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10min chapter
Jason Shapiro: It’s Too Early To Get Long Bonds
Forward Guidance
Unpredictable Market Movements and Challenges for Value Investors
The chapter discusses the unpredictability of market movements and the challenges faced by value investors. It explores the poor performance of equity markets in Asia and the speaker's uncertainty about the reasons behind it. They also discuss the difference between trading and long-term investing, highlighting the importance of valuation and acknowledging the unpredictability of the future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode