38 - Investment Fundamentals 101
TRAP: The Real Adviser Podcast
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Evolution of Investment Philosophy
The chapter explores the speaker's journey from relying on active funds to adopting a data-driven approach in investment decisions, reflecting on mistakes made post the 2008 financial crisis. It emphasizes the need for independent research and a solid investment philosophy built on empirical data rather than following blind recommendations. The importance of experience, confidence, and a holistic approach to client services, including collaborating with professionals from various fields, is highlighted.
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