The Wise Investor Show

Simon discusses how this decade-long bull market has given rise to the narrative that "investing is easy". He notes fund flow data during the recent bout of market volatility and how investing certainly is much more difficult than advertised. He observes how the limited effectiveness of market timing, anchoring to artificial timeframes and benchmarks and dreaming of huge winners can all be injurious to investment success. Simon also reviews the current market backdrop and how risks are elevated with more questions than answers. He makes the case for JPM and C as standout values and what to think about the recent rise in anti-trust scrutiny of the technology behemoths.