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Interview with Chris Pavese of Broyhill Asset Management

The JRo Show

CHAPTER

Balancing Market Risks and Value Investing Strategy

Exploring the importance of macroeconomic factors in investment decisions, this chapter highlights the speaker's cautious outlook on the US markets while seeking value globally. It discusses the delicate balance between stock picking and market timing, presenting a perspective on risk management and the criteria for selling stocks to optimize returns.

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