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Why This Billionaire Investor Thinks Value Investing is Back ft. Mark Holowesko

Raoul Pal: The Journey Man

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Navigating Short Selling and Investment Strategies

This chapter explores the strategic nuances of short selling in the hedge fund industry, focusing on the evolution of investment techniques from basic stock shorts to complex derivatives. It discusses the relationship between value and growth investing, highlighting the importance of a balanced approach in current market conditions, particularly in the tech sector. The speakers advocate for an intrinsic value approach to mitigate risks and enhance returns, while analyzing the shifting tides of investor sentiment towards value investing.

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