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What I Learned In 2020 - John Hempton
The Joe Walker Podcast
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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