EP 25: What I Learned This Week (with Kiril Sokoloff)
Library of Mistakes
Market Shifts and Investment Strategies
The chapter discusses the evolution of the investment industry, emphasizing the rise of algorithms in trading, the impact of indexing on pricing, and the financialization of the market. It explores how these changes have reshaped investing, focusing on trends over value. The conversation also reflects on past predictions, contrarian views, and lessons learned from market mistakes.
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