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3min chapter
TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
Introduction
Colin Rhodes compares individuals stuck picking to finding the new Michael Phelps swimming in the river. He argues that we should focus on the current of the river instead, because that is how macro investors think. Colin started his career reading all about his letters and have taken that mindset into macro investing.
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