Narrative as an Investing Factor with Ben Hunt
Excess Returns
00:00
The Structure of Narratives in TV Shows, Movies, and Investment Stories
This chapter explores the three-act play structure followed by TV shows and movies, drawing parallels to the structure of narratives in sectors, stocks, and investment styles. It highlights the importance of recognizing the narrative life cycle and maintaining a critical distance, as well as the investability of narratives at different points in their life cycle.
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