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What I Learned In 2020 - John Hempton

The Joe Walker Podcast

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The Best Reasons to Believe This Time Is Different

This month is panning out exactly the same way. They're selling good quality companies to fund losses on crap. As a fund manager, getting your hedges wrong is very, very unpleasant. I wish I could make the unpredictable uncertainty of all these retail investors predictable. Genuinely envy Jim Simons, who seems to know how to do that.

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