2023 Midyear Outlook
Capital Ideas Podcast
The Power of Becoming Uncomfortable
By the time that it feels good to invest that cash, it's probably getting a little bit too late. So, I think my message to you would be be prepared to be brave and feel a little bit uncomfortable. By the time you wait for that clear view of the future, the share prices have changed. And we've talked about that already, whether it's in logistics companies, industrials, healthcare utilities.
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