Similarly in this conversation, Justin Waite & myself explain where smallcap Hobbit-style investors like us two plan to allocate funds amid today's protracted 'Bear' market.
Timestamps
How our portfolios have been faring over the summer.
What to do with essensys &/or other problem stocks? 01:50
LungLife AI. 05:55
What’s the optimum ‘hit rate’? 10:45
Significance of the US #yield curve resteepening. 20:00
How is the 2% #CPI target calculated? 22:15
Belluscura . 24:40
The Eggfree Cake Box. 28:30
Investment strategy for the rest of the year. 32:20
Importance of the housing market. 43:20
How Justin’s portfolio has performed. 44:50
Continuous learning. 49:40
Disclosure: I own ESYS
