How to Invest When There’s Nowhere to Hide – Ep 145

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market...

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market junkie to notice the pervasive feeling of euphoria. Vitaliy shares how he invests when most if not all asset classes are very expensive.

You can read this article online here: https://investor.fm/how-to-invest-when-theres-nowhere-to-hide/

Why Do I Write a 27-page Letter To Clients  link here: https://investor.fm/why-do-i-write-a-27-page-letter-to-clients/

Part 1 from the Fall letter: https://investor.fm/this-holiday-will-mr-market-eat-too-much-pi/

 

 

New to investing?

Explore these valuable guides to get started.

Related Articles

The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305

We don’t have to go decades back to find an analogy. Just look back a few years, to the pandemic. We all lived through it, most of us in sweatpants. And it offers a near-perfect preview of what is about to happen in AI.

Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head – Ep 304

A great speaker can bend logic with emotions and exert undue influence on your decision making. The better someone speaks, the more discriminating your Sophist filter needs to be.

My New Daughter – Ep 303

On Jonah and Molly's wedding

Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302

Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.