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Christmas Special - Lessons from Investing Legends: 4 Principles for Achieving Alpha

Opto Sessions – Invest in the Next Big Idea

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The Chief Driver of the Cycle

Oil went from 20 to 147. So that's almost sevenfold in five, six years. I don't think anybody could imagine this one anywhere near that. And that was maybe just because it was so important and just driving everything else. Psychology. One of my strengths is to understand what is the chief driver of things. The oil prices is probably by far the most interesting and most important commodity.

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