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Catch a Falling Knife
The Compound and Friends
Active Versus Passive - Is There Room for Both?
The idea that we're going to have earnings come down, but avoid a recession with stocks higher sounds like a cocktail that you can never concoct. Kathy Wood did it in three ways: stock selection, concentration, and then the conviction to hang on to those ideas. William O'Neill says 90% of people fail because they buy nothing to write home about stocks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode