Crescat Capital: China’s the biggest bubble in the world today the biggest credit bubble and currency bubble, and yet we also have the biggest equity stock market bubble here too

ValueWalk’s Raul Panganiban interviews Crescat Capital’s Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the passiveinvestingbubble and the ETF industry, the sectors which are not in a bubble, and their portfolio construction process.Q4 2019 hedge fund letters, conferences and moreRaul Panganiban: Yeah. On the passive investing bubble isn’t for the market cap weighted indexes, or is that for the ETF industry as a whole?Crescat Capital’s Kevin Smith And Tavi CostaKevin Smith: Well, it’s, it’s really for the stock market as a whole and…

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