Steve Johnson joined the Fear and Greed podcast to discuss some of the businesses he likes, how he finds long-term value in share markets, and what he’s most guilty of when it comes to investing.
“For our style of investing, volatility is a plus. You don’t get to buy things at absurdly cheap prices unless those prices move around a lot,” he says. “There are times for being aggressively concentrated when the market gets really crazy and there are times for being really sensible, and I think we’re probably in the latter type of market environment at the moment.”
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