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22min chapter
The Case for Value Investing with Tobias Carlisle
Excess Returns
Navigating Investment Strategies in an Inflationary Environment
Exploring the impacts of inflation on investment decisions, this chapter delves into the complexities of asset classes like stocks, real estate, and crypto. It emphasizes the challenges of predicting inflation and how traditional economic rules may not apply in the current market. The discussion underscores the importance of maintaining a focus on undervalued stocks with strong management amidst market uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode