| Hey , I’ve been talking about political polarization and its associated diseases (the mainstreaming of the fringe, media subjectivity, and so on) for some time, in The 10th Man and other places. I sent you guys a survey on it recently, and more than 10,000 people answered. Which is a huge number. Clearly, this stuff is on people’s minds. It seems to be on everyone’s mind… but not on the market’s mind. I believe that political risk is significantly underpriced by the market. This isn’t an attempt to scare you—I don’t know if we’ll get President Warren, who’s out there talking about banning cars and throwing around $52 trillion healthcare plans. But it is certainly a risk. And there are a bunch of other risks too, even though the market seems happy to continue going to the moon without considering them. Well, we should consider them. You’re Invited to a Call with Me on November 26 I’m hosting a call on November 26, where I talk about all of these risks, what I think is coming next, and most important—how investors can invest to avoid political risk, and also some ways they can take advantage of it. I’ll have a special guest with me: Ben Phillips of EventShares. How he tackles the investing and politics issue is interesting and worthy of your time. He spoke at The Daily Dirtnap Conference (Dirtcon 2.0) in Myrtle Beach earlier this year, and was a hit. You don’t need to register for this call. I just want to let you know it’s coming. I’ll send you an email on November 26 when we’re airing it (and you’ll be able to listen back if you can’t listen live). Oh, and it’s free, of course. Consider it a thank you for the 10,000 survey responses I got. Talk to you then. Jared Dillian
P.S. If you have any questions you’d like me to address, please do feel free to send them to [email protected]. | 