#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
Superinvestors and the Art of Worldly Wisdom
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The Foundation of Your Investment Process
John MacIntosh: I want to try and dig into some of these themes that you're writing about. But before we kind of dive into that, I'm really curious to understand a little bit more about your investment process. How do you kind of come up with investment ideas? Where does this stuff come from?MacIntosh: My own process is extremely simple. It's based on the premise that economic cycles around the world are driven by three key variables.
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