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23min chapter
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
Excess Returns
Investment Insights from a Hedge Fund Veteran
This chapter explores the personal investment philosophy of a seasoned hedge fund manager, focusing on the concept of 'skin in the game' and their significant personal stake in their healthcare ETF, Pink. It discusses challenges in the hedge fund industry, including market pressures, the importance of macroeconomic understanding, and the dynamics of value investing. The speaker also shares strategies for navigating market volatility and emphasizes the need for adaptability in investment approaches.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode