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Expert: Luke Laretive - Looking for catalysts in Aussie stocks

Equity Mates Investing Podcast

CHAPTER

Challenging Investment Norms

In this chapter, the hosts engage in an insightful discussion about investment strategies, contrasting traditional philosophies with a contrarian view on managing winning stocks. They emphasize the risks of over-trading and present evidence that a more passive investment strategy can lead to better long-term returns. The conversation also explores portfolio construction, macroeconomic considerations, and specific stock evaluations, preparing listeners for the investment landscape of the future.

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