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3min chapter
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Two Quants and a Financial Planner
Reflection on Short-term Investment Performance and Importance of Informed Decision-Making
Reflecting on past performance in investment factors and the challenges faced by fundamental investors, the chapter stresses the importance of maintaining a long-term view and using data analysis for informed decisions. While not offering new strategies, the discussion aims to continue every six months, highlighting small value exposure as a key consideration.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode