe4PRejZgr0OV82z8tlMKm3p4GGelkTXr Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake For coverage on news, markets and more: http://www.bloomberg.com/video #Markets #Finance #Investing #Podcast #Bloomberg