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The ‘Humble’ Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

From Bloomberg: Merryn Talks Money podcast

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.

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