High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
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Investing in the Market
No one can predict the future with any degree of accuracy or certainty. But it's helpful to think about different scenarios and what, you know, might happen when the market's over time. And from a portfolio of construction perspective, then it starts saying, okay, well, if it goes this way, how would I like to be postured? "I've got to have some things that work well in a high inflation environment," he says. 'And I probably need to sit on some dry powder'
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