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The Hundred Year Pivot Ep. 3 - Russell Napier

The Grant Williams Podcast

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Navigating Creative Destruction in Investing

This chapter explores the idea of creative destruction in the S&P 500, emphasizing the shifts in market leadership and the importance of focusing on underappreciated value stocks. The discussion also contrasts historical investment strategies with current trends, advocating for a deeper ownership approach while considering potential changes in dividend policies and market valuations.

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