
#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
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Introduction
Jesse Felder: Super Investors in the Art of Worldly Wisdom. My guest for this episode is David Hay, who has been managing money for over 40 years. He discusses how he developed his investment methodology and shares some of the key tactics that he's put to use today. Hey, wonder why fun managers can't beat the S&P 500? Because they're sheep, and sheep get slaughtered.
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