
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Global Investments
This chapter explores international investing, focusing on stocks and debt opportunities in Europe and China amidst rising interest rates and market uncertainties. It highlights the importance of understanding local risks and historical trends while emphasizing a cautious yet informed investment approach. Additionally, the chapter touches on the significance of aligning investment managers with clients for long-term success, discussing the evolution of investment strategies in a changing economic landscape.
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