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The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps

Merryn Talks Money

CHAPTER

Investment Insights: Diversification and Market Dynamics

This chapter explores diverse investment strategies, advocating for a focus on undervalued markets in the UK and Europe amid prevailing pessimism. It highlights the contrasting economic narratives post-Brexit and discusses the risks and opportunities presented by private equity and traditional assets like gold and Bitcoin. The conversation emphasizes the importance of market dynamics, valuation perceptions, and the impact of geopolitical factors on investment decisions.

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