RWH002: Investing Wisely in an Uncertain World w/ Howard Marks
We Study Billionaires - The Investor’s Podcast Network
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Shaping Investment Philosophies Through Family and Experience
This chapter explores the speaker's formative influences on risk and caution from their family's experiences during significant historical periods. It chronicles their early career in investment banking, highlighting the impact of market bubbles and the evolution of investment beliefs over decades. The speaker emphasizes the importance of a balanced approach to value and growth investing, shaped through personal anecdotes and lessons learned from family interactions.
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