EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
Focused Compounding
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Is There a Lot of Persistence in Value Stocks?
Investing in those sorts of things hasn't worked that well for the last decade or so. So where are you spending a lot of your time looking? A lot of it is financials. Probably half of the time has been financials, which isn't normally what i would say i do. But outside of financials, i don't see a lot of opportunities for things.
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