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Bathe Yourself In Indifference (guest: Marko Papic)

The Market Huddle

CHAPTER

Becoming an Expert and the Importance of Conviction in Macro Investing

This chapter emphasizes the need to gain deep knowledge and expertise in a specific domain before analyzing macro trends. The speaker discusses their journey from being an expert in European politics to becoming a macro strategist and highlights the significance of conviction in macro investing.

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