
#59: Vincent Deluard On The Paradigm Shift In Markets
Superinvestors and the Art of Worldly Wisdom
00:00
Exploring the Resilience and Potential of the Energy Sector
This chapter explores the common misunderstanding that a portfolio consisting solely of financial assets is diversified, underscoring the need for real assets. It focuses on the energy sector as a promising investment, especially during periods of economic uncertainty, due to its favorable valuations and robust cash flow.
Transcript
Play full episode