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11min chapter
Capital imbalances and why David Daglio is a reformed value investor
Investing Experts
Lessons in Value Investing and Market Dynamics
The chapter explores the speaker's journey as a value investor, emphasizing the importance of learning from mistakes. It delves into market dynamics, discussing the potential impact of AI data center development on investments and the shift away from US exceptionalism due to fiscal spending. Investment strategies like staying short in bond duration and investing in gold miners over ETFs are highlighted, with a focus on protecting portfolios amidst macroeconomic volatility.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode