
#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
Superinvestors and the Art of Worldly Wisdom
The Misconceptions About Inflation
There's a fascinating irony right now in in these misconceptions that's kind of at the heart of these misconceptions I think. Most investors are too focused on short-term cyclical dynamics to really appreciate the larger tectonic shift under the way underway in the markets in terms of inflation and these things absolutelyabsolutely yes.
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