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 passive investing bubble and the ETF industry, the sectors which are not in a bubble, and their portfolio construction process. Q4 2019 hedge fund letters, conferences and more Raul 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? Kevin Smith: Well, it’s, it’s really for the stock market as a whole and certainly the ETF industry is part of…
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