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Michele Aghassi - Unintended Bets Everywhere (S6E7)

Flirting with Models

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The Importance of Currency in Investing

The value spread has come back a bit from peak levels in 2020. But it certainly hasn't been a smooth or straight ride back. How do you think about sizing a bet on something like value where the recovery could be incredibly volatile? Recoveries of any kind tend to be rocky, and value recoveries are no different. There's still plenty of dislocation correction left to go.

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