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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

What's the Difference Between Value Stocks and the Internet Bubble?

Each of these cycles, as you say, is so unique. The regulatory response coming out of something like the GFC becomes a thing. It imposes itself just in terms of the fabric of risk taking. We need to look at some of these and also try to differentiate which of these business ideas are going to be successful.

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