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121: Red Lines, Accounting Gimmicks and Management Gloss: Why You Need to Understand Balance Sheets to Avoid Portfolio Disasters (With Steve Clapham, Founder of Behind the Balance Sheet)

Money Maze Podcast

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The Shift in Power and Quality in Research and Investment Management

This chapter explores the changing landscape of research and investment management, with a focus on the increasing influence and quality found on the buy side compared to the sell side. It delves into the attractiveness of the buy side for professionals, the impact of juniorization on the sell side, and the consequences for research and analyst compensation.

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