Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling

THH
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities. This volatility is caused from across-the-board sympathetic...
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Warren Buffet Quote to Ponder

Warren Buffett: “Some people should not own stocks at all because they get too upset with price fluctuations. If you’re going to do dumb things because a stock goes down, you shouldn’t own a stock at all.”   https://x.com/ThomasSowell/status/1908645825191854186  
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Munger Quotes

“You’re looking for a mispriced gamble”  — Charlie Munger “The desire to get rich fast is pretty dangerous” — Charlie Munger “Sit on your ass. You’re paying less to brokers, you’re listening to less non-sense” — Charlie Munger
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