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Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities

Yet Another Value Podcast

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Valuation Insights Amid Political Uncertainty

This chapter explores how the potential re-election of Donald Trump affects the valuation of Fannie Mae Preferreds, particularly focusing on the impact of changing political probabilities. It highlights the disconnect between market responses and actual probabilities, urging listeners to consider the nuances of market dynamics and the complexities of financial predictions.

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