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#59: Vincent Deluard On The Paradigm Shift In Markets

Superinvestors and the Art of Worldly Wisdom

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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.

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