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 how should people prepare for the upcoming bear market, US versus Germany 10 years spread, Meb Faber podcasts, and their favorite books and hobbies.
Q4 2019 hedge fund letters, conferences and more

Raul Panganiban: All right. Yeah. So just want to know, how, how should people prepare for the upcoming bear market? And yeah, what should they be doing?
Kevin Smith: Well, we certainly think it's, it's not too late to be looking at you know,...

