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3min chapter
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Exploring Cyclicality and Momentum in Investing
This chapter explores the significance of cyclicality in investing, drawing on Howard Marks' insights about market fluctuations. It emphasizes the consequences of ignoring these cycles, particularly in momentum versus value investing, while addressing the pitfalls of survivorship bias in evaluating investment strategies.
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