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117: What Makes a Great Macro Fund Manager? Meet Scott Bessent, Trump's Treasury Secretary

Money Maze Podcast

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Portfolio Management Strategy and Risk Management

They discuss the portfolio management strategy of the guest and how they think about position sizing and managing risk. They mention the success rate of their former organization and compare macro investing to chess, cards, and backgammon. They also touch upon the importance of asymmetry in investing and share examples of past market opportunities.

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