TIP380: A Holistic Approach w/ David Schawel
We Study Billionaires - The Investor’s Podcast Network
00:00
Navigating Market Dynamics
This chapter explores the intricacies of investor sentiment in the equity market amid rising prices and negative real yields. It emphasizes the need for resilient portfolio construction and examines growth company valuations, particularly in light of fluctuating interest rates and optimistic projections. The discussion also highlights the challenges of investing in SaaS companies, the current bond landscape, and the considerations for integrating alternative assets and emerging markets into investment strategies.
Transcript
Play full episode
