Masters in Business cover image

Antti Ilmanen on Expected Returns

Masters in Business

00:00

Understanding GDP Growth and Investment Returns

This chapter explores the intricate connection between GDP growth and investment returns, using China's growth as a case study. It emphasizes the need for investors to grasp sector compositions, market dynamics, and the strategic role of cash in asset allocation.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app