Exploring Reflexivity in Macro Investing

This chapter explores the investment philosophy of a billionaire centered on macro investing and reflexivity. It highlights how market perceptions, as illustrated through the GoPro example, can significantly impact a company's success independent of its fundamental performance.

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IN THIS EPISODE, YOU’LL LEARN:

What reflexivity is, and how the concept has helped George Soros amass $23B.
Why floating currencies like the US dollar are bound to be unstable and ultimately crash.
How to value commodities.
How to calculate the intrinsic value in international stock markets.
If the stock market will return the same in the 21st century as the 20th century.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
George Soro’s book, The Alchemy of Finance – Read reviews of this book.

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