Investing in today’s world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also requires an understanding of economics. And with governments playing an increasing role in markets, it requires an ability to understand public policy and interpret its impact. Nir Kaissar is unique in his ability to offer insights into each of these areas. He is the founder of Unison Advisors and a regular columnist for Bloomberg.
In this interview, we discuss each of these areas, and the unprecedented times all of us are currently living through.
We discuss:
- The COVID-19 crisis and the government response to it and what they mean for investors;
- Why the struggles of value investing in the past decade aren’t enough to tell you it is dead;
- Whether bonds still make sense for investors with yields near all time lows;
- The role of market valuation in analyzing future returns;
- Whether passive investing is distorting the market.
We hope you enjoy the discussion.
Watch, Listen or Stream on YouTube or your Favorite Podcast Platform
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Show notes & where to learn more:
- Nir’s firm, Unison Advisors
- Nir on Twitter @nirkaissar
